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209 results found

  1. RingCentral for Salesforce: Ability to have multiple layouts in RC CTI component

    As more departments/teams use RingCentral for Salesforce, it would be helpful if it was possible to be able to define multiple layouts for different users. That way, we can tailor which data our users need to capture.

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. Salesforce plugin - please update the product so that it supports dependent drop down lists

    Currently we are using the Salesforce plugin only. Not supporting dependent drop down lists means we have been unable to add all of our required fields into the RC component in Salesforce; this results in the user needing to access the Salesforce task after a call to update certain fields - we are now seeing this causing errors when the call recording is added to the Salesforce task whilst the user is editing it

    3 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. Allow the function "Create Call Log" to be disabled on RingCentral For Salesforce.

    Some people may need it, however, for customers that have a heavy volume of outbound calls, it is inefficient, if the back button still needs to be pressed, in order to make another outbound call.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. Need to be able to see the company numbers label next to the phone numbers on the dial pad dropdown list over Salesforce integration

    Need to be able to see the company numbers label next to the phone numbers on the dial pad dropdown list over Salesforce integration

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. Microsoft/Google contacts in Salesforce add-on

    Now that RingCentral supports voice in the web addon for Salesforce, it would be very useful to support Google & Microsoft contacts. Indeed, Salesforce is usually used by a portion of the customer. Therefore, it is important to be able to contact your colleagues that are not in salesforce. This is usually the company directory that is available in Microsoft/Google.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. Send other users a Salesforce record when you transfer a call using RingCentral for Salesforce softphone

    If a user links a call in RingCentral for Salesforce softphone to an existing salesforce record (e.g. account, contact), the user should be able to transfer that record to another user when they transfer the call.Consider the following workflow:A receptionist in a call group receives a call in the RingCentral for Salesforce softphone.RingCentral and Salesforce show a list of records the call might be related to.The receptionist selects the record that matches the call. For example, let's say it's related to a specific account.The receptionist transfers the call to a sales rep. New: they should see an option to send…

    4 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. Add Answer feature to RingCentral for Salesforce softphone

    Add a feature that allows users to answer incoming calls when they are using the RingCentral for Salesforce softphone.Users should be able to answer, hold, and hang up incoming calls, as well as see caller ID and relates records in SalesForce.[added detail:] This should be available in both Lightning and Classic Salesforce.

    2 votes
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. Use Ring Central CTI in SalesForce to trigger a meeting invite. Can do it in Saleforce calendar but messy

    When in SFDC I would ike to be able to use the CTI to create meeting which I can but then also trigger an invite. If I am copying meeting details link from CTI then go to Calendar , create a meeting from there and paste details into the location after I add the attendees and account it does send an invite but it is very ugly way to do it but it also allows Google calendar to sync. Needs to be done please

    1 vote
    Future Consideration  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. Telus customer wants Salesforce integration

    Telus customers don't currently have Salesforce integration. Telus customer Datanova Software Inc, UID 1049069024, would like to have Salesforce integration. Whether or not the Telus product managers want this is not known.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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