Note: This page covers the Zoom for Lightning Salesforce app. Releases without a version number are deployed in the backend and don't require an update to the Zoom for Lightning Salesforce app.
Upcoming Release
Details about upcoming releases will be posted as they become available.
Current Release
July 22, 2024 version 2.16.0
Changes to existing features
- Save lead or contact ID when a call is ringing
The lead or contact ID will be saved during the ringing phase if the user clicks to dial or selects a lead/contact on the keypad. This change ensures that the target lead or contact is accurately recorded as soon as the call is initiated, reflecting the user's intent from the moment they click to dial or make a selection. This enhancement ensures that call records accurately capture the intended target from the beginning of the call process. Previously, the lead or contact was only saved when the call was accepted and the Note page was displayed.
New and enhanced features
- Contact Center Features
- Screen Pop setting for post-engagement
Account owners and admins can enable or disable the Screen pop activity/task record setting. This setting enhances agent workflows by controlling the screen pop behavior for task records created after call engagements. When this setting is enabled, the CTI will screen-pop the task record created for the call once the engagement is completed. Agents will see the auto-created task record screen pop once the engagement is completed. When this setting is disabled, the task record will still be created in Salesforce, but the screen pop will not occur after the engagement is completed. Agents will not see the auto-created task record screen pop, but the task record will still be created in Salesforce. This update aims to provide greater flexibility and control over task record management, improving the efficiency of post-call workflows for agents.
- Phone features
- Create click to SMS button for the mobile click-to-call layout
Agents can click a phone number within the Salesforce mobile app to initiate a call directly through the Zoom Phone mobile app. An option for click-to-SMS has been added. This option allows agents to send SMS messages directly from the Salesforce mobile app. The click-to-SMS feature uses the admin settings for both click-to-call and click-to-SMS.
Resolved issues
- Resolved an issue where the authentication method checkbox value did not refresh when the user selected the Cancel button.
- Resolved an issue where a custom record, that has a phone field and is allowed to be related to, does not get automatically linked to an object in the Relate to field.
- Resolved issues where no call history is recorded under Activity in the Contact object, though it is present under the Member List object, and where some call histories show NULL in the Related to field under the Task object.
- Resolved issues with Salesforce Voice Channel Configuration settings and UI text on the Zoom web portal.
- Resolved an issue where recording links were not populating for new engagements in Salesforce.
- Resolved an issue where the screen pop did not show contact details if an agent does a warm transfer to another queue in Zoom Contact Center.
- Resolved an issue where the wrong lead or contact name would be displayed for a canceled outbound call on the history list.
- Resolved an issue where the deletion dialog box did not indicate what specifically was being deleted and did not include verbiage that both the notes and tasks were being deleted.
- Resolved an issue where screen pops would open in a sub-tab whenever there was an active account, contact, or lead.
- Resolved an issue where recordings appeared on the Zoom app, but the recording URLs were not synced or shown in Salesforce for certain calls.
Previous Releases
Note: The information in the past release notes may have been superseded by subsequent release notes. Please review all current release notes carefully.
June 28, 2024 hotfix version 2.15.1
Resolved issues
- Resolved an issue where the Subtask Type field in the Task could not be edited.
- Resolved an issue where the event did not link to the lead record when an event and meeting record were created.
June 24, 2024 version 2.15.0
Changes to existing features
- Add a toggle to the Preview number before calling or messaging setting
Under the Click to dial section in the Zoom web portal, account owners and admins can enable or disable the Preview number before calling or messaging setting toggle. This setting controls whether the preview number can be edited. When this setting is enabled, it will always show a preview window that allows admins the ability to edit the number before proceeding to perform the desired action.
New and enhanced features
- Admin features
- Screen Pop settings for voice channel
The Salesforce CTI integration allows account owners and admins to configure the Screen Pop Settings for the voice channel in the Zoom Contact Center admin portal. This setting allows admins to choose whether agents see the screen pop of matching CRM records during call ringing or after the call is answered. This setting applies to both softphone layout and IVR-based search settings. Agents see the Screen Pop Settings according to the configured setting for inbound and outbound engagements. - Support for creating call log records for SMS activity
Call log object records are available for SMS activity. Account owners and admins can enable or disable the setting to log additional data for SMS in the existing Zoom Call Log object for SMS, sent or received, using the Zoom Phone widget. This feature is disabled by default. When enabled, the phone numbers of the parties are added as fields in the task record and Zoom Call Log object.
