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'Log calls to Salesforce that are initiated on our mobile app.' has been merged into this idea

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Call Log Sync from RingCentral Mobile App to Salesforce

Use Case: As an Insurance Agent, I want to be able to make calls from the RingCentral Mobile App and have the call logs sync to Salesforce to allow for my manager to generate activity reports. Current functionality does not allow call log activities taken on the RingCentral Mobile App to sync call log activities to Salesforce. The user is looking to run reports in Salesforce to have a more comprehensive overview of their insurance agents. This will greatly help to view agent productivity by seeing all activity within Salesforce.

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Helen shared this idea  ·   ·  Report…  ·  Admin →
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  • Jake Fry commented  ·   ·  Report

    The request is that, when a call is initiated from the mobile app, it auto creates a task with the call details and memorializes this in Salesforce. This would be above and beyond the "offline logging feature" currently offered.