RingCentral for Salesforce lets you make calls to donors or volunteers directly from your Salesforce account. Once you've made your call, you can log the call with details and notes as activity on the account.
This article shares how to make calls through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Make a Call to a Contact in Salesforce
1. In Salesforce, click on a donor or volunteer's phone number on their contact or account or click Call with RingCentral.
Your call has been logged to the account's activity.