- Integration features
- Salesforce SMS channel configuration
A new configuration UI for SMS channel settings, including phone and IVR screen configurations, is added to the Zoom Contact Center integrations configuration page. This provides a streamlined and user-friendly interface for managing SMS channel settings with the new UI design. Additionally, a Computer Telephony Integration (CTI) adapter functionality, specifically for the Salesforce CRM adapter, is added to the ZECO platform. This feature enhances the integration between ZECO and Salesforce CRM, enabling more efficient and seamless telephony interactions within the CRM environment.
- User features
- Zoom Meetings enhancement with real-time sync
Account owners and admins can sync Zoom Meeting details to Salesforce in real-time when a meeting is scheduled. This feature enables better tracking and reporting of meeting information within Salesforce by capturing meeting details as soon as the meeting is created. It also helps ensure accurate linking of meetings to the correct contacts or leads, even if attendees do not sign in to the meeting. Admins must reauthorize Zoom Meetings to use this feature. - Update caller search API to support phone numbers
The SMS, caller search, and phone fields Salesforce Object Search Language (SOSL) for the caller search functionalities are available in the SMS channel configuration. Other features, such as creating tasks and session history after the SMS ends, are still available. This feature must be enabled by Zoom.
Resolved issues
- Resolved an issue where the Click to dial setting and preview number feature behavior did not function correctly.
- Resolved an issue regarding the Screen Pop occurring (not required) when an agent attempts to click to call, and the agent is already aware of who they are calling.
- Resolved an issue where the OAuth window closes only when the user receives an OAuth result message.
- Resolved an issue where the current object showed the record name of the custom object when a click-to-call is made from the custom item of the custom object.
- Resolved an issue where the incorrect app name, instead of Salesforce, would be used when recording and voicemail were received.
- Resolved an issue where the user would always land on the Zoom Meeting OAuth screen instead of their selected product's OAuth page.
- Resolved an issue where Zoom Events registrant questions were not stored into Salesforce.
- Resolved an issue where the contact/lead record populated an incorrect name when a contact or lead saved the same phone number, with a different format, both in the Mobile and Phone fields.
May 27, 2024 version 2.14.0
New and enhanced features
- Admin features
- Manual data resync for Salesforce integration with Zoom Events
Account owners and admins can manually resync data between Zoom Events and Salesforce Lightning. This feature pulls over all relevant registration and attendance data per the integration setup and updates the campaign member object as well as creates contacts or leads accordingly. The ability to manually resync data helps prevent valuable data loss in the CRM system and aids in troubleshooting. - Zoom Contact Center Global configuration setting to preview phone number before auto-dial
Account owners and admins can now enable the Preview number and pick an option feature in Global Settings by accessing their Zoom web portal and navigating to the Integration menu. This feature allows agents to view a phone number before initiating an automatic dial when using Click-to-dial.
- General features
- Zoom Contact Center Salesforce configuration integration enhancement
Account owners and admins can configure CTI connector settings in a more intuitive way. A new setup screen allows admins to indicate the voice, video, and chat channels their agents will be using within CTI connectors. Admins can navigate between the setup screen and channel configuration settings. The configuration status for each channel is clearly displayed, making it easier to manage the setup process. Enhancements have also been made to search and screen pop settings, providing greater flexibility and control. - Enhancement to the Zoom for Lightning managed package
The user field permissions will be respected when displaying customized call log fields in the Zoom Phone CTI widget.
Resolved issues
- Resolved an issue where when starting a Zoom Meetings from an event within Salesforce Lightning, users would get an error message stating "Start Zoom Meetings failed. The start URL is incorrect"
- Resolved an issue where after ending a Zoom Webinar, attendees were not created automatically but would be created after clicking the SYNC button
- Resolved an issue where Zoom Phone users would become unavailable despite being able to make calls after reaching a rate limit
- Resolved an issue where after signing into the Zoom Events setting page, admins would receive an error message stating "A Component Error has occurred!"
