204 results found
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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 field1 vote -
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 -
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 -
RC for Salesforce - Call Routing integrations
Let say someone calls in to ext 101 and after few rings it goes to ext 102. If 102 did not answer the call from 101, it will go to ext 103, the customer wants to see on the salesforce that the call was originally from ext 101.
1 vote -
RingCentral for Salesforce Integration to trigger case creation when call is received or when it goes to voicemail
A way to link/configure RC for SF, instead of generating a task, it will automatically create or trigger a case.
4 votes -
salesforce
An immediate great potential with RingEX to pass SmartNotes right into the SF record. Large customer has an immediate need for this and there is broader demand.
1 vote -
Click-to-dial via Salesforce to connect via their deskphone
The calling mode in Salesforce, and majority of our supported apps only usually allow to them to select either 'RingCentral App, RingCentral Phone, Browser, and RingOut'.
The RingOut is usually a workaround, however, is depends strictly on the user's call handling settings which may cause their app to ring. If we could have the option to select Deskphone wherein they won't be interrupted by their RingCentral app it would benefit a lot of users especially people who use CRMs for Sales are accustomed to using their deskphone.
1 vote -
Bulk update in RingCentral for Salesforce
Having the feature to update a setting that will apply to all users in RingCentral for Salesforce or any integrated application via Admin access would be helpful.
As an example, if an Admin wants their users to call from the RingCentral Phone or Browser, the Admin can just easily change the settings which will apply to all users.
1 vote -
RC for Salesforce - Softphone Layout
Entities that also contains a contact field, and the contact/s that matches the phone number is listed in that field. These entities are considered as associated with the contact/s that's calling or being called. Currently, I believe this is limited to: Accounts, Cases, and Opportunities.
1 vote -
RC for Salesforce - Call Logging
Unable to find the related accounts to the Event Type and Work Order field created by customer. As per Engineers, the customer needs to open the task object in SF to manually edit the Work Order field in SF's own UI.
1 vote -
click to dial under customer objects in Salesforce
Click to Dial functionality when a custom tab is open.
Current behavior is when you Click to Dial a phone number under Custom tab, you'll be directed to Accounts.
It would be very helpful if this feature is available.
1 vote -
Prioritiez a Custom Object (Matter or Intake) | RC for Salesforce
Under the Selections of objects to display under the Softphone layout, it will be great be if have a particular order on how we select it. Ext: 1. Matters2. Intake3. AccountThis way can give a specific object as primary or secondary to relate a call to.
1 vote -
Opt in Opt out function for Salesforce SMS
Is RingCentral can offer the automated Opt Out function?
1 vote -
Salesforce to Detect Contacts already being handled by another Rep
Like with other CRM, that can determine if the caller/contact is already handled by another person. It will prevent confusion on the customer's and Rep's end. It would prevent their clients from getting confused about who they need to talk to.
1 vote -
RingCentral for SalesForce/RingCX improvement BYOT to provide Dynamic Voice Routing in SFDC
The request is for BYOT to provide Dynamic Voice Routing w/in SFDC.
2 votes -
RC not logging all call extentions in Salesforce
We noticed that RC was not logging all calls. Only direct lines. We need to be able to automatically record all activty in Salesforce. Support said this is a known issue. Any progress as to when this will have a fix?
1 vote -
RC for Salesforce - Picklist
Picklist shows the excluded options for logging the calls on the Outcome field in RC for Salesforce
1 vote -
Salesforce click to dial to accept extensions.
This would be very use for anyone that is calling a specific person from their contacts that requires an extension. Old phone system we used had this feature with their Salesforce add-in. Example: 111-222-3333,1234This would dial the main number and after a brief pause the extension.
1 vote -
We need our Salesforce to receive text message rather than the RC application
We need our Salesforce to receive text messages rather than the RC application, is it possible for that
1 vote -
RingCentral for SalesForce: Set Default value for "Related To" items
The ask is to set the default value for "Related To" items in Salesforce. For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is stored.
1 vote
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