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209 results found

  1. 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
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  2. 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
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  3. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. 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
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  5. 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
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  6. 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
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  7. 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
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  8. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. 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
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  10. Salesforc call center

    Ability to create call center out side RingCentral Salesforce integration

    1 vote
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  11. 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
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  12. Salesforce Transcript

    Add a transcript of recording on the Salesforce

    2 votes
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  13. 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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  14. Toggle to enable the SMS logs on Salesforce to log in as a chat and not as a conversation

    1 vote
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  15. Salesforce

    Please add templates to the RC app within Salesforce. This feature is enabled in the mobile app and desktop app. This is a missing piece. Additionally it would be nice to be able to have an sms module in Ring central to track all sms for a contact in Salesforce.

    1 vote
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  16. Configure or modify the Analytics Reports dashboard in RingCentral for Salesforce

    The Analytics Reports in RingCentral for Salesforce is a stand-alone page built by RingCentral.

    Currently, we don't have the ability to configure or modify the dashboards and results.

    It would be great if we have an option to edit it to include or remove results from the reports dashboard.

    5 votes
    2 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Create a single task for queue calls | RingCentral for Salesforce

    Currently, Salesforce creates multiple tasks if the call is from a call queue. It would be great if we had the option to filter those calls and only create a task for the answered calls. This way, it will be easier to understand the created tasks.

    6 votes
    1 comment  ·  Integrations: Salesforce  ·  Admin →
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  18. RC for Salesforce - SMS Logs

    If a conversation is SMS messages spanning multiple days, the app will only log the messages on the last date.We want to be able to log all these messages.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Salesforce integration - Log all calls regardless of RingCentral for the Salesforce browser is closed

    If you are out of the office, not logged in (aka after business hours), and Salesforce is not open at all times, then calls do not log. This creates the issue of all calls received outside business hours or to users who are out of the office... are not logging in to Salesforce CRM.

    10 votes
    Planned  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
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  20. ability to capture call/sms activity while user is offline on Salesforce

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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