Merge branch 'fix/heading-format' into 'main'

fix(Headings): [misc] Add a space between # and text in headings

See merge request integration/ringcentral-integration-docs!18

Author: u9520107

docs/archiver/questions.md

@@ -71,7 +71,7 @@ A. If there has been any change in the storage scope or a password update, we re
 
 A. We retain data for up to 90 days or 100,000 call recordings. Customers must archive data to external storage to prevent data loss or compliance risk. For more information, please read our [data retention policy](https://support.ringcentral.com/article-v2/RingCentral-data-retention-policies.html?brand=RingCentral&product=RingEX&language=en_US).
 
-##Q. What is the file name format of the call recording file stored in the storage?
+## Q. What is the file name format of the call recording file stored in the storage?
 A. The file naming pattern is constructed from these components:
 date: The date in YYYYMMDD format
 timestamp: A timestamp (shown as \\w+ in the regex)
@@ -80,25 +80,25 @@ toExtNumber: The extension number
 id: The recording ID
 fileExt[dataType]: The file extension (mp3 for call recordings)
 
-##Q: Who can use RingCentral for Smarsh?
+## Q: Who can use RingCentral for Smarsh?
 A: Admins who are able to login to RingCentral Archiver can configure the connection to Smarsh.
 
-##Q: What data sources are supported in RingCentral for Smarsh?
+## Q: What data sources are supported in RingCentral for Smarsh?
 A: Currently, only the RingCentral app is supported. Support for additional data sources is planned for future releases.
 
-##Q: Can I use my RingCentral app sandbox for testing?If so, how can I configure it?
+## Q: Can I use my RingCentral app sandbox for testing?If so, how can I configure it?
 A: We suggest using your RingCentral app production environment to test. As long as you set up different Smarsh tokens or feeds, your production environment will not be affected.
 
-##Q: Can I assign any time period of data to upload to Smarsh?
+## Q: Can I assign any time period of data to upload to Smarsh?
 A: Currently, it takes 24 hours for data upload in Smarsh.
 
-##Q: If I edit or delete the message in the RingCentral app, how will it be handled in Smarsh? A: In this release, updated and deleted messages aren’t handled, but enhancements are planned for future releases.
+## Q: If I edit or delete the message in the RingCentral app, how will it be handled in Smarsh? A: In this release, updated and deleted messages aren’t handled, but enhancements are planned for future releases.
 
-##Q: Can I upload data to the Smarsh testing environment or sandbox rather than the production environment I have now?
+## Q: Can I upload data to the Smarsh testing environment or sandbox rather than the production environment I have now?
 A: The Smarsh environment or sandbox is determined by your Smarsh token. Contact Smarsh for more details.
 
-##Q: If I already use Archiver for Google Drive, Dropbox, Box, or SFTP, and I want to use RingCentral for Smarsh as well, what should I do?
+## Q: If I already use Archiver for Google Drive, Dropbox, Box, or SFTP, and I want to use RingCentral for Smarsh as well, what should I do?
 A: We suggest creating an additional admin account for Smarsh. Although Smarsh configuration is embedded in Archiver, its current functionality interferes with connections to other cloud storage sites, which may already be set up to process daily archiving tasks.
 
-##Q: How to purge the testing data in Smarsh after Beta testing?
+## Q: How to purge the testing data in Smarsh after Beta testing?
 A: The Smarsh environment or sandbox is determined by your Smarsh token. Contact Smarsh for more details.

docs/hubspot/questions.md

@@ -5,7 +5,7 @@ hide:
 
 # General Questions
 
-##Q. I keep seeing 'Webphone Unavailable' error message?
+## Q. I keep seeing 'Webphone Unavailable' error message?
 A. Users may encounter a "Webphone Unavailable" error message when attempting to call from RingCentral for HubSpot. This error typically occurs due to insufficient microphone permissions in the browser. To identify and resolve the issue, consider the following rules:
 
 Solution 1: Enable Microphone Permissions
@@ -21,7 +21,7 @@ If users still encounter the "Webphone Unavailable" error message after allowing
 3. Select Microphone
 4. Verify the following: - The correct microphone is selected (e.g., MacBook Pro Microphone (Built-in)(System default)) - Under default behavior, "Sites can ask to use your microphone" radio button is selected - The HubSpot site is not listed under "Not allowed to use your microphone" - The HubSpot site is present under "Allowed to use your microphone"
 
-##Q. The contact page does not open in HubSpot when there is an inbound call in RingCentral for HubSpot?
+## Q. The contact page does not open in HubSpot when there is an inbound call in RingCentral for HubSpot?
 A. Contact Page Not Opening for Inbound Calls
 
 The screen pop feature in HubSpot opens a contact screen or the contact search page for multiple matches when a user receives an inbound call. If it does not work as expected, there are several reasons to check if the customer has configured the settings correctly.
@@ -32,7 +32,7 @@ Even if the 'Show matches for inbound calls' toggle is enabled and users don't s
 
 If the user has already enabled 'Show matches for inbound calls', is answering inbound calls, and the feature still does not work, we need to check if there are any browser pop-up blockers in place. Go to Settings -> Privacy and security -> Site settings -> Pop-ups and redirects -> Ensure that the radio button is selected for 'Sites can send pop-ups and use redirects'.
 
