RingCentral for Salesforce lets you make and receive calls directly from your Salesforce account. Once your call has begun, you can log the call with details and notes as activity on the account.
This article shares how to log in to RingCentral for Salesforce for the first time. To learn how to make a call through RingCentral for Salesforce, click here.
1. Click on the phone symbol on the bottom left corner of your browser.
3. Click Sign In.
4. Enter your AM email in the popup window.
5. Click next.
6. Type in your Ring Central password.
7. Check Stay signed in.
8. Click Sign In.
9. Click I Accept.
If it's your first time logging in, toggle on Auto log notes and Auto log SMS.
10. Click on the Dialpad Icon.
Call away!
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