The Ringover integration with Salesforce brings your calls, messages, and customer interactions into one place. In this guide, you’ll learn how to connect both accounts, configure the integration, set up the Salesforce Call Centre, and add Ringover to the Salesforce toolbar.

How to integrate Ringover with Salesforce

• Synchronise your Salesforce contacts with Ringover.
• Make and receive calls directly from the Salesforce interface.
• Log calls and text messages in your customer records.
• Listen to recorded conversations when call recording is enabled in your Ringover account.
• Listen to voicemails left by your customers.
• Synchronise your notes and comments.
• Synchronise your tags.

1. Call types: Choose the types of calls included in the integration.
2. Include recordings in call logs: Choose whether call recordings, voicemail files, all files, or no files are attached to Salesforce call logs.
3. Restrict access to recordings: Limit access to recordings to users with an active Ringover licence.
4. Phone numbers: Select the Ringover phone numbers whose calls are included in the integration.
5. SMS messaging numbers: Select the Ringover numbers whose SMS messages are logged in Salesforce.
6. Group SMS conversations by: Choose whether SMS messages are grouped by day, as a full conversation, or not grouped.
7. Link users with an account: Map Ringover users to their corresponding Salesforce accounts.
8. Assign missed IVR calls to: Select the default Salesforce user assigned to missed IVR calls.
9. Log internal calls: Enable or disable the logging of calls made between Ringover users.
10. Include Empower summaries and transcripts in call logs: Add Empower summaries and transcript links to Salesforce call logs.
11. Log Empower meeting summaries as: Choose the Salesforce activity type used to log Empower meeting summaries.
12. Include scenario name in call logs (for incoming IVR calls): Add the IVR scenario name to logged incoming calls.

13. Status of created task: Map the Salesforce task status used for completed calls, missed calls, incoming SMS messages, and outgoing SMS messages.
14. Logs display language: Select the language used for interaction logs created in Salesforce.
15. If a contact page exists, open that page when the contact answers the call: Automatically open the matching Salesforce contact page when the contact answers.
16. Activate Sales Engagement: Enable the Salesforce Sales Engagement module for the integration.
17. Sales Engagement tags: Select the Ringover call tags used by Salesforce Sales Engagement workflows.
18. Custom field for call disposition: Enter the Salesforce field name used to store the call disposition when that field has been customised.
19. Log outbound/inbound calls longer than: Set the minimum call duration required before an inbound or outbound call is logged in Salesforce.
20. Log WhatsApp messages: Enable or disable the logging of WhatsApp messages in Salesforce.
21. Create contact for calls: Choose which call situations can automatically create a Salesforce contact, or prevent contact creation.
22. Create contact for SMS messages: Choose which SMS situations can automatically create a Salesforce contact, or prevent contact creation.
23. Create contact for WhatsApp messages: Enable automatic Salesforce contact creation for WhatsApp messages from unknown numbers.
24. Sync contacts (v4): Enable version 4 contact synchronisation between Ringover and Salesforce.
25. Sync contacts on a call-by-call basis: Synchronise and store a contact’s details only when that contact makes or receives a call.

26. Display contact's info during call and only store their info if call-by-call basis is activated: Display the contact’s details during a call and store them in Ringover only when call-by-call synchronisation is enabled.
27. Mapped fields: Select the Bullhorn for Salesforce fields displayed in the Info section of the Ringover dialler.

🎉 The integration is now complete. Ringover will appear in your Salesforce toolbar, and the selected interactions will be logged in your customer records.