Call Us: 888-727-5776 or Email: support@ring.io

Ring.io Managed Package for Salesforce

 
 
Introduction
This package installs activity fields that can be used by Ring.io to log call data. There is also a new page layout for Tasks / Activities that displays all these fields, make sure you activate it or copy its design into your Task layout. The page layout contains 4 sample fields for a Ring.io questionnaire. There are also 2 properties for Leads and Contacts that will save the number of times they were called through Ring.io and the date/time of the last contact. Finally, there is a FieldSet in case you want to build your own Visualforce page layout with Ring.io call data.
 
 
Activity Object
 
Field Name
Data Type
What it is
Notes
Displayed in Layout
RingioCallRecording
URL
A link to the audio recording of the call, if one is available
 
Yes
RingioCalledNumber
Text
For outbound calls, the outgoing caller ID that was used, for inbound calls, the number that the caller called.
Data type because it doesn’t make sense for SF user to click to call a Ring.io number
No
RingioDepartment
Text
For inbound calls to company numbers, the department that got the call, e.g “Sales"
 
Yes
RingioDirection
Text
Either “in” for inbound or “ou” for outbound calls
 
Yes
RingioDurationInMilis
Number
Duration of the call in milliseconds.
 
No
RingioDurationInMins
Formula (Number 2 decimals)
A formula that converts the duration to minutes
RingioDurationInMilis/60000
Yes
RingioOutcome
Text
 
Yes
RingioDisposition
Dropdown
A field to store the disposition value configured by the administrator in Ring.io under Data Collection > Dispositions. 
 
Yes
RingioRingLocal
Formula (Checkbox)
Determines if RingLocal was used to make the call
Not(ISBLANK(RingioRingLocalNumber))
Yes
RingioRingLocalNumber
Text
The RingLocal phone number that was used to make the call
 
Yes
RingioStartTime
Date/Time
The date and time of the call
 
Yes
RingioCallHour
Formula (Number 0 decimals)
Determines the hour of the day when this call was 
 
No
RingioVoicemail
URL
The link to the voicemail audio file containing the voicemail that was left by an inbound caller
 
Yes
RingioVoicemailDrop
Text
The label of the VM Drop message used to leave a phone call
 
Yes
RingioRingID
Text
The unique identified of that phone call in the Ring.io system
 
No
RingioConnectedCall
Formula (Checkbox)
Determines if the call qualifies as a Connect
RingioDurationInMins >= 2
Yes
— demo questionnaire
 
 
 
 
RingioQWhyInMarket
Text
 
 
Yes
RingioQLeadRole
Dropdown
 
 
Yes
RingioQPurchaseDate
Date
 
 
Yes
RingioQCallNotes
Text Area
 
 
Yes
 
Activity standard fields written to by Ring.io
 
Subject: [Ring.io Dialer Call]
Type: Call
OwnerId: RingioUser > remote > id
 
 
Lead Object
 
Field Name
Data Type
What it is
 
 
RingioCallCount Number A counter that is increased every time a call through Ring.io is made
 
 
RingioLastCall Date/Time The date/time of the last call made to this lead through Ring.io
 
 
Have more questions? Submit a request

Comments

Please sign in to leave a comment.