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64 results found

  1. RingCentral Sync with Salesforce Contacts

    I am requesting an option to sync RC with Salesforce so, that all of the contacts from Salesforce (Jungo) sync with RC automatically as added. To do this as an import periodically is timely but, if able to sync automatically just as you are able to call from RC via Jungo, it would only make sense that the contacts would automatically sync to RC app as well. Thank you Chris

    30 votes
    Under Review  ·  6 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  2. RingCentral for SalesForce: display "called to number" "call queue" information

    for inbound calls search records based on DNIS, display "called to" "call queue" information w/in the CTI.

    15 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. RingCentral for Salesforce: Record Types and Picklists

    It would be helpful if the RingCentral for Salesforce integration allowed us to select which Record Type is used when creating Call Logs. Also, it would be helpful to enforce that only the expected values (e.g. in Picklists) are displayed to users. Presently, all active picklist values are displayed (irrespective of record type) which has the potential for errors during the call logging

    14 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. RingCentral for SalesForce: MVP Sync with Salesforce Contacts

    12 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. RingCentral for SalesForce: unique cti layout for sales, support etc

    SFDC users span the organization: sales, support, etc. Data collection (logging calls) may be specific to each group. Problem: In Cloud phone settings, Admins have the ability configure a single cti layoutSolution: A unique cti layout associated to a unique softphone layout or role, would allow unique data collection per group of users. see image

    10 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. HUD feature available in Salesforce App

    The HUD feature in the RingCentral app that is great for our users to see who else is available when calls have to be transferred or escalated to another support tier. Currently this feature, or something similiar, is not available in the RingCentral for Salesforce App (Package Name: rcsfpackage). It would be useful to either have HUD or a similar object in the SF Org.

    8 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  7. RingCentral for Salesforce: Auto Log Notes - enabled by System Admin

    Auto log calls' is able to be enabled at a system level by the admin. We have found that 'Auto log notes' is also a very useful feature. However, users must be aware/activate this themselves. If possible, providing the same admin level control over 'Auto log notes' as 'Auto log calls' (i.e. enable/disable for everyone by default) would be helpful

    7 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. Automatic Task creation on Salesforce from incoming calls

    Requesting to have a feature for both salesforce and Ringcentral to have an Automatic Task Creation per every call that comes into their system and company.

    7 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. RingCentral for SalesForce: warm transfer

    To build warm transfer in WebRTC call controls

    6 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. Salesforce Plugin - Improved error handling messages would help users to better understand what has gone wrong

    When users receive an error with RC component in Salesforce this is a very generic display message; it would help if this could display the actual salesforce error message rather than "Sorry, we’ve failed to log your call. Please try again later’"

    6 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. Salesforce: Make calls using Teams Embedded App

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. Salesforce integration call pop up screen to appear even when salesforce is minimised.

    If a call comes through on salesforce but you are not working from that screen maybe you have another tab open you can not see that there is a call coming through. Therefore to add a pop up screen for all calls.

    5 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  13. SMS automation in Salesforce

    please make text automation work flow happen in salesforce!!

    5 votes
    Under Review  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. Salesforce WebRTC plugin - Date format is limited to US format

    When updating calendar dates in the RC plugin for Salesforce the date displayed is in US date format - this is even with the computer set to UK date format and our Salesforce environment being set to display in UK date format too. Please can this be updated

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. RC Salesforce plugin - Feature request to enable mandatory fields within the RC component

    In Salesforce we use mandatory fields to enforce our advisors to complete relevant sections of a task/activity. It would be useful to be able to have these mandatory fields reflected in the RC component which would ensure that our advisors are completing all required sections following a call

    5 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  16. RingCentral for Salesforce: Call Recording Links - https instead of http

    Would it be possible for the formula used to generate the Call Recording Link ( rcsflCall_Recordingc) in the Salesforce integration to be https:// rather than http://, please? Currently, when users click on the Call Recording link, the call recording is opened via an unencrypted http URL.

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Pop-out the RingCentral for Salesforce dialer so it can be dragged it to another window

    Pop-out the RingCentral for Salesforce integration within Salesforce so It can be dragged to another window

    5 votes
    Under Review  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  18. User's status in the RingCentral for Salesforce plugin does not match the user status in desktop.

    User status should be the same in all RingCentral forms.

    5 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. RingCentral for SalesForce feature parity with RingEX

    This includes an ability for call queue members to log in/out of individual queues.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  20. Salesforce integration: Conference with host able to drop off

    Goal is to have the ability to conference another person onto a call and then have the conference originator drop off the call after an introduction.

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?
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