Dialpad for Salesforce Release Notes
    • 14 May 2024
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    Dialpad for Salesforce Release Notes

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    Article Summary

    Dialpad offers monthly updates to the Dialpad for Salesforce package, ensuring you get the most out of our integration.

    This article covers upcoming updates to the Salesforce for Salesforce Package only. Be sure to review our Release Notes for more information on functionality updates.

    Don't forget to update your Salesforce package to take advantage of these latest improvements.

    We always recommend updating your Salesforce package in the Salesforce Sandbox first. If you come across any issues during the update process, please contact your Customer Success Manager, or Dialpad Support.

    Dialpad is committed to providing you with the best possible package. Our features undergo rigorous quality assurance (QA) testing, and we are picky! While we do our best to release the features on the dates listed in this article, if our QA team finds something that's not working exactly as we want, we will delay the feature and push it to the following release.

    Package V1.762

    Release date: May 9th, 2024

    Bug fix

    Component bug

    We recently started supporting many Dialpad Ai features in Salesforce, and some users reported problems when adding the Dialpad Ai component to the Task Object.This package update resolves this issue, so you'll want to update your Salesforce Package as soon as possible. 

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.760

    Release date: April 1st, 2024. 

    Behind-the-scenes improvements

    In this release, our team focused on polishing your favorite details, fixing minor bugs, and enhancing a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.758

    Release date:  March 1st, 2024. 

    New

    Ai Recaps in Salesforce

    If you're a part of our Ai Recaps Early Adopter Program, you'll now be able to log Ai Recaps (and additional Dialpad Ai features) in Salesforce!

    The Dialpad Call Log Object will include a new section called Dialpad Ai that contains the following fields:

    1. Recap
    2. Action Items
    3. Outcome
    4. Call Purpose
    5. CSAT
    6. Playbook Adherence 

    These details will be visible on the contact page, and lets supervisors report on not only the client experience, but also their rep's performance.

    Hyperforce support

    The Dialpad for Salesforce integration now supports Salesforce Hyperforce

    Hyperforce is the next-generation Salesforce infrastructure architecture, built for the public cloud. Hyperforce infrastructure is composed of code rather than hardware, so that the Salesforce platform and applications can be delivered rapidly and reliably to locations worldwide, giving customers more choice and control over data residency.

    Improvements

    Call logging improvements

    This package update includes a much-improved call logging experience.

    With these improvements, you'll notice the call logging process is faster, more efficient, and more reliable.  

    Deleting associated standard objects now deletes tasks

    We've made some updates to the call logging and task association processes.

    Now, when you remove an association, the respective tasks are deleted. This ensures that no unused tasks occupy your storage. If you change the association (perhaps as part of an automation or workflow), you may notice the tasks are deleted. 

    Additionally, if custom call logging is enabled and you update the Dialpad call's WhoID and WhatID, the task will be deleted, and a new task will be created. 

    We suggest you clone the Task object and modify the fields to avoid this.

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.754

    Release date:  February 4th, 2024. 

    Improvements

    This package update includes improved Powerdialer performance when processing more than 10,000 records. 

    Whether you are an enterprise company, or a growing business, dealing with large records will no longer hinder your progress. We have optimized the Powerdialer to deal with large-scale record management easily. Be it bulk uploading, updating, adding, or filtering records, rest assured that your actions will work without a hiccup!

    Bug fixes

    This package update includes the following bug fixes:

    Large record loading in Salesforce Classic bug

    We've fixed the inability to load large records in the Manage Users screen of Salesforce Classic

    Powerdialer timezone filter bug

    A few users reported that their Powerdialer filters did not function if they added a timezone filter as well. This has been fixed.

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.749

    Release date: December 1st, 2023. 

    Bug fixes

    This package update includes the following bug fixes:

    Powerdialer exclusion criteria omission bug 

    When creating a dynamic Powerdialer list, exclusion criteria were sometimes ignored. This bug has been fixed. 

    Screenpop loading delay with high volumes

    Some users reported a loading delay when loading more than 1000 cases or opportunities when using Screenpop. We have fixed this problem!

    Opportunity creation bug 

    A few users noted that they had to grant permissions whenever using automations to create opportunities. This issue has been fixed.

    Dynamic list creation bug 

    Some users reported that the Powerdialer Dynamic lists often failed to update when they had identical contacts. We have added a fix for this workflow.

    Redundant logs for custom objects bug

    For some custom objects, many duplicate logs were created for call logging. We have fixed this behavior.

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.744

    Release date: Oct 27, 2023. 

    New

    This package update includes the following new features:

    Powerdialer list creation improvement

    Users are now restricted from creating a Power Dialer list while in active State. Whenever a new Power Dialer list is created, it will default to a deactivated state until activated by users.

    Bug fixes

    Multiple task bug

    Some users reported that multiple tasks were being created when an unknown number was linked to a case. This has been resolved.

    Component error bug

    A few users reported pop-up notifications from Salesforce during their active calls, displaying an error message "Component error has occurred." This has been fixed.

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.740

    Release date: Sept 29, 2023.

    New

    This package update includes the following new features:

    Filter change capability disabled for active lists

    When a list is active, the 'List filter updated' option will be disabled. Filters can now only be edited when the list is deactivated.   

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.736

    Release date: Sept 1, 2023.

    New 

    This package update includes the following new features:

    “Relate to” improvement

    The Relate To drop-down list now supports more than 20 custom objects.

    Timezone support for Power Dialer calls

    We added a timezone field for records(leads, contacts, and accounts). This allows customers to define their preferred time to attend calls and makes sure they will not be dialed outside of the specified time. For example, customers can indicate their availability for calls between 9 AM and 5 PM or 10 AM and 6PM. You'll see the record's timezone details listed in your Power dialer List. 

    Other improvements

    We've also fixed some minor bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.

    Package V1.730

    Release date: August 4, 2023

    New 

    This package update offers the following new features:

    • Direct line messages (1:1)
    • Shared lines (Contact Center or Department)
    • Group SMS 
    • PowerDialer Exclusion Settings improvements: Users can exclude records from lists based on certain criteria, including list creation and filter updates. The exclusion logic will be applied to existing records automatically, allowing users to exclude records from lists in a more flexible and efficient way.
    • Hide/Exclude closed cases when matching contacts: With this enhancement, closed cases are hidden from view when the user has selected to show the open cases associated with contact during contact matching. 
    • Timezone Support: With this enhancement, clients will be called only during their desired availability. 
    • Enhanced Control over Dialpad Queue Records: Admins now have the ability to hard-delete the Dialpad queue records using settings in Dialpad for the Salesforce package.
      • This feature must be manually enabled, please contact Dialpad support for activation
    • Controlled Creation of Dialpad Activity Logs: Admins can restrict the creation of activity logs based on specific settings.
      • This feature must be manually enabled, please contact Dialpad support for activation

    Bug fixes for Salesforce

    Comment bug 

    Some users reported that Salesforce comments were logging twice. We've fixed this. 

    Task update bug

     A few users reported that when they selected arelated object logging from either the Dialpad app or Salesforce CTI, the standard task was not updated with all the necessary details (Dialpad Call Recording URL, Dialpad Call End Time, Subject, Disposition Notes, Updated/Recent Comments). This has been fixed. 

    Bug fixes for Salesforce Power Dialer

    Simplified Picklist values 

    Picklist values are now presented as comma-separated entries.  

    Accurate record count bug 

    Some users reported that the activity page count was displaying incorrectly after adding records to a list. This has been fixed.  

    Other Improvements

    We've also fixed some minor bugsand enhanced a few small features, improving your overall experience with Dialpad for Salesforce.





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