260 results found
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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 -
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 -
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 -
Allow customers to add template to Salesforce and Google widgets.
Adding Templates to Salesforce and Google widgets
1 vote -
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 -
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 -
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 -
Opening a contact in existing browser tab | RingCentral for Salesforce
Using RingCentral for Salesforce integration, we are looking for an option to pull the contact page on the existing page instead of opening another tab/window after manually clicking the name of the contact on the CTI dialer.
3 votes -
RC for Salesforce - Call Logs for RingOut
when I click to dial using ring out the call is recorded 2 times in the activity history for the contact. I can’t imagine that is the way it’s supposed to work. It is weird. It shows me making the outbound dial but then it also shows an inbound call from the same person I dialed. It shows it in both the RingCentral app and the salesforce activity history. Is that correct?
2 votes -
RC for Salesforce - Call History
To sync the contact information showing on the call logs on Service Web vs to the Call history in RC for Salesforce
2 votes -
Ability to view and log call queue voicemails in Salesforce
The option to log call queue messages is not an option unless you are assigned as the direct message recipient which makes the co-recipient feature futile. There should be a more user-friendly option to include call queue-only messages in the dialer for logging purposes.
2 votes -
Allow automatic association in Salesforce
A filtering or a priority based solution to allow the app to pick some types of objects over others may reduce the chance of the app not able to decide on the object to associate to.
2 votes
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