260 results found
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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 -
1 vote
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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 -
Set 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 saved.
4 votes -
RC for Salesforce
Need to integrate RC for Salesforce and will use it for Financial Service Cloud
1 vote -
Salesforce Integration: Populate "Completed Date/Time" field with Date/Time call was completed
The record created in Salesforce includes a "Completed Date/Time" field, but if a call was made on another device and then saved to Salesforce using the Call History tab, this field is populated with the date/time that the record was saved to Salesforce and not the Completed Date/Time of the call itself.
2 votes -
RC for Salesforce - Subject
wants to remove that feature so that non-Admin users can avoid errors if they forgot to change the Subject of live calls
1 vote -
RC for Salesforce calls - Leads
when someone calls RC Main they wanted to have a new Lead in Salesforce
1 vote -
Salesforce: Add MS Teams embedded dialer plugin as supported outbound endpoint
Some customers use Teams as their primary collaboration and calling application and Salesforce as the CRM. It would be helpful for users to be able to stay in Teams for calling while using Salesforce.
3 votes -
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
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