RingDNA technical guide
Everything an engineer needs to connect RingDNA to Salesforce: architecture, the exact build steps with real code, field mapping, the data model, security, monitoring, and the pitfalls we design out.
RingDNA sales-dialer package configuration. We have shipped it across 2 client projects and 3 build tasks.
The value is that the action happens automatically from the record your team already works in, with the result tracked back in Salesforce.
We deploy the managed package the right way: sandbox first, licenses and permission sets assigned, templates and layouts configured, and automation wrapped around it so it fits your process.
Every RingDNA build is delivered by a senior Salesforce architect on a fixed price, tested end to end in a sandbox, deployed to your org, and backed by 30 days of hypercare. You own the result: documented, source-controlled, and free of black-box middleware lock-in.
How RingDNA connects to Salesforce
The real connection surface: how it authenticates, what it is built on, the endpoints and events in play, and where the reference docs live.
- Connects via
- Revenue.io (RingDNA) managed package: a native intelligent dialer (softphone) that runs inside Salesforce via Open CTI, no separate CTI adapter or middlewareClick-to-dial from any Salesforce number; auto-logs calls, recordings, dispositions and tasks in real timeA Lightning/Open CTI utility-bar softphone with call routing and real-time guidance
- Package
- Revenue.io (RingDNA) managed package
- Authentication
- OAuth 2.0 / SSO between the Revenue.io app and Salesforce via a Connected App; the user authenticates with Salesforce credentials
- API type
- SDK
- Reference
- Official developer docs
Key endpoints
Salesforce Open CTI JavaScript API (utility-bar softphone)Automatic Task/Activity creation for call loggingClick-to-dial / screen-pop from Lead and Contact recordsBuild this with AI agents
Copy the full playbook as a prompt for any coding agent, or install it as a Claude Code skill. Either way your agent builds with our exact approach: the architecture, the Apex code, the field mapping, the rate limits, and the pitfalls to design out. Free, no signup.
Loading the RingDNA playbook...What we build for a RingDNA integration
The RingDNA sales-dialer package installed and later uninstalled to reduce org load.
Sales dialer
Installed and configured the RingDNA sales-dialer package, and later removed it cleanly to reduce org load when priorities changed.
Real components we ship
What you will need
What we confirm on both sides before writing a line of code.
From trigger to record, end to end
The production runtime flow, with what happens in each system.
- 01
Trigger in Salesforce
In SalesforceA record change or a button starts the RingDNA action.
$A record-triggered flow or a Quick Action fires the process. - 02
Payload is built
In SalesforceA flow or Apex assembles the request and maps the Salesforce fields.
$Serialized with JSON.serialize; the callout is queued to run asynchronously. - 03
Call RingDNA
In transitThe request is sent to RingDNA.
$HTTPS callout via callout:NamedCredential over Managed package, with no secrets in code. - 04
Result written back
In SalesforceRingDNA performs the action and the status is written back.
$Response parsed; status and external ids stored on the record for audit.
How the data actually flows
Left to right: sources, the integration layer, Salesforce, and the outcomes it drives.
// sources feed the integration layer, Salesforce persists, outcomes ship
The objects behind the integration
The Salesforce objects we read and write, what each one is for, and the fields that carry the load.
| Object | Purpose | Key fields |
|---|---|---|
call task | The primary Salesforce record RingDNA data maps onto. | External_Id__c, Name, Status |
Account | Matched or created for the customer or company behind the record. | Name, External_Id__c |
Error_Log__c (custom) | Captures every request, response, and failure so anything can be replayed. | Payload__c, Status__c, Related_Id__c |
Salesforce objects typically in play for RingDNA
Build the RingDNA integration
Every step we follow to ship a production-grade build, with the code that matters.
Plan the integration and prerequisites
We line up licenses and access before installing anything.
- A Salesforce edition compatible with the package, and a sandbox to install into first
- A RingDNA account and admin rights on both systems
- The records, templates, and outcomes agreed up front
Install the managed package
We install RingDNA the safe way.
- Install from AppExchange into a sandbox first, choosing Install for All Users
- Approve the third-party access it requests, and note the API or remote endpoints it uses
Pro tip: sandbox first
Install the managed package in a sandbox first and choose Install for All Users, so you can configure and test safely before anything touches production.
