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204 results found

  1. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. Video Calling in RC for Salesforce

    Ability to use the video calling in RC for Salesforce integrations

    2 votes
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  3. 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
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  4. Salesforce access

    Ability to edit settings of Salesforce even without Salesforce admin access

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. 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
    New  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  6. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. Integration Console - Salesforce connect

    Connect the Salesforce to the integration console for enhanced integration features with RingCentral

    12 votes
    New  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. Salesforce Automation

    Flows in SF Jungo specifically for Automation should be available

    1 vote
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  13. Enable user to have option to resize RC for Salesforce Dialer

    Enable user to have option to resize RC for Salesforce Dialer

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. 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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  15. 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
    New  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  16. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Call Queue Status Optimization on SalesForce

    Users to automatically update the call queue status on Salesforce after call has ended

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. 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 phone

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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