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Status Under review
Created by Richard Pomeroy
Created on May 6, 2021

RingCentral for Salesforce: Record Types and Picklists

It would be helpful if the RingCentral for Salesforce integration allowed us to select which Record Type is used when creating Call Logs. Also, it would be helpful to enforce that only the expected values (e.g. in Picklists) are displayed to users. Presently, all active picklist values are displayed (irrespective of record type) which has the potential for errors during the call logging

  • Jatin Babaria
    May 11, 2023

    This is necessity feature. RingCentral should provide as other competitor in market does this.