201 results found
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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,…1 vote -
Integrate Salesforce within the RC App
The more our customers leverage RingCX, they need a way to avoid web page refreshes disconnecting calls. Salesforce (SFDC) encounters a lot of random refreshes that are impacting the SFDC Agent widget when on calls (since it's just the RCX native with a skin on it). If the agent can use the embedded RCX within the desktop version of RingEX, and they can access SFDC content in-app, that would be a solid workaround for the refresh issue.
SFDC content to access in-app includes: customer profiles, records, accounts, opportunities, etc.
4 votes -
Integration Console - Salesforce connect
Connect the Salesforce to the integration console for enhanced integration features with RingCentral
11 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 -
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 -
Ability to see the External Shared Contact Directory in RingCentral for Salesforce Softphone
We are not seeing Search results when we search for an External Shared Contact Directory in the Salesforce Softphone. They show up in the RingCentral App outside of SalesForce but not getting any results in the Softphone in Salesforce.
1 vote -
Call Queue Status Optimization on SalesForce
Users to automatically update the call queue status on Salesforce after call has ended
1 vote -
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.
3 votes -
Salesforce integrations features for Hotline Platform
Our ask is to help us connect the RingCentral hotline call log with the
date and time of the call to the Salesforce CRM. This is something that
should not take 2 months and 70 hours on the phone1 vote -
Salesforce Mtaching fields
We are currently using a custom field on our Opportunity object for matching related cases. Is there a way to use multiple fields for matching? For example, sometimes we contact clients on their main phone number, but they also have an alternate phone number too. We'd like communication with either their main or alternate phone numbers to return matches in RingCentral. Is this possible, or can you only match using one phone number field?
Thank you!
1 vote -
Auto-Answer in Salesforce RingEx
Would be great if Auto-Answer in Salesforce is also available in RingEx and not just in RingCx/CC account
1 vote -
Display Settings in Salesforce
(1) Unresponsive SMS 'Related To' field but has matching Phone Fields
(2) Inbound and outbound call activity will not save to Prospect or Account records when logged.It would be great if these features are available!
1 vote -
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
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