-##Q. Why isn't my SMS being logged automatically?
+## Q. Why isn't my SMS being logged automatically?
 A: Once you enable the Auto-Log Texts toggle in Settings, all new incoming and outgoing texts will be logged automatically by the app. SMS messages are typically logged within 10 minutes, and the app will retry any failed attempts.
 
 If you don’t see your SMS in HubSpot, it could be due to one of the following:
@@ -47,32 +47,32 @@ To resolve this:
 
 2. Click the “View Log Details” icon to open the exact record where the SMS has been logged in HubSpot.
 
-##Q. Why is a contact getting created in HubSpot for unknown phone numbers?
+## Q. Why is a contact getting created in HubSpot for unknown phone numbers?
 A. When the "Auto log calls" toggle is enabled in RingCentral for HubSpot settings, the app creates a new contact for inbound calls with no matching record. The new contact is named "Caller + phone number in e164 format," and the call is logged under this new contact. The same process applies to SMS messages. If there's no matched record, the app creates a new contact named "SMS + phone number in e164 format" and logs the SMS to this new record.
 
-##Q Why is there no available hub to log in?
+## Q Why is there no available hub to log in?
 A. If you're unable to log in, reach out to your HubSpot administrator to connect the HubSpot account you would like to use with RingCentral.
 If this has already been done, please ensure:
 
 -   You have access to the Hub in HubSpot
 -   You use the same email to sign in to both HubSpot and RingCentral for HubSpot
     If you are still unable to log in after verifying these points, please contact RingCentral Support for assistance.
 
-##Q. I have enabled/updated call outcome/call type in HubSpot, but why are the changes not synced back to RingCentral for HubSpot?
+## Q. I have enabled/updated call outcome/call type in HubSpot, but why are the changes not synced back to RingCentral for HubSpot?
 A. To sync the changes, log out of the app and then log back in.
 
-##Q. Why do I see the error message "Cannot match contact. Try clicking the Create log icon in your call history." when I make or pick up a call?
+## Q. Why do I see the error message "Cannot match contact. Try clicking the Create log icon in your call history." when I make or pick up a call?
 A. This error message appears when your company reaches the rate limit imposed by HubSpot at that specific moment. As a result, the call information is displayed as "Unknown" because the contact matching process fails due to the rate limitation. However, potential matches may still exist despite the "Unknown" status. To resolve this, you can return to your call history and click the "Create call log" icon for the specific call. This action will trigger the contact matching process again, attempting to find and associate the correct contact information.
 
 I have checked with Jack and have the same insights. This would be considered a product feature request, and there is currently no estimated time of arrival (ETA) for its implementation and delivery. I will proceed to create an improvement ticket. You can also refer the customer to my previous comment and suggest they submit a feature request through ideas.ringcentral.com.
 
 Please let me know if you have any additional concerns.
 
-##Q. Why is the call not matched, but the contact exists in my HubSpot?
+## Q. Why is the call not matched, but the contact exists in my HubSpot?
 A. First, ensure you have signed into the hub where your contacts exist in RingCentral for HubSpot.
 Second, RingCentral for HubSpot follows the contact match logic for both national and international calls. If you make or receive national calls, the company/contact records with phone number or mobile phone number in any format will be matched. For example, if a phone number +16508888888 calls you and there are 4 contacts with the phone number saved as +16508888888, 1 (650)-888-8888, 650_888_8888, 6508888888 in your HubSpot, all of these will be matched.
 
-##Q. Why is there no call recording link for playback in HubSpot contact activity?
+## Q. Why is there no call recording link for playback in HubSpot contact activity?
 A. If there is no call recording link present inside the HubSpot contact/company activity for the logged call, it is most likely that the integration was closed immediately after the call ended. We recommend users not to hit the close button for the integration after the call is ended, as this will terminate the integration instance and prevent the update API calls from occurring to update the call log with several parameters such as Call Duration, Call Recording Link, and Call Ended Time. If the user did not close the integration and still does not see the call recording playback link, please check the RingCentral admin portal to see if that call was recorded. If it is present there, please report the issue to RingCentral support.
 
 ## Q. Can I make calls directly from HubSpot?

docs/salesforce/questions.md

@@ -5,7 +5,7 @@ hide:
 
 # General Questions
 
-##Q. I keep seeing 'Webphone Unavailable' error message?
+## Q. I keep seeing 'Webphone Unavailable' error message?
 A. Users may encounter a "Webphone Unavailable" error message when attempting to call from RingCentral for Salesforce. This error typically occurs due to insufficient microphone permissions in the browser. To identify and resolve the issue, consider the following rules:
 
 Solution 1: Enable Microphone Permissions
@@ -29,14 +29,14 @@ If all browser permissions are allowed and the error persists, recommend checkin
 2. Ensure either "Include Permissions-Policy HTTP header" is unchecked, or if checked, set Microphone to Always
 3. Reference: https://help.salesforce.com/s/articleView?id=000570789&type=1
 
-##Q. Why is the Related To field not auto-populated when logging a call?
+## Q. Why is the Related To field not auto-populated when logging a call?
 
