Zoom provides up-to-date release notes for the Zoom for Salesforce Lightning app. This article contains information about recent changes to the Zoom for Salesforce Lightning app, including new and enhanced features, updates to existing features, and bug fixes. In addition, you can find information about upcoming changes (if available) and see a full history of updates made in the last two years.
Notes:
Note: The information in the past release notes may have been superseded by subsequent release notes. Please review all current release notes carefully.
| Description | Platforms |
|---|---|
|
Tasks are not being linked correctly when using the click-to-dial functionality within Salesforce. This is when there are multiple duplicate contact records in Salesforce that share the same phone number has been fixed. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature |
Support for work item as a channel
|
Agents can now receive and manage work item engagements directly in the client through automatic or manual acceptance. Assigned work items appear in the left panel, where agents can view engagement details, access consumer history, and manage engagements with options to preview, transfer, release, end, take over, or apply dispositions. Agents can also upgrade a work item engagement to a voice interaction by initiating an outbound call to the consumer when follow-up communication is required. | Web portal |
| New or enhanced feature |
Add admin channel config screens for Email channel
|
Admins can now access a new Email Channel Configuration section under Channel Setup. Enabling the toggle activates the Start Setup button, taking admins to a screen where they can configure Caller Search, Context Search, No Match Scenarios, Screen Pop Settings, and Engagement Logging. This setup allows capturing key details of email interactions, such as participants, timestamps, and files, directly in the CRM, ensuring accurate tracking and follow-up.
| Web portal |
| Zoom Phone Features | |||
| New or enhanced feature | Handle queries by custom field selection |
Phone number searches now return matching Contact or Lead records from all selected standard and custom phone fields.
| Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Zoom Phone Features | |||
| New or enhanced feature |
Update the UI design for notes caching UI experience
| A three tab design has been introduced to show current and previous 2 calls notes in the Zoom Phone salesforce widget for the lightning app to allow for saving notes manually when a new call is received during current call wrap up. | Web portal |
| Salesforce Features | |||
| New or enhanced feature | Support for Salesforce HVS/Sales Engagement |
This update introduces new features designed to improve administrative control and streamline calling workflows. Administrators can now easily enable or disable HVS features directly from the settings menu, providing greater flexibility in managing system configurations. Users can initiate calls more efficiently with the new click-to-dial functionality available from Salesforce cadence icons. Additionally, cadence steps now advance automatically based on the selected call disposition, helping ensure smoother and more consistent workflow progression.
| Web portal |
| New or enhanced feature | Salesforce SCV Support for worksession |
Agents can now end Zoom worksessions without leaving the Salesforce interface. A new End Worksession button has been added to the SCV Omni-Channel settings page. The button is enabled when a worksession starts and disabled when it ends based on worksession start/end events. Agents can end an active Zoom worksession with one click directly from Salesforce. | Web portal |
| Description | Platforms |
|---|---|
|
Fixed an issue where transferred external calls were not shown in Salesforce CTI for users with “Ignore Internal Call” enabled. Calls now display correctly with the original caller. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center features | |||
| New or enhanced feature |
Change the limit and order by criteria on related to CTI field
| Improves Salesforce record search for Zoom Contact Center agents by removing the five-record limit and enabling lazy loading, so additional results load as users scroll. Agents can view all relevant records (limit is 50 matching records) being sorted in the order from most recently updated ('Last modified' date field) improving accuracy and reducing manual effort. | Web portal |
| New or enhanced feature | Change the limit and order by criteria on related to CTI field | Zoom Contact Center agents can now search and view all relevant Salesforce records (Leads, Contacts, Accounts, Opportunities) with clear differentiators, rather than being limited to five results. An option to auto-associate calls with the currently open Salesforce record improves accuracy and reduces manual effort. Search results use lazy loading, showing five items initially and loading more as users scroll, with the most recent records prioritized. | Web portal |
| Zoom Phone Features | |||
| New or enhanced feature | Add new admin setting for internal calls |
A new admin setting has been added in Salesforce > Zoom Settings that allows administrators to control how internal Zoom Phone calls are matched. When enabled, the system requires an exact match for internal call identification. When disabled, the existing partial match logic is used. This setting is disabled by default to preserve current behavior and ensure backward compatibility. | Web portal |
| New or enhanced feature | Update device selection logic to enable ZPNS message to CTI widget for the calls when DeskPhone integration is enabled |
This update ensures pop to flow works correctly for desk phone users with the widget minimized, for both inbound and outbound calls. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Admin features | |||
| New or enhanced feature | Add new page in admin settings to display active users | Administrators can now view, track, and report on all authenticated users, including those who sign in through OAuth. This enhancement enables better monitoring of adoption, authentication activity, and authorized account mapping across the organization. | Web portal |
| Zoom Phone Features | |||
| New or enhanced feature | Support screen pops at call ringing or answered Outbound |
Supports Salesforce record screen pops when a call is ringing or answered, based on the configured settings. | Web portal |
| New or enhanced feature | Enable/disable CTI widget pop |
Set the softphone panel visibility based on separate inbound and outbound settings at the admin level. Two new independent admin settings are introduced in the Zoom Phone CTI configuration: Auto-Pop ZP Widget on Inbound Calls and Auto-Pop ZP Widget on Outbound Calls, each of which can be enabled or disabled independently. Both default to Enabled to match current behavior. When disabled, the widget remains minimized and only appears when manually expanded. | Web portal |
| Description | Platforms |
|---|---|
|
We resolved an issue where Salesforce failed to retain all instances of a scheduled Zoom Meeting and did not preserve the Description (Bypass Data Detection Automations) field when the associated issue type was changed. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Zoom Phone features | |||
| New or enhanced feature |
Update the admin config setting page with clear groups for settings and hint text
| The admin configuration page now features clearly defined setting groups and contextual hint text, providing a more intuitive and streamlined configuration experience. | Web portal |
| New or enhanced feature | Support screen pops at call ringing or answered | Support Salesforce record screen pops at call answered or call ringing depending on the config values. | Web portal |
| New or enhanced feature | isExternal is not being set on externally synced Zoom Phone calls | isExternal is not being set on externally synced Zoom Phone calls | Web portal |
| New or enhanced feature | Add new admin setting for timing of the screen pop |
A new Screen Pop option is now available in the Zoom Phone CTI admin console under Call Handling Settings. Admins can choose when the Salesforce screen pops for inbound calls - either At Ring or At Answer. By default, the setting is At Answer to maintain existing workflows and ensure backward compatibility. The screen pop behavior also now follows Salesforce assignment rules, displaying the correct Lead or Contact assigned to the user. | Web portal |
| New or enhanced feature | Call logging for Queue missed calls |
A new configuration option, "Prevent Logging of Missed Call Queue Calls" has been added to give admins more control over call logging behavior. When Auto Log Call and this new option are both enabled, missed calls from a call queue will not create Salesforce Tasks for any agent in the queue. If the option is disabled, missed queue calls will continue to generate Tasks for each agent as before. Calls that are not missed queue calls will follow the existing Auto Log Call process. | Web portal |
| Contact Center features | |||
| New or enhanced feature |
Enhancement regarding 'Order' object in 'Relate to' setting
