On the salesforce log a call window (the window that is installed as part of the RingCentral app that is installed in a Salesforce org) - - I need to add an additional field that is on the ActivityHistory record. (That's the record that the window writes to).
My Question is - is there a way to modify this page? Is there a way to write my own custom page? Are there any experts that have been into that portion of integration?
You can select a call disposition by clicking on check box icon right by the call Log text field. By default is say "Inbound call from ..." . You can overwrite to enter your own text and use a value from the drop down.
These values are populated from Subject field in Task object in Salesforce, If you need to add or change call disposition, you can go to Task object in your Salesforce and edit the Subject field, Subject field a picker then you can edit the values for
Yep - that's very helpful. The SF field is actually called Subject - on the Task. Those picklist values can be modified and added to. I can write trigger's from there to populate my custom fields.
Just for discussion purposes though - IF we wanted to modify that page - is that possible? Would (Can?) we write a new custom VF page to go in that spot? I'd like to continue this discussion a bit on this subject.
Following this topic! Jeff can you share some instances where you wrote triggers? The reason being is that I do not want the subject to have to be the Call disposition. I think that they need to add the call disposition field onto the ring central/salesforce integration, it's already bad enough that I have to use subject instead of task type to record the call, becasue I like to track if it an initial call or follow up call, 2nd follow up call, but that has nothing to do with how the call went, good or bad or if I have to call back or send something. The app is there, but not good enough I am thinking that Salesfoce has a call center, I am wondering if I can create a call center with more options. Or like you said..is there a way to create a new VF page, (which- I have NO clue how to do)
I just wanted to reach out one more time and let you know that, that link you provided has saved me so much time and money. I am so thankful for your time and willingness to post on here. I can now trigger workflows right from ringcentral's softphone! Without having to sacrifice my Subject notes! SOO now all we need to do is get that recording to post on the activity record and this would be a Grandprize WINNER! hint hint
Yep - we are waiting for posting the recording to the activity record also. It's not critical yet, but I think it will come up at some point for us also. I think that with the API connectivity I've seen we could probably do this from the Salesforce trigger side, but it would be better to have it in the RingCentral Salesforce app. Like Samanatha - I agree that would be a great addition to your existing package.