214 results found
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Salesforce Call Routing
Customer already have an existing IVR and it's setup properly as their current auto receptionist call routing. They have SF integration and wants a separate the call routing for thier customers. What the cx wanted is if their cx doesn't have a record on their SF they want it to route the call to an IVR but if their caller already have a record then it should go straight to the respective member assigned for that record. We currently do not have a feature available, even if it's integrated with Salesforce.
2 votes -
Key Commands in Salesforce
Ctrl + Shift + H for Hold
Ctrl + T for Transfer
F6 for outgoing callit would be beneficial if the key commands such as above is available in Salesforce
1 vote -
1 vote
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RC for Salesforce - Softphone
Need to resize the RC Softphone in SF so we can see the SMS since the app is so tiny. Also, all SF contacts should sync in RC App since it is integrated.
2 votes -
RingCentral for Salesforce Messaging tab
Add messaging tab as well on RingCentral for Salesforce same as the messaging tab on RingCentral app.
1 vote -
Mass texting using RingCentral for Salesforce
It would be great if we had the option to send mass text in RC for Salesforce integration
Currently, we only have https://www.ringcentral.com/apps/high-volume-sms for high-volume SMS
4 votes -
RingCentral for Sa;lesforce click to dial
Enable click to dial to other Salesforce pages like Shirt list and Geopointe
1 vote -
Option to send fax using RingCentral for Salesforce.
We've found that our email-to-fax doesn't appear to work when we email out of Salesforce. We are using the same Gmail accounts, is there a setting we need to change so email-to-fax can be used directly out of Salesforce? Option to send fax using RingCentral for Salesforce.
2 votes -
RingCentral for Salesforce(Salesforce Lightning) -Screenpop to a different tab if there is already an active call going on
Screenpop to a different tab if there is already an active call going on
More specifically:
- If there are no active calls, and a call comes in: pop within the current tab.
- If there is already an active call going on, and another call comes in: pop to a new tab.
2 votes -
Standard Template For Creating Salesforce Cases For CSMs, TAMs, Ps, and other departments when submitting cases to Advanced Support.
To improve the efficiency and accuracy of case resolutions, I propose that all departments adopt a standardized template when submitting cases to advanced support.
Why is this necessary?
Currently, support teams are frequently receiving cases with vague or incomplete descriptions that are coming from our internal departments. This often results in back-and-forth communication to clarify details, causing unnecessary delays in issue resolution. A standardize submission template would ensure that all critical information is captured by our internal partners from the start, enabling support teams to diagnose and address issues more quickly and effectively.Benefits:
Faster Resolutions: Support teams will have…
1 vote -
Salesforce
Support all salesforce edition for integration
1 vote -
Custom Salesforce Objects
Option to show ALL the Salesforce Object such as the following:
1) When logging a call, Under related to when we click the ‘+’ to create a New Case (call detail) to log this to, nothing pops up. None of the "New <object>" buttons work for some reason.
(2) When looking at "Related To" records, none of the fields we selected in in the "Softphone Layotus" are displayed in Ring Central Dialer. Only the Record Name itself displays, but none of the other fields expected.
2 votes -
Salesforce for UC App - Pop-Up not to show as on a call when number is forwarded
Customer has their direct RingEX DID forwarded to their NICE Contact Center. When they get a call, it shows as them "On A Call" within the Salesforce For UC App.
Eventually the call comes back to them (based on the CC routing) and they cannot pick up the call via the SF App, only the RC App.
1 vote -
Salesforce user to have access to 2 call centers
Customer reported that a Salesforce user can't be added to 2 call centers at the same time
2 votes -
Salesforce Contact Page view
I have a salesforce implementation partner who needs clarification on RC capabilities to push SMS and calls from several different RC lines into 1 contact page view to have a complete end to end record of contact's interactions with the business.
1 vote -
custom name salesforce
Allow custom names for different numbers on user
1 vote -
Salesforce Reports
Ability to customize performance reports to mirror the information on the Salesforce ativity
1 vote -
The ability for Ringcentral integrated with Salesforce to default the opening in the text screen since currently it opens o the phone call s
The ability for Ringcentral integrated with Salesforce to default the opening in the text screen since currently it opens to the phone call screen.
1 vote -
Salesforce logs
Ability to hide the logs to the leads activities
1 vote -
RingCentral for Salesforce ability to track activity
Ability to track activities for emails via RC for SF
2 votes
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