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201 results found

  1. RC for Salesforce - Automated SMS

    If there is a way to automatically send text messages through Ring. I was told by SF that there should be an integration to use.

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

  2. Salesforce VM

    Have the ability to associate voicemail to contacts or acitivity record

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. 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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  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. SMS Analytics in Salesforce

    Currently, only the calls are being shown in Salesforce Analytics. It would be best if SMS logs will also show in Salesforce Analytics to see the number of sent/received SMS

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. 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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  7. RC for Salesforce - AI Notes

    Please have the note-taking and transcription also integrated into salesforce. Right now, we get the recordings, but that would be really important if we could get that, too

    20 votes
    New  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. Analytics Reports as a Group (RingCentral for Salesforce)

    Currently, the Analytics Reports works by assigning 'Roles' (hierarchy)

    Ex. Users with Brisbane Students roles report to users under Brisbane Advisors roles. The Brisbane Advisors will see the reports of Brisbane Students. However, Brisbane Students will not be able see the other users with the same role on the reports.

    It will be great if we have the option in Analytics Reports in RC for Salesforce to create a group under the same role and they will be able to see other users with the same role on the reports.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. RC for Salesforce - Auto Dialer

    Users should have an auto dialer option in their RC for Salesforce so the system will call the next contacts in Lead

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. RC for Salesforce - Call Logs for RingOut

    when I click to dial using ring out the call is recorded 2 times in the activity history for the contact. I can’t imagine that is the way it’s supposed to work. It is weird. It shows me making the outbound dial but then it also shows an inbound call from the same person I dialed. It shows it in both the RingCentral app and the salesforce activity history. Is that correct?

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. RC for Salesforce - Call History

    To sync the contact information showing on the call logs on Service Web vs to the Call history in RC for Salesforce

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. 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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  13. Ability to view and log call queue voicemails in Salesforce

    The option to log call queue messages is not an option unless you are assigned as the direct message recipient which makes the co-recipient feature futile. There should be a more user-friendly option to include call queue-only messages in the dialer for logging purposes.

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. Allow automatic association in Salesforce

    A filtering or a priority based solution to allow the app to pick some types of objects over others may reduce the chance of the app not able to decide on the object to associate to.

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. 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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  16. 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

    2 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. 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 →
    How important is this to you?

  18. Configure or modify the Analytics Reports dashboard in RingCentral for Salesforce

    The Analytics Reports in RingCentral for Salesforce is a stand-alone page built by RingCentral.

    Currently, we don't have the ability to configure or modify the dashboards and results.

    It would be great if we have an option to edit it to include or remove results from the reports dashboard.

    5 votes
    2 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Screenpop on a New browser window or tab | RC for Salesforce

    Currently, the screen pop settings in RingCentral for Salesforce in lightning mode has the same behavior (Existing browser window).

    It would be great if had an option for 'New browser window or tab' to work on Lightning mode.

    This way, the screen pop will appear on a new window or tab whenever there's an incoming call.

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

  20. RC for Salesforce - SMS Logs

    wants to have the "subtype for text messaging using RingCentral in Salesforce"

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