259 results found
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RC for Salesforce - Customizing Type field on Task
"Is it possible to adjust how the activity record is populated after a call is logged? We want to adjust things like what the “type” field on the activity populates with"
1 vote -
RC for Salesforce - Auto Log Calls
if there is a caller can they create a new contact/automatic lead or call log? we would like each call to create task / logs even if the User is not logged into CTI
2 votes -
Salesforce Flow Builder
Option to create a salesforce flow to send a text using Ring Central.
2 votes -
Enable user to have option to resize RC for Salesforce Dialer
Enable user to have option to resize RC for Salesforce Dialer
1 vote -
RC for Salesforce - Mobile App SMS
Wants to log the SMS in the Salesforce when using RC for Salesforce - Mobile even if the user is not in front of their pc to login their accounts
3 votes -
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 -
RingCentral Analytics Reports to sync with Salesforce Analytics
The customer asks if Ring Central analytics can be integrated into their Salesforce.
5 votes -
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 -
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 -
Call Queue Status Optimization on SalesForce
Users to automatically update the call queue status on Salesforce after call has ended
1 vote -
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 -
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 -
RC for Salesforce - Auto-logs for old/past SMS
Ability to auto-log the past SMS and add on the Task / Activity
2 votes -
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 phone1 vote -
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 -
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 -
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 -
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 -
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 -
20 votes
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