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Warm Transfer for RingCentral Salesforce

As of this time, the only option to transfer a call through RingCentral for Salesforce is with a blind transfer or a cold transfer (as stated on page of 8 of this guide https://netstorage.ringcentral.com/guides/RingCentral_for_Salesforce_RCV_and_WebRTC_guide.pdf). If we try to work around this by opening a second line to merge the calls, the first call will drop entirely. Warm transfer are incredibly important when delivering a positive customer experience, having the option to do so from the Salesforce integration would be highly valued.

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  • Dan commented  ·   ·  Report

    Thanks for your comments on this ask.We have added Warm Transfer functionality to the RingCentral for Salesforce app! This released in the 6.20.0 version of the application in late June 2022. In order to be able to use Warm Transfer with Swap features in the SFDC app, your Salesforce Admin will need to install the latest version of the installed package into your Org. Then Warm Transfer function will be available to all RingCentral users in Salesforce!

  • Blake commented  ·   ·  Report

    This would be super helpful!