- Resolved an issue where click-to-dial from the Zoom Phone contact roles was generating an error message stating "Operate task failed. Please try again later"
- Resolved an issue where a Zoom Contact Center customized role was generating a transfer error for direct or warm calls
- Resolved an issue where Zoom Contact Center callback recordings were not showing on session history
- Resolved an issue where Zoom Phone lead or contact would not auto-populate after a call
April 22, 2024 version 2.13.0
New and enhanced features
- General features
- Enhancement to Zoom Contact Center SOSL
The IVR search mechanism for Zoom Contact Center channels has been enhanced to use SOQL queries instead of SOSL, resulting in improved search outcomes. - Enhancement to Zoom Contact Center CTI Notes
A character limit indicator has been incorporated into the Zoom Contact Center CTI notes component on the engagement screen.
- User features
- Zoom Events Sync to Salesforce Fields enhancement
The Zoom Events registrant field mapping user interface has been enhanced to include Lead and Contact objects, alongside Campaign Member, allowing for a broader display of options.
Resolved issues
- Resolved a Zoom Events issue where attendees' data was not synching properly
- Revolved a Zoom Phone issue where the default text was overwriting the subject line input provided by users
- Resolved a Zoom Meetings issue where the external meeting page stopped working
- Resolved a Zoom Webinars issue where attendees' data were not synching when joining as guests
- Resolved a Zoom Phone click-to-call functionality issue in the Salesforce mobile app
- Resolved a Zoom Meetings issue to allow meeting details to correctly be copied into the event description field
- Resolved a Zoom Phone issue where notes were disappearing during a subsequent call when Auto Save Log was disabled
- Resolved a Zoom Contact Center issue where the end time session displayed the incorrect date for completed voice engagement
April 15, 2024 version 2.12.1
Resolved issues
- Resolved an issue introduced in version 2.12.0 where the Ignore internal calls setting was unexpectedly causing an Operate note failed. Please try again later error
April 1, 2024 version 2.12.0
New and enhanced features
- Admin features
- Zoom Meetings feature
- Disable Salesforce event record
Account admins can disable the Salesforce event record creation when the external Zoom Meeting records are synced in Salesforce. The feature is disabled by default.
- Zoom Revenue Accelerator features
- Zoom Revenue Accelerator custom tab
A new custom tab has been added for the Zoom Revenue Accelerator object in the package. - Zoom Revenue Accelerator pagination
The Zoom Revenue Accelerator Lightning Web Component has been enhanced to allow users to click through multiple cards using pagination.
- Zoom Event feature
- Enhancement to Zoom Event campaign
Admins can use a setting to manage their campaign member trigger and business logic.
- Zoom Contact Center feature
- Enhancement to Zoom Contact Center voice IVR search
The voice IVR search has been enhanced to utilize SOQL instead of SOSL for searching records based on IVR search configuration for chat and video channels. This resolves client issues encountered with record screen pop using IVR search settings when records are created from the Zoom Contact Center flow setup.
- Zoom Phone feature
- Enhancement to agent note for Zoom Phone for Salesforce Lightning
Account owners and admins now have the option to configure whether the delete button is enabled or disabled in the agent notes screen. Previously, the delete button was always visible. With this new configurable option, admins can disable the delete button by default, preventing accidental note deletion and improving data integrity.
- User features
- Zoom Phone feature
- Enhancement for SMS for Zoom Phone for Salesforce Lightning
Users can conveniently click on image links within their SMS conversations to seamlessly view the images. Additionally, an option to download these images is now available, offering a more user-friendly and versatile experience.
Resolved issues
- Minor bug fixes
- Resolved an issue where internal calls using extensions or phone numbers were being logged under the wrong customer
- Resolved an issue where the Session History object failed to populate for certain users in specific reports
- Resolved an issue where Zoom Events data was not synching activities for campaign members, attendees, and registrants
- Resolved an issue where inbound, outbound, and internal calls categorization was missing in Salesforce
- Resolved an issue where Zoom Meetings senders' email was being incorrectly added to the “To” part of the email invitation
February 27, 2024 version 2.11.0
Resolved issues
- Resolved an issue where the end time of a call was mistakenly showing up as the start time in the Salesforce call logs
- Resolved an issue where users' calls and SMS were being deleted whenever another call or text was made after 24 hours, and these interactions were not being logged in Salesforce
January 23, 2024 version 2.9.0
New and enhanced features
- Admin features
- Zoom Phone feature
- Enhancement to Click-to-Dial
Account owners and admins can allow the click-to-dial object to either display or not extensions in phone numbers when placing phone calls. By default, the click-to-dial object is set up to display a phone number without an extension.
