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93 results found

  1. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  2. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. 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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  4. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  5. Salesforc call center

    Ability to create call center out side RingCentral Salesforce integration

    1 vote
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  6. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. Salesforce Transcript

    Add a transcript of recording on the Salesforce

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. 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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  9. 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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  10. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. 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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  12. ability to capture call/sms activity while user is offline on Salesforce

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  13. Salesforce SMS

    Log SMS on Rc for Salesforce as a "log" and not a "task"

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  14. RC for Salesforce - Schedule meeting to Leads

    Trying to setup a video meeting to a leads but everytime he create one, it will not show the leads email to send the invite

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. Salesforce call quality improvement

    Ability to have an option to improve the quality of post call.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Salesforce SMS

    Ability to log SMS on RingCentral for Salesforce eventhough you are note logged in on the Salesforce and the auto ,og SMS is not turn on

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. RC for Salesforce implementation

    I think a lot of the issues come from the integration not being used/coded to it’s fullest. Do you have teams dedicated to integration build-out (specifically for Salesforce implementation)? Either way, let me know and we can go from there!

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. RC for Salesforce - Automated SMS

    If there is a way to automatically send text messages through Ring. I was told by SF that there should be an integration to use.

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. RC for Salesforce - Click to Dial for Custom Component / Records

    needs to know if we have a way to enable to Click to Dial feature in their SF custom component

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. RingOut to allow external numbers - Salesforce CTI

    RingOut option in Salesforce to allow adding external numbers

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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