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201 results found

  1. Salesforce related to option

    Have an ability to remove the option fo new lead , new ooportunites under related to

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. Stop the phone number from parsing when logging text messages in Salesforce

    There should be an option to remove the parsed phone number when logging text messages in Salesforce since it's already found within an existing contact and will appear redundant. It's an opportunity to make SMS logging "cleaner", per the customer's opinion.

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. RC for Salesforce: Login in behalf of other user

    User is logging in on behalf of other User using RC for Salesforce and the CTI App just keeps on loading. there is a workaround only but no permanent solution yet

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. Call Queue toggle in Salesforce CTI

    It would be great to have a tall queue toggle at the upper part of the CTI where you can easily enable and disable

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. RC for Salesforce - Web Automation for SMS

    We would like a walk through to describe how this can be accomplished.
    Need notifications for new web submissions. Preferably via in Salesforce SMS message through Ring Central.

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. RC for Salesforce - Tasks creation

    How do we prevent tasks from being created for missed calls? We only want to create a task when a call is answered. In the Auto Save Setting, Pop matching Salesforce entity record on call is set to answered. Auto-create call log-on is not checked. What setting do we need to update to avoid creating Tasks for missed calls

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. Auto-create leads when missing calls in Salesforce

    There is currently no condition that can be set within our telephony integration to auto-create leads in Salesforce, unlike other competitors. Our workaround is to have them use Zapier which is not an ideal solution.

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. RingCentral for Salesforce ability to track activity

    Ability to track activities for emails via RC for SF

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. RC for Salesforce - Voicemails and Emails to create ticket

    To be able to create an automatic cases when the users received an email or voicemail from the callers, so the users can call the customer back based on the records.

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. Call Result in Salesforce Activity

    To add Missed as part of call result in Salesforce Activity. Currently, it only shows Inbound and Outbound

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. Opening a contact in existing browser tab | RingCentral for Salesforce

    Using RingCentral for Salesforce integration, we are looking for an option to pull the contact page on the existing page instead of opening another tab/window after manually clicking the name of the contact on the CTI dialer.

    https://jira.ringcentral.com/browse/RCINT-37615

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. RingCentral for Salesforce Ringer Volume Adjustment

    A setting on RingCentral Dialer or embedded app on Salesforce that can decrease its ringing/ringer volume. This helps the end users to have the ability to decrease or silence the volume as too loud affects the office environment.

    9 votes
    Planned  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  13. Add call waiting audio alert in Salesforce

    Add option to silent for incoming calls while you're on the phone

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. RingCentral for Salesforce: Ringtone settings

    The request is for the ability to change ringtone settings: off/on, change ringtone, adjust volume. The current ringtone is very loud and sounds like old-school landline.

    11 votes
    Implemented  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. Salesforce: Make calls using Teams Embedded App

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Salesforce CTI pop

    Customer wants to disable/ auto hide CTI pop when call ends using the classic view of Salesforce.

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Create/ inject data directly into Salesforce as the call is happening.

    Create/ inject data directly into Salesforce as the call is happening. Automatically create a lead if no match found.

    Reason: this allow us to be sure that no call or lead are missed and it make sure out team reach back to the lead in the even that they handles more than 10 calls at a time

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. RC for Salesforce - Call Logs / Activities features

    *to add notes and disposition when a call is initiated in RC App.
    *transcribe all calls in Salesforce
    *is it possible to add call disposition to appear in Activity - Task field

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Salesforce integration: Conference with host able to drop off

    Goal is to have the ability to conference another person onto a call and then have the conference originator drop off the call after an introduction.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. Route inbound calls if code is input (from Salesforce) / Inbound Caller Authentication

    Hi there. We have a use case where we want the ability for customers to inbound call but only get through to an agent if a code has been input. For example we only want calls to be routed to someone if they have paid for a service and that payment number is input via the dialpad. We need a way to confirm payment is made and was thinking a way would be to read from our CRM (Salesforce) record field. I am not sure if RingCentral caters to that use case but what would be an option to ensure…

    3 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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