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204 results found

  1. RC for Salesforce - Call Logging

    Unable to find the related accounts to the Event Type and Work Order field created by customer. As per Engineers, the customer needs to open the task object in SF to manually edit the Work Order field in SF's own UI.

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. click to dial under customer objects in Salesforce

    Click to Dial functionality when a custom tab is open.

    Current behavior is when you Click to Dial a phone number under Custom tab, you'll be directed to Accounts.

    It would be very helpful if this feature is available.

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. Salesforce integration - Log all calls regardless of RingCentral for the Salesforce browser is closed

    If you are out of the office, not logged in (aka after business hours), and Salesforce is not open at all times, then calls do not log. This creates the issue of all calls received outside business hours or to users who are out of the office... are not logging in to Salesforce CRM.

    10 votes
    Planned  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  4. Prioritiez a Custom Object (Matter or Intake) | RC for Salesforce

    Under the Selections of objects to display under the Softphone layout, it will be great be if have a particular order on how we select it. Ext: 1. Matters2. Intake3. AccountThis way can give a specific object as primary or secondary to relate a call to.

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. Opt in Opt out function for Salesforce SMS

    Is RingCentral can offer the automated Opt Out function?

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. RingCentral for Salesforce: Ability to Customize RingCentral's CTI Session Timeout Setting

    The request is to change the setting from 7 days to Custom.

    5 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. RC not logging all call extentions in Salesforce

    We noticed that RC was not logging all calls. Only direct lines. We need to be able to automatically record all activty in Salesforce. Support said this is a known issue. Any progress as to when this will have a fix?

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. RC for Salesforce - Picklist

    Picklist shows the excluded options for logging the calls on the Outcome field in RC for Salesforce

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. Route inbound calls if code is input (from Salesforce) / Inbound Caller Authentication

    Hi there. We have a use case where we want the ability for customers to inbound call but only get through to an agent if a code has been input. For example we only want calls to be routed to someone if they have paid for a service and that payment number is input via the dialpad. We need a way to confirm payment is made and was thinking a way would be to read from our CRM (Salesforce) record field. I am not sure if RingCentral caters to that use case but what would be an option to ensure…

    3 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. Salesforce click to dial to accept extensions.

    This would be very use for anyone that is calling a specific person from their contacts that requires an extension. Old phone system we used had this feature with their Salesforce add-in. Example: 111-222-3333,1234This would dial the main number and after a brief pause the extension.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. We need our Salesforce to receive text message rather than the RC application

    We need our Salesforce to receive text messages rather than the RC application, is it possible for that

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. RingCentral for SalesForce: Call Monitoring Duration

    The ability to see how long know how long a call has been monitored for to determine the productivity of quality auditors. In Reports/Analytics, it should also be available for Salesforce Task Object

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  13. RingCentral for SalesForce: Set Default value for "Related To" items

    The ask is to set the default value for "Related To" items in Salesforce. For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is stored.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. RingCentral for SalesForce: MVP Sync with Salesforce Contacts

    12 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. Salesforce: Make calls using Teams Embedded App

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Salesforce integration: Conference with host able to drop off

    Goal is to have the ability to conference another person onto a call and then have the conference originator drop off the call after an introduction.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Salesforce to Detect Contacts already being handled by another Rep

    Like with other CRM, that can determine if the caller/contact is already handled by another person. It will prevent confusion on the customer's and Rep's end. It would prevent their clients from getting confused about who they need to talk to.

    1 vote
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  18. Salesforce Plugin - Improve error/pop-up messages would help to not confuse users about when and not to install the Plugin

    Not all users know they already have the Plugin and they tend to install it again and it goes nowhere as they are not allowed to install apps and IT has already done it using silent install. If they could at least just see that they only need to launch the plugin, it will prevent confusion to the users.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. RingCentral for SalesForce/RingCX : Supervisors to monitor Agent activity w/in SFDC (using salesforce tools)

    The request is for the ability to monitor Agent activity w/ SFDC (using native salesforce tools).

    1 vote
    Future Consideration  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. RingCentral for SalesForce/RingCX improvement BYOT to provide Dynamic Voice Routing in SFDC

    The request is for BYOT to provide Dynamic Voice Routing w/in SFDC.

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