208 results found
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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 -
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 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 -
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: 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 -
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 -
Route inbound calls if code is input (from Salesforce) / Inbound Caller Authentication
Hi there. We have a use case where we want the ability for customers to inbound call but only get through to an agent if a code has been input. For example we only want calls to be routed to someone if they have paid for a service and that payment number is input via the dialpad. We need a way to confirm payment is made and was thinking a way would be to read from our CRM (Salesforce) record field. I am not sure if RingCentral caters to that use case but what would be an option to ensure…
3 votes -
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 -
Salesforce incoming call using RC mobile app
Using RingCentral and Salesforce mobile. I hope RingCentral offer any capability of popping Salesforce mobile on inbound calls to RingCentral mobile app.
2 votes -
Video Calling in RC for Salesforce
Ability to use the video calling in RC for Salesforce integrations
2 votes -
Outbound call direct from salesforce
Summary:
We would like to enhance the integration between CX and Salesforce to allow outbound calls initiated by clicking customer numbers to be placed via the appropriate queue, rather than defaulting to the company number.Requested Improvement:
We request that when an agent clicks on a customer number in Salesforce:The call is initiated via the appropriate queue automatically, based on the customer’s associated school.
The system intelligently maps the contact to the correct outbound number or queue, eliminating the need for manual number pasting and queue selection.
Benefit:
This enhancement would significantly streamline the calling process, reduce agent frustration,…2 votes -
SMS/Voicemail/Fax notification on RC for Salesforce
Currently, we only have a ringing tone for incoming calls on RC for Salesforce.
It would be great if we had a notification/tone or flash app option whenever a user receives a text message, voicemail, or fax using RC for Salesforce.
2 votes -
Enable users on Salesforce to select all Numbers on the account
Enable users on Salesforce to select all numbers associated to the account and not limited per extension
2 votes -
RC for Salesforce - Auto Log Calls
if there is a caller can they create a new contact/automatic lead or call log? we would like each call to create task / logs even if the User is not logged into CTI
2 votes -
Salesforce Flow Builder
Option to create a salesforce flow to send a text using Ring Central.
2 votes -
Ringsense and salesforce sync
The ability to sync "all" interactions with a salesforce contract record whether the call was taken from the mobile, desktop or originated through Salesforce.
2 votes -
RC for Salesforce - Call Disposition for Sales Engagement
Ability to bypass the manually selecting call disposition in Salesforce call logs to trigger the cadence in Sales Engagement
2 votes -
RC for Salesforce - Missed Calls Reports and Case Creation
Would like to be able to create a case automatically for Missed Calls and there should be a report of Missed call for all Users using RC for Salesforce
2 votes -
RC for Salesforce - Auto-logs for old/past SMS
Ability to auto-log the past SMS and add on the Task / Activity
2 votes -
RC for Salesforce - Using Matter as a Case for call logging
We want to use our created object in Salesforce called as Matter instead of using Case when creating call logs and all the activity should be added in the chatter field
2 votes
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