66 results found
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16 votes
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5 votes
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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 -
Route inbound calls if code is input (from Salesforce) / Inbound Caller Authentication
Hi there. We have a use case where we want the ability for customers to inbound call but only get through to an agent if a code has been input. For example we only want calls to be routed to someone if they have paid for a service and that payment number is input via the dialpad. We need a way to confirm payment is made and was thinking a way would be to read from our CRM (Salesforce) record field. I am not sure if RingCentral caters to that use case but what would be an option to ensure…
3 votes -
RingCentral for Salesforce Integration to trigger case creation when call is received or when it goes to voicemail
A way to link/configure RC for SF, instead of generating a task, it will automatically create or trigger a case.
4 votes -
Salesforce to Detect Contacts already being handled by another Rep
Like with other CRM, that can determine if the caller/contact is already handled by another person. It will prevent confusion on the customer's and Rep's end. It would prevent their clients from getting confused about who they need to talk to.
1 vote -
RC for Salesforce - Picklist
Picklist shows the excluded options for logging the calls on the Outcome field in RC for Salesforce
1 vote -
Salesforce click to dial to accept extensions.
This would be very use for anyone that is calling a specific person from their contacts that requires an extension. Old phone system we used had this feature with their Salesforce add-in. Example: 111-222-3333,1234This would dial the main number and after a brief pause the extension.
1 vote -
We need our Salesforce to receive text message rather than the RC application
We need our Salesforce to receive text messages rather than the RC application, is it possible for that
1 vote -
RingCentral for SalesForce: Set Default value for "Related To" items
The ask is to set the default value for "Related To" items in Salesforce. For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is stored.
1 vote -
RingCentral for SalesForce: Call Monitoring Duration
The ability to see how long know how long a call has been monitored for to determine the productivity of quality auditors. In Reports/Analytics, it should also be available for Salesforce Task Object
1 vote -
Syncing RingCentral Performance Reports to Salesforce for non-Salesforce users.
Calls are being logged to Salesforce when users use the CTI dialer to make and receive calls. However, there are RingCentral users who does not have a Salesforce login to use the CTI dialer and their calls will only sync to RingCentral.Having all calls register to Salesforce (regardless if the user does not have a Salesforce login) would be helpful for data collection.
3 votes -
Salesforce Plugin - Improve error/pop-up messages would help to not confuse users about when and not to install the Plugin
Not all users know they already have the Plugin and they tend to install it again and it goes nowhere as they are not allowed to install apps and IT has already done it using silent install. If they could at least just see that they only need to launch the plugin, it will prevent confusion to the users.
1 vote -
Visual indicator on the minimized Salesforce extension when the user is logged out.
On occasion a user doesn't realize their Salesforce extension is not logged in. This causes calls to not be logged. The extension is minimized so the user doesn't see the Sign-in button. It would be helpful if the minimized extension would have a visual indicator that it is not logged in.
1 vote -
Add conference calling or 3 way calling to RingCentral for Salesforce app.
We have users that make calls from Salesforce that need to be able to speak to secondary callers at the same time. This includes language translation service providers while the original caller is on the line. Please add ASAP. Using the regular RingCentral app is not productive as all the popups and call disposition field from Salesforce will not work.
3 votes -
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 -
Salesforce Call Barging CTD(click to dial)
Requesting to enable call barging when a call was initiated or received by RingCentral inside the salesforce CRM.
4 votes -
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 -
RingCentral for Salesforce: "activity" fields to be reduced from 16
RingCentral for Salesforce: "activity" fields to be reduced from 16. @Matt LaHatt wrote:Our SalesForce integration has been a hot topic of interest for them. They loved the demos of it and love the features a value we provide. However, they have a major dilemma. Bessemer has 2x custom integrations that use up the majority of the 100 custom fields. They only have 12 fields they can make available for the RingCentral integration. I've heard from others in our organization that our SFDC integration requires 16 fields to work.@Matthew Ludwig wrote: SFDC has max 100 fields available under the "activity" object.…
3 votes -
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
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