Idea

dan-gualtieri2996 suggested Aug 17, '18 jessicahernandez16518 commented Mar 28, '19

Log a Call as a Call, not a Task

When using the RingCentral Salesforce extension/app and saving a log, the log records as a task, not a call. When you log a call via the RC extension in SF, it should save the same way a call does when using the "Log a Call" global action. The only solution I was given was to, instead, change the subject combo to "Call." That just adds the word "Call" to the task; it doesn't change the fact that it's still logged as a Task, and not a Call.

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michael-caney11428 commented Aug 21, '18

yes. this is pretty terrible as it clutters up the actual task section

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a-g10955 commented Sep 20, '18

This reply was created from a merged topic originally titled Logging a call in salesforce is shown as "task" not "log a call". When using the RingCentral Salesforce extension/app and saving a log, the log records as a task, not a call. When you log a call via the RC extension in SF, it should save the same way a call does when using the "Log a Call" global action.

This is really frustrating as it essentially makes the RC salesforce integration useless. On our feed I can't easily see whats a call and what is a task that's completed, if i leave a voicemail for instance it shouldn't show it as a task, nor should the icon be a task list (see below)

I could easily change this to the correct global action if the RC package wasn't managed (see image below)

Can someone please help with this? If I can't resolve I will look for another package for our 12 users as I need to have more accurate tracking of our calls.

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saadetswift16514 commented Sep 21, '18

Hey everyone! There is currently a beta going on for this and the feature is scheduled to be implemented towards the end of Q4

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dan-gualtieri2996 commented · Jan 23, 2019 at 05:28 PM

Saadet - Can you let us know if this was implemented? If so, what do we need to do to update our rc_sf_package?

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wes-lewis15148 commented · Mar 28, 2019 at 08:24 PM

Yes--I would like to know as well. This is a very frustrating issue.

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morgan-forrest13718 commented Jan 23, '19

Was this ever implemented?

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dan-gualtieri2996 commented · Jan 23, 2019 at 05:22 PM

I tested this today and calls still log as tasks. Saadet, is there an update that needs to be performed so we can ensure calls are logged as calls?

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wes-lewis15148 commented · Mar 28, 2019 at 08:24 PM

Saadet, or someone, please update us on this.

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morgan-forrest13718 commented Jan 23, '19

This reply was created from a merged topic originally titled We have installed the Ring Central APP into a new instance of SalesForce. When a.... We have installed the Ring Central APP into a new instance of SalesForce. When a call is logged it is dumping it into TASKS, we want it to be a call Activity. Is this possible?

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jessicahernandez16518 commented Jan 23, '19

Hi Everyone,

This has now been implemented! You will need to update your version through the Appexchange and click the 'get it now' button and follow the user/admin guides :)

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dan-gualtieri2996 commented · Jan 23, 2019 at 07:29 PM

Hi Jessica - This guide doesn't seem to be for the latest version. Even after updating, I'm not getting the ability to log calls as calls. I've even gone to our /apex/adminUI999 page and don't see the option to change the log type from Task to Call. Is there somewhere else I should be looking or a new version of the guide?

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morgan-forrest13718 commented Jan 23, '19

I just downloaded and installed the RC tool - please provide precise instructions.

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jessicahernandez16518 commented Jan 23, '19

I'm following up with our Integrations team now to get more information for everyone! I will post here as soon as I have more info.

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wes-lewis15148 commented · Mar 28, 2019 at 08:25 PM

Hi Jessica, have you updated the community on this?

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jessicahernandez16518 ♦♦ commented · Mar 28, 2019 at 08:57 PM

Hi Wes,

Srikumar from our integration team posted updates below. If you have additional questions, you can reach the integrations team directly at integrationteam@ringcentral.com.

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jessicahernandez16518 commented Jan 23, '19

If you are an existing RC customer, the integration is free. You must have an active RingCentral account (Office Premium or Enterprise edition) for the RingCentral for Salesforce integration to work. If you have more questions, you can email partnerteam@ringcentral.com.

For Customization Guides, you'll need to scroll to the bottom of this page and look for the version 6.0 guides.

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sidney-sokoloff12197 commented Jan 29, '19

So, this doesn't really help. Now that you have enrolled the new update, how do we change the 'Log Calls' to be logged as a call and not a task.

Can you please provide specific instructions?

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Log a Call as a Call, not a Task

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