226 results found
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RingCentral for SalesForce: unique cti layout for sales, support etc
SFDC users span the organization: sales, support, etc. Data collection (logging calls) may be specific to each group. Problem: In Cloud phone settings, Admins have the ability configure a single cti layoutSolution: A unique cti layout associated to a unique softphone layout or role, would allow unique data collection per group of users. see image
10 votes -
RingCentral for Salesforce: High Velocity Sales is now Sales Engagement
The request is to update the name of this tool on the RingCentral side to Sales Enablement from High Velocity Sales.
1 vote -
RingCentral for SalesForce feature parity with RingEX
This includes an ability for call queue members to log in/out of individual queues.
4 votes -
log calls and text to the matter object in salesforce
We need to make sure we can log calls and text to the matter object and not to the contact.
1 vote -
RingCentral for SalesForce: warm transfer
To build warm transfer in WebRTC call controls
6 votes -
Ability to minimize or move RC dialer in salesforce in classic view
the dialer is eating too much space in the side panel w/c hindering to access other features. we use click-to-dial most of the time and having the dialer up all the time is not applicable for us.
2 votes -
Salesforce Integration - Log Call Recording from RC as a File
Instead of the call recording showing up as a link on Salesforce, customer would like to log the call recording as a file. They are afraid that the link will expire.
1 vote -
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.
13 votes -
RingCentral for SalesForce: Prevent screen pop for internal calls
Request is to forego the screen pop for internal inbound calls (ext. to ext. calls).
2 votes -
Integrate SMS with high-velocity sales in SalesForce
Integrate SMS with high-velocity sales. Have cadences within high-velocity sales that can include SMS messages to customers. Also include an option to opt-out of SMS feature.Case: 15284183
4 votes -
Call Log automatically to the selected business object in Salesforce.
Automatically log incoming and outgoing call logs to the respective Salesforce object (e.g. automatically log the call under the case if the call was selected from the case object.)
4 votes -
User's status in the RingCentral for Salesforce plugin does not match the user status in desktop.
User status should be the same in all RingCentral forms.
5 votes -
Status and Queue visibility in RingCentral in Salesforce.com
Being able to see agents status's and call queues as it shows in the Avaya Cloud Phone App. Agents need to transfer to users that show available but status visibility is not available in RingCentral App.
4 votes -
Salesforce plugin does not reflect intercompany name when dialing an extension.
It would be beneficial to have verify an intercompany extension or the reverse to have the extension show up when typing an intercompany name.
4 votes -
Add a field to capture the number a user dialed in the Salesforce Integration
The inability to attribute a phone call via Salesforce is a bit alarming as this is a huge miss on RingCentral's part. One of the primary reasons to have multiple phone numbers beyond the obvious of going to different people is to attribute where a user found you and called in from. The current Salesforce integration (July 2022) doesn't surface the number that was dialed and therefore lacks the capability to setup dashboards capable of attributing calls from various locations and ability to view the data alongside other Salesforce data. This data exists within the RingCentral portal reports but is…
1 vote -
Incoming Calls Ring in SalesForce and RC
Being logged in to RC for Salesforce and main RC desktop app: incoming calls cause both apps to ring at once
3 votes -
Reduce RingCentral's Session Timeout Setting from 7 Days for Salesforce Integration
When using the Salesforce integration, RingCentral's session timeout setting is 7 days. Having checked with RingCentral support, this cannot be adjusted. If a user uses the RingCentral for Salesforce integration and does not logout, the Salesforce session will be kept active for 7 days. The scope of this idea is to permit RingCentral admins the capability to enforce session timeouts at the same intervals as the Salesforce Platform. This helps to ensure adherence to Salesforce Security policies:15 minutes30 minutes1 hour2 hours4 hours8 hours12 hours24 hours
4 votes -
RingCentral for Salesforce: session timeout
The request is for session timeout (auto log out) within the SFDC integration.
1 vote -
Since the ringcentral integration for salesforce, we need to contact the internal extensions of our RingCentral platform, which is curre...
...ntly not possible, support is reporting that the two entities are not communicating. In a future development, can you fix this?. Since the ringcentral integration for salesforce, we need to contact the internal extensions of our RingCentral platform, which is currently not possible, support is reporting that the two entities are not communicating.In a future development, can you fix this?
1 vote -
Salesforce Integration Call Disposition Subject Default
It would be great to be able to setup a specific defaulted Subject for the Task being logged for each call activity. Currently the user has to manually change it to something else, but it would be great to have the ability as an Admin to default the verbiage there to something that makes more sense for our team. In addition, adding the ability to make it dynamic with merge fields would be even more flexible as well.
5 votes
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