| 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—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 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—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 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 |