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206 results found

  1. Option to send fax using RingCentral for Salesforce.

    We've found that our email-to-fax doesn't appear to work when we email out of Salesforce. We are using the same Gmail accounts, is there a setting we need to change so email-to-fax can be used directly out of Salesforce? Option to send fax using RingCentral for Salesforce.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. RingCentral for Salesforce(Salesforce Lightning) -Screenpop to a different tab if there is already an active call going on

    Screenpop to a different tab if there is already an active call going on

    More specifically:

    1. If there are no active calls, and a call comes in: pop within the current tab.
    2. If there is already an active call going on, and another call comes in: pop to a new tab.
    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. Custom Salesforce Objects

    Option to show ALL the Salesforce Object such as the following:

    1) When logging a call, Under related to when we click the ‘+’ to create a New Case (call detail) to log this to, nothing pops up. None of the "New <object>" buttons work for some reason.

    (2) When looking at "Related To" records, none of the fields we selected in in the "Softphone Layotus" are displayed in Ring Central Dialer. Only the Record Name itself displays, but none of the other fields expected.

    2 votes
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  4. Salesforce user to have access to 2 call centers

    Customer reported that a Salesforce user can't be added to 2 call centers at the same time

    2 votes
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  5. salesforce

    Matched Account and contact for inbound calls are not getting populated while creating New Case from RC for Salesforce.

    1 vote
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  6. 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
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  7. Salesforce VM

    Have the ability to associate voicemail to contacts or acitivity record

    1 vote
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  8. Salesforce related to option

    Have an ability to remove the option fo new lead , new ooportunites under related to

    1 vote
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  9. 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
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  10. 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
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  11. RingCentral for Salesforce ability to track activity

    Ability to track activities for emails via RC for SF

    1 vote
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  12. 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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  13. 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
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  14. 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
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  15. 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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  16. 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
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  17. 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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  18. 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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  19. 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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  20. 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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