204 results found
-
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 -
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 -
RC for Salesforce - SMS Logs
wants to have the "subtype for text messaging using RingCentral in Salesforce"
2 votes -
Stop the phone number from parsing when logging text messages in Salesforce
There should be an option to remove the parsed phone number when logging text messages in Salesforce since it's already found within an existing contact and will appear redundant. It's an opportunity to make SMS logging "cleaner", per the customer's opinion.
2 votes -
call queue numbers should show in company numbers in salesforce
Queue numbers should show when searching for a number RC for Salesforce under Company and not under "Other"
2 votes -
RC for Salesforce: Login in behalf of other user
User is logging in on behalf of other User using RC for Salesforce and the CTI App just keeps on loading. there is a workaround only but no permanent solution yet
2 votes -
Mass texting using RingCentral for Salesforce
It would be great if we had the option to send mass text in RC for Salesforce integration
Currently, we only have https://www.ringcentral.com/apps/high-volume-sms for high-volume SMS
4 votes -
Create a single task for queue calls | RingCentral for Salesforce
Currently, Salesforce creates multiple tasks if the call is from a call queue. It would be great if we had the option to filter those calls and only create a task for the answered calls. This way, it will be easier to understand the created tasks.
6 votes -
RC for Salesforce - Call Routing integrations
Let say someone calls in to ext 101 and after few rings it goes to ext 102. If 102 did not answer the call from 101, it will go to ext 103, the customer wants to see on the salesforce that the call was originally from ext 101.
1 vote -
RC for Salesforce - Web Automation for SMS
We would like a walk through to describe how this can be accomplished.
Need notifications for new web submissions. Preferably via in Salesforce SMS message through Ring Central.2 votes -
RC for Salesforce - Tasks creation
How do we prevent tasks from being created for missed calls? We only want to create a task when a call is answered. In the Auto Save Setting, Pop matching Salesforce entity record on call is set to answered. Auto-create call log-on is not checked. What setting do we need to update to avoid creating Tasks for missed calls
2 votes -
Auto-create leads when missing calls in Salesforce
There is currently no condition that can be set within our telephony integration to auto-create leads in Salesforce, unlike other competitors. Our workaround is to have them use Zapier which is not an ideal solution.
2 votes -
RC for Salesforce - Voicemails and Emails to create ticket
To be able to create an automatic cases when the users received an email or voicemail from the callers, so the users can call the customer back based on the records.
2 votes -
Call Result in Salesforce Activity
To add Missed as part of call result in Salesforce Activity. Currently, it only shows Inbound and Outbound
2 votes -
Opening a contact in existing browser tab | RingCentral for Salesforce
Using RingCentral for Salesforce integration, we are looking for an option to pull the contact page on the existing page instead of opening another tab/window after manually clicking the name of the contact on the CTI dialer.
2 votes -
Add call waiting audio alert in Salesforce
Add option to silent for incoming calls while you're on the phone
2 votes -
salesforce
An immediate great potential with RingEX to pass SmartNotes right into the SF record. Large customer has an immediate need for this and there is broader demand.
1 vote -
Click-to-dial via Salesforce to connect via their deskphone
The calling mode in Salesforce, and majority of our supported apps only usually allow to them to select either 'RingCentral App, RingCentral Phone, Browser, and RingOut'.
The RingOut is usually a workaround, however, is depends strictly on the user's call handling settings which may cause their app to ring. If we could have the option to select Deskphone wherein they won't be interrupted by their RingCentral app it would benefit a lot of users especially people who use CRMs for Sales are accustomed to using their deskphone.
1 vote -
Bulk update in RingCentral for Salesforce
Having the feature to update a setting that will apply to all users in RingCentral for Salesforce or any integrated application via Admin access would be helpful.
As an example, if an Admin wants their users to call from the RingCentral Phone or Browser, the Admin can just easily change the settings which will apply to all users.
1 vote -
RC for Salesforce - Softphone Layout
Entities that also contains a contact field, and the contact/s that matches the phone number is listed in that field. These entities are considered as associated with the contact/s that's calling or being called. Currently, I believe this is limited to: Accounts, Cases, and Opportunities.
1 vote
- Don't see your idea?