How to Connect RingCentral with Salesforce

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install the RingCentral integration directly from Salesforce AppExchange.

Quick summary

The Salesforce RingCentral integration is installed directly through Salesforce AppExchange in just a few steps, from finding the listing to granting third-party access and confirming the installed package in your org's Advanced Setup.

Steps

Go to Salesforce AppExchange and search for RingCentral for Salesforce.
Click the Get It Now button on the listing page.
Select Try in your sandbox to begin the installation in a sandbox environment.
Verify your account information is correct, then click Continue to Installation.
Click Log In & Install to authenticate with your Salesforce account.
Click Use Custom Domain to enter your Salesforce org's custom domain.
Enter your custom domain name and click Continue.
Select who you are installing the app for and click Install.
Grant Third Party Access and click Continue to finalize the installation.
Confirm the installation by locating your app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Integrating RingCentral with Salesforce enables sales and support teams to make, receive, and log calls directly inside their Salesforce org, eliminating the need to switch between tools. This native AppExchange integration keeps call activity automatically tied to the right records, improving data accuracy and rep productivity. For organizations already using Salesforce as their CRM, the RingCentral integration reduces manual data entry and accelerates follow-up workflows. Teams can be up and running in minutes by installing the package through AppExchange and granting the required permissions — no custom development required.

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