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204 results found

  1. Send other users a Salesforce record when you transfer a call using RingCentral for Salesforce softphone

    If a user links a call in RingCentral for Salesforce softphone to an existing salesforce record (e.g. account, contact), the user should be able to transfer that record to another user when they transfer the call.Consider the following workflow:A receptionist in a call group receives a call in the RingCentral for Salesforce softphone.RingCentral and Salesforce show a list of records the call might be related to.The receptionist selects the record that matches the call. For example, let's say it's related to a specific account.The receptionist transfers the call to a sales rep. New: they should see an option to send…

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. Add Answer feature to RingCentral for Salesforce softphone

    Add a feature that allows users to answer incoming calls when they are using the RingCentral for Salesforce softphone.Users should be able to answer, hold, and hang up incoming calls, as well as see caller ID and relates records in SalesForce.[added detail:] This should be available in both Lightning and Classic Salesforce.

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. Use Ring Central CTI in SalesForce to trigger a meeting invite. Can do it in Saleforce calendar but messy

    When in SFDC I would ike to be able to use the CTI to create meeting which I can but then also trigger an invite. If I am copying meeting details link from CTI then go to Calendar , create a meeting from there and paste details into the location after I add the attendees and account it does send an invite but it is very ugly way to do it but it also allows Google calendar to sync. Needs to be done please

    1 vote
    Future Consideration  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. Telus customer wants Salesforce integration

    Telus customers don't currently have Salesforce integration. Telus customer Datanova Software Inc, UID 1049069024, would like to have Salesforce integration. Whether or not the Telus product managers want this is not known.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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