226 results found

1. 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

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. 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 view available in the RingCentral desktop app. Ideally, users should be able to access and sync call logs beyond 7 days, with options such as:

   Custom date range filtering

   Last 30 days / Last 90 days / All time options

   Manual sync for missed or older calls

   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… more

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. RingCentral for Salesforce - Cadence SMS features

   Automated SMS Sales Cadence and Text Blast feature in RC for Salesforce app

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. 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

   28 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  5 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. RC for Salesforce - Auto Create Ticket

   Customer needs assistance for auto create ticket for inbound calls in RC for Salesforce

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. 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, and improve operational efficiency.

   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,… more

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  1 comment  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

7. Video Calling in RC for Salesforce

   Ability to use the video calling in RC for Salesforce integrations

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

8. Salesforce export calls

   Export all the outbound phone calls and UUID integration on salesforce and also to backfill the data into salesforce

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

9. Salesforce transferring call

   Transferred of answer calls to other staff is quite cumbersome, requiring multile extra steps to complete.

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

10. Salesforce volume

    Settings are limited, for example volume in app is a smooth slider of 100, whereas in Salesforce integration it's in movement of 10 so calls are starting when you are completing other task if you have system volume raised

    1 vote

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

11. RingCentral for Salesforce - Call Transcription

    Requesting to add the option for Call Transcription for this particular RingEX integration:
    https://www.ringcentral.com/apps/salesforce

    The other option is to currently use the RingSense integration, but it is preferred to have the call transcription added to the package we currently have installed instead of opting for RingSense.

    6 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

12. Ability to remove/modify options on Call logs on Salesforce CTI

    Enable a feature wherein users are able to modify to remove/add options on call log

    •  

    1 vote

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. Enable users on Salesforce to select all Numbers on the account

    Enable users on Salesforce to select all numbers associated to the account and not limited per extension

    2 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  1 comment  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

14. Allow the Salesforce CTI to view extended SMS History

    Allow a feature on Salesforce wherein the CTI would be able to have an extensive view on the previous call/SMS history

    1 vote

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

15. Unified Presence | Sync Status of RC for Salesforce to the RingCentral App

    Sync Status of RC for Salesforce to the RingCentral App - Unified Presence. The RC Salesforce cti app does not have access to the glip presence. So, the presence status don't match in general..

    1 vote

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference

    Feature Request: Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference

    Request Summary:
    We would like to request a feature enhancement where the RingCentral app automatically attaches recorded meetings to the related Salesforce ticket reference when a user schedules, hosts, or records a meeting associated with a Salesforce case.

    Problem Statement:
    Currently, agents and users who conduct multiple meetings per day must manually download and upload the meeting recording to the relevant Salesforce ticket. This process is time-consuming and introduces the risk of human error, including attaching the wrong file or forgetting to upload the recording altogether.

    Proposed Solution:
    Introduce an integration feature in the RingCentral for Salesforce app that allows:

    When scheduling or initiating a RingCentral Meeting from within Salesforce or with a Salesforce-related context (e.g., linked case, contact, or opportunity), the meeting is automatically tagged to that Salesforce object.

    Once the meeting is recorded and processed, the recording is automatically attached to the corresponding Salesforce ticket (or object), reducing manual steps and improving productivity.

    If possible, also auto-generate a note or task in the Salesforce record with a summary and direct link to the recording.

    Benefits:

    Saves agents considerable time by removing manual upload steps.

    Prevents lost or misfiled recordings.

    Improves case documentation and visibility across teams.

    Enhances the efficiency of follow-up actions for customer interactions.

    Use Case Example:
    An agent hosts 4–5 meetings daily related to different support cases. With the proposed enhancement, each recording will automatically be linked to the appropriate Salesforce case without requiring the agent to download, rename, and re-upload the file manually.

    Feature Request: Auto-Attach Recorded RingCentral Meetings to Salesforce Ticket Reference

    Request Summary:
    We would like to request a feature enhancement where the RingCentral app automatically attaches recorded meetings to the related Salesforce ticket reference when a user schedules, hosts, or records a meeting associated with a Salesforce case.

    Problem Statement:
    Currently, agents and users who conduct multiple meetings per day must manually download and upload the meeting recording to the relevant Salesforce ticket. This process is time-consuming and introduces the risk of human error, including attaching the wrong file or forgetting to upload the recording altogether.

    Proposed Solution:
    Introduce an… more

    1 vote

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

17. Inbound calls that are parked, should not be changed to outbound when picked up and being logged in salesforce

    The salesforce CTI currently logs inbound calls as outbound if they are parked and picked up by another extension. This makes the reporting data unusable.

    3 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. SMS/Voicemail/Fax notification on RC for Salesforce

    Currently, we only have a ringing tone for incoming calls on RC for Salesforce.

    It would be great if we had a notification/tone or flash app option whenever a user receives a text message, voicemail, or fax using RC for Salesforce.

    •  

    •  

    2 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Salesforce access

    Ability to edit settings of Salesforce even without Salesforce admin access

    1 vote

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

20. Salesforce Transcript

    Add a transcript of recording on the Salesforce

    4 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    New  ·  1 comment  ·  Integrations: Salesforce  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating