204 results found
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1 vote
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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 -
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 -
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 -
Since the ringcentral integration for salesforce, we need to contact the internal extensions of our RingCentral platform, which is curre...
...ntly not possible, support is reporting that the two entities are not communicating. In a future development, can you fix this?. Since the ringcentral integration for salesforce, we need to contact the internal extensions of our RingCentral platform, which is currently not possible, support is reporting that the two entities are not communicating.In a future development, can you fix this?
1 vote -
Telus customer wants Salesforce integration
Telus customers don't currently have Salesforce integration. Telus customer Datanova Software Inc, UID 1049069024, would like to have Salesforce integration. Whether or not the Telus product managers want this is not known.
1 vote -
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 -
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 -
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 -
Add a field to capture the number a user dialed in the Salesforce Integration
The inability to attribute a phone call via Salesforce is a bit alarming as this is a huge miss on RingCentral's part. One of the primary reasons to have multiple phone numbers beyond the obvious of going to different people is to attribute where a user found you and called in from. The current Salesforce integration (July 2022) doesn't surface the number that was dialed and therefore lacks the capability to setup dashboards capable of attributing calls from various locations and ability to view the data alongside other Salesforce data. This data exists within the RingCentral portal reports but is…
1 vote -
Salesforce Integration - Log Call Recording from RC as a File
Instead of the call recording showing up as a link on Salesforce, customer would like to log the call recording as a file. They are afraid that the link will expire.
1 vote -
log calls and text to the matter object in salesforce
We need to make sure we can log calls and text to the matter object and not to the contact.
1 vote -
RC for Salesforce calls - Leads
when someone calls RC Main they wanted to have a new Lead in Salesforce
1 vote -
RC for Salesforce - Subject
wants to remove that feature so that non-Admin users can avoid errors if they forgot to change the Subject of live calls
1 vote -
RC for Salesforce
Need to integrate RC for Salesforce and will use it for Financial Service Cloud
1 vote -
Visual indicator on the minimized Salesforce extension when the user is logged out.
On occasion a user doesn't realize their Salesforce extension is not logged in. This causes calls to not be logged. The extension is minimized so the user doesn't see the Sign-in button. It would be helpful if the minimized extension would have a visual indicator that it is not logged in.
1 vote -
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 -
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 -
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 -
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
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