208 results found

1. Integrate SMS with high-velocity sales in SalesForce

   Integrate SMS with high-velocity sales. Have cadences within high-velocity sales that can include SMS messages to customers. Also include an option to opt-out of SMS feature.Case: 15284183

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   Future Consideration  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
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2. 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.

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3. 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 the account record to the sales rep. When the sales rep receives the call, they see an option to open the account record as well.The sales rep accepts the call and they see the account record open on their screen.

   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… more

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4. 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.

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5. 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

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6. 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.

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7. 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.

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8. 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.)

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9. 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.

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10. 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.

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11. 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.

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12. Inbound calls that are parked, should not be changed to outbound when picked up and being logged in salesforce

    The salesforce CTI currently logs inbound calls as outbound if they are parked and picked up by another extension. This makes the reporting data unusable.

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13. RC for Salesforce - Mobile App SMS

    Wants to log the SMS in the Salesforce when using RC for Salesforce - Mobile even if the user is not in front of their pc to login their accounts

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14. RC for Salesforce - Campaign

    I use Ring Central from Salesforce. I have a one-time request: We need to send messages to ~ 216 people from a Salesforce Campaign. They are members of this specific campaign. Is this possible with the Salesforce—Ring Central Integration?

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15. RC for Salesforce - Call Tasks

    Make sure all phone calls will create a Task in SF Portal even if I'm not in front of my PC or using my mobile phone to transfer the call

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16. 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.

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17. 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

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18. RC for Salesforce - Tasks creation

    How do we prevent tasks from being created for missed calls? We only want to create a task when a call is answered. In the Auto Save Setting, Pop matching Salesforce entity record on call is set to answered. Auto-create call log-on is not checked. What setting do we need to update to avoid creating Tasks for missed calls

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19. 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.

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20. 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. RC utilizes 16. I've had circa 20 customers/prospects complain of this over the past year. from a dev perspective: RC has placed all 16 fields under the "activity" object, and we have "obsoleted" fields too.zm has an advantage as zm spans multiple objects zm (classic): 10 (activity) zm for Lightning: 5 (activity) @Sam Rizzo wrote:> @Dan Buck - Looks like Zoom got around this by not attaching everything to the activity parent object> They'll attach something like "Zoom Call Log" to activity, and then things like the start/end time of calls/etc link to "Zoom Call Log" instead of directly to "Activity"> RingCentral instead links everything to the Activity parent object @Dan Buck wrote:> Just to be transparent, to remove Activity custom fields and objects, even obsolete ones, is a very complex request. Based on my discussions with RingCentral Dev resources, even if we could reduce the count of Activity fields to ~10 it would be extremely time consuming and would require assistance from Salesforce dev resources to make sure we don't lose any customer data when making this sort of change.

    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.… more

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