Changes to existing features
- Consistent searching experience
To support consistent searching experience, the Analytics page has been updated to align with the user-friendly functionalities of Deals and Conversations pages. Users can efficiently filter their search by CRM metrics, conversation type, and language. Users can also apply multiple filters simultaneously and save filter criteria for future use. Additionally, users can filter search by call direction and specific minimum and maximum call durations.
New and enhanced features
- User features
- Conversations page usability enhancement
Users can see one unified Conversations tab, providing a more intuitive and simplified search experience. Users will save time finding the relevant conversations with the new layout. - Optimized Compose with AI Companion
Optimization of Compose with AI Companion includes the Trash icon button clearing existing email content while keeping the email side panel open. When inserting newly generated text, there is now a one-line separation from the last email character, enhancing formatting. Users will also achieve a more personalized touch in generated responses by addressing only the first names of external participants. - Customizable Scorecard
Enhanced the Zoom Revenue Scorecard to provide users with more flexibility in customizing the scorecard. The enhancement includes the following:
- Creating multiple types of questions, such as custom questions with yes/no answers, rating scales, and single-choice responses.
- Reacting to specific moments of a Sales Representative’s conversation using a time-stamped comment.
- Allowing users to score not only the host but also the other participants in the conversation. This enables users to provide feedback to Sales Representatives even if they are not the host of that conversation.
- Integration features
- Zoom Revenue Accelerator within Zoom for Lightning Salesforce app
Zoom Revenue Accelerator (ZRA) admins can leverage the Open APIs in Salesforce data exchange, providing ZRA with more flexibility and control over how its data is reflected in Salesforce. ZRA information can be contextualized by existing Zoom product integrations, such as how ZRA data interacts with Zoom Phone calls logs. This app utilizes custom Salesforce APIs for pushing or pulling data, simplifying business logic and achieving efficiency in data management, instead of depending on standard Salesforce APIs. This is applicable to ZRA admins using Salesforce CRM integration and provides additional functionality to the existing integration. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for February 3, 2024.
Resolved issues
Note: The Support custom CRM fields for Salesforce feature has been pulled from release due to issues with deployment and will be available in the February 2024 release.
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 (see above release note for more information)
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