Salesforce Release Notes

(Please Note: Every Item Here Relates To Salesforce Integrations With Fonality's Systems)

 

Version History


Salesforce Integration v2.0 - 11/01/16


 

Bug Fix :: Improved Reporting/Analytics
Now captures more complete CDR data.

Bug Fix :: Improved Handling
Improved handling of multiple Salesforce tabs and windows for greater stability.

Feature Adjustment :: New UI
New modern user experence with a big focus on usability.  

Feature Adjustment :: Actionable Recent Call History

Feature Adjustment :: Object Support
Supports all standard objects such as Contacts, Leads, Accounts, Cases, Campaigns, and Opportunities.

Feature Adjustment :: Multi-Line Handling 
Supports multi-line handling with improved usability for swapping calls.

Feature Adjustment :: Persistent Notes
Persistent note screen to allow users to complete and save/cancel their comments even after the call has ended. (Note: CDR is still logged)

Feature Adjustment :: Enable/Disable Call Logging
Admin User can enable/disable call logging for the account and per user.

 


Salesforce Integration v1.1 - 05/24/16


 

Bug Fix :: New Number Handling
Calls from numbers not registered in Salesforce will now appear in the activity report.

Bug Fix :: Call Logs
Extension to extension calls are no longer being logged as log call task record.

Bug Fix:: Subject Field
The Subject field will not be populated by a capture of the entire user Comments field.

Bug Fix :: New Number Record Association
When there is no Contact, Lead, or Account to associate with a call, the call will not get randomly associated with some other information in Salesforce.

Bug Fix :: New Number Call Logging
Even when a call does not have a number which can be matched and associated with any existing record in Salesforce, the phone number will be captured and logged for the call.

Bug Fix :: Call Duration
Calls made that reach a number not in service will now show a correct duration time. 

Feature Adjustment :: User Notes Panel
User notes panel will now persist until closed by the user, even after its related call has ended.

Feature Adjustment :: Known Number Record Associations 
Modifications were made to what the Contact dropdown list will display on a call, depending on whether there is a Contact, Lead, and/or Account that can be associated with the call.

 

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