Installation Guide

Visit RingsTrue for Salesforce's page on the Salesforce Appexchange and click 'Get It Now'.

Log into the AppExchange with your Salesforce username and password.

Select environment

Choose to either Install in production or Install in sandbox as appropriate.

 Select either your production or sandbox environment for installation

Select either your production or sandbox environment for installation

Select the I have read and agree to the terms and conditions box.

Click Confirm and Install.

Log into your Salesforce account with your normal username and password.

Select users

Select 'Install for All Users'.

 Configuration screen confirming that RingsTrue should be installed for all users

Configuration screen confirming that RingsTrue should be installed for all users

Click 'Install'.

Grant 3rd party access

Select 'Yes, grant access to these third-party web sites' check box.

 Screen prompting you to grant access to 3rd party tools used by RingsTrue

Screen prompting you to grant access to 3rd party tools used by RingsTrue

Click 'Continue'.

The app will begin to install.

 Progress screen showing installation in progress

Progress screen showing installation in progress

When the app has installed, Salesforce will send you an email. If you refresh the page you will also see this confirmation message.

 Completion screen shows when app is successfully installed

Completion screen shows when app is successfully installed

Click 'Done' to continue.

Then, in your Salesforce environment navigate to the 'RingsTrue' app on the right hand side menu.

 RingsTrue shortcut on the right hand app menu

RingsTrue shortcut on the right hand app menu

You will then see the homepage of the app and the RingsTrue configuration menu.

 RingsTrue app homepage

RingsTrue app homepage

From this screen you can either schedule RingsTrue to run regularly via the scheduling area of configuration or complete a one-off cleanup of your telephone numbers.

Running RingsTrue

One off Runs

To run a one off cleanup of telephone numbers

Choose 'Basic' mode to clean all phone fields on Leads, Accounts, and Contacts

Choose 'Advanced' mode if you would like to only run RingsTrue on one specified Object.

 RingsTrue modes

RingsTrue modes

Schedule Runs

To schedule RingsTrue to run regularly navigate down to the 'RingsTrue Schedule' section of the screen.

From here, choose whether you would like RingsTrue to run Weekly or Monthly. Depending on your selection, then choose either the day of the week or the day/time in the month it should run.

 RingsTrue scheduling configuration

RingsTrue scheduling configuration

Is that everything?

After these simple steps you are fully up and running with RingsTrue. In the background, all of your telephone numbers in Salesforce are being formatted and validated.

You can see the results of each RingsTrue run by navigating to the 'RingsTrue Summaries' tab.