Hello Jeff,
You can select a call disposition by clicking on check box icon right by the call Log text field. By default is say "Inbound call from ..." . You can overwrite to enter your own text and use a value from the drop down.
These values are populated from Subject field in Task object in Salesforce, If you need to add or change call disposition, you can go to Task object in your Salesforce and edit the Subject field, Subject field a picker then you can edit the values for
Here is the reference for Task Object
https://help.salesforce.com/HTViewHelpDoc?id=task_fields.htm&language=en_US Please let us know if that does not help
Yep - that's very helpful. The SF field is actually called Subject - on the Task. Those picklist values can be modified and added to. I can write trigger's from there to populate my custom fields.
Thanks!
Just for discussion purposes though - IF we wanted to modify that page - is that possible? Would (Can?) we write a new custom VF page to go in that spot? I'd like to continue this discussion a bit on this subject.
Thanks
Following this topic! Jeff can you share some instances where you wrote triggers? The reason being is that I do not want the subject to have to be the Call disposition. I think that they need to add the call disposition field onto the ring central/salesforce integration, it's already bad enough that I have to use subject instead of task type to record the call, becasue I like to track if it an initial call or follow up call, 2nd follow up call, but that has nothing to do with how the call went, good or bad or if I have to call back or send something. The app is there, but not good enough I am thinking that Salesfoce has a call center, I am wondering if I can create a call center with more options. Or like you said..is there a way to create a new VF page, (which- I have NO clue how to do)
Samantha, You may want to try this
We have added a new feature in the App recently where you can customize the call log area, basically you can pick and choose fields from Task object.
If you have installed latest version of the App 3.40. You can go to
https://ringcentral.na17.visual.force.com/apex/adminUI (keep the first part of your Salesforce URL and just append /apex/adminUI)
We are in the process of documenting this in our administrator guide. Could not help myself sharing since I saw this discussion :)
hmm.. I thought I had updated to the latest version, but it tell me that this page does not exist.
oh right on..I just clicked the link you provided and it open in MY salesforce! YAY!
Cool, means we are on the same Salesforce PODs :)
I fixed the errors by making edits to my soft phone!!! YAYAYAYAYYAAY! Again you rock.
I just wanted to reach out one more time and let you know that, that link you provided has saved me so much time and money. I am so thankful for your time and willingness to post on here. I can now trigger workflows right from ringcentral's softphone! Without having to sacrifice my Subject notes! SOO now all we need to do is get that recording to post on the activity record and this would be a Grandprize WINNER! hint hint
Yep - we are waiting for posting the recording to the activity record also. It's not critical yet, but I think it will come up at some point for us also. I think that with the API connectivity I've seen we could probably do this from the Salesforce trigger side, but it would be better to have it in the RingCentral Salesforce app. Like Samanatha - I agree that would be a great addition to your existing package.
I still don't see how we can do this: edit what fields show up in the Dialer when we're calling a contact in Salesforce. Is this not possible anymore? The only fields that display are "Subject, Contact Name, Related To, and Description". Is there a way to change what the default subject line is or be able to add more fields to this screen?