| When a case record appears in the 'Relate to' field, agents can see both the case ID and subject. However, orders display only the name without additional context, making it difficult for agents to verify they're linking call log information to the correct order. This has now been enhanced to display sufficient order details, ensuring agents can confidently associate call logs with the appropriate order record. | Web portal |
| New or enhanced feature |
Zoom Contact Center for Service Cloud Voice - Log missed, dropped and abandoned calls
| The Zoom Contact Center for Service Cloud Voice now includes enhanced capabilities to capture voice call and session history records, covering missed, declined, and failed calls. | Web portal |
| New or enhanced feature |
Zoom Contact Center for Service Cloud Voice - Support for Auto Answer
| Auto-answer can now be enabled for inbound queue calls. When this setting is enabled, all engagements from the queue offered to an agent through Service Cloud Voice Omni-channel are automatically connected without requiring manual acceptance. Auto-answer options configured in the Zoom Admin portal are supported for Service Cloud Voice agents, including an optional audio prompt/tone, a default or custom agent greeting, and an optional whisper announcement. | Web portal |
| New or enhanced feature |
Index based searching - Salesforce CTI Connector
| A new configuration option has been introduced in the Zoom Contact Center admin settings within Salesforce to improve entity searches in the 'relate-to' section of the CTI connector. Salesforce administrators can now enable 'Search by configuration' for entities like Case and Work Order, which offers three search modes: by name, by number, or by both. This feature benefits customers managing large datasets. | Web portal |
| New or enhanced feature |
Zoom Contact Center for Service Cloud Voice - Support for Queued and Scheduled Call backs
| When agents utilize Zoom Contact Center for Service Cloud Voice, they can view both voice call records and session history records that are generated for Queued Callback as well as Scheduled Callback scenarios. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Zoom Phone features | |||
| New or enhanced feature |
Update the CTI banner message on login screen
| The wording for authentication-related messages in the Zoom Phone widget has been updated. When a user clicks the Zoom Phone widget for the first time without completing authorization, a banner is now displayed with the message: 'To use the Zoom Phone integration in Salesforce, complete the login via Zoom Phone Settings.' The banner includes a link to the Zoom Phone user settings authorization page. In addition, the error message shown when a Zoom and Salesforce user mismatch occurs during authentication has been updated to: 'Your Zoom and Salesforce user didn't match. Please contact your Support desk for assistance.' | Web portal |
| New or enhanced feature | Set task status to completed based on admin config setting | A new configuration setting, Auto-complete Tasks after call ends, has been introduced. When enabled, Tasks are always marked as 'Completed' once the call ends, regardless of when notes are saved. When disabled (default), the current behavior is maintained: if the record is saved during the call, the Task status is updated to 'Completed' at call end, but if the record is only saved after the call ends, the Task remains in 'In Progress.' | Web portal |
| New or enhanced feature | AI Summary and Prioritized Voicemail | The Zoom Phone widget, has been updated to support post-call summaries and prioritized voicemail. When available, post-call summaries are displayed in the widget after a call ends, with a notification indicating that the summary is ready for review. Summaries can be accessed directly from the widget's history screen. Prioritized voicemail messages are clearly marked and can be played directly in the widget. For each prioritized voicemail, a 'View Task' option is available to create and manage related tasks within the widget. | Web portal |
| New or enhanced feature | Add new admin setting for queue missed call logging | A new sub-option has been added under Salesforce &rsquo Zoom Phone Settings&rsquo Auto Log Call. The option, labeled Prevent Logging of Missed Call Queue Calls, allows admins to disable task creation in Salesforce for missed call queue calls when Auto Log Call is enabled. This setting is controlled by a toggle (Enable/Disable) and is disabled by default to maintain current behavior. | Web portal |
| New or enhanced feature | Add admin config setting to set task to complete status automatically | A new admin configuration option has been added to Zoom Phone CTI settings called Auto-complete Tasks after call ends. When enabled, Tasks are automatically marked as 'Completed' once the call ends, regardless of when notes are saved, and additional metadata is stored to indicate the status of the note save. By default, this option is disabled to maintain current behavior. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Meeting Features | |||
| New or enhanced feature | Set Zoom Meeting status as 'Deleted from Zoom' when receive meeting.delete webhook | Improved the handling of deleted Zoom Meetings: past and completed meetings are now marked with the status 'Deleted from Zoom' instead of being removed, ensuring meeting history remains consistent. | Web portal |
| Revenue Accelerator Features | |||
| New or enhanced feature | Update scopes and handle scorecard data webhook |
Added handler logic for the new scorecard data webhook for 3P ZRA records to sync the scorecard URL and total score values.
| Web portal |
| New or enhanced feature | Update 3P ZRA logic to sync scorecard URL and total score values |
Updated data sync logic for 3P ZRA records to include the host scorecard URL and total score, which are now synced to new custom fields.
| Web portal |
| Zoom Phone Features | |||
| New or enhanced feature | Support handling of parked calls in Salesforce CTI | When a user retrieves a parked call from ZPA or from a device with the Zoom client installed, the Salesforce softphone widget now displays the retrieved call. | Web portal |
| New or enhanced feature | SMS support opt-in/out | When a user sets a phone number as support opt-in or opt-out, the Salesforce softphone widget now displays the corresponding prompt message, consistent with the Zoom client. | Web portal |
| New or enhanced feature | Inbound transfer call display original caller | When a call is transferred, the receiving agent can now see both the original caller&rsquo s information and the details of the transferring agent. This feature is currently available for select customers and will roll out more broadly in the coming weeks. | Web portal |
| Description | Platforms |
|---|---|
|
Fixed an issue where the Salesforce softphone widget would still pop up when a user's Zoom client status was set to &tilde Do Not Disturb.' The widget no longer appears in this status. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Displaying contact/lead title per whoID setting in Salesforce package | For organizations that do not use the Salesforce Lead object, displaying "Contact/Lead" in the Engagement and Wrap-Up screens can create confusion for agents. To address this, Zoom Contact Center admins can now configure which object(s) appear in these interfaces. | Web portal |
| New or enhanced feature | Contact names for open engagements on refresh for CTI connector users | Resolved an issue where refreshing the Salesforce page or reconnecting to the network caused the Zoom soft client to lose contact information. This previously resulted in duplicate contact names (e.g., &ldquo John Doe&rdquo ) appearing during wrap-up, making it difficult to select the correct record for disposition. The issue no longer occurs, ensuring accurate contact identification and reducing wrap-up delays. | Web portal |
| Zoom Phone features | |||
| New or enhanced feature | New Admin Setting to Disable Automatic Task Creation |
Added a new admin-controlled option under Auto Save Call Logs in the Zoom Phone widget. This setting allows customers to disable automatic Task creation in Salesforce. Default (unchecked): Tasks are created automatically, and the notes screen appears during wrap-up, as before. Enabled: Automatic Task creation stops, the notes screen will no longer appear during wrap-up, and customers can log call details using their own Salesforce flows or custom objects. | Web portal |
| New or enhanced feature | Enhancements to Salesforce custom workflow integration with call variable passing |
Account owners and admins can integrate Zoom Phone call data into custom Salesforce objects and flows instead of using the native Task object. The configuration settings allow admins to specify which Flow or Visualforce page should launch for incoming and outgoing calls through a dropdown interface.
| Web portal |
| New or enhanced feature | Custom call logging for Salesforce integration |
Account owners and admins can enable a simplified Zoom Phone widget interface in Salesforce that removes the Notes section and displays only call control features.
