Release notes for Zoom for Salesforce Lightning app

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

September 23, 2024 version 2.18.0

New, enhanced, and changed features

TypeFeature titleDescriptionPlatforms
Meeting features
New or enhanced featureAutomated addition of Zoom Meeting invitees from Salesforce to Zoom via APIThere 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—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—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 featureOption to manually save notes with auto-save enabledThe 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 featureEnhanced record type support and picklist value management in Zoom for Salesforce Lightning softphone widgetThe 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—whether they belong to the service, sales, or retention teams—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 featureAutomatic population of related records for click-to-dial from custom Lightning componentsUsers 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 featureAdded SFDC Task ID to SFDC Zoom call log record for improved task managementThis 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

Resolved issues

DescriptionPlatforms
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

Released

Note: The information in the past release notes may have been superseded by subsequent release notes. Please review all current release notes carefully.

August 25, 2024 version 2.17.0

Changes to existing features

New and enhanced features

Resolved issues

July 22, 2024 version 2.16.0

Changes to existing features

New and enhanced features

Resolved issues

June 28, 2024 hotfix version 2.15.1

Resolved issues

June 24, 2024 version 2.15.0

Changes to existing features

New and enhanced features

Resolved issues

May 27, 2024 version 2.14.0

New and enhanced features

Resolved issues

April 22, 2024 version 2.13.0

New and enhanced features

Resolved issues

April 15, 2024 version 2.12.1

Resolved issues

April 1, 2024 version 2.12.0

New and enhanced features

Resolved issues

February 27, 2024 version 2.11.0

Resolved issues

January 23, 2024 version 2.9.0

New and enhanced features

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

Resolved issues

November 20, 2023 version 2.7.0

Changes to existing features

Resolved issues

October 23, 2023 version 2.6.0

New and enhanced features

Resolved issues

September 25, 2023 version 2.5.0

New and enhanced features

Resolved issue

August 21, 2023 version 2.4.0

Resolved issue

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

Resolved issues

June 19, 2023 version 2.2.0

New and enhanced features

Resolved issues

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

Resolved issues

April 24, 2023 - version 2.0.0

New and enhanced features

March 22, 2023 - version 1.13.0

New and enhanced features

February 28, 2023 - version 1.12.0

New and enhanced features

Resolved issues

December 19, 2022 - version 1.11.0

New and enhanced features

Resolved issues

October 24, 2022 - version 1.10.0

New and enhanced features

October 22, 2022

New and enhanced features

September 22, 2022 - version 1.9.0

New and enhanced features

Resolved issues