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.
