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The First Step
Aug 29, 2023 2:31 PM UTC
Question

How to merge phone calls within RingCentral for Salesforce?

Can someone provide the step by step to merge phone calls within RingCentral for Salesforce? I did not find the instructions within the most recent user manual that I have.

4 replies

Mary-Community_Moderator
Community Manager
Community Manager
Aug 30, 2023 3:11 PM UTC

Hey @Jeff Strickland , just wanted to give you an update that I'm still in the process of gathering the information you need.

The First Step
Aug 30, 2023 4:49 PM UTC

Thank you.

Mary-Community_Moderator
Community Manager
Community Manager
Aug 31, 2023 2:53 PM UTC

Hi @Jeff Strickland,


If you're using the Browser as your calling option within CTI, unfortunately, there isn't a merge option available. However, if you opt to use the RingCentral app instead, merging calls is possible. Simply head to the Settings tab, select Calling, and then RC App to make the switch.


I've also received word from the Integrations Team that Conference calling, which includes merging calls, will be made available in the RingCentral Salesforce sometime in Q4.


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The First Step
Oct 18, 2023 11:22 AM UTC

@Mary-Community_Moderator

Do you have more information about the next release for the Salesforce merge function?