Development and Partnerships

Logging a Previous Text in RingCentral for Salesforce

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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 text sent or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to send a text through RingCentral for Salesforce, click here.

Log a Previous Text

1. Click on the phone icon in the bottom left-hand corner of the browser.

2. Click on the envelope icon.

3. Click the paper and pencil icon by the text you'd like to log.

Done! Your text has now been logged as an activity on the account.

Your other option is to hire Salem the cat to perform data entry for you. Godspeed with that choice.

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