| Web portal |
| Zoom Events | |||
| New or enhanced feature | Add new admin global config | A new "Field Mapping Default" option has been added to the global Zoom Events admin configuration. This setting lets admins select a synced Zoom Event as the default mapping template, with helper text: &ldquo Choose a Zoom Event as the default mapping template.&rdquo Only events already synced to Salesforce can be chosen in the dropdown. When set, the selected event&rsquo s mapping will be used for all event data syncs by default, unless a custom mapping is defined for a specific event. | Web portal |
| Meeting | |||
| New or enhanced feature | Salesforce to Populate WhoId and Custom Analysis Object for 3P Recordings | Updated the Salesforce integration to populate the WhoId field on the Event object with the correct Contact ID(s) linked to the meeting. The same Contact(s) are now also added to the custom analysis object. This ensures proper linkage between third-party (3P) recordings and Salesforce contacts, maintaining consistency and accuracy across both objects for improved reporting. | Web portal |
| Description | Platforms |
|---|---|
|
When a user is set to &ldquo Do not disturb&rdquo on Zoom, they will not see the ZP widget pop up on Salesforce. Previously it was popping and this has been fixed. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Suppress CTI window inside SFDC from popping when the "pop out" feature is being used | When using the CTI pop-out feature in SFDC, the main CTI window inside SFDC still opens during calls, which defeats the purpose of having a separate CTI window. Expected behavior is to keep the CTI inside SFDC closed when the pop-out is active. | Web portal |
| New or enhanced feature | Update the Task subject line for different engagement types | Agents should see the Task Subject show who the message or call is from and to, and who logged it â &euro &rdquo for example: Inbound voice call from [Caller] to [Flow Entry] [Agent] logged a voice call with [Caller], or Outbound SMS from [Agent's number] to [Callee] [Agent] logged an SMS with [Callee]. This format applies to voice calls, video calls, SMS, and messaging, showing direction, channel, participants, and who logged the activity. | Web portal |
| New or enhanced feature | Add detail record link for relate to record selected in widget | Agents can view a "View [Object Name] Detail" button on the Engagement and Wrap-Up screens. This button appears for any object linked through the "Relate to" field and uses the name of the selected object. | Web portal |
| New or enhanced feature | Enhance Case and Work Order record search from the CTI widget |
Update the search for Case and Work Order objects so agents can search by either the number or the subject, whichever matches. Some customers use case numbers like C-00001, so the search should handle alphanumeric formats, not just numbers. The same applies to work orders. When an agent searches in the Relate to field on the Engagement or Wrap-Up screens, results should show in the format {Number}-{Subject}, with long subjects shortened if needed but fully visible on hover. This format should appear when searching and when selecting the record. The existing number-only search should still work. | Web portal |
| New or enhanced feature | Add new setting in package for ZCC Admin | Agents can open the detail page of any related object using a "View [Object Name] Detail" button on the Engagement and Wrap-Up screens. | Web portal |
| New or enhanced feature | Enhance Case and Work Order record search from the CTI widget | Improve the search for Case and Work Order objects so agents can search by number or subject. For cases, the search should handle alphanumeric formats like "C-00001." The same applies to work orders. Results in the 'Relate to' field (Engagement and Wrap-Up screens) should show as {Number}-{Subject} with long subjects truncated but fully visible on hover. The existing support for numeric-only searches should stay the same. | Web portal |
| New or enhanced feature | Based on setting populate the contact/lead dropdown | The Who ID shown on the post wrap-up screen should match the admin setting so agents can search for contacts, leads, or both. If the setting is Contact, only contacts appear and the label says Contact. If it's Lead, only leads appear and the label says Lead. If it's Both, the dropdown includes both and the label shows Contact/Lead. | Web portal |
| New or enhanced feature | Screen-pop record on outbound when click to dial from list view | Agents using the CTI connector can view contact records through screen pop functionality when initiating click-to-call from Salesforce list views. When an agent clicks to call a contact from any list view, the system automatically displays the corresponding record details. This enhancement supports various Salesforce objects including leads, contacts, accounts, and custom objects. The feature streamlines agent workflows by providing immediate access to relevant customer information during outbound calls. | Web portal |
| Zoom Phone features | |||
| New or enhanced feature | Support for blind and warm call transfer in the Salesforce integration | Account owners and admins can enable the call transfer control feature within the Zoom Phone SoftPhone in Salesforce, which is disabled by default. The transfer interface displays options for blind transfer, warm transfer, and transfer to voicemail during active calls. During an active call, users can search for contacts or dial numbers using the keypad to initiate transfers. When initiating a warm transfer, users can communicate with the receiving party before completing the transfer, while blind transfers route calls immediately. Users can cancel transfers at any point to return to the active call. This enhanced integration provides more flexibility in managing call transfers directly from the Salesforce interface.. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Sync missing Zoom Contact Center system fields to Session History records | In the Zoom Contact Center integration, custom fields are created on the Session History object to accommodate all missing engagement data fields. The data sync process is updated to include the newly created fields, ensuring comprehensive data capture. This update ensures all relevant Zoom Contact Center engagement data attributes are properly reflected in Session History records, improving data integrity and traceability. | Web portal |
| New or enhanced feature | Enhancement to Salesforce engagement mapping for contact center data | Account owners and admins can access a new mapping configuration interface to connect Zoom Contact Center data with Salesforce fields. The configuration supports customizing the mapping of global and custom Zoom Contact Center variables, duration metrics, recording URLs, and other engagement data to corresponding Salesforce fields. When enabled, admins can view and select from dynamically queried Salesforce fields based on the chosen entity type. Admins can configure up to 20 mapping rows, and the system maintains logging functionality even if mapped fields are deleted. The system displays warning messages if mapped fields are deleted, ensuring admins stay informed of any configuration issues. This feature provides greater flexibility in how contact center interactions are documented in Salesforce. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where users incorrectly received multiple email notifications with the subject line "ZVC: Too many callouts: 101" while using Zoom Revenue Accelerator. The error was not critical to user functionality but was being incorrectly surfaced via email alerts. The issue has been resolved by implementing proper exception handling to suppress non-critical callout limit messages and refining the email alerting logic to prevent false notifications. | Web portal |
| Resolved an issue where the Web Phone field displayed the incorrect phone number for inbound calls. While the contact was populated correctly, the Web Phone field showed the Zoom number that was called instead of the inbound caller's number. The issue has been resolved by updating the logic to correctly capture and display the inbound caller's phone number, restoring the field's expected behavior. | Web portal |
| Resolved an issue where outbound manual calls to internal Zoom Phone (ZP) users were incorrectly triggering Salesforce record matching. This issue has been resolved, and no CRM search or record association occurs when agents manually dial internal users, either by phone number or name, via the Zoom address book. The behavior has been updated so that when an agent initiates a call to an internal ZP contact through the address book, Zoom no longer attempts to match the engagement to a Salesforce record. | Web portal |
| Resolved an issue where inconsistent contact associations on tasks were created in Salesforce from Zoom Phone calls. While calls were syncing correctly, tasks generated from these calls were intermittently missing linked contact records. The underlying issue has been identified and fixed, ensuring that all tasks created from Zoom Phone calls are consistently associated with the correct contact in Salesforce. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Enhancement to CTI connector window management | Agents can pop out the CTI connector from the Salesforce utility bar into a separate window. This feature works during all types of engagements except video, where agents can only pop out before or after the video engagement. The pop-up window can be moved across multiple monitors and interacted with alongside the main CRM window. Admins can enable this capability through a toggle button in the General settings under the Integrations tab. This enhancement improves agent efficiency by providing more flexibility in managing screen space during customer interactions. | CTI connector |
