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201 results found

  1. Enable Voicemail Queue and Direct Playback in Salesforce

    Customer would like the ability to manage voicemails directly within the Salesforce applet instead of relying on email delivery, which currently provides only a link rather than an attached file. He is requesting a voicemail queue feature within Salesforce that allows users to view, prioritize, and play voicemails directly from the applet, similar to how calls are managed. This would streamline workflow, improve efficiency, and eliminate the need to switch between platforms to access voicemails.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  2. Ability to modify the incoming caller ID settings in the RingCentral CTI | Salesforce

    In the CTI, whenever a user gets a call from the call queue, they see the call queue name as opposed to the caller ID (which is a direct reflection of the setting followed by the RC app).

    Most would prefer to have the caller ID set since so it will be easier for them to associate the call inside of Salesforce.

    5 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  3. RingCentral Analytics Reports to sync with Salesforce Analytics

    The customer asks if Ring Central analytics can be integrated into their Salesforce.

    5 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  4. Ability to see the External Shared Contact Directory in RingCentral for Salesforce Softphone

    We are not seeing Search results when we search for an External Shared Contact Directory in the Salesforce Softphone. They show up in the RingCentral App outside of SalesForce but not getting any results in the Softphone in Salesforce.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  5. Ringsense and salesforce sync

    The ability to sync "all" interactions with a salesforce contract record whether the call was taken from the mobile, desktop or originated through Salesforce.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  6. SMS Feature Integrated to Salesforce

    SMS Feature Integrated to Salesforce
    -> an option to have the sms feature and all its activities integrated and synced to Salesforce

    4 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  7. Call Queue Status Optimization on SalesForce

    Users to automatically update the call queue status on Salesforce after call has ended

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  8. RC for Salesforce - Call Disposition for Sales Engagement

    Ability to bypass the manually selecting call disposition in Salesforce call logs to trigger the cadence in Sales Engagement

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  9. RC for Salesforce - Missed Calls Reports and Case Creation

    Would like to be able to create a case automatically for Missed Calls and there should be a report of Missed call for all Users using RC for Salesforce

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. RC for Salesforce - Auto-logs for old/past SMS

    Ability to auto-log the past SMS and add on the Task / Activity

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  11. Salesforce integrations features for Hotline Platform

    Our ask is to help us connect the RingCentral hotline call log with the
    date and time of the call to the Salesforce CRM. This is something that
    should not take 2 months and 70 hours on the phone

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  12. RC for Salesforce - Call Tasks

    Make sure all phone calls will create a Task in SF Portal even if I'm not in front of my PC or using my mobile phone to transfer the call

    3 votes
    New  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  13. RC for Salesforce - Click to Dial

    Click to Dial will is not working in 3rd Party SF app since the app is not showing in App Manager. RC for Google Click to Dial is not recommendable because it will not record the calls in Salesforce activity.

    4 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. RC for Salesforce - Campaign

    I use Ring Central from Salesforce. I have a one-time request: We need to send messages to ~ 216 people from a Salesforce Campaign. They are members of this specific campaign. Is this possible with the Salesforce—Ring Central Integration?

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  15. Salesforce Mtaching fields

    We are currently using a custom field on our Opportunity object for matching related cases. Is there a way to use multiple fields for matching? For example, sometimes we contact clients on their main phone number, but they also have an alternate phone number too. We'd like communication with either their main or alternate phone numbers to return matches in RingCentral. Is this possible, or can you only match using one phone number field?

    Thank you!

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  16. Auto-Answer in Salesforce RingEx

    Would be great if Auto-Answer in Salesforce is also available in RingEx and not just in RingCx/CC account

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Display Settings in Salesforce

    (1) Unresponsive SMS 'Related To' field but has matching Phone Fields
    (2) Inbound and outbound call activity will not save to Prospect or Account records when logged.

    It would be great if these features are available!

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  18. RC for Salesforce - Using Matter as a Case for call logging

    We want to use our created object in Salesforce called as Matter instead of using Case when creating call logs and all the activity should be added in the chatter field

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  19. RingCentral for Salesforce - Call Transfer / Call Leg

    We receive the original Caller ID (Client phone number) and we have the Destination Caller ID (Agent number) but we don't have the forwarding phone number if the Client dial on our General line. Is there a way for us, using RingCentral for Salesforce to receive all the call legs and the associated call legs phone numbers so we can display and store them in Salesforce?

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  20. RC for Salesforce - Auto-login to the CTI Adapter

    Is there a way to automatically be logged into RingCentral Softphone after logging in to Salesforce? Every time I click the Softphone popup, I'm required to sign-in every time.

    We currently do not have Single Sign-On set up for our RingCentral account as not all Users are provisioned with a phone number.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?
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