Release notes for June 24, 2024
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.
New and enhanced features
- Admin features
- Ability to manage scheduled events within the account or group
Account owners, admins, executive assistants, and team leaders can now view and manage all scheduled events for users within their account or group. This feature enables them to help manage events by providing the ability to delete, edit, and view events, addressing the previous limitation where they couldn't access group members' scheduled events. - Ability to export and download usage report
Account owners and admins can export usage reporting data into a CSV file and download it for analysis.
- User features
- User notification when accessing routing forms
To address confusion on who has access to routing forms, a new message is added informing users that access is restricted to the Admin role only. - Expanded character limit for attendee question responses
Users can allow attendees to answer free-form questions with up to 1000 characters, addressing the previous limitation of 128 characters.
- Host features
- Enhanced icon for One to One event type
A plus sign has been added to the One to One event type icon to clarify that attendees can add guests. This change helps hosts select the correct event type when creating a booking link, reducing confusion.
Resolved issues