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88 results found

  1. Integration Console - Salesforce connect

    Connect the Salesforce to the integration console for enhanced integration features with RingCentral

    11 votes
    New  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  2. Enable Accept/Do Not Accept Call Queue Calls via RingCentral for Salesforce

    Allow users directly from the RingCentral for Salesforce to enable themselves to accept or not accept queue calls.

    11 votes
    New  ·  9 comments  ·  Integrations: Salesforce  ·  Admin →
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  3. ringcentral salesforce integration

    Call Log Association Issue: from SalesForce to RingCentral
    When initiating a "Click-To-Dial" call from a Person Account and associating the auto call log with a specific Case through the "Related To" field, the call log appears on the Person account but not in the associated Case feed. Please review to attached video for example.

    7 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  4. Park Call Key Option for RingCentral for Salesforce

    Similar to the RingCentral app and phone app provide a button within the RingCentral for Salesforce that will allow users to quickly park calls and pick up parked calls.

    11 votes
    New  ·  4 comments  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  5. Integrate Salesforce within the RC App

    The more our customers leverage RingCX, they need a way to avoid web page refreshes disconnecting calls. Salesforce (SFDC) encounters a lot of random refreshes that are impacting the SFDC Agent widget when on calls (since it's just the RCX native with a skin on it). If the agent can use the embedded RCX within the desktop version of RingEX, and they can access SFDC content in-app, that would be a solid workaround for the refresh issue.

    SFDC content to access in-app includes: customer profiles, records, accounts, opportunities, etc.

    4 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  6. RC for Salesforce - AI Notes

    Please have the note-taking and transcription also integrated into salesforce. Right now, we get the recordings, but that would be really important if we could get that, too

    20 votes
    New  ·  2 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. Outbound call direct from salesforce

    Summary:
    We would like to enhance the integration between CX and Salesforce to allow outbound calls initiated by clicking customer numbers to be placed via the appropriate queue, rather than defaulting to the company number.

    Requested Improvement:
    We request that when an agent clicks on a customer number in Salesforce:

    The call is initiated via the appropriate queue automatically, based on the customer’s associated school.

    The system intelligently maps the contact to the correct outbound number or queue, eliminating the need for manual number pasting and queue selection.

    Benefit:
    This enhancement would significantly streamline the calling process, reduce agent frustration,…

    1 vote
    New  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  8. Enable users on Salesforce to select all Numbers on the account

    Enable users on Salesforce to select all numbers associated to the account and not limited per extension

    2 votes
    New  ·  1 comment  ·  Integrations: Salesforce  ·  Admin →
    How important is this to you?

  9. Inbound calls that are parked, should not be changed to outbound when picked up and being logged in salesforce

    The salesforce CTI currently logs inbound calls as outbound if they are parked and picked up by another extension. This makes the reporting data unusable.

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  10. RingCentral for Salesforce - Call Transcription

    Requesting to add the option for Call Transcription for this particular RingEX integration:
    https://www.ringcentral.com/apps/salesforce

    The other option is to currently use the RingSense integration, but it is preferred to have the call transcription added to the package we currently have installed instead of opting for RingSense.

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

  11. SMS/Voicemail/Fax notification on RC for Salesforce

    Currently, we only have a ringing tone for incoming calls on RC for Salesforce.

    It would be great if we had a notification/tone or flash app option whenever a user receives a text message, voicemail, or fax using RC for Salesforce.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  12. Salesforce access

    Ability to edit settings of Salesforce even without Salesforce admin access

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

  13. Salesforce call queue calls

    Ability to remove or do not show the calls from call queuee under all calls tab of Rc for SF

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

  14. RC for Salesforce - Customizing Type field on Task

    "Is it possible to adjust how the activity record is populated after a call is logged? We want to adjust things like what the “type” field on the activity populates with"

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

  15. RC for Salesforce - Auto Log Calls

    if there is a caller can they create a new contact/automatic lead or call log? we would like each call to create task / logs even if the User is not logged into CTI

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  16. Salesforce Flow Builder

    Option to create a salesforce flow to send a text using Ring Central.

    2 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  17. Enable user to have option to resize RC for Salesforce Dialer

    Enable user to have option to resize RC for Salesforce Dialer

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

  18. RC for Salesforce - Mobile App SMS

    Wants to log the SMS in the Salesforce when using RC for Salesforce - Mobile even if the user is not in front of their pc to login their accounts

    3 votes
    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  19. Enable Voicemail Queue and Direct Playback in Salesforce

    Customer would like the ability to manage voicemails directly within the Salesforce applet instead of relying on email delivery, which currently provides only a link rather than an attached file. He is requesting a voicemail queue feature within Salesforce that allows users to view, prioritize, and play voicemails directly from the applet, similar to how calls are managed. This would streamline workflow, improve efficiency, and eliminate the need to switch between platforms to access voicemails.

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

  20. Ability to modify the incoming caller ID settings in the RingCentral CTI | Salesforce

    In the CTI, whenever a user gets a call from the call queue, they see the call queue name as opposed to the caller ID (which is a direct reflection of the setting followed by the RC app).

    Most would prefer to have the caller ID set since so it will be easier for them to associate the call inside of Salesforce.

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