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209 results found

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

  2. 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:

    1. If there are no active calls, and a call comes in: pop within the current tab.
    2. If there is already an active call going on, and another call comes in: pop to a new tab.
    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. Salesforce

    Support all salesforce edition for integration

    1 vote
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  5. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  8. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  9. custom name salesforce

    Allow custom names for different numbers on user

    1 vote
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  10. Salesforce Reports

    Ability to customize performance reports to mirror the information on the Salesforce ativity

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  11. 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
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. Salesforce logs

    Ability to hide the logs to the leads activities

    1 vote
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  13. call queue numbers should show in company numbers in salesforce

    Queue numbers should show when searching for a number RC for Salesforce under Company and not under "Other"

    2 votes
    1 comment  ·  Integrations: Salesforce  ·  Admin →
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  14. RC for Salesforce - Tasks creation

    How do we prevent tasks from being created for missed calls? We only want to create a task when a call is answered. In the Auto Save Setting, Pop matching Salesforce entity record on call is set to answered. Auto-create call log-on is not checked. What setting do we need to update to avoid creating Tasks for missed calls

    3 votes
    0 comments  ·  Integrations: Salesforce  ·  Admin →
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  15. Allow customers to add template to Salesforce and Google widgets.

    Adding Templates to Salesforce and Google widgets

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Analytics Reports as a Group (RingCentral for Salesforce)

    Currently, the Analytics Reports works by assigning 'Roles' (hierarchy)

    Ex. Users with Brisbane Students roles report to users under Brisbane Advisors roles. The Brisbane Advisors will see the reports of Brisbane Students. However, Brisbane Students will not be able see the other users with the same role on the reports.

    It will be great if we have the option in Analytics Reports in RC for Salesforce to create a group under the same role and they will be able to see other users with the same role on the reports.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Salesforce log customiza

    Ability to add a customization field on Salesforce
    Picklist value will not work for them beacuse they have a thousands of information that they use in Salesforce for a long time and picklist value will not work for them they need an option to have a look up value.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  18. RC for Salesforce - Auto Dialer

    Users should have an auto dialer option in their RC for Salesforce so the system will call the next contacts in Lead

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Rc for Salesforce

    We also need the ability to be able to tag Salesforce data (users, job orders, job applicants etc.) within RingCentral.

    1 vote
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  20. Voicemail link in Salesforce

    It would be great if VM links are also visible in Salesforce just like inbound and outbound call recording

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