Integrate RingByName with Salesforce




Features and Benefits


RingByName's Salesforce application allows you to integrate the power of RingByName with your Salesforce account. The RingByName application, available now in the Salesforce App Exchange, allows you to extend the power of RingByName from beyond a simple click-to-call interface to a fully integrated marriage of telephony and CRM.

What can the Salesforce application do?

The application will allow you to make and receive calls directly from within Salesforce and work more efficiently. RingByName will work with Salesforce to automatically:
  • Display matching contacts on calls to or from your business phone number -- view and update contact information through Salesforce.com and Salesforce iOS and Android apps. Improve workflow efficiency and consistency with automated telephony integration.

  • Allow you to click-to-call on any phone number within Salesforce and a call is placed using your business phone number. Calls can be made from a desk phone, mobile phone, or softphone. Your office phone goes everywhere you go. Keep your personal number private.

  • Sync contacts and notes so that callers can be welcomed by name, caller details can be displayed for call recipients, and call notes are created and shared with ease. A better caller experience is a competitive edge that generates tangible benefits.

How much does it cost?


A Salesforce account is required in order to use this application. An additional one-time fee of $1 per user will be charged by Salesforce to access and install the application on your Salesforce account. 

Installing the RingByName for Salesforce App

The steps below will guide you on the initial installation of RingByName for Salesforce app.

Step 1:

Open the  link http://bit.ly/r_salesforce 

Step 2:

Click Get it Now.


Step 3:

Click Login to App Exchange.


Step 4:

Login as Administrator to Salesforce.com


Step 5:

Choose where you want to Install the App and Click Confirm and Install.


Step 6:

Approve the Access Request and Check the Checkbox and Click Continue.


Step 7:

Select Install for All Users, then click Install. 


Step 8:

After the Installation is complete click on Done    



Configure the Call Center

Users will not have access to RingByName for Salesforce until the administrator adds them to the Call Center as detailed below.

Step 1:

Go to Setup > Visualforce Pages, then click the preview icon next to the CTIAdapter.


Step 2:

After the page opens in new tab or window, copy its URL.

NOTE: You may see a different URL from the example below. The URL is different per Salesforce user

organization.

For Example the URL would be: https://rbn.ap5.visual.force.com/apex/CTIAdapter

 

Step 3:

Go to Setup Home > Call Centers.

Select the call center RingByName App, then click Edit.


Step 4:

Paste the URL from the RingByName Page and Paste it in the CTI Adapter URL.



Adding Users to the Call Center

Users will not have access to RingByName for Salesforce until the administrator adds them to the Call Center as detailed below.

Step 1:

Go to Setup, search for Call Centers using Quick Find, then click Call Centers


Step 2:

Click RingByName.


Step 3:

Click Manage Call Center Users.


Step 4:

Click Add More Users.

NOTE: You cannot add Users that are already added to another call center.

Step 5:

Select Filters, then click Find.


Step 6:

Select a User, then click Add to Call Center.


.


Setting up Softphone Layouts in Salesforce 


Configuring the SoftPhone Layouts involves the following steps to enable specific feature behaviors:

1)      Setting up a SoftPhone Layout
2)      Assigning the SoftPhone Layout to Users


Setting up a Softphone Layout 


Step 1:

From the left-hand side menu, under Setup, use Quick Find to search for SoftPhone Layouts, and then click on SoftPhone Layouts.

Step 2:

Click New.


Step 3:

In the Name field, type RingByName SoftPhone Layout, then select the Is Default Layout checkbox to make it the default layout for all Users.


Step 4:

Click the Save button at the top.




Assigning the SoftPhone Layout to Users


Click SoftPhone Layout Assignment to assign the newly created layout to relevant profiles.




Add Open CTI SoftPhone to your Lightning App


Step 1:

You can add CTI to any of your Lighting apps. Click the Gear icon User-added image, and then go to Setup.


Step 2:

You can use the Quick Find field to search for App Manager or you can go to Platform Tools > Apps > App Manager. 


Step 3:

Click the drop-down arrow on the Lightning app to be added to the RingByName app, then click Edit.

For this example, we will add the Open CTI Softphone to the Sales app.


Step 4:

Open the Utility Bar tab, then click Add.


Step 5:

Click Open CTI Softphone from the list.


Step 6:

Click Save, and then click Done.

In the previous example, we added the Open CTI Softphone to the Sales app. Launch the Sales app from the

App Launcher. The RingByName app will be displayed in the Utility Bar.




Setup Custom Setting of your App


Step 1:

Go to Setup > Develop > Custom Settings


Step 2:

Click on Manage of RingByNameAdminSetting.


Step 3:

Click on Edit.


Step 4:

Enter the admin credentials in the AdminPassword and AdminUserName.


For the credentials contact RingByName Support.

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