257 results found
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RingCentral Pop-up modification in Salesforce
Salesforce integration with RingCentral, they want to edit and modify the RingCentral pop-up softphone to have the same fields as the Log A Call option in Salesforce, wants to add Last Touchpoint and other customer details for more simpler use
5 votes -
Update Final Disposition field on RingCentral for Salesforce
It would be better to update the Final Disposition field in RingCentral for Salesforce so that it reflects the actual outcome of the call. Instead of automatically displaying "Ringing," the field should show the correct final disposition based on the call result.
1 vote -
Salesforce - Live Reports
The customer would like to understand the best way to have their live reporting data synchronized or exported to Salesforce. Specifically, they would like to know if there is a way to access or view their live reporting directly within Salesforce, and what options are available to achieve this.
1 vote -
Enable Salesforce Case Number synchronization into RingCX Custom Interaction Fields via Salesforce CLI/CTI integration
Summary:
Customer requests the ability for RingCX to automatically retrieve and store the Salesforce Case Number associated with an interaction (linked via RingCentral Salesforce CLI/CTI integration) into a RingCX Custom Interaction Field for reporting and analytics purposes.Current Behavior:
* Agents can associate a Salesforce Case to a RingCX interaction using the RingCentral for Salesforce CLI/CTI integration.
* The association is stored within Salesforce (Activity/Task/Case relationship).
* RingCX interaction records do not receive or store Salesforce Case-level attributes (e.g., Case Number).
* RingCX Analytics does not expose Salesforce Case Number data unless manually entered or externally enriched.Requested Enhancement:
Provide…1 vote -
Auto-Push RingCentral ACE AI Summary to Salesforce Case
Summary
When a call is completed and ACE generates a detailed AI summary, that summary should automatically be written to the linked Salesforce Case , no manual steps, no copy-pasting, no agent intervention required.
Current Behavior
RingCentral's Salesforce integration currently supports pushing RingSense AI summaries to Salesforce Cases. However, ACE (Advanced Conversation Engine) summaries are not included in this integration. ACE produces significantly more detailed and structured call summaries compared to the standard RingSense instant AI summary, but there is currently no way to get that output into Salesforce automatically.The only workaround today is for agents or supervisors to…
1 vote -
SMS group salesforce
Ability to send SMS messages to a group in the same way emails can be sent to a distribution group
1 vote -
Attach Call Recording Links to Salesforce Cases Instead of Tasks
Ability to attach call recording links directly to Salesforce Cases instead of Tasks.
1 vote -
Automatically Write AI-generated summaries to the description field or custom fields in the integrated CRM
It would be helpful to have the ability to Automatically Write AI-generated summaries to the description field or custom fields in the integrated CRM
1 vote -
Make the RC managed package configurable in Salesforce
Currently the RC managed package is not configurable in Salesforce. Pls make it configurable so users can adjust settings.
1 vote -
Expanded Search Criteria for RingEX for Salesforce
Customer is requesting enhanced search capabilities within the RingEX for Salesforce app, specifically the ability to search and match Salesforce records using email addresses and custom fields (e.g., customer number). This would help users locate and link accounts/contacts more efficiently and improve overall workflow and search flexibility.
1 vote -
Allow to use Mobile when calling via Salesforce Integrations
Enable the ability to use mobile phone to call when clicking the phone number from Salesforce
1 vote -
RingCentral for Salesforce - Calls and SMS to Case Activity
All RingCentral for Salesforce calls and SMS should create Case instead of Task to log the activity.
1 vote -
MMS logging
Allow MMS to be logged in Salesforce (including the actual image or picture)
2 votes -
Support for Partner Community licenses
Hi,
Please consider adding support for Partner Community licenses in Salesforce to have access to the CTI.
1 vote -
RingEX for Salesforce - Lead Attribution
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 -
Salesforce: connecting the task and voice call both created through ring central integration
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 -
RC for Salesforce - Headphone Controls
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 -
Browser generated notification in the windows system tray or the browser icon in the taskbar to flash for incoming calls or SMS
Browser generated notification in the windows system tray or the browser icon in the taskbar to flash for incoming calls or SMS
3 votes -
Remove some of the navigation items from the Ring Central for Salesforce Page
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 -
RC for Salesforce - Multiple Task Created
Additional updates after task has been created in salesforce
1 vote
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