| New or enhanced feature | Enhancement to agent note display in Salesforce | Agents can see their notes properly formatted when posting to Salesforce during calls or wrap-up periods. The system automatically adds spacing between the agent's name and their comments, eliminating the need for manual workarounds. The system implements consistent formatting that separates the agent's name from their comments with proper spacing and line breaks. Each note entry follows the structure "Agent Name: [Space] Agent Notes" with automatic line breaks between entries. This formatting applies to both single and multiple notes, including smart notes, making it easier to read and track communication history. | CTI connector |
| Meeting & Webinar features | |||
| New or enhanced feature | Send emails for instant Zoom Meetings started from Salesforce | Salesforce sends a meeting invite email every time an instant Zoom meeting is started from Salesforce, ensuring consistent communication and better visibility for all participants. Previously, a meeting invite email was only sent out the first time an instant meeting was started from a specific contact record. Any subsequent instant meetings on the same record did not trigger additional invites, leading to potential confusion or missed meetings. | Web portal |
| Revenue Accelerator features | |||
| New or enhanced feature | Enhanced SFDC integration for 3P-recorded meetings with automated task/event creation | The Zoom Revenue Accelerator (ZRA) and Salesforce (SFDC) integration automatically creates task/event activities in SFDC for meetings recorded via third-party platforms (e.g., external Zoom, Microsoft Teams, Google Meet). ZRA exposes webhooks with metadata identifying 3P recorded meetings. The integration layer will use these events to create corresponding tasks/events in SFDC. The existing Conversation analysis complete webhook will be extended or updated to include this data. ZRA also shifts from directly pushing analysis to SFDC to using webhooks for syncing, supporting create, update, and delete operations. On the SFDC side, updates include adding ZRA scopes and webhook support to the Zoom Marketplace App, along with an OAuth flow for authorization and backend logic to handle new data flows. Previously, only a ZRA analysis object was synced, limiting visibility into meeting activity. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where Zoom Webinar attendee Q& A/poll did not sync correctly after the version 2.24 upgrade. Under certain conditions, such as when handling large numbers of registrants, duplicate data entries could cause sync failures due to how records were processed during batch updates. This has been resolved by enhancing the underlying logic to more reliably handle and reconcile duplicate entries before updating records in Salesforce. As a result, Q& A and poll data for Zoom Webinars and Events sync as expected without errors. | Web portal |
| Resolved an issue where the Create a Case option disappeared under the Relate To object once a case was entered. | Web portal |
| Resolved an issue where the Create New Case flow does not populate the contact automatically when using a console app. This issue has been fixed. Now, when using a console app, the Create New Case flow populates the contact automatically, like it does in non-console apps. | Web portal |
| Resolved an issue where Zoom Contact Center (ZCC) incoming call details were not being saved in Salesforce. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Changed feature | Zoom Key Rotation for Salesforce Lightning integration | Zoom will be performing a key rotation as part of our ongoing efforts to enhance security and maintain seamless integration with Salesforce Lightning. To maintain uninterrupted service, please ensure to upgrade your package to version 2.24 or above before February 28, 2026. We strongly recommend updating your package prior to February 28, 2026, to prevent any potential service interruptions. If you need assistance or have any questions, please contact Zoom Support. | Web portal |
| Contact Center Features | |||
| New or enhanced feature | Save voicemail recordings in Salesforce for Zoom Contact Center |
Agents can access voicemail recordings directly within Salesforce when customers leave messages through Zoom Contact Center. The system automatically creates a task and session history entry with the voicemail URL as soon as a voicemail is received. Voicemails are tagged to contact records based on phone number matching, with multi-match scenarios defaulting to the most recently updated record. The feature allows agents to listen to voicemail recordings without leaving Salesforce, improving workflow efficiency and customer response time. | CTI connector |
| New or enhanced feature | Enhancement to case creation button visibility | Account owners and admins can customize agent workflows by showing or hiding the Create a Case button using the Show create new case button checkbox option in channel settings. The Show create new case button setting is enabled by default and can be configured independently for voice, video, chat, and SMS channels. When unchecked, the button is completely removed from the agent's Salesforce CTI connector interface. This feature helps organizations prevent confusion by removing case creation options that do not align with their business processes. | Web portal CTI connector |
| Phone features | |||
| New or enhanced feature | Salesforce call logging with AI-powered summary integration | Agents can view AI-generated call summaries directly within the Zoom Call Log object in Salesforce for all phone calls, including those not recorded in Zoom Revenue Accelerator (ZRA). The integration leverages Zoom AI Companion to generate comprehensive summaries for all calls, utilizing the Get User AI Call Summary Detail API for data retrieval. The integration adds a dedicated field in the Zoom Call Log object to store and display AI-generated summaries through the Lightning Web Component interface. When a call ends, the system automatically retrieves the AI summary using the call summary API and updates the Salesforce record in real time through webhook events. The feature supports both customer and vendor calls, ensuring agents maintain comprehensive call records regardless of recording status. This enhancement helps agents track and reference call content and outcomes more efficiently within their existing Salesforce workflow. | Web portal |
| Zoom Events features | |||
| New or enhanced feature | Sync recording views to Salesforce | Users can have their session recording views automatically synced with Salesforce. When attendees watch a session recording, the system creates an attendance record, linked to the corresponding Zoom Event. The attendance record includes watch date, start and end times, total watch duration in minutes, and it indicates that it was an on-demand recording view rather than live attendance. A Salesforce campaign member status of Recording Watched helps track engagement across both live and recorded content. | Web portal |
| New or enhanced feature | Custom fields on Attendee object to enhance syncing recording details | In the Salesforce integration with Zoom Events, custom fields on the attendee object enhance the tracking of recording details. These custom fields include:
| Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where users with recording visibility enabled in the Zoom web portal were able to access recordings there but were unable to view them in Salesforce. While users could access their own recordings, the syncing issue prevented admin users from viewing recordings for other users. This issue has been addressed, ensuring that recordings are properly synced and accessible in Salesforce, allowing admins to view recordings for all users, not just their own. | Web portal |
| Resolved an issue where the Salesforce API search fails when a user does not have the default softphone layout. | Web portal |
| Resolved an issue where there were delays in saving notes from the Salesforce softphone. Previously, the save process was taking longer than expected, where it should have taken approximately the same amount of time as the native Salesforce edit/save record functionality. With this fix, note-saving performance has been optimized to ensure a quicker, more seamless experience when using the Salesforce softphone. | Web portal |
| Resolved an issue that occurred after users completed a v1 to v2 migration of the Salesforce Zoom for Lightning integration (v2.22). Users reported that when making outbound calls via Salesforce and the ZP widget, the system was incorrectly adding the user's country code in front of the number being dialed. The issue has been resolved, and the system will no longer automatically prepend the user's country code to the dialed number. | Web portal |
| Resolved an issue where users were forced to log out of the Zoom Phone widget when they opened/accessed the Salesforce homepage more than 10 times within 2 minutes. Additionally, SMS messages did not send when the user was forced to log out of the widget. These issues have been fixed. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Set the Softphone Layout to pop to a Visualforce page | Users can enable the Softphone Layout to pop to a Visualforce (VF) page when an incoming call is answered. The Pop to VF Page option is supported in both Zoom Contact Center (ZCC) and Zoom Phone (ZP) CTI integrations. Upon answering an incoming call in the ZCC widget, the VF page correctly pops the incoming call information. | CTI connector |
