220 results found
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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 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 -
1 vote
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17 votes
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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.
7 votes -
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 -
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 -
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 -
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 -
1 vote
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Salesforce SMS
Log SMS on Rc for Salesforce as a "log" and not a "task"
1 vote -
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 -
Salesforce call quality improvement
Ability to have an option to improve the quality of post call.
1 vote -
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 -
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 -
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
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