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201 results found

  1. Ability to minimize or move RC dialer in salesforce in classic view

    the dialer is eating too much space in the side panel w/c hindering to access other features. we use click-to-dial most of the time and having the dialer up all the time is not applicable for us.

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. Salesforce Integration - Log Call Recording from RC as a File

    Instead of the call recording showing up as a link on Salesforce, customer would like to log the call recording as a file. They are afraid that the link will expire.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. Warm Transfer for RingCentral Salesforce

    As of this time, the only option to transfer a call through RingCentral for Salesforce is with a blind transfer or a cold transfer (as stated on page of 8 of this guide https://netstorage.ringcentral.com/guides/RingCentral_for_Salesforce_RCV_and_WebRTC_guide.pdf). If we try to work around this by opening a second line to merge the calls, the first call will drop entirely. Warm transfer are incredibly important when delivering a positive customer experience, having the option to do so from the Salesforce integration would be highly valued.

    13 votes
    Implemented  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. RingCentral for SalesForce: Prevent screen pop for internal calls

    Request is to forego the screen pop for internal inbound calls (ext. to ext. calls).

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. Integrate SMS with high-velocity sales in SalesForce

    Integrate SMS with high-velocity sales. Have cadences within high-velocity sales that can include SMS messages to customers. Also include an option to opt-out of SMS feature.Case: 15284183

    4 votes
    Future Consideration  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. Call Log automatically to the selected business object in Salesforce.

    Automatically log incoming and outgoing call logs to the respective Salesforce object (e.g. automatically log the call under the case if the call was selected from the case object.)

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. User's status in the RingCentral for Salesforce plugin does not match the user status in desktop.

    User status should be the same in all RingCentral forms.

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. Status and Queue visibility in RingCentral in Salesforce.com

    Being able to see agents status's and call queues as it shows in the Avaya Cloud Phone App. Agents need to transfer to users that show available but status visibility is not available in RingCentral App.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. Salesforce plugin does not reflect intercompany name when dialing an extension.

    It would be beneficial to have verify an intercompany extension or the reverse to have the extension show up when typing an intercompany name.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. Add a field to capture the number a user dialed in the Salesforce Integration

    The inability to attribute a phone call via Salesforce is a bit alarming as this is a huge miss on RingCentral's part. One of the primary reasons to have multiple phone numbers beyond the obvious of going to different people is to attribute where a user found you and called in from. The current Salesforce integration (July 2022) doesn't surface the number that was dialed and therefore lacks the capability to setup dashboards capable of attributing calls from various locations and ability to view the data alongside other Salesforce data. This data exists within the RingCentral portal reports but is…

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. Incoming Calls Ring in SalesForce and RC

    Being logged in to RC for Salesforce and main RC desktop app: incoming calls cause both apps to ring at once

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. Reduce RingCentral's Session Timeout Setting from 7 Days for Salesforce Integration

    When using the Salesforce integration, RingCentral's session timeout setting is 7 days. Having checked with RingCentral support, this cannot be adjusted. If a user uses the RingCentral for Salesforce integration and does not logout, the Salesforce session will be kept active for 7 days. The scope of this idea is to permit RingCentral admins the capability to enforce session timeouts at the same intervals as the Salesforce Platform. This helps to ensure adherence to Salesforce Security policies:15 minutes30 minutes1 hour2 hours4 hours8 hours12 hours24 hours

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  13. RingCentral for Salesforce: session timeout

    The request is for session timeout (auto log out) within the SFDC integration.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. Since the ringcentral integration for salesforce, we need to contact the internal extensions of our RingCentral platform, which is curre...

    ...ntly not possible, support is reporting that the two entities are not communicating. In a future development, can you fix this?. Since the ringcentral integration for salesforce, we need to contact the internal extensions of our RingCentral platform, which is currently not possible, support is reporting that the two entities are not communicating.In a future development, can you fix this?

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. SMS automation in Salesforce

    please make text automation work flow happen in salesforce!!

    5 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. RingCentral Sync with Salesforce Contacts

    I am requesting an option to sync RC with Salesforce so, that all of the contacts from Salesforce (Jungo) sync with RC automatically as added. To do this as an import periodically is timely but, if able to sync automatically just as you are able to call from RC via Jungo, it would only make sense that the contacts would automatically sync to RC app as well. Thank you Chris

    29 votes
    Under Review  ·  6 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Salesforce Integration Call Disposition Subject Default

    It would be great to be able to setup a specific defaulted Subject for the Task being logged for each call activity. Currently the user has to manually change it to something else, but it would be great to have the ability as an Admin to default the verbiage there to something that makes more sense for our team. In addition, adding the ability to make it dynamic with merge fields would be even more flexible as well.

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. Salesforce Avaya integration

    Avaya Cloud Office apps are not showing Salesforce account/contact information or logging communications to Salesforce, which has the RingCentral package. The two need to be integrated so that the Avaya Cloud Office apps can be used by Salesforce users who are away from their desks or prefer to handle communications on their mobile phones.

    4 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  19. Salesforce integration call pop up screen to appear even when salesforce is minimised.

    If a call comes through on salesforce but you are not working from that screen maybe you have another tab open you can not see that there is a call coming through. Therefore to add a pop up screen for all calls.

    5 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  20. RingCentral for Salesforce: Record Types and Picklists

    It would be helpful if the RingCentral for Salesforce integration allowed us to select which Record Type is used when creating Call Logs. Also, it would be helpful to enforce that only the expected values (e.g. in Picklists) are displayed to users. Presently, all active picklist values are displayed (irrespective of record type) which has the potential for errors during the call logging

    14 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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