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201 results found

  1. 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 →
    How important is this to you?

  2. Allow the function "Create Call Log" to be disabled on RingCentral For Salesforce.

    Some people may need it, however, for customers that have a heavy volume of outbound calls, it is inefficient, if the back button still needs to be pressed, in order to make another outbound call.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. HUD feature available in Salesforce App

    The HUD feature in the RingCentral app that is great for our users to see who else is available when calls have to be transferred or escalated to another support tier. Currently this feature, or something similiar, is not available in the RingCentral for Salesforce App (Package Name: rcsfpackage). It would be useful to either have HUD or a similar object in the SF Org.

    7 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  4. Setup Email Notifications on Updated Versions Releases of RingCentral Apps for Salesforce

    Please setup Email Notifications to update your clients on your releases of the RingCentral Apps for Salesforce.

    4 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  5. RingCentral for Salesforce: Call Recording Links - https instead of http

    Would it be possible for the formula used to generate the Call Recording Link ( rcsflCall_Recordingc) in the Salesforce integration to be https:// rather than http://, please? Currently, when users click on the Call Recording link, the call recording is opened via an unencrypted http URL.

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. Microsoft/Google contacts in Salesforce add-on

    Now that RingCentral supports voice in the web addon for Salesforce, it would be very useful to support Google & Microsoft contacts. Indeed, Salesforce is usually used by a portion of the customer. Therefore, it is important to be able to contact your colleagues that are not in salesforce. This is usually the company directory that is available in Microsoft/Google.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. RingCentral for Salesforce: Ability to have multiple layouts in RC CTI component

    As more departments/teams use RingCentral for Salesforce, it would be helpful if it was possible to be able to define multiple layouts for different users. That way, we can tailor which data our users need to capture.

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. RingCentral for Salesforce: Canned Responses

    It would be a great if admins had the ability to defined canned responses (i.e. pre-defined text) that users could select when making calls. For example, when users call and leave a voicemail. This could then be added to the 'Notes' without users having to enter in data manually. Thanks!

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. RingCentral for Salesforce: Auto Log Notes - enabled by System Admin

    Auto log calls' is able to be enabled at a system level by the admin. We have found that 'Auto log notes' is also a very useful feature. However, users must be aware/activate this themselves. If possible, providing the same admin level control over 'Auto log notes' as 'Auto log calls' (i.e. enable/disable for everyone by default) would be helpful

    7 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. 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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  11. RC Salesforce plugin - Feature request to enable mandatory fields within the RC component

    In Salesforce we use mandatory fields to enforce our advisors to complete relevant sections of a task/activity. It would be useful to be able to have these mandatory fields reflected in the RC component which would ensure that our advisors are completing all required sections following a call

    5 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  12. Salesforce WebRTC plugin - Date format is limited to US format

    When updating calendar dates in the RC plugin for Salesforce the date displayed is in US date format - this is even with the computer set to UK date format and our Salesforce environment being set to display in UK date format too. Please can this be updated

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  13. Salesforce Plugin - Improved error handling messages would help users to better understand what has gone wrong

    When users receive an error with RC component in Salesforce this is a very generic display message; it would help if this could display the actual salesforce error message rather than "Sorry, we’ve failed to log your call. Please try again later’"

    6 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. Salesforce plugin - please update the product so that it supports dependent drop down lists

    Currently we are using the Salesforce plugin only. Not supporting dependent drop down lists means we have been unable to add all of our required fields into the RC component in Salesforce; this results in the user needing to access the Salesforce task after a call to update certain fields - we are now seeing this causing errors when the call recording is added to the Salesforce task whilst the user is editing it

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. Need to be able to see the company numbers label next to the phone numbers on the dial pad dropdown list over Salesforce integration

    Need to be able to see the company numbers label next to the phone numbers on the dial pad dropdown list over Salesforce integration

    2 votes
    Under Review  ·  0 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. Send other users a Salesforce record when you transfer a call using RingCentral for Salesforce softphone

    If a user links a call in RingCentral for Salesforce softphone to an existing salesforce record (e.g. account, contact), the user should be able to transfer that record to another user when they transfer the call.Consider the following workflow:A receptionist in a call group receives a call in the RingCentral for Salesforce softphone.RingCentral and Salesforce show a list of records the call might be related to.The receptionist selects the record that matches the call. For example, let's say it's related to a specific account.The receptionist transfers the call to a sales rep. New: they should see an option to send…

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

  18. Add Answer feature to RingCentral for Salesforce softphone

    Add a feature that allows users to answer incoming calls when they are using the RingCentral for Salesforce softphone.Users should be able to answer, hold, and hang up incoming calls, as well as see caller ID and relates records in SalesForce.[added detail:] This should be available in both Lightning and Classic Salesforce.

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Use Ring Central CTI in SalesForce to trigger a meeting invite. Can do it in Saleforce calendar but messy

    When in SFDC I would ike to be able to use the CTI to create meeting which I can but then also trigger an invite. If I am copying meeting details link from CTI then go to Calendar , create a meeting from there and paste details into the location after I add the attendees and account it does send an invite but it is very ugly way to do it but it also allows Google calendar to sync. Needs to be done please

    1 vote
    Future Consideration  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. WebRTC for SalesForce

    Request is to have WebRTC for Salesforce.

    41 votes
    Implemented  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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