Hi! I’m relatively new to the RC community and I wanted to share my use case before implementing and get your feedback.
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Background
Our system runs on the Salesforce platform (Custom Objects and Account/Contact only) so we leveraged the “RingCentral for Salesforce app” which works pretty well. The different users are given a RC phone number and an extension to connect the softphone with RC and everything is fine: they can handle inbound and outbound calls, records are properly updated etc. Also, worth to mention that the users (around 100) are grouped in 20 different teams, and a user can belong to more than one team. Our clients are served with a specific team which is assigned at the beginning of the onboarding process. The information of the team allocated to a specific client is stored in Salesforce.
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Inbound Company calls to the right team
We want to receive inbound Company calls in a unique phone number (RC handled) and based on the caller ID, reassign the call to the corresponding team. Every team will be defined in RC as a Queue. An admin will assign the different team members to the corresponding queue.
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Solution?
Is it possible to capture the initial inbound call, query Salesforce and then route the call to the right queue/extension? RC provides a mechanism to “patch” the phone call?Â
Pre-Call Control? Forward API? Transfer API?
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Thanks in advance, and kudos to the dev team for maintaining all the APIs docs.
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Regards,
--Aldo