235 results found
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Salesforce chatter
Log calls to Salesforce Chatter feeds/ timeline
1 vote -
Enable Saleforce activities to be related to Cases
Enable a feature where call logs/activities have an option to be linked to a Case within Salesforce
1 vote -
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 -
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…
2 votes -
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 -
RC for Salesforce - Auto Create Ticket
Customer needs assistance for auto create ticket for inbound calls in RC for Salesforce
2 votes -
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 -
Enable Voicemail Queue and Direct Playback in Salesforce
Customer would like the ability to manage voicemails directly within the Salesforce applet instead of relying on email delivery, which currently provides only a link rather than an attached file. He is requesting a voicemail queue feature within Salesforce that allows users to view, prioritize, and play voicemails directly from the applet, similar to how calls are managed. This would streamline workflow, improve efficiency, and eliminate the need to switch between platforms to access voicemails.
7 votes -
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 -
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
31 votes -
RingCentral for Salesforce - Cadence SMS features
Automated SMS Sales Cadence and Text Blast feature in RC for Salesforce app
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 -
Video Calling in RC for Salesforce
Ability to use the video calling in RC for Salesforce integrations
2 votes -
Salesforce export calls
Export all the outbound phone calls and UUID integration on salesforce and also to backfill the data into salesforce
1 vote
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