257 results found
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Option to Customize or Suppress Default Task Subject in RingCentral for Salesforce Integration
Currently, the RingCentral for Salesforce integration automatically injects hardcoded text—specifically "Inbound from [Phone Number]" or "Outbound to [Phone Number]"—into the Salesforce Task Subject field upon call creation.
While the integration allows admins to configure options for the Subject picklist, it does not allow setting a true default Subject or leaving the field unpopulated for automated mapping. Setting default values directly on the Salesforce Task record type or object field gets overwritten by the CTI adapter's hardcoded payload. This forces end users to manually select a Subject from the dropdown on every call to override the string, creating unnecessary clicks and…
14 votes -
Allow Salesforce Call Logs Without Post-Call Notification Pop-Up
Option in the RingCentral for Salesforce integration to disable the post-call notification bubble/pop-up that appears when a call log is submitted, while retaining the call log functionality.
Currently, the available settings for disabling the pop-up also disable the call log screen-pop/logging behavior. We would like to continue having calls automatically logged in Salesforce but prevent the notification bubble from appearing after the call is logged.
10 votes -
salesforce queue sms
At the moment, selecting a call queue number as the SMS caller ID is not supported in RingEX for Salesforce. Having this would help our operations be more streamlined and prevent the team from having to toggle back and forth between Salesforce and the app.
13 votes -
Need RingCX for CTI to support automatically moving a Task from a converted Lead to its Contact
Use case:
Reps qualify leads in Salesforce. When a lead is qualified, they convert the lead into an account/contact/opportunity and transfer the call to account execs.
Often times, when an account exec gets the call, the record associated with the call in the 'Name' field is the lead record instead of the contact record. When the call concludes, a task is created automatically where the AE sets the call disposition and adds any relevant notes.
Since the Name (whoId) is the lead, the call record (task) does not show up under the contact's activity and since the lead has already…17 votes -
RingCentral for Salesforce Conference Call
Currently, when a Salesforce agent utilizes the RingCentral CTI (Computer Telephony Integration) to initiate a 3-way conference/merge call, hanging up or exiting the call prematurely terminates the session for all remaining external parties.
To improve agent efficiency, optimize call handling times, and prevent broken customer experiences, we propose an enhancement to the RingCentral for Salesforce integration to support Host-Initiated Drop-off (Persistent Bridging). This would allow an agent to bridge two external parties (e.g., a customer and a third-party vendor or internal specialist) and exit the call safely while leaving the other two participants connected.
5 votes -
Enable Admin access to 'lock', the Auto log notes and sms
Enable Admin access to 'lock', the Auto log notes and sms just link the feature offered on the Integrations console
2 votes -
Show number name in RingCentral phone adapter in Salesforce
Show number name in RingCentral phone adapter in Salesforce. Would like to show the number name in RingCentral Phone adapter in Salesforce
5 votes -
Documentation for Call Disposition / Call Result field values in RingCentral for Salesforce
We use the RingCentral for Salesforce integration and are building reporting logic based on the Call Disposition field ("Call Result") that your managed package writes to Task records.
We see values like: Answered, Missed, Answered Elsewhere, Voicemail, Reply, No Answer, Connected, Declined, Call connected, IP Phone Offline, Disconnected, Ringing, and Blocked.
Is there documentation that defines each of these Call Disposition values — specifically what call scenario or outcome triggers each one? We need this to ensure our automation accurately categorizes inbound calls as connected vs. missed.7 votes -
RC for Salesforce - CTI Utility
The Phone Utility width is too narrow in Salesforce. The width has been adjusted in both available Salesforce settings for the CTI window. However, when the window is opened, it initially expands to the configured width but then automatically reverts to the smaller default width. This suggests that another setting or process is overriding the width configured on the Salesforce side.
2 votes -
Increase the number of days for the authentication provider and named credential for automating SMS workflows in RingCentral for Salesforce.
We have an integration configured in our Salesforce tenant that references salesforce-sms@lendinggroupco.com. We have observed that, similar to other accounts, the OAuth record expires approximately every 31 days. We would appreciate guidance on implementing a service account configuration that would eliminate the need to re-authenticate the named credential every 31 days.
2 votes -
Log tasks under the actual user who performed the action
- Currently this is a known limitation to the SF connection in integration console.
- Once a sf env is connected in the integration console, the CTI apps will use the integration console backend to proxy the sf requests. This makes all these requests use the admin's token that was used to connect the env to the integration console.
- Because now all requests are using the admin's tokne, the tasks created are all created by the admin. Although the service makes an effort make the owner the user who handled the call, but not sure if that works for all cases, especially…
5 votes -
Salesforce stereo
For RingEx for Salesforce please support a recording calls in stereo/dual-channel format (separate
channel per party)1 vote -
Auto-populate the Caller Name Field when creating a New Lead
At the moment, the dialer doesn't natively map the Caller ID name into Salesforce lead fields out of the box because of how carrier data is structured. When you click the + button in the RingEX for Salesforce dialer to create a new Lead from an unknown inbound call, it will automatically populate the Phone Number, but it cannot native-extract and push the CNAM (Caller ID Name) into the Salesforce 'Caller Name', 'First Name' or 'Last Name' fields.
2 votes -
RingCentral app for Salesforce option to add "touch point" date field and "open task" button to the softphone pop up
RingCentral app for Salesforce option to add "touch point" date field and "open task" button to the softphone pop up for all users
5 votes -
Salesforce pre record VM
Save a pre-recorded voicemail using RingCentral for Salesforce
1 vote -
Allow to send SMS without a country code via Workflow
At this time, the RingCentral SMS action does not automatically infer or prepend the country code. The phone number must already be stored or passed to the action in E.164 format.
1 vote -
Include Company Name and Caller ID Configuration for Salesforce
RC for Salesforce Integrations feature request:
-Include the Company/Account name of the caller on the CTI
-Enable an option to configure/ignore Caller ID of customers/users when calling to the organization1 vote -
Salesforce - Subject and Task Picklist
Salesforce 'Task' Object is having a validation to update the Type field as required when we are logging a call.
Please find the validation rule below.
AND(OR(RecordType.Name = 'Log a Call', RecordType.Name = 'New Task'), ISBLANK(TEXT(Type)), TEXT(TaskSubtype)!= "Email")Here the issue is, since it is not a required field in Salesforce, user cannot see an * Symbol for Type field.
Also, it is failing to log a call, after enabling auto call logging through admin settings. Since it is not a required field in Salesfor
1 vote -
Logging activity on both Account & Case Object
The embedded dial pad is currently logging calls to either the Account or the Case, but not both
1 vote -
Integration Console - Salesforce connect
Connect the Salesforce to the integration console for enhanced integration features with RingCentral
21 votesAccording to the PM, this was completed Q1 2026!
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