208 results found
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Warm Transfer for RingCentral Salesforce
As of this time, the only option to transfer a call through RingCentral for Salesforce is with a blind transfer or a cold transfer (as stated on page of 8 of this guide https://netstorage.ringcentral.com/guides/RingCentral_for_Salesforce_RCV_and_WebRTC_guide.pdf). If we try to work around this by opening a second line to merge the calls, the first call will drop entirely. Warm transfer are incredibly important when delivering a positive customer experience, having the option to do so from the Salesforce integration would be highly valued.
13 votes -
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 -
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 -
SMS automation in Salesforce
please make text automation work flow happen in salesforce!!
5 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 Avaya integration
Avaya Cloud Office apps are not showing Salesforce account/contact information or logging communications to Salesforce, which has the RingCentral package. The two need to be integrated so that the Avaya Cloud Office apps can be used by Salesforce users who are away from their desks or prefer to handle communications on their mobile phones.
4 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 -
Salesforce integration call pop up screen to appear even when salesforce is minimised.
If a call comes through on salesforce but you are not working from that screen maybe you have another tab open you can not see that there is a call coming through. Therefore to add a pop up screen for all calls.
5 votes -
Allow the function "Create Call Log" to be disabled on RingCentral For Salesforce.
Some people may need it, however, for customers that have a heavy volume of outbound calls, it is inefficient, if the back button still needs to be pressed, in order to make another outbound call.
1 vote -
HUD feature available in Salesforce App
The HUD feature in the RingCentral app that is great for our users to see who else is available when calls have to be transferred or escalated to another support tier. Currently this feature, or something similiar, is not available in the RingCentral for Salesforce App (Package Name: rcsfpackage). It would be useful to either have HUD or a similar object in the SF Org.
8 votes -
Setup Email Notifications on Updated Versions Releases of RingCentral Apps for Salesforce
Please setup Email Notifications to update your clients on your releases of the RingCentral Apps for Salesforce.
4 votes -
RingCentral for Salesforce: Call Recording Links - https instead of http
Would it be possible for the formula used to generate the Call Recording Link ( rcsflCall_Recordingc) in the Salesforce integration to be https:// rather than http://, please? Currently, when users click on the Call Recording link, the call recording is opened via an unencrypted http URL.
5 votes -
Microsoft/Google contacts in Salesforce add-on
Now that RingCentral supports voice in the web addon for Salesforce, it would be very useful to support Google & Microsoft contacts. Indeed, Salesforce is usually used by a portion of the customer. Therefore, it is important to be able to contact your colleagues that are not in salesforce. This is usually the company directory that is available in Microsoft/Google.
1 vote -
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 -
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 -
RingCentral for Salesforce: Auto Log Notes - enabled by System Admin
Auto log calls' is able to be enabled at a system level by the admin. We have found that 'Auto log notes' is also a very useful feature. However, users must be aware/activate this themselves. If possible, providing the same admin level control over 'Auto log notes' as 'Auto log calls' (i.e. enable/disable for everyone by default) would be helpful
7 votes -
RingCentral for Salesforce: Record Types and Picklists
It would be helpful if the RingCentral for Salesforce integration allowed us to select which Record Type is used when creating Call Logs. Also, it would be helpful to enforce that only the expected values (e.g. in Picklists) are displayed to users. Presently, all active picklist values are displayed (irrespective of record type) which has the potential for errors during the call logging
14 votes -
RC Salesforce plugin - Feature request to enable mandatory fields within the RC component
In Salesforce we use mandatory fields to enforce our advisors to complete relevant sections of a task/activity. It would be useful to be able to have these mandatory fields reflected in the RC component which would ensure that our advisors are completing all required sections following a call
5 votes -
Salesforce WebRTC plugin - Date format is limited to US format
When updating calendar dates in the RC plugin for Salesforce the date displayed is in US date format - this is even with the computer set to UK date format and our Salesforce environment being set to display in UK date format too. Please can this be updated
5 votes -
Salesforce Plugin - Improved error handling messages would help users to better understand what has gone wrong
When users receive an error with RC component in Salesforce this is a very generic display message; it would help if this could display the actual salesforce error message rather than "Sorry, we’ve failed to log your call. Please try again later’"
6 votes
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