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jmatt5660 avatar image
jmatt5660 asked colin-liu1110 answered

Salesforce integration question

Two questions regarding Ring Central's ability to integrate with Salesforce:


1) Is there an ability to put a link to the recorded phone call in Salesforce?


2) Is there a way to update the field "Last Call or Email Date" via the RC integration in Salesforce?

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colin-liu1110 avatar image
colin-liu1110 answered
#1 Do you mean a link to call recording? If so, you can add a custom field named 'Call Recording' to your task page layout to enable it.

#2 You can add custom fields to RC Integration for manual editing. But I am afraid that those fields won't be updated automatically.
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Developer sandbox tools

Using the RingCentral Phone for Desktop, you can dial or receive test calls, send and receive test SMS or Fax messages in your sandbox environment.

Download RingCentral Phone for Desktop:

Tip: switch to the "sandbox mode" before logging in the app:

  • On MacOS: press "fn + command + f2" keys
  • On Windows: press "Ctrl + F2" keys