Record Inbound Phone Number in Salesforce

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Account Type:  U.S.

Problem:  We have multiple phone numbers that customers can call in on.  Each one corresponds to a specific marketing campaign.

We use the RingCentral integration with Salesforce.

In order to automatically assign the inbound call to the proper marketing campaign, we need to record the inbound phone number in a Salesforce field.  We can then assign the call to the correct Salesforce marketing campaign.

Is it possible to record the inbound phone number to a field in Salesforce?  If so, how?
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Steve Thurston

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Posted 10 months ago

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Rose Gan, Product Management

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Hi Steve,

Thanks for your feedback. This could be done by us adding a custom field to log the inbound called phone number. This feature request is added to our backlog and we'll start to work on it the soonest we could.

Regards,
Rose
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Jay Reed

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Hi Rose, 

We're also looking into having this capability within our SF plugin. Provided we add the custom field within SF Activities/Tasks, would we be able to map from within the installed package?

Thank you for your help!
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Jitender Kumar, Director Application Development

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Hello Jay, 
Yes, our SF Plugin can use your custom field in SF Activity/Task, Please refer to our SF admin guide on how you can customize the Call Log 
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Jitender Kumar, Director Application Development

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please refer to customization guides section our AppExchange Listing https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EORsjUAH
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Jeremy Thompson

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+1 on this idea. Can I do this myself, or will it require Ring Central to build out the capability?
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Jitender Kumar, Director Application Development

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Hello Jeremey, 
As stated above it does not require any extra effort on your part besides few steps described in SF admin Guide
(Edited)
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Jeremy Thompson

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Jitender, if you are referring to page 11 of this guide, the link it tells me to go to does not work. In the text of the guide, there is a space in the url it constructs. It's obviously a typo.
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Jeremy Thompson

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Hi Jitender, I realized I could simply check the list of VF pages for the link, and I found it. It is "/apex/adminUI". You may want to Update your documentation. Thanks for telling me about this screen. These settings are really useful.

However, though I can add custom fields in this interface, I don't see how this helps unless there is already a field that is being filled with the number the customer called. Ring Central doesn't appear to do this currently. 
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Jitender Kumar, Director Application Development

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Hello Jeremy, 
Sorry for the inconvenience, I have asked my team for both the task, 
1. Add a custom field in Salesforce Task Object part of App install and populate the field when app is running and creating Task 
2. Fix the admin guide so that it is not misleading