Enabling the RingCentral Integration

Please note: This content is intended for Practifi System Administrators and is technical in nature. The steps described in this article may not be able to be completed without System Administrator permissions. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.

Overview

Our RingCentral integration allows you to access the RingCentral app within Practifi and place calls directly from your account and contact records. This article outlines the steps for installing and enabling the RingCentral integration in your Practifi organization.

• Before You Begin
• Install the RingCentral App
• Setting Up RingCentral in Practifi

Before You Begin

This integration will require users to purchase a paid subscription to RingCentral directly from RingCentral. Practifi has no control over RingCentral's app pricing, as this price is set between RingCentral and Salesforce. We recommend contacting your contact at RingCentral for further pricing information before installing the RingCentral integration. 

If errors arise in the RingCentral integration, Practifi Support can not assist in fixing them as we do not have access to their proprietary code. We can only assist with the installation and enablement steps below. We recommend contacting RingCentral's Support team with any errors for assistance. 

Install the RingCentral App

To download the RingCentral app for use in your Practifi organization: 

1. Select the Setup cog icon in the upper right-hand corner and select Setup from the drop-down options.
2. Use the Quick Find search bar on the left-hand side to search for "AppExchange."
3. From the list under the Apps section, select AppExchange Marketplace. 
4. In the AppExchange pop-up, search for RingCentral.
   • The RingCentral app listing on the AppExchange can also be accessed via this link.
5. Click the Get It Now button.
   • During installation, you will be asked what subset of users you wish to grant access to. It is generally recommended to select Install for All Users. All users will not truly have access to RingCentral for Salesforce until an administrator adds them to the Call Center, as detailed in the Install Wizard steps.
     
     
     
     
6. Click Install.
7. When the installation is complete, click Done.

Setting Up RingCentral in Practifi

Once the RingCentral app has been installed into your Practifi organization, you'll access the Install Wizard to begin your setup and configuration. To find the Install Wizard, you will do the following:

1. Select the App Launcher from the upper left-hand side of the Practifi screen to open the app menu.
2. Search for RingCentral in the Search apps or items... search bar.
3. From the search results, select RingCentral Admin for Lightning.
   • The RingCentral Install Wizard opens to guide you through the required steps for configuring the RingCentral for Salesforce app. The wizard is divided into seven steps for configuring various settings.
     
     
     
     
     
     
4. Your basic installation and configuration will be finished when all the Install Wizard steps have been completed.

Once you've completed all installation steps, it is recommended that you log out of Practifi and then log back in. You can now launch the RingCentral for Lightning app, which can also be accessed from the App Launcher.

For additional details on enabling this integration, please refer to the related RingCentral for Salesforce Overview article.