RingCentral for Salesforce lets you easily log previous texts to clients and corporate partners directly from your Salesforce account.
This article shares how to log a previous call made or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to make a call through RingCentral for Salesforce, click here.
Log a Previous Text
1. Login to Salesforce.
2. Click on the phone icon in the bottom left-hand corner of the browser.
3. Click on the envelope icon.
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4. Locate the text you'd like to log activity for.
5. Click the paper and pencil icon to log the text.
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Done! Your text has now been logged as an activity on the client's contact record.
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