207 results found

1. Integration Console - Salesforce connect

   Connect the Salesforce to the integration console for enhanced integration features with RingCentral

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2. Enable Accept/Do Not Accept Call Queue Calls via RingCentral for Salesforce

   Allow users directly from the RingCentral for Salesforce to enable themselves to accept or not accept queue calls.

   11 votes

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3. ringcentral salesforce integration

   Call Log Association Issue: from SalesForce to RingCentral
   When initiating a "Click-To-Dial" call from a Person Account and associating the auto call log with a specific Case through the "Related To" field, the call log appears on the Person account but not in the associated Case feed. Please review to attached video for example.

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   7 votes

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4. Park Call Key Option for RingCentral for Salesforce

   Similar to the RingCentral app and phone app provide a button within the RingCentral for Salesforce that will allow users to quickly park calls and pick up parked calls.

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5. RC for Salesforce - Auto Create Ticket

   Customer needs assistance for auto create ticket for inbound calls in RC for Salesforce

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6. Outbound call direct from salesforce

   Summary:
   We would like to enhance the integration between CX and Salesforce to allow outbound calls initiated by clicking customer numbers to be placed via the appropriate queue, rather than defaulting to the company number.

   Requested Improvement:
   We request that when an agent clicks on a customer number in Salesforce:

   The call is initiated via the appropriate queue automatically, based on the customer’s associated school.

   The system intelligently maps the contact to the correct outbound number or queue, eliminating the need for manual number pasting and queue selection.

   Benefit:
   This enhancement would significantly streamline the calling process, reduce agent frustration, and improve operational efficiency.

   Summary:
   We would like to enhance the integration between CX and Salesforce to allow outbound calls initiated by clicking customer numbers to be placed via the appropriate queue, rather than defaulting to the company number.

   Requested Improvement:
   We request that when an agent clicks on a customer number in Salesforce:

   The call is initiated via the appropriate queue automatically, based on the customer’s associated school.

   The system intelligently maps the contact to the correct outbound number or queue, eliminating the need for manual number pasting and queue selection.

   Benefit:
   This enhancement would significantly streamline the calling process, reduce agent frustration,… more

   2 votes

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7. Video Calling in RC for Salesforce

   Ability to use the video calling in RC for Salesforce integrations

   2 votes

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8. Salesforce export calls

   Export all the outbound phone calls and UUID integration on salesforce and also to backfill the data into salesforce

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9. Salesforce transferring call

   Transferred of answer calls to other staff is quite cumbersome, requiring multile extra steps to complete.

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10. Salesforce volume

    Settings are limited, for example volume in app is a smooth slider of 100, whereas in Salesforce integration it's in movement of 10 so calls are starting when you are completing other task if you have system volume raised

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11. RC for Salesforce - AI Notes

    Please have the note-taking and transcription also integrated into salesforce. Right now, we get the recordings, but that would be really important if we could get that, too

    22 votes

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12. Ability to remove/modify options on Call logs on Salesforce CTI

    Enable a feature wherein users are able to modify to remove/add options on call log

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13. Enable users on Salesforce to select all Numbers on the account

    Enable users on Salesforce to select all numbers associated to the account and not limited per extension

    2 votes

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14. Allow the Salesforce CTI to view extended SMS History

    Allow a feature on Salesforce wherein the CTI would be able to have an extensive view on the previous call/SMS history

    1 vote

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15. Unified Presence | Sync Status of RC for Salesforce to the RingCentral App

    Sync Status of RC for Salesforce to the RingCentral App - Unified Presence. The RC Salesforce cti app does not have access to the glip presence. So, the presence status don't match in general..

    1 vote

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16. Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference

    Feature Request: Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference

    Request Summary:
    We would like to request a feature enhancement where the RingCentral app automatically attaches recorded meetings to the related Salesforce ticket reference when a user schedules, hosts, or records a meeting associated with a Salesforce case.

    Problem Statement:
    Currently, agents and users who conduct multiple meetings per day must manually download and upload the meeting recording to the relevant Salesforce ticket. This process is time-consuming and introduces the risk of human error, including attaching the wrong file or forgetting to upload the recording altogether.

    Proposed Solution:
    Introduce an integration feature in the RingCentral for Salesforce app that allows:

    When scheduling or initiating a RingCentral Meeting from within Salesforce or with a Salesforce-related context (e.g., linked case, contact, or opportunity), the meeting is automatically tagged to that Salesforce object.

    Once the meeting is recorded and processed, the recording is automatically attached to the corresponding Salesforce ticket (or object), reducing manual steps and improving productivity.

    If possible, also auto-generate a note or task in the Salesforce record with a summary and direct link to the recording.

    Benefits:

    Saves agents considerable time by removing manual upload steps.

    Prevents lost or misfiled recordings.

    Improves case documentation and visibility across teams.

    Enhances the efficiency of follow-up actions for customer interactions.

    Use Case Example:
    An agent hosts 4–5 meetings daily related to different support cases. With the proposed enhancement, each recording will automatically be linked to the appropriate Salesforce case without requiring the agent to download, rename, and re-upload the file manually.

    Feature Request: Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference

    Request Summary:
    We would like to request a feature enhancement where the RingCentral app automatically attaches recorded meetings to the related Salesforce ticket reference when a user schedules, hosts, or records a meeting associated with a Salesforce case.

    Problem Statement:
    Currently, agents and users who conduct multiple meetings per day must manually download and upload the meeting recording to the relevant Salesforce ticket. This process is time-consuming and introduces the risk of human error, including attaching the wrong file or forgetting to upload the recording altogether.

    Proposed Solution:
    Introduce an… more

    1 vote

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17. Inbound calls that are parked, should not be changed to outbound when picked up and being logged in salesforce

    The salesforce CTI currently logs inbound calls as outbound if they are parked and picked up by another extension. This makes the reporting data unusable.

    3 votes

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18. RingCentral for Salesforce - Call Transcription

    Requesting to add the option for Call Transcription for this particular RingEX integration:
    https://www.ringcentral.com/apps/salesforce

    The other option is to currently use the RingSense integration, but it is preferred to have the call transcription added to the package we currently have installed instead of opting for RingSense.

    5 votes

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19. SMS/Voicemail/Fax notification on RC for Salesforce

    Currently, we only have a ringing tone for incoming calls on RC for Salesforce.

    It would be great if we had a notification/tone or flash app option whenever a user receives a text message, voicemail, or fax using RC for Salesforce.

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    2 votes

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20. Salesforce access

    Ability to edit settings of Salesforce even without Salesforce admin access

    1 vote

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