156 results found
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Salesforce call duration
Customer wants the call duration for both RingSense logs and RingCentral CTI logs to be the same.
As of now, they view calls from different perspected and can produce different results which customer do not want. If the call got transferred / forwarded the call is creating a new instance causing the CTI logs to be shorter rather than the RingSense logs which is capturing the whole call duration1 vote -
Salesforce stereo
For RingEx for Salesforce please support a recording calls in stereo/dual-channel format (separate
channel per party)1 vote -
Auto-populate the Caller Name Field when creating a New Lead
At the moment, the dialer doesn't natively map the Caller ID name into Salesforce lead fields out of the box because of how carrier data is structured. When you click the + button in the RingEX for Salesforce dialer to create a new Lead from an unknown inbound call, it will automatically populate the Phone Number, but it cannot native-extract and push the CNAM (Caller ID Name) into the Salesforce 'Caller Name', 'First Name' or 'Last Name' fields.
2 votes -
RingCentral app for Salesforce option to add "touch point" date field and "open task" button to the softphone pop up
RingCentral app for Salesforce option to add "touch point" date field and "open task" button to the softphone pop up for all users
5 votes -
Salesforce pre record VM
Save a pre-recorded voicemail using RingCentral for Salesforce
1 vote -
Allow to send SMS without a country code via Workflow
At this time, the RingCentral SMS action does not automatically infer or prepend the country code. The phone number must already be stored or passed to the action in E.164 format.
1 vote -
Include Company Name and Caller ID Configuration for Salesforce
RC for Salesforce Integrations feature request:
-Include the Company/Account name of the caller on the CTI
-Enable an option to configure/ignore Caller ID of customers/users when calling to the organization1 vote -
Salesforce - Subject and Task Picklist
Salesforce 'Task' Object is having a validation to update the Type field as required when we are logging a call.
Please find the validation rule below.
AND(OR(RecordType.Name = 'Log a Call', RecordType.Name = 'New Task'), ISBLANK(TEXT(Type)), TEXT(TaskSubtype)!= "Email")Here the issue is, since it is not a required field in Salesforce, user cannot see an * Symbol for Type field.
Also, it is failing to log a call, after enabling auto call logging through admin settings. Since it is not a required field in Salesfor
1 vote -
Logging activity on both Account & Case Object
The embedded dial pad is currently logging calls to either the Account or the Case, but not both
1 vote -
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
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