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64 results found

  1. 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
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  2. Send other users a Salesforce record when you transfer a call using RingCentral for Salesforce softphone

    If a user links a call in RingCentral for Salesforce softphone to an existing salesforce record (e.g. account, contact), the user should be able to transfer that record to another user when they transfer the call.Consider the following workflow:A receptionist in a call group receives a call in the RingCentral for Salesforce softphone.RingCentral and Salesforce show a list of records the call might be related to.The receptionist selects the record that matches the call. For example, let's say it's related to a specific account.The receptionist transfers the call to a sales rep. New: they should see an option to send…

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  3. 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
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  4. Reduce RingCentral's Session Timeout Setting from 7 Days for Salesforce Integration

    When using the Salesforce integration, RingCentral's session timeout setting is 7 days. Having checked with RingCentral support, this cannot be adjusted. If a user uses the RingCentral for Salesforce integration and does not logout, the Salesforce session will be kept active for 7 days. The scope of this idea is to permit RingCentral admins the capability to enforce session timeouts at the same intervals as the Salesforce Platform. This helps to ensure adherence to Salesforce Security policies:15 minutes30 minutes1 hour2 hours4 hours8 hours12 hours24 hours

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  5. Salesforce plugin does not reflect intercompany name when dialing an extension.

    It would be beneficial to have verify an intercompany extension or the reverse to have the extension show up when typing an intercompany name.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  6. Status and Queue visibility in RingCentral in Salesforce.com

    Being able to see agents status's and call queues as it shows in the Avaya Cloud Phone App. Agents need to transfer to users that show available but status visibility is not available in RingCentral App.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  7. Call Log automatically to the selected business object in Salesforce.

    Automatically log incoming and outgoing call logs to the respective Salesforce object (e.g. automatically log the call under the case if the call was selected from the case object.)

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  8. 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
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  9. 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
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. 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
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. Salesforce: Add MS Teams embedded dialer plugin as supported outbound endpoint

    Some customers use Teams as their primary collaboration and calling application and Salesforce as the CRM. It would be helpful for users to be able to stay in Teams for calling while using Salesforce.

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. 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
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  13. 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
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. 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
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  15. Salesforce plugin - please update the product so that it supports dependent drop down lists

    Currently we are using the Salesforce plugin only. Not supporting dependent drop down lists means we have been unable to add all of our required fields into the RC component in Salesforce; this results in the user needing to access the Salesforce task after a call to update certain fields - we are now seeing this causing errors when the call recording is added to the Salesforce task whilst the user is editing it

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. 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
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  17. 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
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. Incoming Calls Ring in SalesForce and RC

    Being logged in to RC for Salesforce and main RC desktop app: incoming calls cause both apps to ring at once

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  19. 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
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  20. RingCentral for SalesForce: Prevent screen pop for internal calls

    Request is to forego the screen pop for internal inbound calls (ext. to ext. calls).

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?
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