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Status New
Created by Helen Lueck
Created on Oct 30, 2023

Call Log Sync from RingCentral Mobile App to Salesforce

Use Case:

As an Insurance Agent, I want to be able to make calls from the RingCentral Mobile App and have the call logs sync to Salesforce to allow for my manager to generate activity reports.

Current functionality does not allow call log activities taken on the RingCentral Mobile App to sync call log activities to Salesforce. The user is looking to run reports in Salesforce to have a more comprehensive overview of their insurance agents. This will greatly help to view agent productivity by seeing all activity within Salesforce.

  • Jorge Mico
    Reply
    |
    Nov 1, 2023

    Apart from the RingCentral App, please also include calls from RingCentral Chrome Extension to sync with call log activities of Salesforce.