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201 results found

  1. RingCentral for SalesForce/RingCX : Supervisors to monitor Agent activity w/in SFDC (using salesforce tools)

    The request is for the ability to monitor Agent activity w/ SFDC (using native salesforce tools).

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

  2. Visual indicator on the minimized Salesforce extension when the user is logged out.

    On occasion a user doesn't realize their Salesforce extension is not logged in. This causes calls to not be logged. The extension is minimized so the user doesn't see the Sign-in button. It would be helpful if the minimized extension would have a visual indicator that it is not logged in.

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

  3. Add conference calling or 3 way calling to RingCentral for Salesforce app.

    We have users that make calls from Salesforce that need to be able to speak to secondary callers at the same time. This includes language translation service providers while the original caller is on the line. Please add ASAP. Using the regular RingCentral app is not productive as all the popups and call disposition field from Salesforce will not work.

    3 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  4. Automatic Task creation on Salesforce from incoming calls

    Requesting to have a feature for both salesforce and Ringcentral to have an Automatic Task Creation per every call that comes into their system and company.

    7 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  5. Salesforce Call Barging CTD(click to dial)

    Requesting to enable call barging when a call was initiated or received by RingCentral inside the salesforce CRM.

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

  6. Support Teams Embedded App

    1 vote
    Planned  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. RingCentral for SalesForce: display "called to number" "call queue" information

    for inbound calls search records based on DNIS, display "called to" "call queue" information w/in the CTI.

    15 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  8. RingCentral for Salesforce: "activity" fields to be reduced from 16

    RingCentral for Salesforce: "activity" fields to be reduced from 16. @Matt LaHatt wrote:Our SalesForce integration has been a hot topic of interest for them. They loved the demos of it and love the features a value we provide. However, they have a major dilemma. Bessemer has 2x custom integrations that use up the majority of the 100 custom fields. They only have 12 fields they can make available for the RingCentral integration. I've heard from others in our organization that our SFDC integration requires 16 fields to work.@Matthew Ludwig wrote: SFDC has max 100 fields available under the "activity" object.…

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

  9. Pop-out the RingCentral for Salesforce dialer so it can be dragged it to another window

    Pop-out the RingCentral for Salesforce integration within Salesforce so It can be dragged to another window

    5 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  10. Set 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 saved.

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

  11. RC for Salesforce

    Need to integrate RC for Salesforce and will use it for Financial Service Cloud

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

  12. Salesforce Integration: Populate "Completed Date/Time" field with Date/Time call was completed

    The record created in Salesforce includes a "Completed Date/Time" field, but if a call was made on another device and then saved to Salesforce using the Call History tab, this field is populated with the date/time that the record was saved to Salesforce and not the Completed Date/Time of the call itself.

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

  13. RC for Salesforce - Subject

    wants to remove that feature so that non-Admin users can avoid errors if they forgot to change the Subject of live calls

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. RC for Salesforce calls - Leads

    when someone calls RC Main they wanted to have a new Lead in Salesforce

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

  15. Salesforce: Add MS Teams embedded dialer plugin as supported outbound endpoint

    Some customers use Teams as their primary collaboration and calling application and Salesforce as the CRM. It would be helpful for users to be able to stay in Teams for calling while using Salesforce.

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

  16. RingCentral for SalesForce: unique cti layout for sales, support etc

    SFDC users span the organization: sales, support, etc. Data collection (logging calls) may be specific to each group. Problem: In Cloud phone settings, Admins have the ability configure a single cti layoutSolution: A unique cti layout associated to a unique softphone layout or role, would allow unique data collection per group of users. see image

    10 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  17. RingCentral for Salesforce: High Velocity Sales is now Sales Engagement

    The request is to update the name of this tool on the RingCentral side to Sales Enablement from High Velocity Sales.

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

  18. RingCentral for SalesForce feature parity with RingEX

    This includes an ability for call queue members to log in/out of individual queues.

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

  19. log calls and text to the matter object in salesforce

    We need to make sure we can log calls and text to the matter object and not to the contact.

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

  20. RingCentral for SalesForce: warm transfer

    To build warm transfer in WebRTC call controls

    6 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?
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