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Home » Users
Hide Salesforce Contact and user RingCentral contacts to transfer calls
Tags: contacts
Jan 14, 2022 at 12:42pm   •   3 replies  •  0 likes
Lenin Garcia

Hi, now that we have the RingCentral integration, we run into a problem, when customer calls and we want to transfer the calls internally, the only contacts we can see, are the salesforce contacts (party) but not the RingCetral contacts list, it anything that we can do to hide the salesforce contacts from the contact list.


Thank you


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on Jan 16, 2022 at 10:21am   •  0 likes

Let me know if they found anything, thank you

on Jan 17, 2022 at 9:12am   •  0 likes

Also the warm transfer, it not enable on the integration

on Jan 17, 2022 at 9:33pm   •  1 likes

Hi @Lenin Garcia
The warm transfer feature is not supported yet on the salesforce integration
The engineering team have this planned on their Q2-Q3 roadmap

on Jan 19, 2022 at 1:56pm   •  0 likes

Thank you

on Jan 19, 2022 at 9:21pm   •  1 likes

No worries.
@Lenin Garcia Just to add more context. The warm transfer has a dependency on RingCentral contact support in salesforce and hopefully, with the release of that, the team will get to the warm transfer feature

on Jan 14, 2022 at 1:17pm   •  1 likes

Hi @Lenin Garcia, I'll check if this is possible.

on Jan 14, 2022 at 1:53pm   •  0 likes

Yes, let me know, we can have a quick call if you want

on Jan 14, 2022 at 3:19pm   •  1 likes

@Lenin Garcia I'm waiting for a response from the Integrations Team. I'll get back to you once I get this sorted.

on Jan 14, 2022 at 4:11pm   •  0 likes

Thank you

on Jan 17, 2022 at 9:34pm   •  1 likes

Hi @Lenin Garcia
I just checked with the engineering team and this feature is being worked on currently.
We are planning to get this feature of showing RingCentral contacts on the integration app out by Q1 end or Q2 beginning this year

on Jan 18, 2022 at 6:51am   •  0 likes

Thank You Yatin, do you know if is any work around, maybe adding the user manually to call directory on salesforce.

on Jan 18, 2022 at 10:29pm   •  1 likes

Just heard back from the engineering team on this.
There might be a workaround with some limitations but you would need help setting that up.
I would suggest you create a support case at https://support.ringcentral.com
The plan is that you would want to set up a custom object support for matching logic. The support team should be able to help you with this.
Hope this is helpful





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