214 results found
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RingCentral for Salesforce: "activity" fields to be reduced from 16
RingCentral for Salesforce: "activity" fields to be reduced from 16. @Matt LaHatt wrote:Our SalesForce integration has been a hot topic of interest for them. They loved the demos of it and love the features a value we provide. However, they have a major dilemma. Bessemer has 2x custom integrations that use up the majority of the 100 custom fields. They only have 12 fields they can make available for the RingCentral integration. I've heard from others in our organization that our SFDC integration requires 16 fields to work.@Matthew Ludwig wrote: SFDC has max 100 fields available under the "activity" object.…
3 votes -
Pop-out the RingCentral for Salesforce dialer so it can be dragged it to another window
Pop-out the RingCentral for Salesforce integration within Salesforce so It can be dragged to another window
5 votes -
Set Default value for Related To items in Salesforce
For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is saved.
4 votes -
RC for Salesforce
Need to integrate RC for Salesforce and will use it for Financial Service Cloud
1 vote -
Salesforce Integration: Populate "Completed Date/Time" field with Date/Time call was completed
The record created in Salesforce includes a "Completed Date/Time" field, but if a call was made on another device and then saved to Salesforce using the Call History tab, this field is populated with the date/time that the record was saved to Salesforce and not the Completed Date/Time of the call itself.
2 votes -
RC for Salesforce - Subject
wants to remove that feature so that non-Admin users can avoid errors if they forgot to change the Subject of live calls
1 vote -
RC for Salesforce calls - Leads
when someone calls RC Main they wanted to have a new Lead in Salesforce
1 vote -
Salesforce: Add MS Teams embedded dialer plugin as supported outbound endpoint
Some customers use Teams as their primary collaboration and calling application and Salesforce as the CRM. It would be helpful for users to be able to stay in Teams for calling while using Salesforce.
3 votes -
RingCentral for SalesForce: unique cti layout for sales, support etc
SFDC users span the organization: sales, support, etc. Data collection (logging calls) may be specific to each group. Problem: In Cloud phone settings, Admins have the ability configure a single cti layoutSolution: A unique cti layout associated to a unique softphone layout or role, would allow unique data collection per group of users. see image
10 votes -
RingCentral for Salesforce: High Velocity Sales is now Sales Engagement
The request is to update the name of this tool on the RingCentral side to Sales Enablement from High Velocity Sales.
1 vote -
RingCentral for SalesForce feature parity with RingEX
This includes an ability for call queue members to log in/out of individual queues.
4 votes -
log calls and text to the matter object in salesforce
We need to make sure we can log calls and text to the matter object and not to the contact.
1 vote -
RingCentral for SalesForce: warm transfer
To build warm transfer in WebRTC call controls
6 votes -
Ability to minimize or move RC dialer in salesforce in classic view
the dialer is eating too much space in the side panel w/c hindering to access other features. we use click-to-dial most of the time and having the dialer up all the time is not applicable for us.
2 votes -
Salesforce Integration - Log Call Recording from RC as a File
Instead of the call recording showing up as a link on Salesforce, customer would like to log the call recording as a file. They are afraid that the link will expire.
1 vote -
Warm Transfer for RingCentral Salesforce
As of this time, the only option to transfer a call through RingCentral for Salesforce is with a blind transfer or a cold transfer (as stated on page of 8 of this guide https://netstorage.ringcentral.com/guides/RingCentral_for_Salesforce_RCV_and_WebRTC_guide.pdf). If we try to work around this by opening a second line to merge the calls, the first call will drop entirely. Warm transfer are incredibly important when delivering a positive customer experience, having the option to do so from the Salesforce integration would be highly valued.
13 votes -
RingCentral for SalesForce: Prevent screen pop for internal calls
Request is to forego the screen pop for internal inbound calls (ext. to ext. calls).
2 votes -
Integrate SMS with high-velocity sales in SalesForce
Integrate SMS with high-velocity sales. Have cadences within high-velocity sales that can include SMS messages to customers. Also include an option to opt-out of SMS feature.Case: 15284183
4 votes -
Call Log automatically to the selected business object in Salesforce.
Automatically log incoming and outgoing call logs to the respective Salesforce object (e.g. automatically log the call under the case if the call was selected from the case object.)
4 votes -
User's status in the RingCentral for Salesforce plugin does not match the user status in desktop.
User status should be the same in all RingCentral forms.
5 votes
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