- Zoom Revenue Accelerator
- Zoom Revenue Accelerator integration
Starting from Zoom for Salesforce for Lightning version 2.9.0, account owners and admins can leverage the Zoom Revenue Accelerator seamlessly within Salesforce to generate new activities through conversation analysis. Admins are recommended to upgrade to Zoom for Salesforce for Lightning version 2.9.0 and activate Zoom Revenue Accelerator within the integration for optimal results in publishing information. This empowers admins with enhanced flexibility and control over the information publication process directly into Salesforce.
- User features
- Zoom Phone feature
- Unmatch record
Unmatched call records, those not associated with a contact or lead, are marked with an indicator for easy identification within the call log history. Once identified, users can efficiently allocate these records to a contact or lead, streamlining the management of call data.
Resolved issues
December 20, 2023 version 2.8.0
*Note: This release was originally scheduled for release on December 18, but was delayed two days.
New and enhanced features
- Admin features
- Click-to-call from the mobile client
Account owners and admins can now choose the object to use for the click-to-dial object to allow their users to dial a phone number from the Zoom Phone for Salesforce Lightning app on their mobile client. Admins need to update their Salesforce package to use this feature. - Enhancement to the Match by username/email setting
Account owners and admins will receive a warning notification when modifying the Match by username or email setting, indicating that the alteration will result in removing the Zoom OAuth connection. Any changes applied to the setting cancel the existing OAuth authentication and users must make a new authorization. This feature applies only to Zoom Phone, Zoom Events, Meetings, and Webinars.
- Integration features
- Salesforce registration field mapping
Default Zoom Events registration fields are pre-mapped to corresponding fields in Salesforce, eliminating the extra time required used manually map fields.
Resolved issues
- Minor bug fixes
- Resolved an issue where participants were not properly displayed after a meeting ended
- Resolved an issue where when ending a phone call, the task status remained set to "In progress" instead of changing to "Completed"
- Resolved an issue when a meeting was created in Salesforce, the description was not displayed on the event page or disappeared at the end of the meeting
November 20, 2023 version 2.7.0
Changes to existing features
- Zoom Contact Center Features
- Enhancements to calling with contact center CTI connectors and Zoom Phone
Agents using a Zoom Contact Center CTI connector integration can directly call or transfer calls to Zoom Phone users. This allows seamless connectivity between the Zoom Contact Center agents and Zoom Phone users, improving workflow efficiency.
- Zoom Phone Features
- Enhancement to Play recording
The play recording feature now includes support for accessing the Call Queue call log recording using the play recording component. Additionally, The modification in logic ensures that when the field is empty, an API call is initiated to verify the existence of the recording for the specified call and user. If the API returns a success, the following actions are taken:
- The URL is added to the recording URL field.
- The Recording play component is displayed.
Resolved issues
October 23, 2023 version 2.6.0
New and enhanced features
- Zoom Events Features
- Create and manage leads
Account admins and owners can manage if Zoom generates new leads, created from a Zoom Event, in Salesforce or not. Account admins can maintain their systems of record and control which system is creating and updating Salesforce leads. This setting is disabled by default. - Sync poll and Q&A in the attendee sync user’s session-level engagement
Event organizers can now sync polls and Q&A in the user’s session-level engagement. - Sync registrants from Salesforce to Zoom Events
Syncing Zoom Events registrants from Salesforce to Zoom can now choose the method of Authentication of Registrants, whether it is via a Zoom Account or just a guest joining with email.
- Zoom Phone Features
- Screen pop flow
Salesforce admins have the capability to activate the Pop Flow screen option for Zoom Phone. This is achieved by configuring Salesforce's softphone layout in the Salesforce setup. Enabling this feature allows agents who answer inbound calls to be seamlessly directed to their customized flow during the screen pop event.
Resolved issues
September 25, 2023 version 2.5.0
New and enhanced features
- Admin features
- Prevent multiple records for each member within a call queue
Account owners and admins can enable a setting that logs exclusively the calls answered by a member within a call queue. - Sync Zoom Events to Salesforce
Account owners and admins have the option to toggle the synchronization of Zoom Events data with Salesforce on or off. By default, any connected Zoom Event is set to be synchronized. Additionally, admins can add campaign members to Zoom Events that are not already registered.
