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201 results found

  1. Outbound call direct from salesforce

    Summary:
    We would like to enhance the integration between CX and Salesforce to allow outbound calls initiated by clicking customer numbers to be placed via the appropriate queue, rather than defaulting to the company number.

    Requested Improvement:
    We request that when an agent clicks on a customer number in Salesforce:

    The call is initiated via the appropriate queue automatically, based on the customer’s associated school.

    The system intelligently maps the contact to the correct outbound number or queue, eliminating the need for manual number pasting and queue selection.

    Benefit:
    This enhancement would significantly streamline the calling process, reduce agent frustration,…

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

  2. Salesforce Automation

    Flows in SF Jungo specifically for Automation should be available

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  3. Salesforce call queue calls

    Ability to remove or do not show the calls from call queuee under all calls tab of Rc for SF

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

  4. RC for Salesforce - Customizing Type field on Task

    "Is it possible to adjust how the activity record is populated after a call is logged? We want to adjust things like what the “type” field on the activity populates with"

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

  5. Enable user to have option to resize RC for Salesforce Dialer

    Enable user to have option to resize RC for Salesforce Dialer

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. Enable Voicemail Queue and Direct Playback in Salesforce

    Customer would like the ability to manage voicemails directly within the Salesforce applet instead of relying on email delivery, which currently provides only a link rather than an attached file. He is requesting a voicemail queue feature within Salesforce that allows users to view, prioritize, and play voicemails directly from the applet, similar to how calls are managed. This would streamline workflow, improve efficiency, and eliminate the need to switch between platforms to access voicemails.

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

  7. Ability to see the External Shared Contact Directory in RingCentral for Salesforce Softphone

    We are not seeing Search results when we search for an External Shared Contact Directory in the Salesforce Softphone. They show up in the RingCentral App outside of SalesForce but not getting any results in the Softphone in Salesforce.

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

  8. Call Queue Status Optimization on SalesForce

    Users to automatically update the call queue status on Salesforce after call has ended

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

  9. Salesforce integrations features for Hotline Platform

    Our ask is to help us connect the RingCentral hotline call log with the
    date and time of the call to the Salesforce CRM. This is something that
    should not take 2 months and 70 hours on the phone

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

  10. Salesforce Mtaching fields

    We are currently using a custom field on our Opportunity object for matching related cases. Is there a way to use multiple fields for matching? For example, sometimes we contact clients on their main phone number, but they also have an alternate phone number too. We'd like communication with either their main or alternate phone numbers to return matches in RingCentral. Is this possible, or can you only match using one phone number field?

    Thank you!

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

  11. Auto-Answer in Salesforce RingEx

    Would be great if Auto-Answer in Salesforce is also available in RingEx and not just in RingCx/CC account

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. Display Settings in Salesforce

    (1) Unresponsive SMS 'Related To' field but has matching Phone Fields
    (2) Inbound and outbound call activity will not save to Prospect or Account records when logged.

    It would be great if these features are available!

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

  13. Salesforc call center

    Ability to create call center out side RingCentral Salesforce integration

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. Salesforce Field to RingCentral

    The customer wants to add a custom field that is required when creating a call log from the RingCentral window in Salesforce.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. Toggle to enable the SMS logs on Salesforce to log in as a chat and not as a conversation

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Salesforce

    Please add templates to the RC app within Salesforce. This feature is enabled in the mobile app and desktop app. This is a missing piece. Additionally it would be nice to be able to have an sms module in Ring central to track all sms for a contact in Salesforce.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. RC for Salesforce - SMS Logs

    If a conversation is SMS messages spanning multiple days, the app will only log the messages on the last date.We want to be able to log all these messages.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. ability to capture call/sms activity while user is offline on Salesforce

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Salesforce SMS

    Log SMS on Rc for Salesforce as a "log" and not a "task"

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. Salesforce call quality improvement

    Ability to have an option to improve the quality of post call.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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