Integrate RC actions in Salesforce Process Builder
Tags: integrations, salesforce
Aug 15, 2019 at 12:46pm • 5 replies • 0 likes
simon-c
We are considering pursuing this in our org.
It would be helpful to have the call pop when someone calls in, but beyond that, what is possible? Can we automate processes with process builder based on actions taken within the dialer?
5 Answers
Hi Simon.
1. We update to the latest ver and when customer call in the customer need to display and this is not working on lightning it is overwriting what we are working on instead of having a popup with the name.
2. You can't click to text link in the Croome plugin.
3.whan you transfer a call you can't do worm transfer.4. we can't use texting with a workflow.5. text template.and much more
1. We update to the latest ver and when customer call in the customer need to display and this is not working on lightning it is overwriting what we are working on instead of having a popup with the name.
2. You can't click to text link in the Croome plugin.
3.whan you transfer a call you can't do worm transfer.4. we can't use texting with a workflow.5. text template.and much more
0
Hi Simon,
We do not have a readily available way for you to trigger process builder from the integration. However you can use our open platform API's. Also I am interested in learning about your use case to add features in our roadmap around process builder. Would you be open to providing us the details of your use case. Please reach out to us at integrations_feedback@ringcentral.com
Thanks
Srikumar
We do not have a readily available way for you to trigger process builder from the integration. However you can use our open platform API's. Also I am interested in learning about your use case to add features in our roadmap around process builder. Would you be open to providing us the details of your use case. Please reach out to us at integrations_feedback@ringcentral.com
Thanks
Srikumar
0
Hi Ron,
I am from the RingCentral product team. Can you please elaborate on the issues you are facing with the RingCentral Salesforce integration. We have made significant changes to the product based on customer feedback and added several new features. Please email us at integrations_feedback@ringcentral.com
Also what version of the integration are you using?
I am from the RingCentral product team. Can you please elaborate on the issues you are facing with the RingCentral Salesforce integration. We have made significant changes to the product based on customer feedback and added several new features. Please email us at integrations_feedback@ringcentral.com
Also what version of the integration are you using?
0
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