| New or enhanced feature | Display the selected contact on the dial panel | In the Zoom Contact Center (ZCC) CRM client, if a contact is searched and not already listed in the dial pad, the contact is automatically added to the list and selected. This improvement ensures that the contact information is consistently updated and visible on the dial pad and in the contact field of the wrap-up screen, streamlining the agent's workflow. | Web portal |
| New or enhanced feature | Automatic interaction creation for Salesforce Financial Cloud setting | Account owners and admins can configure automatic interaction creation for Salesforce Financial Cloud through a new setting in the Zoom admin portal. The setting includes options for automatic interaction creation and interaction attendee creation, both deselected by default. Agents can view and manage call log information captured in interaction records, which are created at the start of customer engagements and updated upon completion. The feature enables comprehensive tracking of voice, video, SMS, and chat interactions within Salesforce Financial Cloud, improving customer engagement documentation and agent workflow efficiency. | Web portal |
| Meeting features | |||
| New or enhanced feature | Enhanced participant data for the Zoom Meeting object in Salesforce | Salesforce allows for improved tracking of meeting participants. This enhancement integrates additional fields to store email addresses for internal and external participants and invitees. Field permissions are fully respected, ensuring proper access control during updates. The update leverages new capabilities provided by the Zoom Meeting API. This enhancement provides improved reporting and enables detailed analysis of meeting data for internal and external participants and invitees. It also provides actionable insights for internal activities monitoring and scheduling and is integrated into SFDC workflows, maintaining consistency with existing processes. The following fields have been added to the Zoom Meeting object in Salesforce:
| Web portal |
| Phone features | |||
| New or enhanced feature | Display error in the warning message on the History tab | A warning message has been added to the History tab to inform users when the Apex SOQL fails to retrieve related task records from Salesforce while displaying linked history records in the Zoom Phone (ZP) history calls list. The updated error message reads: "Error accessing Salesforce / Zoom Phone history list," providing users with clearer guidance when an issue occurs with accessing these records. This update ensures better visibility and communication regarding potential errors with Salesforce integration. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue regarding the lack of clarity on the Disposition field in Zoom Phone Settings. Previously, there was confusion surrounding the function and purpose of the disposition field in sales engagement workflows, leading to a gap in understanding how it could be used effectively. With the update, the function of the disposition field has been clarified, ensuring users can better utilize it in their sales processes. Additionally, the need for custom fields such as Call purpose and Call result in the Zoom Phone integration has been addressed. These custom fields are available to enhance reporting capabilities and improve overall usability, allowing for more tailored and insightful tracking of call activities. This resolution enhances the integration and supports better workflow management and reporting within Zoom Phone settings. | Web portal |
| Resolved an issue with the AutoNumber field in the WorkOrder object, which was not searchable within the CTI adapter. This issue has been addressed, enabling it to be searched within the CTI adapter. | Web portal |
| Resolved an issue where webinars created duplicate records in Salesforce for both published and unpublished versions of the event. Previously, in the draft record, it synced details like the Session ID, relating to the Zoom Event record, but did not populate the fields for the Zoom Webinar Settings and Zoom Webinar Information sections. Additionally, in the Salesforce record that was created for the published webinar, the Session ID and related Zoom Event fields were blank, but the expected fields for Zoom Webinar Settings and Zoom Webinar Information settings were populated. Users would receive an error message about syncing Zoom Webinar information to Salesforce. These issues have been addressed and resolved. | Web portal |
| Resolved an issue where the Softphone on Salesforce received an error message that stated that the user's email address was too long. | Web portal |
| Resolved an issue where the PMI meeting invitees were set to null when a meeting ended in Salesforce. The root cause was that the meeting-ended webhook only contained the personal meeting ID, which did not allow the API to retrieve invitee details. The original meeting ID is required to fetch invitees, but the meeting webhook did not provide this ID. The fix ensures that the meeting record must be created in Salesforce before the meeting ends. If created before the meeting ends, invitee details are correctly populated, preventing them from being set to null. | Web portal |
| Resolved an issue where the Zoom Contact Center (ZCC) Salesforce CTIv3 Agent-to-Agent transfer was not screen-popping the custom variable. Previously, when a call was transferred to a new agent, the Contact record would pop up, but the custom variable record would not be displayed. This caused the second agent joining a live transfer to have no contact or case record information, both when answering the call and when the original agent ended the call and clicked Transfer engagement to agent > new agent. The agent initially had no information displayed in the CTI adapter. The issue has been fixed, ensuring that when a call is transferred to a new agent, both the Contact and associated custom variable records will correctly screen-pop, providing the new agent with all relevant case and contact details. | Web portal |
| Resolved an issue where the custom search landing page (VF) was not displaying the caller's number on an inbound engagement. Previously, the page would only open in a new tab, without pre-populating customer records. The fix involved enabling screen pop support to pass the Phone variable from the ZCC CTI to a flow. Now, when an inbound call is received, the Phone variable correctly populates in Salesforce, displaying the incoming number on the custom Lightning Web Component (LWC). | Web portal |
| Resolved an issue where the interaction and interaction attendee records were not saved correctly in the Zoom Contact Center integration with Salesforce. | Web portal |
| Resolved an issue where calls were not displayed on the softphone page when a user selected a specific web app device from the device dropdown list. The problem occurred when the user logged into the Zoom web app, returning a device named Device Name Unavailable. This issue has been addressed, ensuring that calls are properly displayed regardless of the device ID mismatch. | Web portal |
| Resolved an issue where call log notes were not saved in Salesforce for Zoom Phone calls. If a user typed in the Comments section and then received another call&mdash especially when skipping or declining the call&mdash the comments would not be saved. This behavior occurred only in those specific scenarios while answering a call did save the comments. The issue has been addressed, and the Comments field consistently saves the entered text, even when the call is skipped or declined. This update ensures that call logs are reliably saved in Salesforce when a user takes or interacts with a call. | Web portal |
| Resolved an issue where call logs were created for all queue members instead of correctly only being created for the specific call queue member who answered the call. | Web portal |
| Resolved issues where the call duration in Salesforce was displayed as 0, and when the call duration did not appear. This issue did not appear with normal calls it only appeared with calls that were on hold, transferred, or skipped in the call queue. This issue has been fixed. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Admin features | |||
| New or enhanced feature | Allow creation of session history and task records at the beginning of an engagement | Account owners and admins can enable or disable the Create session history at the start of the engagement checkbox. This sub-setting is disabled by default. When enabled, this setting allows the creation of session history and task records at the beginning of the engagement. | Web portal |
| Contact Center Features | |||
