204 results found
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RC for Salesforce - Call Logs / Activities features
*to add notes and disposition when a call is initiated in RC App.
*transcribe all calls in Salesforce
*is it possible to add call disposition to appear in Activity - Task field2 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 -
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 -
RingCentral for SalesForce: Prevent screen pop for internal calls
Request is to forego the screen pop for internal inbound calls (ext. to ext. calls).
2 votes -
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 -
Add Answer feature to RingCentral for Salesforce softphone
Add a feature that allows users to answer incoming calls when they are using the RingCentral for Salesforce softphone.Users should be able to answer, hold, and hang up incoming calls, as well as see caller ID and relates records in SalesForce.[added detail:] This should be available in both Lightning and Classic Salesforce.
2 votes -
Need to be able to see the company numbers label next to the phone numbers on the dial pad dropdown list over Salesforce integration
Need to be able to see the company numbers label next to the phone numbers on the dial pad dropdown list over Salesforce integration
2 votes -
In Ringcentral for Salesforce app, allow send/ rec of files through SMS.
The sending and receiving of files though messaging already exists in the desktop and phone ringcentral applications. In order to prevent my team from bouncing between apps, please enable this feature in the salesforce integrated app. Thank you!
2 votes -
Insert button feature on Salesforce
We will appreciate it if you can add a button to ringcentral app in the salesforce.
2 votes -
Salesforce Integration Screen Pop Override
It would be great if we could default a specific Salesforce object to be set as the screen pop source. For example, even if multiple Contacts are found to match the inbound phone number but only one Account matches, the integration would pop to the Account record instead of the search results page. This would only work if a single Account was found to match, but we've found that leaving our call dispositions on the Account record itself is more helpful for our team, so we'd love to have that defaulted as the primary source to relate to the calls,…
2 votes -
Salesforce Integration: Populate "Completed Date/Time" field with Date/Time call was completed
The record created in Salesforce includes a "Completed Date/Time" field, but if a call was made on another device and then saved to Salesforce using the Call History tab, this field is populated with the date/time that the record was saved to Salesforce and not the Completed Date/Time of the call itself.
2 votes
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