214 results found
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Ringsense and salesforce sync
The ability to sync "all" interactions with a salesforce contract record whether the call was taken from the mobile, desktop or originated through Salesforce.
2 votes -
Call Queue Status Optimization on SalesForce
Users to automatically update the call queue status on Salesforce after call has ended
1 vote -
RC for Salesforce - Call Disposition for Sales Engagement
Ability to bypass the manually selecting call disposition in Salesforce call logs to trigger the cadence in Sales Engagement
2 votes -
RC for Salesforce - Missed Calls Reports and Case Creation
Would like to be able to create a case automatically for Missed Calls and there should be a report of Missed call for all Users using RC for Salesforce
2 votes -
RC for Salesforce - Auto-logs for old/past SMS
Ability to auto-log the past SMS and add on the Task / Activity
2 votes -
Salesforce integrations features for Hotline Platform
Our ask is to help us connect the RingCentral hotline call log with the
date and time of the call to the Salesforce CRM. This is something that
should not take 2 months and 70 hours on the phone1 vote -
RC for Salesforce - Call Tasks
Make sure all phone calls will create a Task in SF Portal even if I'm not in front of my PC or using my mobile phone to transfer the call
3 votes -
RC for Salesforce - Click to Dial
Click to Dial will is not working in 3rd Party SF app since the app is not showing in App Manager. RC for Google Click to Dial is not recommendable because it will not record the calls in Salesforce activity.
4 votes -
RC for Salesforce - Campaign
I use Ring Central from Salesforce. I have a one-time request: We need to send messages to ~ 216 people from a Salesforce Campaign. They are members of this specific campaign. Is this possible with the Salesforce—Ring Central Integration?
3 votes -
Salesforce Mtaching fields
We are currently using a custom field on our Opportunity object for matching related cases. Is there a way to use multiple fields for matching? For example, sometimes we contact clients on their main phone number, but they also have an alternate phone number too. We'd like communication with either their main or alternate phone numbers to return matches in RingCentral. Is this possible, or can you only match using one phone number field?
Thank you!
1 vote -
Auto-Answer in Salesforce RingEx
Would be great if Auto-Answer in Salesforce is also available in RingEx and not just in RingCx/CC account
1 vote -
Display Settings in Salesforce
(1) Unresponsive SMS 'Related To' field but has matching Phone Fields
(2) Inbound and outbound call activity will not save to Prospect or Account records when logged.It would be great if these features are available!
1 vote -
RC for Salesforce - Using Matter as a Case for call logging
We want to use our created object in Salesforce called as Matter instead of using Case when creating call logs and all the activity should be added in the chatter field
2 votes -
RingCentral for Salesforce - Call Transfer / Call Leg
We receive the original Caller ID (Client phone number) and we have the Destination Caller ID (Agent number) but we don't have the forwarding phone number if the Client dial on our General line. Is there a way for us, using RingCentral for Salesforce to receive all the call legs and the associated call legs phone numbers so we can display and store them in Salesforce?
2 votes -
RC for Salesforce - Auto-login to the CTI Adapter
Is there a way to automatically be logged into RingCentral Softphone after logging in to Salesforce? Every time I click the Softphone popup, I'm required to sign-in every time.
We currently do not have Single Sign-On set up for our RingCentral account as not all Users are provisioned with a phone number.
2 votes -
RC for Salesforce - Case Disposition feature
Wants to use the case disposition in the Subject field instead of adding custom field in the Softphone.
2 votes -
Salesforc call center
Ability to create call center out side RingCentral Salesforce integration
1 vote -
RC for Salesforce - Call Logging features
We have server side call logging feature in our roadmap targeted next year Q1 which will allow users to log calls irrespective on which RingCentral platform user makes outbound/inbound calls.
2 votes -
Salesforce Transcript
Add a transcript of recording on the Salesforce
2 votes -
Salesforce Field to RingCentral
The customer wants to add a custom field that is required when creating a call log from the RingCentral window in Salesforce.
1 vote
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