204 results found
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Ability to minimize or move RC dialer in salesforce in classic view
the dialer is eating too much space in the side panel w/c hindering to access other features. we use click-to-dial most of the time and having the dialer up all the time is not applicable for us.
2 votes -
Unified Presence | Sync Status of RC for Salesforce to the RingCentral App
Sync Status of RC for Salesforce to the RingCentral App - Unified Presence. The RC Salesforce cti app does not have access to the glip presence. So, the presence status don't match in general..
1 vote -
Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference
Feature Request: Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference
Request Summary:
We would like to request a feature enhancement where the RingCentral app automatically attaches recorded meetings to the related Salesforce ticket reference when a user schedules, hosts, or records a meeting associated with a Salesforce case.Problem Statement:
Currently, agents and users who conduct multiple meetings per day must manually download and upload the meeting recording to the relevant Salesforce ticket. This process is time-consuming and introduces the risk of human error, including attaching the wrong file or forgetting to upload the recording altogether.Proposed Solution:
Introduce an…1 vote -
Salesforce access
Ability to edit settings of Salesforce even without Salesforce admin access
1 vote -
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 -
Salesforce Automation
Flows in SF Jungo specifically for Automation should be available
1 voteThis idea needs a little more information. Searching for "Jungo" on Google does not reveal what kind of integration or what kind of service you are envisioning here. Can you provide more detail?
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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 -
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 -
Enable user to have option to resize RC for Salesforce Dialer
Enable user to have option to resize RC for Salesforce Dialer
1 vote -
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 -
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 -
Call Queue Status Optimization on SalesForce
Users to automatically update the call queue status on Salesforce after call has ended
1 vote -
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 phone1 vote -
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 -
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 -
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 -
Salesforc call center
Ability to create call center out side RingCentral Salesforce integration
1 vote -
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 -
1 vote
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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
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