208 results found
-
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
We also need the ability to be able to tag Salesforce data (users, job orders, job applicants etc.) within RingCentral.
1 vote -
Voicemail link in Salesforce
It would be great if VM links are also visible in Salesforce just like inbound and outbound call recording
1 vote -
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 -
salesforce
Matched Account and contact for inbound calls are not getting populated while creating New Case from RC for Salesforce.
1 vote -
RC for Salesforce - Automated SMS
If there is a way to automatically send text messages through Ring. I was told by SF that there should be an integration to use.
3 votes -
Salesforce VM
Have the ability to associate voicemail to contacts or acitivity record
1 vote -
Salesforce related to option
Have an ability to remove the option fo new lead , new ooportunites under related to
1 vote -
Call Queue toggle in Salesforce CTI
It would be great to have a tall queue toggle at the upper part of the CTI where you can easily enable and disable
1 vote -
SMS Analytics in Salesforce
Currently, only the calls are being shown in Salesforce Analytics. It would be best if SMS logs will also show in Salesforce Analytics to see the number of sent/received SMS
3 votes -
RingCentral for Salesforce ability to track activity
Ability to track activities for emails via RC for SF
2 votes -
RC for Salesforce - AI Notes
Please have the note-taking and transcription also integrated into salesforce. Right now, we get the recordings, but that would be really important if we could get that, too
23 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
- Don't see your idea?