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Syncing RingCentral Performance Reports to Salesforce for non-Salesforce users.

Calls are being logged to Salesforce when users use the CTI dialer to make and receive calls. However, there are RingCentral users who does not have a Salesforce login to use the CTI dialer and their calls will only sync to RingCentral.Having all calls register to Salesforce (regardless if the user does not have a Salesforce login) would be helpful for data collection.

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Eric Felipe shared this idea  ·   ·  Report…  ·  Admin →
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  • Eric Felipe commented  ·   ·  Report

    Currently, the report within Salesforce (for RingCentral) can only filter answered calls, and calls that were logged via the CTI. However, the realistic scenario is that some users do miss out in logging in to the CTI which causes discrepancy on the report.