- Agent and consumer features
- Web chat support for Salesforce integration - Post-engagement
The Zoom Contact Center Salesforce integration supports the web chat channel, allowing contact center agents to provide chat interactions with their customers. Agents using these integrations will have a seamless interface to view and manage chat engagements with customers. Agents can see matching customer records being screen-popped as soon as they accept a web chat engagement (screen pop feature) based on the configuration settings on the Zoom admin portal, and after the chat is completed, they will be presented with the post-engagement screen, where they can take notes, enter disposition codes, and have the Relate to field automatically populated with the interaction record. Agents can also update chat engagements to voice or video, and view notifications if the supervisor is monitoring the engagement (listen, whisper, barge, or takeover). For Salesforce Integration, a new version (1.12.0) of the integration package will be released in the Salesforce App Exchange. As a result, customers using SalesForce Integration need to install the new package to use the web chat channel. Contact Zoom Support to enable WebChatCTIConnector for your account.
- User features
- Enhancement to sign-in process
When a user is signed into the Zoom Phone Lightning Salesforce integration, they will be kept signed in when they close their browser and/or for 7 days. Previous users were signed off when closing their browser and/or after 3.5 days.
Resolved issue
August 21, 2023 version 2.4.0
Resolved issue
- Resolved an issue where the ICS file was showing unsupported in Outlook when sending an email to multiple attendees
- Resolved an issue when answering a call from the softphone in which the call control was lost and the notes page disappeared
- Resolved an issue where SMS was logging in to Salesforce but not linking to contacts
- Resolved an issue where users couldn't be heard while on a call using Contact Center
- Resolved an issue where calls were not ringing for agents in Contact Center
Note: The Web chat support for Salesforce feature has been pulled from the release due to issues with deployment, and will be available in another upcoming release.
July 17, 2023 version 2.3.0
New and enhanced features
- Phone features
- Related To settings enhancement
The Zoom Phone settings now allow admins to easily select items in the Related To settings to apply them to the Zoom Phone widget.
- Contact Center features
- Video engagement
The Salesforce integrations for Zoom Contact Center support the video channel. As a result, agents can receive incoming video engagements, make outbound video calls, upgrade a voice call to video call, and chat with the consumer using in-video chat during the video engagement within the integration. During an incoming/outbound video engagement, the agent can see the customer screen pop within the CRM based on the 'email address' match. Configuration settings have been updated with video channel settings for Screen pop and search settings.
Resolved issues
- Resolved an issue where when starting an instant meeting from a contact, the start time and end time only populated on the first meeting that only had one participant
- Resolved an issue where Contact Center session histories were not updating
- Resolved an issue where Zoom Phone users were unable to view the user settings
- Resolved an issue where standard users could not use Zoom Phone
June 19, 2023 version 2.2.0
New and enhanced features
- Phone features
- Shortcut for direct call and/or SMS
The shortcut for direct call or SMS is available in Zoom Settings for account admins and is disabled by default. Enabling this feature allows users to conveniently make phone calls or send SMS messages directly from Salesforce.
Resolved issues
- Resolved an issue where sending email to attendee for instant meeting was generating an error
- Resolved an issue where when a user’s name contained a middle initial, a call couldn’t be attached to their account in causing the call to be unsearchable in Zoom Contact Center
- Resolved an issue regarding webinar panelists details not syncing properly between Zoom and Salesforce
- Resolved an issue regarding instant meetings started from a contact not properly emailing any additional emails provided in the To field
May 31*, 2023 version 2.1.0
*Note: This app release was originally scheduled for May 29, but was delayed to May 31.
New and enhanced features
- Meeting/Webinar features
- Enhanced meeting details sync
When updating meeting details, either through the automatic webhook or manual sync, meeting topic, start date/time, and end date/time are also synced.
- Phone features
- Enhancement to Unlinked Zoom Call Logs
The Unlinked Zoom Call Logs feature is now enabled by default to match a contact/lead. Previously the feature was disabled by default.