Assign licenses and permission sets
We give the right users the right access.
- Assign the package licenses and its permission sets to the integration user and the end users who need it
Authenticate to RingDNA
We connect the package to your RingDNA account securely.
- Authenticate RingDNA via OAuth and configure the org-wide and per-user settings
- Confirm any Named Credential or Remote Site the package relies on is configured
Configure objects, templates, and layouts
We set RingDNA up around how you actually work.
- Configure the RingDNA-specific pieces such as templates, gateways, or components
- Add the Lightning components and actions to the right page layouts
- Map Salesforce fields into RingDNA so documents and records are accurate every time
Build automation around the package
We make RingDNA fire from the right place and write results back.
- Record-triggered flows or Quick Actions invoke the package's invocable methods
- Status and results are written back onto the Salesforce record automatically
public class GenerateDocument {
@InvocableMethod(label='Generate document via package')
public static void run(List<Id> recordIds) {
// a record-triggered flow calls this; it hands off to the managed package
for (Id recId : recordIds) {
pkg.DocumentService.createFromTemplate(recId, 'Order Form');
}
}
}Test in a sandbox
We validate the full flow before go-live.
- Run real scenarios end to end and confirm the records, documents, and callbacks
Deploy and monitor
We ship it and support it.
- Deploy configuration via change sets and assign permission sets in production
- Monitor callbacks and errors, with 30 days of support
Example field mapping
How RingDNA data lands on your Salesforce records. We tailor the full mapping to your org.
| RingDNA | Salesforce | Notes |
|---|---|---|
| Salesforce call task | RingDNA record | Direction: Salesforce to RingDNA |
| Record id | RingDNA external reference | Stored back on the record |
| Key fields | RingDNA fields | Mapped per template |
| Status | RingDNA status | Written back on completion |
| Created / updated at | LastModifiedDate | Enables delta sync and audit |
| Owner or rep | call task.OwnerId | Assignment rules or a default owner |
Rate limits and governor limits
The platform constraints we design around, so the integration stays fast and never falls over at scale.
Specific to RingDNA
Salesforce platform limits
Secure by design
How we keep the integration safe, least-privilege, and compliant.
Monitoring, retries, and reliability
What keeps the integration trustworthy in production, and how you know the moment something needs attention.
How we test, deploy, and hand it over
The quality gates every build clears before it touches your production org.
Common pitfalls we design out
The mistakes that quietly break integrations, and how we avoid each one.
Config lost between orgs
Deploy configuration via change sets and document the setup.
Users cannot see the feature
Assign the package license and permission set to the right users.
Vendor limits hit unexpectedly
Confirm the API and volume limits on your plan before go-live.
No visibility when it breaks
We log every call and surface failures on a dashboard with alerts, so an issue never goes unnoticed.
Reporting drifts from reality
External-id keys and a delta timestamp keep Salesforce and the source reconciled, so reports stay trustworthy.
Gotchas specific to RingDNA
RingDNA integration: technical FAQs
How do you authenticate RingDNA with Salesforce?
We connect RingDNA using the managed package with OAuth and store every secret in Salesforce Named Credentials with a permission set, so nothing is hard-coded or shipped in metadata.
Does the RingDNA integration handle bulk volume?
Yes. All Apex is bulkified, volume moves to Queueable or Batch Apex, and we respect the Salesforce governor limits (SOQL, DML, and callout caps per transaction).
How do you prevent duplicate records?
We upsert on a unique external-id field, so a retried or duplicate payload is idempotent and never creates a second call task.
How is the integration tested and deployed?
Apex tests with HttpCalloutMock cover the success, failure, and a 200-record bulk case (75 percent plus coverage). We deploy via change sets or an SFDX and CI pipeline.
What happens if RingDNA or Salesforce is briefly down?
Failed calls retry with backoff and land in an Error Log object with alerting, so nothing is lost and any event can be replayed.
Do we still need custom code?
Usually only a thin layer: record-triggered flows or a small invocable Apex method to fire the package and write results back. The heavy lifting is the managed package.
Want us to build your RingDNA integration?
Skip the build. In a free 30-minute call we will map your RingDNA flow and hand you a clear, fixed-price plan.