| New or enhanced feature | Enhancements to Salesforce CTI Connector session history creation | The Create session history at the start of the engagement setting allows session history to be created at the start of an engagement rather than at the end. When enabled, session history will be generated as soon as the engagement begins (answered), capturing key details such as caller number, dialed number, and start date/time. Once the engagement is completed, the session history will be updated with additional details from the engagement log. When disabled, the existing behavior remains unchanged, and session history will be created only upon engagement completion. Additionally, the Task record will continue to be created at the beginning of the engagement with the status Open, transitioning to Completed once the engagement concludes. The agent's name will also be populated in the Owner field of the session history. This update ensures greater flexibility in tracking engagements and enhances real-time visibility for agents managing customer interactions. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where the user was receiving an error message when they created a Zoom Webinar and added panelists once the webinar was synced, they could see the webinar details but not the panelists. | Web portal |
| Resolved an issue where the agent screenpop of the customer record was not occurring and not working for inbound and outbound calls when using the Zoom Contact Center (ZCC) Salesforce CTI with Salesforce Health Cloud. | Web portal |
| Resolved an issue where a user had calls logged without Zoom Session history filled out in Salesforce. | Web portal |
| Resolved an issue where tasks were not being created at the end of a web chat engagement, even when Automatic activity/task creation was enabled. This occurred because the system could only retrieve the configuration before the task was completed. With this fix, web chat engagements will now correctly generate tasks upon completion when the setting is enabled. | Web portal |
| Resolved an issue where a user's name was incorrectly displayed for a received SMS. | Web portal |
| Resolved an issue where users were unable to return and edit call log information due to the Task ID not being returned in the history API call. This issue appeared after updating the package to 2.21 user permissions remained the same and users are able to edit information when the call is live and shortly after the disposition screen has been closed. Refreshing the History tab caused the user to be unable to edit. This issue has been fixed. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Improved context sharing for transferred engagements during messaging and video | When a voice engagement is transferred between agents in Zoom Contact Center, the new agent receives the full context of the interaction. This includes the customer's information, any records or cases created by the previous agent, and notes taken during the engagement. For scenarios with multiple potential customer matches, clarifying information gathered by the first agent is also passed to the next agent. This is available in CTI version V3 and must be enabled by Zoom. | Web portal |
| New or enhanced feature | Contact Center omni-channel configuration enhancements | Zoom Contact Center has several enhancements and updates to enhance usability and functionality in the Omni-Channel configuration. These changes address key usability concerns and ensure a smoother, more intuitive configuration process for administrators.
| Web portal |
| Meeting & Webinar features | |||
| New or enhanced feature | Enhancement to Salesforce integration for classic webinar poll synchronization | Users can sync poll data from classic Zoom webinars to Salesforce custom objects. The integration creates parity between Zoom Webinar and Zoom Events/Sessions integrations for poll data synchronization. When a webinar ends, the system automatically transfers poll responses to the associated Salesforce custom object. The enhancement streamlines data collection and reporting capabilities for webinar hosts. | Web portal |
| Phone features | |||
| New or enhanced feature | Zoom for Lightning Salesforce app integration with Zoom Phone and Contact Center | The Zoom for Lightning Salesforce app now supports integration with Zoom Phone and Contact Center. Salesforce users can initiate and receive calls from within the Salesforce interface, with access to call controls and caller information. This integration enhances the user experience by consolidating communication and customer data in a single platform. | Web portal |
| New or enhanced feature | Improve Relate To field for Salesforce click-to-call integration | The Salesforce-Zoom Phone integration has been enhanced to improve the logic for auto-populating the Relate To field during click-to-call interactions. When users initiate a call from a Salesforce custom object or opportunity where the contact/lead record ID is missing, the Zoom Phone widget will automatically populate the Relate To field with the current page's record. The active object (custom object or opportunity) is automatically detected in Salesforce during click-to-call. This feature also works seamlessly across all custom objects where a phone number is available, ensuring consistent functionality. This enhancement ensures the correct association between calls and records, even in cases where only one ID is present instead of two. | Web portal |
| New or enhanced feature | Display Notes page for outbound canceled calls in Zoom Phone CTI integration | This update enhances the behavior of the Zoom Phone (ZP) CTI integration by enabling the automatic display of the Notes page for outbound canceled calls. Account owners and admins control this functionality through a new admin setting that is disabled by default. Agents will see the Notes page when a call is canceled before connecting, provided the corresponding setting is enabled. This allows agents to log canceled calls immediately, streamlining call documentation workflows. Canceled calls are automatically logged and related to the appropriate opportunity, even if the call does not connect, provided the settings for automatic call logging and canceled call logging are enabled. The enhanced behavior ensures uniform handling of both completed and canceled outbound calls, reducing manual effort and improving data consistency in Salesforce. This update empowers agents to manage outbound calls more effectively, ensuring accurate logging and efficient follow-up processes. | Web portal |
| Zoom Sessions features | |||
| New or enhanced feature | Sync Zoom Scheduler UTM information in Salesforce | Hosts can add UTM parameters to their Zoom Scheduler booking links to track attendee sources. The system supports essential UTM fields for specific click sources. Additionally, users can authorize Zoom Scheduler in Salesforce. When attendees book through these links, all UTM data seamlessly transfers to Salesforce. This feature enables hosts to better understand which marketing channels drive the most bookings. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where a user had some Call tasks in the Salesforce integration with Zoom Contact Center that did not have a Zoom Session History object related to them, and the Zoom Session History object would not be created for those calls. This resulted in no call data (call duration, direction, and so on), but when searched on Zoom, these Call tasks (without the Zoom Session History object) resulted in actual calls. | Web portal |
| Resolved an issue where performing a manual sync on a Zoom Event record caused Campaign Member statuses to be incorrect if the event had not occurred yet. This issue has been resolved, and any form of syncing will result in the correct data being populated in Salesforce. | Web portal |
| Resolved an issue when a user utilized OAuth through the Zoom User Config page for Zoom Meetings Settings, and they were not yet signed in to Zoom (via SSO) or their work email in the same browser, the authentication flow would be completed and returned to Salesforce, where an error observed message appears: A Component Error has occurred! If the user has already logged into Zoom from the same browser, then it seems the error does not occur. | Web portal |
| Resolved an issue where the product list was fetched during page initialization on the Zoom user configuration page, causing issues when multiple tabs were opened. This resulted in authorized scopes not aligning with user expectations. To address this, the product list retrieval process has been updated to trigger only when the user clicks the Authorize or Cancel Authorize button. This ensures accurate and consistent scope handling across multiple tabs and improves the reliability of the configuration workflow. | Web portal |
| Resolved an issue when an account owner or admin created a webinar for the Salesforce integration user, the webinar was not created and did not sync in Salesforce. | Web portal |
| Resolved an issue where a Contact/Person account was duplicated, appearing in the Zoom Contact Center softphone as multiple matches on inbound calls. | Web portal |
| Resolved an issue where Zoom's Call Duration field for the Salesforce integration showed 0. The Call Duration field on the Zoom Call Log object displayed incorrect information about the duration of calls, showing 0 even when users have answered the call and spoken with customers and when the Answer Start Time , Call End Time , and Ring Start Time fields were populated in the Zoom Call Log records. | Web portal |
