209 results found
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Integration Console - Salesforce connect
Connect the Salesforce to the integration console for enhanced integration features with RingCentral
15 votes -
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 -
Improve Contact Selection for Accounts with Multiple Contacts Sharing the Same Number
escription:
Currently, the system displays only the first 5 contacts associated with an account when searching for contacts within the application. This behavior requires users to manually log calls to the correct contact when there are more than 5 contacts sharing the same phone number.Current Behavior:
Application shows only the first 5 contacts for an account when multiple contacts share the same phone number.
Users must manually select or log calls to the appropriate contact if the intended contact is not within the first 5 displayed.
Expected Behavior / Enhancement:
Allow users to view all contacts associated with an…
2 votes -
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.7 votes -
Salesforce incoming call using RC mobile app
Using RingCentral and Salesforce mobile. I hope RingCentral offer any capability of popping Salesforce mobile on inbound calls to RingCentral mobile app.
2 votes -
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.
11 votes -
RC for Salesforce - Auto Create Ticket
Customer needs assistance for auto create ticket for inbound calls in RC for Salesforce
1 vote -
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,…2 votes -
Video Calling in RC for Salesforce
Ability to use the video calling in RC for Salesforce integrations
2 votes -
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
24 votes -
Salesforce export calls
Export all the outbound phone calls and UUID integration on salesforce and also to backfill the data into salesforce
1 vote -
Salesforce transferring call
Transferred of answer calls to other staff is quite cumbersome, requiring multile extra steps to complete.
1 vote -
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
1 vote -
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
1 vote -
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 -
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 -
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 -
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…1 vote -
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 -
RingCentral for Salesforce - Call Transcription
Requesting to add the option for Call Transcription for this particular RingEX integration:
https://www.ringcentral.com/apps/salesforceThe 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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