 A. To ensure the "Related To" field is auto-populated when logging a call, follow these steps:
 
 Enable the "Enhanced autofill 'Contact Relationship' when using click to dial" checkbox.
 Access the "Autofill Related-To in Call Log for Click to Dial" settings from the RingCentral Admin for Lightning advanced settings in the Admin UI.
 
-##Q. How to create a custom field and add it to the create call log screen in RingCentral CTI?
+## Q. How to create a custom field and add it to the create call log screen in RingCentral CTI?
 A. Salesforce administrators can create a new custom field of various data types (e.g., Date, Text, Text Area, Picklist) and add it to the create call log screen. Users can update this field while on a call with an agent, which will ultimately update the Task object. This feature is beneficial for users who need to update a particular field inside the task during or after a call with an agent. Follow these steps to add a RingCentral custom field or a new custom field to the Call Log Screen:
 
 1. Navigate to Setup -> Object Manager -> Fields & Relationships -> Activity
@@ -46,7 +46,7 @@ A. Salesforce administrators can create a new custom field of various data types
 
 ![Log Customization](./img/log-customization.png)
 
-##Q. Why do I see the error message "This record was modified by CUSTOMER_NAME during your edit session. Make a note of the data you entered, then reload the record and enter your updates again."?
+## Q. Why do I see the error message "This record was modified by CUSTOMER_NAME during your edit session. Make a note of the data you entered, then reload the record and enter your updates again."?
 
 A. This error occurs because after a Call Log Task is created, RingCentral for Salesforce continues to sync the call log (Call Log Synchronization (ringcentral.com)) in the background, then updates the Call Log Task.
 
@@ -59,7 +59,7 @@ Solution
 -   Under Auto Save Setting, ensure the checkbox for 'Delay auto call logging for' is enabled with the desired amount of delay time selected.
     This will ensure the Call Log sync happens after the specified delay, allowing users to edit the Task record before the sync occurs.
 
-##Q. What are all the custom fields provided by RingCentral in Salesforce?
+## Q. What are all the custom fields provided by RingCentral in Salesforce?
 
 Below are the fields organized by object type:
 
@@ -112,12 +112,12 @@ Install_Settings Custom Fields:
 -   `Completed_Steps_c`
 -   `Step_Version_c`
 
-##Q. Does click to dial work on custom reports?
+## Q. Does click to dial work on custom reports?
 A. Salesforce does not support the Click to Dial feature on the Custom Reports tab. This is a limitation from Salesforce, and customers need to check with Salesforce to enable this feature for RingCentral to work.
 
 Click to Dial can only be performed from Contacts, Accounts, Leads, Opportunities, Cases, and Custom Objects. The Salesforce developer article for the function we utilize to perform click to dial on these Salesforce objects can be found at: https://developer.salesforce.com/docs/atlas.en-us.api_cti.meta/api_cti/sforce_api_cti_onclicktodial_lex.htm
 
-##Q. Screen pop does not open in a new tab.
+## Q. Screen pop does not open in a new tab.
 A. The issue likely stems from the user utilizing Salesforce Lightning. In Lightning, the screen pop feature does not support opening in a new browser window or tab, which causes it to malfunction. I recommend that the customer contact Salesforce for a potential solution. In classic mode, however, this functionality should work correctly. The user should verify their version and troubleshoot accordingly.
 
 If the customer is using the Classic version of Salesforce, the screen pop function typically works without issues. To troubleshoot in Classic, I recommend the following steps:
@@ -129,7 +129,7 @@ Save the settings.
 
 After completing these steps, advise the customer to test an inbound call to verify the solution.
 
-##Q. The contact match does not work for person accounts.
+## Q. The contact match does not work for person accounts.
 A. We need to verify if the 'Associate Call/SMS Log with Person Account' setting is appropriately selected. If it is set to use the Name field, then users cannot match the records under the Related To field and vice versa.
 
 To change the association of Call/SMS logs with person accounts, follow these steps:
@@ -139,7 +139,7 @@ Click on adminUI -> Click Preview
 Under the Associate Call/SMS Log with Person Account section, select the field that you want to use to match records
 Click Save
 
-##Q. The contact match does not work for custom objects.
+## Q. The contact match does not work for custom objects.
 A. We need to check if the custom object is added to the softphone layout.
 Recommend the customer to:
 Go to Salesforce -> Setup -> Search for Visualforce Pages in the Quick find
@@ -149,7 +149,7 @@ Navigate back to the Setup page and search for Softphone Layouts
 Edit the RingCentral softphone
 Ensure the custom object is added to "Display these salesforce.com objects:" for inbound, outbound, and internal Call Types
 
-##Q. How to check or update the adapter URL for RingCentral call center?
+## Q. How to check or update the adapter URL for RingCentral call center?
 A.
 **Step 1:** Get the correct Adapter URL