| Resolved an issue where the Task record's subject (created under the person the call was transferred to) was blank when calls were transferred and sent to voicemail. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Enhancements to Oauth connection reestablishment | Admins can reconnect disconnected OAuth connections without losing any configuration settings. When an OAuth connection is disconnected, admins can click the Reconnect option to restore the connection with the same CRM instance. The OAuth flow for that connection will be re-triggered. Once reconnected, a confirmation message will appear, and admins will be redirected to the channel setup page, with all previously configured channels and settings preserved. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where users encountered an error when they tried to install the latest Zoom-managed package, and they were not able to install the package because of the managed package issues. | Web portal |
| Resolved an issue where registrants were not synced to Salesforce after a session ended when users manually clicked the Sync Event button in the Zoom Events integration with Salesforce. | Web portal |
| Resolved multiple bugs in the Zoom Events integration with Salesforce regarding registrant and field mapping data deletion, existing Zoom Meeting records' updates, and checking for blank emails. | Web portal |
| Resolved an issue where the task record linked to the wrong contact/lead when two contacts had the same number but different country codes. This is an issue for only inbound calls. | Web portal |
| Resolved an issue where contact information was not displayed for contacts with the extension number 1801, when Zoom Contact Center was used to call them. | Web portal |
| Resolved an issue when the owner scheduled a meeting for a contact (host) in Salesforce, the host's email address unexpectedly appears in the To field of the meeting invite in Outlook as the default email address. This issue has been fixed by allowing a user to set a default address under the Include sender's/owner's email in calendar invitation when using "Mail default from" setting the user can enable or disable this setting. | Web portal |
| Resolved an issue where the Zoom Phone (ZP) Salesforce widget did not assign a default value to the Priority field when the Priority field (which is required in Salesforce) was added to the widget form. This resulted in an error when attempting to create a task record for the ZP call. To resolve this, the Priority field should be configured to automatically assign a default value, similar to how the Status field is handled, based on the selected default values for the user's profile. | Web portal |
| Resolved an issue where agents using the Salesforce plugin with CTI connector V3 were not able to fill out or change the contact/lead field the window flashed very quickly and did not allow agents enough time to complete this when the call was terminated. Additionally, scrolling down the screen did not have a field for them to change either. | Web portal |
| Resolved an issue where all omnichannel status syncing did not work as expected on V3 of the Zoom Contact Center (ZCC) CTI softphone. This issue has been fixed, and the omnichannel status syncing works regardless of whether an account is using V2 or V3 of the ZCC CTI softphone. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Contact Center Features | |||
| New or enhanced feature | Support for Smart Notes custom field in Salesforce Session History | After an engagement ends, agents using the CTI connector can view the smart notes created by Zoom's AI Expert Assist and the AI-selected disposition in Salesforce. The new custom field, Smart Notes , is added within the Session History object in Salesforce. Smart notes and dispositions are stored in custom fields within CRM records, such as Session History in Salesforce. This automation speeds up the wrap-up process, allowing agents to quickly proceed to the next engagement. This feature is available for voice and messaging channels (web chat, in-app chat, Facebook, and WhatsApp). This feature must be enabled by Zoom. | Web portal |
| New or enhanced feature | Improved context sharing for transferred engagements in Zoom Contact Center | When agents handle transfers across multiple channels, and for all transfer scenarios&mdash whether voice, video, or web chat&mdash the Salesforce Zoom Contact Center CTI Connector passes on important context when an engagement is transferred to another agent. This includes ensuring that the context is seamlessly transferred along with the engagement. The receiving agent will then see a screen pop with the correct customer record, allowing them to pick up where the previous agent left off. Additionally, for agents using the CTI connector, any CRM records created during the engagement, such as Case records in Salesforce, will be retained and passed on when the engagement is transferred. For agents using the CTI connector in ServiceNow, when receiving a transferred voice call, the agent will see the screen pop of the existing interaction record associated with the previous agent's engagement, rather than creating a new record. This ensures that a single interaction record is maintained, with multiple phone logs associated with it, regardless of how many agents are involved in handling the call. For scenarios with multiple potential customer matches, clarifying information gathered by the first agent is also passed to the next agent. This feature must be enabled by Zoom. | Web portal |
| Integration features | |||
| Changed feature | Remove Dialer from UI text | In the Zoom Revenue Accelerator integration with Salesforce, the word Dialer will be removed from the Zoom Revenue Accelerator Dialer Settings tab and the Zoom Revenue Accelerator Dialer Settings page. | Web portal |
| Meeting features | |||
| New or enhanced feature | AI-powered meeting summaries integrated with Salesforce | Users can access AI-generated summaries of Zoom meetings within the Salesforce Lightning interface. The summaries are automatically captured after each meeting and associated with relevant Salesforce objects, including Leads, Contacts, Opportunities, and Accounts. Users can find the AI-powered summaries under the Zoom Meeting AI Summary section on the meeting details page. This feature streamlines meeting follow-up and ensures important information is easily accessible. | Web portal |
| Phone features | |||
| New or enhanced feature | Improved error handling for unsupported call control settings | Users of the Softphone component in integrations receive a clear and specific error message when they set the Never option in the Call Control API and an error occurs. The following error message is displayed: "The config setting Never/Once is not supported. Please check the documentation for valid settings." This helps users understand what went wrong and how to resolve the issue without confusion. | Web portal |
| New or enhanced feature | Add phone number search in Zoom Phone softphone in Salesforce | Users can search for leads and contacts by entering phone numbers in the Zoom Phone softphone interface. The current search functionality is extended for manual dials by allowing searches for names and phone numbers. The search will return all relevant results, including leads and contacts associated with the entered phone number. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where calls were not being logged under Activity when the user was signed out of Zoom Phone on Salesforce and received a call, even though it was present under Call Logs . | Web portal |
| Resolved an issue where users were unable to send Zoom Events pre-registration confirmation emails through Salesforce. | Web portal |
| Resolved an issue where an SMS engagement was logged as a call rather SMS under Activity when using the Salesforce Zoom Contact Center CTI, and an inbound call was not distinguished from an inbound SMS unless the user clicked multiple times to retrieve the session history. | Web portal |
| Resolved an issue where users could not update information when they canceled warm transfers in the Zoom Contact Center integration with Salesforce. | Web portal |
| Resolved an issue where an old case ID would be shown in the dropdown menu when users selected a case in the Zoom Contact Center integration with Salesforce. | Web portal |
| Resolved an issue where the Note ID was not cleared after clicking the Deleted button in Salesforce. | Web portal |
| Resolved an issue where an inbound call was directly transferred to a user, and the Zoom Phone for Salesforce Lightning integration app for that user did not load the call. Previously, that call only rang in the Zoom app. | Web portal |
| Resolved an issue where users would receive an error message when they added special characters to the Comments box of the softphone and tried to save their input. | Web portal |
| Resolved an issue where users encountered an error message stating that the Task ID was empty when attempting to save a call log after making and ending a call, entering a note, and then navigating back to the previous screen. | Web portal |
| Resolved an issue where users would receive a 400 error message when clicking authoring from Salesforce. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Changed feature | Use default name or number field if the display field is blank | There are several enhancements to the Salesforce integration that improves the visibility of inbound engagements. When the display field is null or blank, the system will use the default name or number field. This change ensures that agents always see a human-readable value in the CTI window, enhancing the user experience during customer interactions. Previously, when a customer set a display field in the chat or video channel configuration, and the matched record had no value in that field, the system would fall back to displaying the Salesforce record ID. | Web portal |
| Contact Center Features | |||
