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Salesforce integration question

Tags: getting started

May 30, 2017 at 1:18pm • 1 replies • 0 likes

jmatt

Two questions regarding Ring Central's ability to integrate with Salesforce:

1) Is there an ability to put a link to the recorded phone call in Salesforce?

2) Is there a way to update the field "Last Call or Email Date" via the RC integration in Salesforce?

1 Answer

colin-liu answered on May 30, 2017 at 5:59pm

#1 Do you mean a link to call recording? If so, you can add a custom field named 'Call Recording' to your task page layout to enable it.

#2 You can add custom fields to RC Integration for manual editing. But I am afraid that those fields won't be updated automatically.

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