204 results found
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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 -
RC for Salesforce - Call Logging features
We have server side call logging feature in our roadmap targeted next year Q1 which will allow users to log calls irrespective on which RingCentral platform user makes outbound/inbound calls.
2 votes -
Salesforce Transcript
Add a transcript of recording on the Salesforce
2 votes -
RC for Salesforce - Schedule meeting to Leads
Trying to setup a video meeting to a leads but everytime he create one, it will not show the leads email to send the invite
2 votes -
Salesforce SMS
Ability to log SMS on RingCentral for Salesforce eventhough you are note logged in on the Salesforce and the auto ,og SMS is not turn on
2 votes -
RC for Salesforce implementation
I think a lot of the issues come from the integration not being used/coded to it’s fullest. Do you have teams dedicated to integration build-out (specifically for Salesforce implementation)? Either way, let me know and we can go from there!
2 votes -
RingOut to allow external numbers - Salesforce CTI
RingOut option in Salesforce to allow adding external numbers
2 votes -
RC for Salesforce - Open CTI to all SF Built-in Apps
Customer wants to apply the Open CTI App to all SF Built-in apps (Service, Sales, Calendar). Have to manually add the Open CTI per SF App instead of applying the settings to all SF apps.
2 votes -
Salesforce Call Routing
Customer already have an existing IVR and it's setup properly as their current auto receptionist call routing. They have SF integration and wants a separate the call routing for thier customers. What the cx wanted is if their cx doesn't have a record on their SF they want it to route the call to an IVR but if their caller already have a record then it should go straight to the respective member assigned for that record. We currently do not have a feature available, even if it's integrated with Salesforce.
2 votes -
RC for Salesforce - Softphone
Need to resize the RC Softphone in SF so we can see the SMS since the app is so tiny. Also, all SF contacts should sync in RC App since it is integrated.
2 votes -
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 -
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:
- If there are no active calls, and a call comes in: pop within the current tab.
- If there is already an active call going on, and another call comes in: pop to a new tab.
2 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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
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