Salesforce

Owned by Serhii | Ringotel Team
Last updated: Nov 25, 2024 by Serhii | Ringotel Team
5 min read

Ringotel integration for Salesforce CRM offers the following features:

  • Identifies contacts on incoming and outgoing calls.

  • Automatically creates Phone Call entities for incoming and outgoing calls.

  • Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.

  • Provides links to open Phone Call and Contact entities from the Ringotel app.

  • Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

  • Imports contacts from CRM into the Contact lists of Ringotel users.

Your Salesforce account needs to have the REST API Enabled. You can check here to view the available Salesforce editions supporting the REST API.

Create a Connected App in Salesforce

Get Started

To begin, log in to Salesforce with a user who has all the necessary user permissions as described here(System Admin user should already have them), then navigate to Setup → Apps → App Manager.

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Next, select the “New Connected App“ option.

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To create a new connected app you may need to open the page in Salesforce Classic.

Configuring Basic Information

Configure the basic information with the relevant data in the Basic Information tab:

Example:

  • The connected app name must be unique within your org. If the connected app was created in the Spring ‘14 release or later, you can reuse the name of a deleted connected app.

  • Enter the API name used when referring to your app from a program. It defaults to a version of the name without spaces. Only letters, numbers, and underscores are allowed, so if the original app name contains any other characters, edit the default name.

  • Enter the contact email for Salesforce to use in case we want to contact you or your support team. This address isn’t given to Salesforce admins who install the app.

  • Enter the contact phone for Salesforce to use in case we want to contact you or your support team. This number isn’t given to Salesforce admins who install the app.

  • Optionally, you may display your logo with the connected app on the App Launcher tile. For this, enter a Logo image URL. Your logo also displays on the consent page that users see when approving the app.

Configuring Authentication

Next, configure the OAuth settings as shown here:

 

 

Check the Enable the OAuth settings checkbox.

Configure a callback URL to look like this:

https://shell.ringotel.co/services/Salesforce

Enable the following Scopes for the application:

  • Access the Salesforce API Platform (sfap_api)

  • Access unique user identifiers (openid)

  • Manage user data via API (api)

  • Manage user data via Web Browsers (web)

  • Perform requests at any time (refresh_token, offline_access)

Require Proof Key for Code Exchange option needs to be unchecked.

The following options need to be checked:

  • Require Secret for Web Server Flow

  • Require Secret for Refresh Token Flow

  • Enable Client Credentials Flow

Hit Save, and the Connected App should be ready to go on the Salesforce side.

For more information on Basic Connected App configuration, refer to this link.

For more information on OAuth Settings, visit this link.

Once the connected app is created, click on the "Manage Consumer Details" button to generate a Client ID and Client Secret, which are required for entry in the Ringotel integration settings.

Configure Ringotel Integration

Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an organization→ Integrations tab → click Enable Integration on the Salesforce card.

Specify your Salesforce Consumer Key and Secret into the Client ID and Client Secret fields.

With Allow users to create/edit records in Salesforce CRM and/or Allow users to delete records in Salesforce options users will be able to create/edit and/or delete contacts in Salesforce via the Ringotel app.

Click Save & Continue. You will then be redirected to the CRM webpage for authentication.

After the successful authentication, accept the requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel admin portal to finalise the integration.

In the Ringotel admin portal, map your Salesforce users with the Ringotel users. Click “Map users” button to automatically map users with the same email address in both systems.

 

 

Click Save changes. Now the integration should be configured for the mapped users.

Import CRM contacts

The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.

Navigate to your Organization -> Contacts, then click Import button.

Switch to the Salesforce tab, which should appear if the integration is successfully configured.

Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.