Settings and activity

17 results found

1. When using Ringsense with Salesforce and Click To Dial, Record Summary/Transcript of the Call to SF Contact Record

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   New  ·  0 comments  ·  RingSense & AI » RingSense  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Apr 18, 2025

2. Calls processed in RingSense should display the Contact Name.

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   0 comments  ·  RingSense & AI » RingSense  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSushant (Sr Director, Machine Learning, RingCentral) responded

   Thank you so much for your valuable feedback.

   
   

   We've now implemented various advanced settings for Salesforce configuration.

   
   

   Advanced configuration settings for Salesforce include:

   • Enhanced call title formatting options - choose from Account, Lead, Contact, Opportunity (this feature request)
   • Choose priority list in case there are multiple matching records for the same phone number/email
   • Choose the behavior in case no matching record is found in CRM

   
   

   Please follow the instructions in the screenshot to update the relevant settings.

   Aaron supported this idea  ·  Apr 18, 2025

3. RingSense Integration for Salesforce -Fetched Summary, Transcripts and Notes to be posted in Notes Section of Salesforce

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   New  ·  0 comments  ·  RingSense & AI » RingSense  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Apr 18, 2025

4. Template Tab with Pre-Configured Questionnaire

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   New  ·  0 comments  ·  RingSense & AI » RingSense  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Apr 18, 2025

5. edit transcripts

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   New  ·  0 comments  ·  RingSense & AI » RingSense  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Apr 18, 2025

6. Ringsense and salesforce sync

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   New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Delete…  ·  Admin →
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   Aaron shared this idea  ·  Dec 30, 2024

7. Salesforce

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   New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Delete…  ·  Admin →
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   Aaron shared this idea  ·  Dec 30, 2024

8. Be able to track calls in RC and Salesforce when making a call from personal cell phone

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   0 comments  ·  Phone & Messaging » General Phone  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Dec 30, 2024

9. Ability to set up automated messages with RingCentral Salesforce

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   0 comments  ·  Phone & Messaging » SMS/Text  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Dec 30, 2024

10. Salesforce plugin - Please update the product so that it supports lookup fields

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    Under Review  ·  0 comments  ·  Phone & Messaging » Application  ·  Delete…  ·  Admin →
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    Aaron supported this idea  ·  Dec 30, 2024

11. MMS for RingCentral for Salesforce app

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    Under Review  ·  0 comments  ·  Phone & Messaging » Other  ·  Delete…  ·  Admin →
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    Aaron supported this idea  ·  Dec 30, 2024

12. MMS/Group text capability in Salesforce Integration

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    Future Consideration  ·  2 comments  ·  Phone & Messaging » SMS/Text  ·  Delete…  ·  Admin →
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    Aaron supported this idea  ·  Dec 30, 2024

13. Call Log Sync from RingCentral Mobile App to Salesforce

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    Under Review  ·  2 comments  ·  Phone & Messaging » Application  ·  Delete…  ·  Admin →
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    Aaron supported this idea  ·  Dec 30, 2024

14. SMS Feature Integrated to Salesforce

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    New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Delete…  ·  Admin →
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    Aaron supported this idea  ·  Dec 30, 2024

15. The title of the uploaded calls in RingSense should sync with the RingCentral contacts list.

    22 votes

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    New  ·  3 comments  ·  RingSense & AI » RingSense  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Aaron commented  ·  Dec 30, 2024  ·  Edit…  ·  Delete…

    ideally, it would be great to push calls initiated from mobile or desktop back to the related contact record in Salesforce.

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    Aaron supported this idea  ·  Dec 30, 2024

16. Allow customers to add template to Salesforce and Google widgets.

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    New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Delete…  ·  Admin →
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    Aaron shared this idea  ·  Aug 16, 2024

17. Outbound Automatic Voicemail Drop

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    Future Consideration  ·  41 comments  ·  Phone & Messaging » Other  ·  Delete…  ·  Admin →
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