Salesforce

For some time now, two of my colleagues have not been able to receive calls from RingCentral within the Salesforce CRM. We went through the same steps to log in but still: two of them can't and two of them can. I need help on how to solve this. Thanks for the help everyone.

This question may be a little ambiguous, but for call centers leveraging RingEx(pro) as the telephony mechanism. Where can additional metadata be pulled in from? Is this something that can be stored/entered in while a call is going on in ringcentral itself or this information is always stored in CRM and can only be leveraged using the CRM API’s.For Example:If a call center is using ringcentral with salesforce as the CRM. Will salesforce API be responsible for providing additional metadata associated with a call?

The ringing sound in the Salesforce integration is so loud and is not adjustable in the integration. When someone is on a call with a customer and another call comes in, the SalesForce ringer is so loud that it makes people jump. Can we turn off the ringer in SalesForce? Or at least change it so that it's not so loud? Since it's ringing in conjunction with our other RingCentral apps, it going completely away would be fine.

In our Salesforce workflow, we utilize click-to-dial functionality with RingCentral to initiate outbound calls. Our goal is to associate Activities/Tasks generated by RingCentral with specific Campaigns using a custom related field. For instance, when we make an outbound call on a Lead that is already associated with a Campaign, an Activity is automatically generated and linked to that Lead. In our use case it's possible to have more than one Campaign associated to a Lead, so we have to track that on the Activity level. We've explored the option of creating an Apex Trigger to manage this process. However, it appears that accessing Activity records using before insert or before update triggers is not possible. Has anyone successfully developed an Apex Trigger capable of updating fields on Activities created by RingCentral? Alternatively, has anyone discovered an alternative method for linking outbound call Activities to Campaigns?Also, has anyone found a way to change the defau

Is is possible to change the size of the RingCentral utility in Salesforce or to pop it out? I have tried changing the height and width in the call center settings and in the app manager and neither one changed the size.

I have RC4SF set up in SF sandbox. I'm testing VoiceConnector for RC for Einstein Conversation Insights integration. Everything is setup and I just need to place some test calls sandbox to sandbox. How do I configure Open CTI softphone in SF to use sandbox extension? Hope there's something like sandbox mode in RC Phone.Also, RingOut bogs down testing a bit. Is there a way to dial out directly with sandbox user? Same thing regarding not having auto call recording feature, but I see in another post I can call in to have this enabled.Thanks.

In versiones 6.25 and 6.25.1 we are not able to list any existing SMS for the account and also cannot write new SMS.SMS history looks empty, but we already have a lot SMS created from or received in the RingCentral desktop app:Also, we are not able to send messages from Salesforce app because there is not an input to write and neither the 'Send' button

Hey folks,I'm trying to set up Einstein Conversation Insights with Ring Central. This is listed as supported by both Ring Central & Salesforce.After configuring, setup fails. The only error I can see in my RingCentral app is: OAU-352. This appears when trying to GET restapi/oauth/userinfo.This error is not listed anywhere that I can see in available docs, or within this comunity.Does anyone have any insight?

Can someone provide the step by step to merge phone calls within RingCentral for Salesforce? I did not find the instructions within the most recent user manual that I have.

Hi We are currently evaluating the capabilities we can leverage from the RingCentral platform on integrating it with Salesforce's High Velocity Sales (HVS). We are interested to know the feasibility of initiating actions on voice orvideocalls after integrating with High Velocity Sales cadences. Also we want to know about RingCentral voice and video set up via Einstein Conversation Insights. Are there any predefined integration points or APIs that allow HVS to interact with the RingCentral platform for such call-related actions? Could you please provide insights on feasibility and development effort required to integrate voice and video call actions through High Velocity Sales? We appreciate your time and expertise in addressing our inquiries. We eagerly await your response and thank you for your supportThanks

Hello. Hard to complete my own research on this b/c I am finding quite a few dead ends (dead Salesforce URLs) in the RC Knowledge Base topics, very discouraging. Thanks RC!! :(Does anyone know if it's possible to see the time (mins and secs) a user is logged into a Queue OR in the alternative not logged in? I think this is a feature of the Contact Center but we are not large enough to justify the cost of the Contact Center. Thanks in advance! :)

After incoming call it is not creating case in salesforce

I have the RC to SF integration all set up and it appears to work. I do have Softphone layouts made and assigned to profiles but get the error below. Any ideas?

