Contact Center: Salesforce Agent Basics

Contact Center: Salesforce Agent Basics

Learn how to handle incoming calls in the Salesforce Agent for RingCentral Contact Center. Includes basic call controls such as hold and mute; also, find out how to record and mask calls.

About this course

Manage customer interactions in a single interface
Salesforce Agent is a contact-handling web application that enables you to interact with contacts using phone calls, voicemail, email, chat, and work items all directly in Salesforce allowing you to do this from the application you use.

Contact Center: Salesforce Agent BasicsLevel 1

  • Getting Started
  • Salesforce Agent Basics 54 min
  • Additional Resources
  • Launching Salesforce Agent 1 min
  • Updating ACD States in Salesforce Agent 2 min
  • Handling incoming calls in Salesforce Agent 2 min
  • Transferring Calls in Salesforce Agent 2 min
  • Adding Commitments in Salesforce Agent 2 min
  • Updating Dispositions and Tags in Salesforce Agent 2 min
  • Training Satisfaction Survey
  • Training Satisfaction Survey

About this course

Manage customer interactions in a single interface
Salesforce Agent is a contact-handling web application that enables you to interact with contacts using phone calls, voicemail, email, chat, and work items all directly in Salesforce allowing you to do this from the application you use.

Contact Center: Salesforce Agent BasicsLevel 1

  • Getting Started
  • Salesforce Agent Basics 54 min
  • Additional Resources
  • Launching Salesforce Agent 1 min
  • Updating ACD States in Salesforce Agent 2 min
  • Handling incoming calls in Salesforce Agent 2 min
  • Transferring Calls in Salesforce Agent 2 min
  • Adding Commitments in Salesforce Agent 2 min
  • Updating Dispositions and Tags in Salesforce Agent 2 min
  • Training Satisfaction Survey
  • Training Satisfaction Survey