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204 results found

  1. RC for Salesforce implementation

    I think a lot of the issues come from the integration not being used/coded to it’s fullest. Do you have teams dedicated to integration build-out (specifically for Salesforce implementation)? Either way, let me know and we can go from there!

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. RC for Salesforce - Automated SMS

    If there is a way to automatically send text messages through Ring. I was told by SF that there should be an integration to use.

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. RC for Salesforce - Click to Dial for Custom Component / Records

    needs to know if we have a way to enable to Click to Dial feature in their SF custom component

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. RingOut to allow external numbers - Salesforce CTI

    RingOut option in Salesforce to allow adding external numbers

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. RC for Salesforce - Open CTI to all SF Built-in Apps

    Customer wants to apply the Open CTI App to all SF Built-in apps (Service, Sales, Calendar). Have to manually add the Open CTI per SF App instead of applying the settings to all SF apps.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. Salesforce picklist

    Ability to restore the picklist created before in Salesforce

    1 vote
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  7. Salesforce screenpop

    Screen pop is not working again this is a recurring problem. - Screen pop the details

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. SMS Analytics in Salesforce

    Currently, only the calls are being shown in Salesforce Analytics. It would be best if SMS logs will also show in Salesforce Analytics to see the number of sent/received SMS

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. Salesforce Call Routing

    Customer already have an existing IVR and it's setup properly as their current auto receptionist call routing. They have SF integration and wants a separate the call routing for thier customers. What the cx wanted is if their cx doesn't have a record on their SF they want it to route the call to an IVR but if their caller already have a record then it should go straight to the respective member assigned for that record. We currently do not have a feature available, even if it's integrated with Salesforce.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. Key Commands in Salesforce

    Ctrl + Shift + H for Hold
    Ctrl + T for Transfer
    F6 for outgoing call

    it would be beneficial if the key commands such as above is available in Salesforce

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. Call activity to appear on feed through CTI on Salesforce

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. RC for Salesforce - Softphone

    Need to resize the RC Softphone in SF so we can see the SMS since the app is so tiny. Also, all SF contacts should sync in RC App since it is integrated.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  13. RingCentral for Salesforce Messaging tab

    Add messaging tab as well on RingCentral for Salesforce same as the messaging tab on RingCentral app.

    1 vote
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  14. Mass texting using RingCentral for Salesforce

    It would be great if we had the option to send mass text in RC for Salesforce integration

    Currently, we only have https://www.ringcentral.com/apps/high-volume-sms for high-volume SMS

    4 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. RingCentral for Sa;lesforce click to dial

    Enable click to dial to other Salesforce pages like Shirt list and Geopointe

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Option to send fax using RingCentral for Salesforce.

    We've found that our email-to-fax doesn't appear to work when we email out of Salesforce. We are using the same Gmail accounts, is there a setting we need to change so email-to-fax can be used directly out of Salesforce? Option to send fax using RingCentral for Salesforce.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. RingCentral for Salesforce(Salesforce Lightning) -Screenpop to a different tab if there is already an active call going on

    Screenpop to a different tab if there is already an active call going on

    More specifically:

    1. If there are no active calls, and a call comes in: pop within the current tab.
    2. If there is already an active call going on, and another call comes in: pop to a new tab.
    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. Standard Template For Creating Salesforce Cases For CSMs, TAMs, Ps, and other departments when submitting cases to Advanced Support.

    To improve the efficiency and accuracy of case resolutions, I propose that all departments adopt a standardized template when submitting cases to advanced support.

    Why is this necessary?
    Currently, support teams are frequently receiving cases with vague or incomplete descriptions that are coming from our internal departments. This often results in back-and-forth communication to clarify details, causing unnecessary delays in issue resolution. A standardize submission template would ensure that all critical information is captured by our internal partners from the start, enabling support teams to diagnose and address issues more quickly and effectively.

    Benefits:

    Faster Resolutions: Support teams will have…

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Salesforce

    Support all salesforce edition for integration

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. Custom Salesforce Objects

    Option to show ALL the Salesforce Object such as the following:

    1) When logging a call, Under related to when we click the ‘+’ to create a New Case (call detail) to log this to, nothing pops up. None of the "New <object>" buttons work for some reason.

    (2) When looking at "Related To" records, none of the fields we selected in in the "Softphone Layotus" are displayed in Ring Central Dialer. Only the Record Name itself displays, but none of the other fields expected.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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