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Flex-Salesforce Integration Release Notes

Feb 28 2019 ( v1.0.3 )

GA Features

  • ScreenPop - New Objects are created when a search result is empty (Contact objects by default, other objects configurable)
  • ScreenPop - Search Objects (Contact by default, other objects configurable) and screen pop.
    • Search parameters can be dictated through task attribute – use attribute.name by default
  • (New) ScreenPop - Custom search using sfdcSearchString task attribute
  • Context Switch - change screen views depending on which task the Agent selects
  • Click to Dial (implemented via Twilio functions)
    • Caller IDs can be defined in this order: worker attribute (via SSO or direct) > configuration file > default ID
    • Warning notice if number clicked while already on the call
  • Automatically log activities as Tasks for the above actions
  • (New)Dual Monitor Support

Following features continues to be in Beta

  • Click to Dial (implemented via Twilio functions)
    • Caller IDs can be defined in this order: worker attribute (via SSO or direct) > default ID in Configuration Screen
    • Warning notice if number clicked while already on the call

Jan 29, 2019 ( v0.3.0 )

The current version of the Flex-Salesforce integration offers the following features:

  • ScreenPop - New Objects are created when a search result is empty (Contact objects by default, other objects configurable)
  • ScreenPop - Search Objects (Contact by default, other objects configurable) and screen pop.
    • Search parameters can be dictated through task attribute – use attribute.name by default
  • Context Switch - change screen views depending on which task the Agent selects
  • Click to Dial (implemented via Twilio functions)
    • Caller IDs can be defined in this order: worker attribute (via SSO or direct) > configuration file > default ID
    • Warning notice if number clicked while already on the call
  • Automatically log activities as Tasks for the above actions
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