220 results found
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Need RingCX for CTI to support automatically moving a Task from a converted Lead to its Contact
Use case:
Reps qualify leads in Salesforce. When a lead is qualified, they convert the lead into an account/contact/opportunity and transfer the call to account execs.
Often times, when an account exec gets the call, the record associated with the call in the 'Name' field is the lead record instead of the contact record. When the call concludes, a task is created automatically where the AE sets the call disposition and adds any relevant notes.
Since the Name (whoId) is the lead, the call record (task) does not show up under the contact's activity and since the lead has already…5 votes -
Integration Console - Salesforce connect
Connect the Salesforce to the integration console for enhanced integration features with RingCentral
16 votes -
Browser generated notification in the windows system tray or the browser icon in the taskbar to flash for incoming calls or SMS
Browser generated notification in the windows system tray or the browser icon in the taskbar to flash for incoming calls or SMS
3 votes -
RingCentral Pop-up modification in Salesforce
Salesforce integration with RingCentral, they want to edit and modify the RingCentral pop-up softphone to have the same fields as the Log A Call option in Salesforce, wants to add Last Touchpoint and other customer details for more simpler use
2 votes -
Optimize Memory Usage
Looking for where he could toggle off the new ‘Optimize Memory Usage’ option for account wide. Account wide settings for admin.
2 votes -
RingCentral for Salesforce - Marking the Required option for Call Logging field
We have installed the RingCentral for Salesforce app. When using RingCentral in Salesforce, is it possible to make any of the fields required on the web phone layout shown in the attached screenshot?
We know how to modify this layout by adding and removing fields , but it appears that we cannot mark any of the fields as required.
Could you please let us know whether it is possible to make fields required, or if this functionality does not exist yet?
1 vote -
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 -
Improve Contact Selection for Accounts with Multiple Contacts Sharing the Same Number
escription:
Currently, the system displays only the first 5 contacts associated with an account when searching for contacts within the application. This behavior requires users to manually log calls to the correct contact when there are more than 5 contacts sharing the same phone number.Current Behavior:
Application shows only the first 5 contacts for an account when multiple contacts share the same phone number.
Users must manually select or log calls to the appropriate contact if the intended contact is not within the first 5 displayed.
Expected Behavior / Enhancement:
Allow users to view all contacts associated with an…
2 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 -
Salesforce incoming call using RC mobile app
Using RingCentral and Salesforce mobile. I hope RingCentral offer any capability of popping Salesforce mobile on inbound calls to RingCentral mobile app.
2 votes -
Group SMS for Salesforce integrations
when users send group text messages, the messages are being delivered individually instead of as a group thread.
1 vote -
Salesforce pop settings
The current flow in the guide only shows the process for popping out a voice call record. However, what we’re hoping to achieve is the following:
1. A call comes in.
2. The system checks if the caller matches an existing contact.
3. If the contact exists: Check if there is any open case.
4. If there’s no open case, automatically pop out a new case record.1 vote -
Salesforce Mobile
Enable users to log calls through SF Mobile, the same as the web version
1 vote -
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 -
Salesforce integration ringer
SPOG allows the splitting of audio devices. I wish the SF connected did the same. We are an inbound shop with peaky traffic, and would really appreciate a ringer. We could adjust tone and volume on - separate from the audio device / headset. There are cases when this would be helpful to increase or decrease ringer levels and tone.
1 vote -
Expand Call History Availability in Salesforce Integration Beyond 7 Days
Currently, the RingCentral desktop app allows users to view their call history for "All time", which is extremely helpful for reviewing communication records. However, within the Salesforce integration, the call history is limited to the last 7 days only. This limitation can create challenges for users who rely on the CRM for accurate and complete call tracking.
Many users, especially those who travel frequently or are away from their desks for extended periods, are unable to sync or review calls older than 7 days once they're back in Salesforce.
Enable the Salesforce integration to match the "All time" call history…
1 vote -
RingCentral for Salesforce - Cadence SMS features
Automated SMS Sales Cadence and Text Blast feature in RC for Salesforce app
1 vote -
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
28 votes -
RC for Salesforce - Auto Create Ticket
Customer needs assistance for auto create ticket for inbound calls in RC for Salesforce
1 vote -
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
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