Dialpad for Salesforce Release Notes

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 Dialpad Release Notes for more information on product updates.

Don’t forget to update your Salesforce package to take advantage of the latest improvements

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

Note

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 V1.775

Release date: August 29, 2024

New

Timezone-Based filtering for Powerdialer

Say goodbye to wasted calls! Our Powerdialer now automatically filters lists by timezone, ensuring your team always reaches prospects at the right time.

Enhancements

Disable capacity management using Salesforce Omnichannel

Need more control over your Salesforce Omnichannel with Dialpad, integration? Now, you can toggle automatic capacity management.

This is ideal for scenarios where you want to update your status without affecting capacity.

Other improvements

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

⛔ Deprecation notice

App Settings from CTI will no longer be available after the Salesforce package is released on November 5, 2024.

These settings will rely solely on the Dialpad settings for the respective Office, Department, Contact Center, or Company.

Package V1.771

Release date: August 19, 2024

New

Automatically select any related object based on navigation

Dialpad’s Salesforce integration now lets you automatically log calls to a related custom object when you open it in the background. Previously, this functionality was only available to cases and objects.

Enhancements

Content Security Policy (CSP) trusted URLs for Dialpad

To tackle cross-site scripting (XSS) attacks, Salesforce is making changes to its Content Security Policy. Admins will now define trusted URLs to ensure all third-party plugins (like Dialpad) work inside Salesforce. With this release, we ensure these settings are added directly so you don’t have to worry about why Dialpad suddenly stopped working.

Other improvements

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

⛔ Deprecation notice

App Settings from CTI will no longer be available after the Salesforce package is released on November 5, 2024.

These settings will rely solely on the Dialpad settings for the respective Office, Department, Contact Center, or Company.

Package V1.770

Release date: July 4th, 2024

New

Quality Calls in Salesforce

We recently introduced Quality Calls in Dialpad, which uses Dialpad’s proprietary AI to analyze Coaching Team calls based on key business call metrics to determine if they should be considered for data insights and coaching. Now, in every Dialpad Call Log object, you’ll see the Quality Call field — if the box is checked, you know it was a Quality Call.

More Ai Playbooks data

Not too long ago, we introduced several Dialpad Ai features in Salesforce. We know how much you love the data (and value!) that Ai Playbooks offer, and we’re excited to bring more of it to Salesforce. Now, you’ll be able to see which Ai Playbook questions were used and the answer summary, right in Salesforce.

Enhancements

No more mandatory permission sets

It used to be mandatory to provide ‘Dialpad for Salesforce - Administrator’ and ‘Standard Users’ permission sets for ‘all the users’.

With this update, permission sets are no longer required for non-Dialpad users.

Check the PowerDialer list condition before making a call

Previously, when a dynamic Powerdialer list was created using a supported object, there was a 24-hour delay when a related object was updated.
Now, you no longer need to wait 24 hours. While making a call, we check these filters as an additional measure, and skip calling them if the filter condition is unmet.

Other improvements

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

Package V1.765

Release date: June 6th, 2024

Bug fix

List cloning bug 

Some users report that they could not clone Powerdialer lists that contained mandatory custom fields. We have fixed this issue in this release. 

Other improvements

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

Package V1.762

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.  

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).  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 a related 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 bugs and enhanced a few small features, improving your overall experience with Dialpad for Salesforce.