salesforce caller id

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  • 6
  • Idea
  • Updated 2 months ago
Our company is a heavy salesforce user and we really benefit from the click-to-dial feature from salesforce. However, there is one significant drawback. The caller ID presented is always the switchboard. However, we want the return calls to come to the direct number of the salesperson. I have been told that the caller ID for click to dial cannot be changed.

(Of course, there are frustrating workarounds such as copying and pasting the numbers into the RingCentral app, but that's not the efficient process we are aiming for.)
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Ben Miller

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Posted 1 year ago

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  • 6
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Kevin Hart

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I agree this is a much needed feature!
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Patrick Garman

  • 62 Points
Ah - I've been searching everywhere for a way to edit the caller ID on the Salesforce app.  Very frustrating and creating issues for our business.
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Heather DeMalio

  • 62 Points
We are a heavy Saleforce user as well and I have recently installed the click to dial feature. This is a major inconvenience for our sales and support team users as we have different verticals and global locations which require specific caller id numbers.