Im looking to find out a few things, ill list them below. 1. Can a specific group in our org be set to record? (ex. our CSR group for taking payment information) 2. Does the "record" function need to be on all the time or can it be turned off and on by the user when need be? 3. is it a cost per minute that's recorded or by data size? 4. How long is that data (conversation) retained for? 5. Can we log our texts and import that into salesforce? Thank you!

We are using the Salesforce integration for making calls. I cant find any details on the admin site about how this traffic flows across my network. if I use the RingCentral app I can add DSCP tagging 46 and apply QoS to the traffic.How his this traffic handled when using the Salesforce integration ? there's no network details in the admin guide. How do I apply QoS to this on my network, when I do a packet capture I can only see traffic from the browser and the endpoints listed on the ringcentral app network page arent listed.

No response was provided to the business critical case and we have been chasing the account manager for a few weeks with no response.We can't make calls, receive calls, or load the extension properly due to the issues we're facing.NameDanyal KhamisiAccount NameCarer SolutionsPreferred Contact MethodEmail OnlyCase Number18413306Created9:21 PM PDT, 05/04/2023StatusNew

We are working on a project to have a supervisor listen in on the calls being made (live). While going through the API reference guide (Supervisor session) In that, it is asking for a telephony sessionid. I'm sorry, but I cant seem to find a API link to list ALL current active sessions at account level. Does such exist?Also, our users use the RC integration into Salesforce to make and receive calls on their Ipad/mobile devices. Does the below statement mean that, it is not possible to supervise as its a mobile device. (trying to understand between softphone and app integrated into the mobile app)"Currently this method is supported for Softphone/Hardphone only, since device IDs for WebRTC/Mobile apps cannot be obtained."

While Integrating Faxing in Salesforce to Ringcentral We are having having 400 Error Bad Request??

Hi Im writing automationi have tried to call out via ring central api and to see that in salesforce background api's are being called ( for instance , create task, etc)I have noticed that the automation works only when salesforce UI is opened, and when no instance of salesforce is opened my automation failedExample 1 :SF UI is opened via python automation i take call out with ring central api after call out, i can see in salesforce that task is being created automatically ( i check the soql db via autoamtion)example 2:SF UI is closed via python automation i take call out with ring central api after call out, no task is being created in salesforce ( again i check the soql db via automation)If i understand corrrectly, since we have intergration between SF and RC , when create call from ring central api, and the SF UI is opened, i can see the call is on in SF and the api that need to run in SF actually run in backgroundSo my question :do i need to create the "call out" from

from time to time RC is being logged out in salesforceis there an option to make it logged in always?i tried to take from devtolls network the api call from salesforce when login to ring central , im getting 200, but when refresh the sf page it seems that rc is still logged out

I would like to automate Flows in salesforce to send SMS using ringcentral application API

Is there a way to set this up for all users who are using RingCentral in salesforce? just so they don't have to set it up themselves or is this not possible?Any and all help is appreciated!

Hi Team I have Integrated Ring Central App with my Salesforce Org to make calls to contact to schedule meetings, events, send them reminders etc. But I want to restrict user so that they can't call Contacts unlimited time. Ex- Contact 1, Contact 2 So I want to track no. of counts somebody calls Contact 1 or 2 Suppose user 1 call to Contact 1 1st time and User 2 or User 1 call to Contact 1 2nd time so total count is 2 when somebody try to call 3rd time in a week to Contact 1 then Ring Central App would pop up an error that "you can call to Contact 1 only 2 times a week or 2 times a month" according to scenario. Please help me to implement this Feature as soon as possible

What is the best way to log Group SMS inside Salesforce?is it like a task is created for all the contacts inside group sms?Example:For 1:1 SMSQuestion:What happens when an inbound message from an unknown number is received?(Is it like we just create the task without being tied to any record, contact, lead or account?Answer:We try to find a match in salesforce based on the Contact details(phone number). If there is a single match, we match the contact with that record, and we log the task. If there are 0 matches or multiple matches, we don't log the task.Note: I am talking about Group SMS not Bulk SMS.