120 results found
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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…1 vote -
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 -
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 -
Salesforce access
Ability to edit settings of Salesforce even without Salesforce admin access
1 vote -
Salesforce Transcript
Add a transcript of recording on the Salesforce
4 votes -
SMS Feature Integrated to Salesforce
SMS Feature Integrated to Salesforce
-> an option to have the sms feature and all its activities integrated and synced to Salesforce6 votes -
Salesforce call queue calls
Ability to remove or do not show the calls from call queuee under all calls tab of Rc for SF
1 vote -
RC for Salesforce - Customizing Type field on Task
"Is it possible to adjust how the activity record is populated after a call is logged? We want to adjust things like what the “type” field on the activity populates with"
1 vote -
RC for Salesforce - Auto Log Calls
if there is a caller can they create a new contact/automatic lead or call log? we would like each call to create task / logs even if the User is not logged into CTI
2 votes -
Salesforce Flow Builder
Option to create a salesforce flow to send a text using Ring Central.
2 votes -
Enable user to have option to resize RC for Salesforce Dialer
Enable user to have option to resize RC for Salesforce Dialer
1 vote -
RC for Salesforce - Mobile App SMS
Wants to log the SMS in the Salesforce when using RC for Salesforce - Mobile even if the user is not in front of their pc to login their accounts
3 votes -
Enable Voicemail Queue and Direct Playback in Salesforce
Customer would like the ability to manage voicemails directly within the Salesforce applet instead of relying on email delivery, which currently provides only a link rather than an attached file. He is requesting a voicemail queue feature within Salesforce that allows users to view, prioritize, and play voicemails directly from the applet, similar to how calls are managed. This would streamline workflow, improve efficiency, and eliminate the need to switch between platforms to access voicemails.
1 vote -
Ability to modify the incoming caller ID settings in the RingCentral CTI | Salesforce
In the CTI, whenever a user gets a call from the call queue, they see the call queue name as opposed to the caller ID (which is a direct reflection of the setting followed by the RC app).
Most would prefer to have the caller ID set since so it will be easier for them to associate the call inside of Salesforce.
5 votes -
RingCentral Analytics Reports to sync with Salesforce Analytics
The customer asks if Ring Central analytics can be integrated into their Salesforce.
5 votes -
Ability to see the External Shared Contact Directory in RingCentral for Salesforce Softphone
We are not seeing Search results when we search for an External Shared Contact Directory in the Salesforce Softphone. They show up in the RingCentral App outside of SalesForce but not getting any results in the Softphone in Salesforce.
1 vote -
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
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