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247 results found

  1. Enable the ability to use mobile phone to call when clicking the phone number from Salesforce

    1 vote

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    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  2. All RingCentral for Salesforce calls and SMS should create Case instead of Task to log the activity.

    1 vote

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  3. Allow MMS to be logged in Salesforce (including the actual image or picture)

    2 votes

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  4. Hi,

    Please consider adding support for Partner Community licenses in Salesforce to have access to the CTI.

    1 vote

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  5. The ability to sync prospect/contact information into Salesforce automatically from incoming RingCentral calls, particularly when using tracking numbers (e.g., creating new leads or matching to existing records based on inbound call data)

    They have an idea that it is not possible at the moment but wanted to know if it is something that we will consider, or if we have any plans in the future.

    1 vote

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  6. we have integration with salesforce in two ways. We are using the connector and the activity capture. So we are getting tasks and a voice call when a call is recorded in ring central. In sf we want to connect the two but cannot find a common call id. Is that something that exists? Is there a way to do that? Thank You.

    1 vote

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  7. The feature to hang up the calls or answer them with the headsets and they are using the Ringcentral app and also Redtail.

    1 vote

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  8. Browser generated notification in the windows system tray or the browser icon in the taskbar to flash for incoming calls or SMS

    3 votes

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  9. Option to remove some of the navigation items from the Ring Central for Salesforce Page but they are locked, since it is a managed application.

    2 votes

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  10. Additional updates after task has been created in salesforce

    1 vote

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  11. Customer wants to directly route the call of the existing clients within their Salesforce environment to the Salesforce case owner

    1 vote

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  12. Looking for where he could toggle off the new ‘Optimize Memory Usage’ option for account wide. Account wide settings for admin.

    2 votes

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  13. Log calls to Salesforce Chatter feeds/ timeline

    1 vote

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  14. Enable a feature where call logs/activities have an option to be linked to a Case within Salesforce

    1 vote

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  15. 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

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  16. 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

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  17. Allow users directly from the RingCentral for Salesforce to enable themselves to accept or not accept queue calls.

    11 votes

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  18. 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

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  19. 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

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  20. Using RingCentral and Salesforce mobile. I hope RingCentral offer any capability of popping Salesforce mobile on inbound calls to RingCentral mobile app.

    2 votes

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