66 results found
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Set Default value for Related To items in Salesforce
For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is saved.
4 votes -
Salesforce Integration: Populate "Completed Date/Time" field with Date/Time call was completed
The record created in Salesforce includes a "Completed Date/Time" field, but if a call was made on another device and then saved to Salesforce using the Call History tab, this field is populated with the date/time that the record was saved to Salesforce and not the Completed Date/Time of the call itself.
2 votes -
RC for Salesforce calls - Leads
when someone calls RC Main they wanted to have a new Lead in Salesforce
1 vote -
Salesforce: Add MS Teams embedded dialer plugin as supported outbound endpoint
Some customers use Teams as their primary collaboration and calling application and Salesforce as the CRM. It would be helpful for users to be able to stay in Teams for calling while using Salesforce.
3 votes -
RingCentral for SalesForce: unique cti layout for sales, support etc
SFDC users span the organization: sales, support, etc. Data collection (logging calls) may be specific to each group. Problem: In Cloud phone settings, Admins have the ability configure a single cti layoutSolution: A unique cti layout associated to a unique softphone layout or role, would allow unique data collection per group of users. see image
10 votes -
RingCentral for Salesforce: High Velocity Sales is now Sales Engagement
The request is to update the name of this tool on the RingCentral side to Sales Enablement from High Velocity Sales.
1 vote -
RingCentral for SalesForce feature parity with RingEX
This includes an ability for call queue members to log in/out of individual queues.
4 votes -
log calls and text to the matter object in salesforce
We need to make sure we can log calls and text to the matter object and not to the contact.
1 vote -
RingCentral for SalesForce: warm transfer
To build warm transfer in WebRTC call controls
6 votes -
Ability to minimize or move RC dialer in salesforce in classic view
the dialer is eating too much space in the side panel w/c hindering to access other features. we use click-to-dial most of the time and having the dialer up all the time is not applicable for us.
2 votes -
Salesforce Integration - Log Call Recording from RC as a File
Instead of the call recording showing up as a link on Salesforce, customer would like to log the call recording as a file. They are afraid that the link will expire.
1 vote -
RingCentral for SalesForce: Prevent screen pop for internal calls
Request is to forego the screen pop for internal inbound calls (ext. to ext. calls).
2 votes -
Call Log automatically to the selected business object in Salesforce.
Automatically log incoming and outgoing call logs to the respective Salesforce object (e.g. automatically log the call under the case if the call was selected from the case object.)
4 votes -
User's status in the RingCentral for Salesforce plugin does not match the user status in desktop.
User status should be the same in all RingCentral forms.
5 votes -
Status and Queue visibility in RingCentral in Salesforce.com
Being able to see agents status's and call queues as it shows in the Avaya Cloud Phone App. Agents need to transfer to users that show available but status visibility is not available in RingCentral App.
4 votes -
Salesforce plugin does not reflect intercompany name when dialing an extension.
It would be beneficial to have verify an intercompany extension or the reverse to have the extension show up when typing an intercompany name.
4 votes -
Add a field to capture the number a user dialed in the Salesforce Integration
The inability to attribute a phone call via Salesforce is a bit alarming as this is a huge miss on RingCentral's part. One of the primary reasons to have multiple phone numbers beyond the obvious of going to different people is to attribute where a user found you and called in from. The current Salesforce integration (July 2022) doesn't surface the number that was dialed and therefore lacks the capability to setup dashboards capable of attributing calls from various locations and ability to view the data alongside other Salesforce data. This data exists within the RingCentral portal reports but is…
1 vote -
Incoming Calls Ring in SalesForce and RC
Being logged in to RC for Salesforce and main RC desktop app: incoming calls cause both apps to ring at once
3 votes -
Reduce RingCentral's Session Timeout Setting from 7 Days for Salesforce Integration
When using the Salesforce integration, RingCentral's session timeout setting is 7 days. Having checked with RingCentral support, this cannot be adjusted. If a user uses the RingCentral for Salesforce integration and does not logout, the Salesforce session will be kept active for 7 days. The scope of this idea is to permit RingCentral admins the capability to enforce session timeouts at the same intervals as the Salesforce Platform. This helps to ensure adherence to Salesforce Security policies:15 minutes30 minutes1 hour2 hours4 hours8 hours12 hours24 hours
4 votes -
RingCentral for Salesforce: session timeout
The request is for session timeout (auto log out) within the SFDC integration.
1 vote
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