| New or enhanced feature | Voice channel context search with the Field to Display feature | For inbound calls in the Zoom Contact Center for Salesforce integration, agents can use the Field to Display column in the context search for the voice channel. This enhancement allows agents to quickly access essential context by showing the field names of the object or entity selected in that row via the dropdown menu in the context search. Agents can see the relevant contact details, streamlining their workflow and improving customer interactions. Previously, when an inbound call notification was received, it displayed the associated SFDC case number(s) rather than the corresponding contact record information. | Web portal |
| New or enhanced feature | Save transcript in CRM after channel upgrade | When an agent upgrades from a chat or SMS channel to another channel, the chat/SMS transcript is saved to a session history record before the agent upgrades the engagement to a non-chat/SMS channel. In the Zoom Contact Center for Salesforce integration, this feature is supported by the web chat channel upgrade to voice channel and SMS channel upgrade to video channel. | Web portal |
| New or enhanced feature | Enhancements to Field to Display column configuration | Account owners and admins can view and set the Field to Display column when configuring Context search and Caller search settings for video and messaging channels. Agents will see caller information in the inbound notification based on this Field to Display column. If this column is linked to a formula field in Salesforce that returns a null value, agents will see the caller information default to the Name of the selected entry in the Entity column. This improvement enhances agents' visibility of caller information. | Web portal |
| Meeting features | |||
| New or enhanced feature | Sync Zoom Meetings configuration to calendar | A Zoom Meetings setting has been added to the user configuration in Salesforce. This setting ensures that the Zoom Meetings created by Zoom Salesforce integration on the user's Zoom account will have the Push changes to calendar setting enabled. Any changes made to the Zoom meeting record will then be reflected in the active calendar integrations via the Zoom Meeting push-to-calendar functionality. | Web portal |
| New or enhanced feature | Allow meeting creation on third-party calendar via bi-directional sync | Users can create Zoom Meeting events in the Zoom for Salesforce Lightning integration. They can initiate a meeting event directly within Salesforce by selecting the Schedule a Zoom Meeting checkbox. Once selected, the integration will automatically create an Salesforce meeting event, add the Zoom Meeting join information, and generate a corresponding calendar event in the user's third-party integrated calendar (such as Outlook) via their Zoom User profile. Any meeting created through the Zoom desktop, mobile, or web interface will also sync and create calendar entries in their third-party calendars. Users can view the meeting in their calendar clients. This enhancement streamlines the workflow for scheduling and managing Zoom Meetings directly within Salesforce, improving visibility across multiple platforms and enhancing user experience and productivity. Note : Users must have their Zoom User profiles configured to sync with their third-party calendars, with bidirectional sync enabled for all users. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue that users encountered when saving a task failed if it included special characters. This issue has been resolved and the task is saved successfully, regardless of its content. | Web portal |
| Resolved an issue where Zoom Contact Center, integrated with Salesforce, did not automatically populate the Related to fields. | Web portal |
| Type | Feature title | Description | Platforms |
|---|---|---|---|
| Meeting features | |||
| New or enhanced feature | Automated addition of Zoom Meeting invitees from Salesforce to Zoom via API | There are enhancements to the integration between Salesforce and Zoom to improve the synchronization of meeting invitees. Salesforce calls the Zoom Meeting API to add these invitees as participants. This ensures that they are recorded as invitees or attendees in Zoom when the meeting data is synced, providing a more seamless and accurate integration. Previously, when a Zoom Meeting was created in Salesforce&mdash either by selecting the checkbox on the Salesforce event record, clicking the Make it a Zoom Meeting button, or adding invitees to the Zoom meeting from Salesforce&mdash an email was sent to the invitees, but they were not automatically added as participants on the Zoom side. | Web portal |
| Phone features | |||
| New or enhanced feature | Option to manually save notes with auto-save enabled | The Zoom Phone admin setting allows the Save button to be displayed on the notes page, even when the auto-save feature is enabled. Users can manually trigger the save routine at any time, just as they would if auto-save were disabled. Auto-save will continue to function as usual, automatically saving notes in the background. This enhancement provides users with the flexibility to save notes on demand while still benefiting from the convenience of auto-save. | Web portal |
| New or enhanced feature | Enhanced record type support and picklist value management in Zoom for Salesforce Lightning softphone widget | The Zoom for Salesforce Lightning integration better supports complex picklist value management within the Salesforce environment. The softphone widget honors Salesforce's native Record Type fields and dependent picklist configurations. This enhancement ensures that users only see the picklist values relevant to their specific team&mdash whether they belong to the service, sales, or retention teams&mdash mirroring the experience in the native Salesforce UI. Dependent picklists are also supported, allowing values in one picklist to be dynamically filtered based on selections made in another. This improvement aligns the Zoom softphone widget with the Salesforce profile and role-based access controls, providing a more tailored and efficient user experience. Previously, the softphone widget displayed all picklist values, regardless of the user's team or role. | Web portal |
| New or enhanced feature | Automatic population of related records for click-to-dial from custom Lightning components | Users can enable a setting to automatically link records when clicking to dial from custom Lightning components. The setting checks the record ID and current object ID to populate the Relate To and Contact/Lead fields accordingly. If both IDs are of contact/lead type, the record ID populates the Contact/Lead field. If both are non-contact/lead, the record ID populates the Relate To field. If one is a contact/lead and the other is not, the IDs populate their respective fields. This feature ensures accurate call logging and record relationships for custom Lightning components. | Web portal |
| New or enhanced feature | Added SFDC Task ID to SFDC Zoom call log record for improved task management | This enhancement will help fix the duplicate task record creation issue for Zoom Phone in cases where it is happening. If a matching task is found, it will be updated if no match is found, a new task will be created and inserted. | Web portal |
| Description | Platforms |
|---|---|
| Resolved an issue where the Apex SQL queries could not consistently locate existing tasks, which occasionally resulted in duplicate tasks being created for the same Zoom call log record. To address this, we have introduced a new Task_Id__c lookup field on the Zoom call log object. | Web portal |
| Resolved an issue where the contact query API did not account for version-specific differences, which could lead to inconsistencies in contact searches. The method for searching contacts via the SMS channel has been updated to improve compatibility with different versions of the Salesforce package. | Web portal |
| Resolved an issue when an agent received a call from a queue and initiated a warm transfer to another queue, and the new agent receiving the transferred call did not receive a screen pop displaying the contact details in Salesforce. While the inbound call notification functioned correctly, the contact screen pop did not trigger during warm transfers, causing disruptions in workflow. This issue has been resolved, and the screen pop for contact details in Salesforce functions as expected during warm transfers. The screen pop continues to work correctly during blind transfers as well. | Web portal |
| Resolved an issue where the incorrect CallType was being passed when using the Click-to-Dial feature, leading to potential errors in call tracking and reporting. | Web portal |
| Resolved an issue where users who had disabled the Ignore internal calls option were experiencing an issue where a single call was appearing as three separate records in Salesforce. Specifically, this resulted in three call tasks: one for the external call to the initial recipient, a second for the internal call between the recipient and the user they were transferring the call to, and a third for the call after the transfer. The issue has been resolved by adjusting the call handling logic. | Web portal |
| Resolved an issue where the task record created in Salesforce did not populate the Name or Related to fields when using the Zoom Salesforce for Lightning widget to send SMS messages to an existing lead or contact, resulting in SMS messages not linking to the contact/lead. | Web portal |