matt-hawk1616 avatar image
matt-hawk1616 asked

Is there a way to prefill the phone number when creating a new lead during a call pop with the Salesforce Lightning integration?

When a new lead is created with a call pop in the lightning integration, the phone number field is blank as is the caller name. In order to be useful, I need at least the phone number to populate in the new lead. Otherwise, agents have to copy and paste the phone number before saving the lead.

1 |3000

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

0 Answers

Developer sandbox tools

Using the RingCentral Phone for Desktop, you can dial or receive test calls, send and receive test SMS or Fax messages in your sandbox environment.

Download RingCentral Phone for Desktop:

Tip: switch to the "sandbox mode" before logging in the app:

  • On MacOS: press "fn + command + f2" keys
  • On Windows: press "Ctrl + F2" keys