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201 results found

  1. Add conference calling or 3 way calling to RingCentral for Salesforce app.

    We have users that make calls from Salesforce that need to be able to speak to secondary callers at the same time. This includes language translation service providers while the original caller is on the line. Please add ASAP. Using the regular RingCentral app is not productive as all the popups and call disposition field from Salesforce will not work.

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

  2. Salesforce Integration Call Disposition Subject Default

    It would be great to be able to setup a specific defaulted Subject for the Task being logged for each call activity. Currently the user has to manually change it to something else, but it would be great to have the ability as an Admin to default the verbiage there to something that makes more sense for our team. In addition, adding the ability to make it dynamic with merge fields would be even more flexible as well.

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

  3. Salesforce plugin - please update the product so that it supports dependent drop down lists

    Currently we are using the Salesforce plugin only. Not supporting dependent drop down lists means we have been unable to add all of our required fields into the RC component in Salesforce; this results in the user needing to access the Salesforce task after a call to update certain fields - we are now seeing this causing errors when the call recording is added to the Salesforce task whilst the user is editing it

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

  4. RingCentral for Salesforce: Canned Responses

    It would be a great if admins had the ability to defined canned responses (i.e. pre-defined text) that users could select when making calls. For example, when users call and leave a voicemail. This could then be added to the 'Notes' without users having to enter in data manually. Thanks!

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

  5. RingCentral for Salesforce: Ability to have multiple layouts in RC CTI component

    As more departments/teams use RingCentral for Salesforce, it would be helpful if it was possible to be able to define multiple layouts for different users. That way, we can tailor which data our users need to capture.

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

  6. Incoming Calls Ring in SalesForce and RC

    Being logged in to RC for Salesforce and main RC desktop app: incoming calls cause both apps to ring at once

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

  7. 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 →
    How important is this to you?

  8. Syncing RingCentral Performance Reports to Salesforce for non-Salesforce users.

    Calls are being logged to Salesforce when users use the CTI dialer to make and receive calls. However, there are RingCentral users who does not have a Salesforce login to use the CTI dialer and their calls will only sync to RingCentral.Having all calls register to Salesforce (regardless if the user does not have a Salesforce login) would be helpful for data collection.

    3 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  9. SMS/Voicemail/Fax notification on RC for Salesforce

    Currently, we only have a ringing tone for incoming calls on RC for Salesforce.

    It would be great if we had a notification/tone or flash app option whenever a user receives a text message, voicemail, or fax using RC for Salesforce.

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

  10. Enable users on Salesforce to select all Numbers on the account

    Enable users on Salesforce to select all numbers associated to the account and not limited per extension

    2 votes
    New  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  11. RC for Salesforce - Auto Log Calls

    if there is a caller can they create a new contact/automatic lead or call log? we would like each call to create task / logs even if the User is not logged into CTI

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

  12. Salesforce Flow Builder

    Option to create a salesforce flow to send a text using Ring Central.

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

  13. Ringsense and salesforce sync

    The ability to sync "all" interactions with a salesforce contract record whether the call was taken from the mobile, desktop or originated through Salesforce.

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

  14. RC for Salesforce - Call Disposition for Sales Engagement

    Ability to bypass the manually selecting call disposition in Salesforce call logs to trigger the cadence in Sales Engagement

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

  15. RC for Salesforce - Missed Calls Reports and Case Creation

    Would like to be able to create a case automatically for Missed Calls and there should be a report of Missed call for all Users using RC for Salesforce

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

  16. RC for Salesforce - Auto-logs for old/past SMS

    Ability to auto-log the past SMS and add on the Task / Activity

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

  17. RC for Salesforce - Using Matter as a Case for call logging

    We want to use our created object in Salesforce called as Matter instead of using Case when creating call logs and all the activity should be added in the chatter field

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

  18. RingCentral for Salesforce - Call Transfer / Call Leg

    We receive the original Caller ID (Client phone number) and we have the Destination Caller ID (Agent number) but we don't have the forwarding phone number if the Client dial on our General line. Is there a way for us, using RingCentral for Salesforce to receive all the call legs and the associated call legs phone numbers so we can display and store them in Salesforce?

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

  19. RC for Salesforce - Auto-login to the CTI Adapter

    Is there a way to automatically be logged into RingCentral Softphone after logging in to Salesforce? Every time I click the Softphone popup, I'm required to sign-in every time.

    We currently do not have Single Sign-On set up for our RingCentral account as not all Users are provisioned with a phone number.

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

  20. RC for Salesforce - Case Disposition feature

    Wants to use the case disposition in the Subject field instead of adding custom field in the Softphone.

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