208 results found
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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 -
RC for Salesforce - Auto Create Ticket
Customer needs assistance for auto create ticket for inbound calls in RC for Salesforce
1 vote -
Salesforce export calls
Export all the outbound phone calls and UUID integration on salesforce and also to backfill the data into salesforce
1 vote -
Salesforce transferring call
Transferred of answer calls to other staff is quite cumbersome, requiring multile extra steps to complete.
1 vote -
Salesforce volume
Settings are limited, for example volume in app is a smooth slider of 100, whereas in Salesforce integration it's in movement of 10 so calls are starting when you are completing other task if you have system volume raised
1 vote -
Ability to remove/modify options on Call logs on Salesforce CTI
Enable a feature wherein users are able to modify to remove/add options on call log
1 vote -
Allow the Salesforce CTI to view extended SMS History
Allow a feature on Salesforce wherein the CTI would be able to have an extensive view on the previous call/SMS history
1 vote -
Unified Presence | Sync Status of RC for Salesforce to the RingCentral App
Sync Status of RC for Salesforce to the RingCentral App - Unified Presence. The RC Salesforce cti app does not have access to the glip presence. So, the presence status don't match in general..
1 vote -
Video Calling in RC for Salesforce
Ability to use the video calling in RC for Salesforce integrations
2 votes -
Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference
Feature Request: Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference
Request Summary:
We would like to request a feature enhancement where the RingCentral app automatically attaches recorded meetings to the related Salesforce ticket reference when a user schedules, hosts, or records a meeting associated with a Salesforce case.Problem Statement:
Currently, agents and users who conduct multiple meetings per day must manually download and upload the meeting recording to the relevant Salesforce ticket. This process is time-consuming and introduces the risk of human error, including attaching the wrong file or forgetting to upload the recording altogether.Proposed Solution:
Introduce an…1 vote -
Salesforce access
Ability to edit settings of Salesforce even without Salesforce admin access
1 vote -
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 -
Integration Console - Salesforce connect
Connect the Salesforce to the integration console for enhanced integration features with RingCentral
15 votes -
Salesforce Automation
Flows in SF Jungo specifically for Automation should be available
1 voteThis idea needs a little more information. Searching for "Jungo" on Google does not reveal what kind of integration or what kind of service you are envisioning here. Can you provide more detail?
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ringcentral salesforce integration
Call Log Association Issue: from SalesForce to RingCentral
When initiating a "Click-To-Dial" call from a Person Account and associating the auto call log with a specific Case through the "Related To" field, the call log appears on the Person account but not in the associated Case feed. Please review to attached video for example.7 votes -
Salesforce call queue calls
Ability to remove or do not show the calls from call queuee under all calls tab of Rc for SF
1 vote -
RC for Salesforce - Customizing Type field on Task
"Is it possible to adjust how the activity record is populated after a call is logged? We want to adjust things like what the “type” field on the activity populates with"
1 vote -
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 user to have option to resize RC for Salesforce Dialer
Enable user to have option to resize RC for Salesforce Dialer
1 vote -
Enable Voicemail Queue and Direct Playback in Salesforce
Customer would like the ability to manage voicemails directly within the Salesforce applet instead of relying on email delivery, which currently provides only a link rather than an attached file. He is requesting a voicemail queue feature within Salesforce that allows users to view, prioritize, and play voicemails directly from the applet, similar to how calls are managed. This would streamline workflow, improve efficiency, and eliminate the need to switch between platforms to access voicemails.
1 vote
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