208 results found
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5 votes
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Salesforce integration: Conference with host able to drop off
Goal is to have the ability to conference another person onto a call and then have the conference originator drop off the call after an introduction.
4 votes -
Salesforce to Detect Contacts already being handled by another Rep
Like with other CRM, that can determine if the caller/contact is already handled by another person. It will prevent confusion on the customer's and Rep's end. It would prevent their clients from getting confused about who they need to talk to.
1 vote -
Salesforce Plugin - Improve error/pop-up messages would help to not confuse users about when and not to install the Plugin
Not all users know they already have the Plugin and they tend to install it again and it goes nowhere as they are not allowed to install apps and IT has already done it using silent install. If they could at least just see that they only need to launch the plugin, it will prevent confusion to the users.
1 vote -
Visual indicator on the minimized Salesforce extension when the user is logged out.
On occasion a user doesn't realize their Salesforce extension is not logged in. This causes calls to not be logged. The extension is minimized so the user doesn't see the Sign-in button. It would be helpful if the minimized extension would have a visual indicator that it is not logged in.
1 vote -
RingCentral for Salesforce Integration to trigger case creation when call is received or when it goes to voicemail
A way to link/configure RC for SF, instead of generating a task, it will automatically create or trigger a case.
4 votes -
RingCentral for Salesforce Ringer Volume Adjustment
A setting on RingCentral Dialer or embedded app on Salesforce that can decrease its ringing/ringer volume. This helps the end users to have the ability to decrease or silence the volume as too loud affects the office environment.
9 votes -
1 vote
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RingCentral for Salesforce: Ringtone settings
The request is for the ability to change ringtone settings: off/on, change ringtone, adjust volume. The current ringtone is very loud and sounds like old-school landline.
11 votes -
RC for Salesforce
Need to integrate RC for Salesforce and will use it for Financial Service Cloud
1 vote -
RC for Salesforce - Subject
wants to remove that feature so that non-Admin users can avoid errors if they forgot to change the Subject of live calls
1 vote -
Syncing RingCentral Performance Reports to Salesforce for non-Salesforce users.
Calls are being logged to Salesforce when users use the CTI dialer to make and receive calls. However, there are RingCentral users who does not have a Salesforce login to use the CTI dialer and their calls will only sync to RingCentral.Having all calls register to Salesforce (regardless if the user does not have a Salesforce login) would be helpful for data collection.
3 votes -
RC for Salesforce calls - Leads
when someone calls RC Main they wanted to have a new Lead in Salesforce
1 vote -
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 -
Salesforce Call Barging CTD(click to dial)
Requesting to enable call barging when a call was initiated or received by RingCentral inside the salesforce CRM.
4 votes -
RingCentral for Salesforce: High Velocity Sales is now Sales Engagement
The request is to update the name of this tool on the RingCentral side to Sales Enablement from High Velocity Sales.
1 vote -
RingCentral for Salesforce: "activity" fields to be reduced from 16
RingCentral for Salesforce: "activity" fields to be reduced from 16. @Matt LaHatt wrote:Our SalesForce integration has been a hot topic of interest for them. They loved the demos of it and love the features a value we provide. However, they have a major dilemma. Bessemer has 2x custom integrations that use up the majority of the 100 custom fields. They only have 12 fields they can make available for the RingCentral integration. I've heard from others in our organization that our SFDC integration requires 16 fields to work.@Matthew Ludwig wrote: SFDC has max 100 fields available under the "activity" object.…
3 votes -
Add conference calling or 3 way calling to RingCentral for Salesforce app.
We have users that make calls from Salesforce that need to be able to speak to secondary callers at the same time. This includes language translation service providers while the original caller is on the line. Please add ASAP. Using the regular RingCentral app is not productive as all the popups and call disposition field from Salesforce will not work.
3 votes -
Set Default value for Related To items in Salesforce
For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is saved.
4 votes -
Automatic Task creation on Salesforce from incoming calls
Requesting to have a feature for both salesforce and Ringcentral to have an Automatic Task Creation per every call that comes into their system and company.
7 votes
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