206 results found
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Integration Console - Salesforce connect
Connect the Salesforce to the integration console for enhanced integration features with RingCentral
13 votes -
Enable Accept/Do Not Accept Call Queue Calls via RingCentral for Salesforce
Allow users directly from the RingCentral for Salesforce to enable themselves to accept or not accept queue calls.
11 votes -
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 -
Park Call Key Option for RingCentral for Salesforce
Similar to the RingCentral app and phone app provide a button within the RingCentral for Salesforce that will allow users to quickly park calls and pick up parked calls.
11 votes -
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 -
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,…2 votes -
Video Calling in RC for Salesforce
Ability to use the video calling in RC for Salesforce integrations
2 votes -
RC for Salesforce - AI Notes
Please have the note-taking and transcription also integrated into salesforce. Right now, we get the recordings, but that would be really important if we could get that, too
20 votes -
Ability to remove/modify options on Call logs on Salesforce CTI
Enable a feature wherein users are able to modify to remove/add options on call log
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 -
Allow the Salesforce CTI to view extended SMS History
Allow a feature on Salesforce wherein the CTI would be able to have an extensive view on the previous call/SMS history
1 vote -
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 -
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 -
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 -
RingCentral for Salesforce - Call Transcription
Requesting to add the option for Call Transcription for this particular RingEX integration:
https://www.ringcentral.com/apps/salesforceThe other option is to currently use the RingSense integration, but it is preferred to have the call transcription added to the package we currently have installed instead of opting for RingSense.
5 votes -
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 -
Salesforce access
Ability to edit settings of Salesforce even without Salesforce admin access
1 vote -
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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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
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