- Contact Center features
- Auto-close engagements
If the auto-close engagement setting is enabled in the Zoom web portal, a task and session history record will be created in Salesforce. If configured, the default disposition code will also be auto populated. - Enhancement to Auto-close engagements at the end of wrap-up duration
When enabled, task and session history records are generated for inbound and outbound voice/video interactions in Salesforce CRM and Zoom web portal.
Resolved issues
- Minor bug fixes
- Resolved an issue where editing previous event record was generating error message “Cannot change the start date before today”
- Resolved an issue where created tasks will not associate with session history if the Zoom Contact Center engagement is auto closed
- Resolved an issue where incorrect Zoom Contact Center contact was displaying when searching for certain phone numbers
- Resolved an issue where an error display after successfully transferring a Zoom Contact Center voice call
- Resolved an issue where the case creation link in the Zoom Contact Center post-engagement screen is missing
- Resolved an issue where some organizations with encrypted fields were unable to install the V2.0 package
- Resolved an issue where creating an instant meeting was not sending emails to attendees
- Resolved an issue where meetings created within Salesforce were showing under the external Zoom Meeting item
- Resolved an issue where a task icon was showing instead of the phone when making or receiving a call
- Resolved an issue where package 1.x could not update to 2.0
- Resolved an issue where setting the time zone to GMT+8 was providing the wrong call log date/time details
- Resolved an issue where dispositioning a call in the integration was no generating a task record in Salesforce
April 24, 2023 - version 2.0.0
New and enhanced features
- General features
- Support for phone, meetings, and webinars
The Zoom for Lightning Salesforce app supports Zoom Phone, Zoom Meetings, and Zoom Webinars. Salesforce users can access phone, meetings, and webinar functionality within the Salesforce app, such as making outbound calls and joining meetings.
Note: This app is only recommended for new customers who don't need to migrate from the legacy app. Customers using the Zoom for Lightning app (for Zoom Contact Center) will see active tiles for Zoom Phone, Zoom Meetings, and Zoom Webinars.
- Contact Center features
- Enhancements to integration settings
Account owners and admins with the Salesforce integration can edit configuration settings in the Zoom web portal to pair Zoom Contact Center variables with Salesforce objects. When this is configured, the integration will search based on the caller's IVR inputs and display the information to agents in a screen pop inside Salesforce. Admins can also enable or disable automatic call logging, activity/task creation, and call recording URL. - Search name or number for outbound calling
Agents using the Salesforce integration for outbound calling can search matching records by entering a name or phone number. - UI enhancements
Agents see all matching records if the integration returns multiple matches. This applies to inbound calls, outbound calls, and when using the dial pad to search a phone number. - Consumer and engagement information
Agents will see a screen pop with related consumer and engagement information like name, email, and custom variables.
March 22, 2023 - version 1.13.0
New and enhanced features
- Search name or number for contact/lead objects
Agents using the Salesforce integration for outbound calling can search contact/lead objects by entering a name or phone number.
February 28, 2023 - version 1.12.0
New and enhanced features
- Post-engagement screen for call transfer scenarios
Agents will be taken to the post-engagement screen after they transfer a call.
Resolved issues
- Resolved an issue where session history was not recorded when an agent makes an outbound call then transfers it to a queue
December 19, 2022 - version 1.11.0
New and enhanced features
- Enhancement to the engagement experience
The Person Account object record can now auto-populate in both the engagement and post-engagement screens of the softphone. This is implemented for all three call scenarios such as inbound, outbound, and click-to-call, and is supported for single-match, multi-match, and no-match cases.
Resolved issues
- Removed unused custom fields from the packages that were on Lead and Contact objects
October 24, 2022 - version 1.10.0
New and enhanced features
-
- Enhancements to post-engagement experience
When an engagement is completed, the Task record screen appears without needing to refresh the page.
October 22, 2022
New and enhanced features
- Enhancements to post-engagement experience
There are several enhancements to the post engagement experience for agents:
- There is a single Done button to save disposition and notes.
- During an inbound or outbound call, all matched leads/contacts will appear in the post engagement screen. Outbound calls also include calls made using a click-to-dial link.
September 22, 2022 - version 1.9.0
New and enhanced features
- New support links
The help buttons contain links to relevant Zoom support articles.
Resolved issues
-
- Resolved an issue where users could not search for contacts and accounts in Salesforce