- Introduces templates for SMS:
- You can create canned responses in Salesforce Email Templates and use them as SMS templates.
- Reduces time for reps to respond to customers.
- Twilio configuration updates for SMS templates.
- Optimizations to Bulk Message Campaigns:
- Introduces campaign batching to avoid process drops with large SMS campaigns that have thousands of recipients.
- Multiple optimizations to handle large bulk message campaigns.
- Bulkification updates for efficient handling of opt-ins.
- Statistics updates for large campaigns.
- Updates to Chatter notifications:
- Personal numbers are no longer required.
- Support added for default sender and default notification body.
- Twilio configuration updates for Chatter settings.
- Apex updates to Twilio permissions sets as needed for Salesforce’s upcoming critical updates in Winter ‘21 release.
- Bug fixed for the issue where activities are not updated if the message source is Lead.
- Twilio Inbox in Salesforce Classic is now called Twilio Inbox (Classic).
- Fixed issues occurring during Lightning console navigation.
- Improvements to Inbox’s performance.
- Other bug fixes and optimizations.
- Introduces a simplified messaging setup:
- Reduces message pull interval to 1-minute.
- Adds an Apex class to handle inbound messages from Twilio webhooks.
- Removes the need to complete the setup process outlined in "Push Inbound Messages and Status Updates to Salesforce".
- Fixes class-access issues introduced by security enhancements in the Salesforce Spring 2020 release.
- Adds an "Upgrade Account" prompt if Twilio account status is still trial when installing app in production.
- Improves the "Personal Phone Numbers" configuration modal.
- Adds the license purchasing interface to the "Twilio Configuration" page. You can now upgrade your license to active and change the number of licenses from inside Twilio for Salesforce.
- Versions 4.36 and above will be automatically upgraded from "Trial" to "Active" unless the app is uninstalled before the end of the 30 day trial. This prevents unexpected loss of access to the app at the end of the trial.
- Removes Apex errors on the 1:1 SMS Component that could be caused by multiple contacts with the same phone number.
- Fixes an issue where workflow rules used by the package to validate phone numbers and check for opt-ins remained active after the license expiration date. This prevented contacts and leads from saving once the license expired.
- Fixes a bug where the components would not display correctly when embedded in custom console components.
- Improves the search speed for personal phone numbers in accounts that have many phone numbers.
- Fixes an installation bug that could occur in organizations that disable .svg file uploads.
- Fixes an issue where allowing Twilio for Salesforce's license to expire would cancel the scheduled job that fetches messages from Twilio. The scheduled job now automatically restarts when an admin visits the Twilio Configuration page.
- Adds a toggle to the Personal Phone Numbers configuration panel that allows users to receive chatter notifications when a message is sent to their personal phone number.
- Adds a configuration banner that shows how much longer the trial will last.
- Fixes an issue where certain configuration settings would not change when saved.
- Fixes an issue where Sandbox orgs were required to have licenses assigned, despite this functionality not being available in the Sandbox. Sandbox orgs no longer require licenses.
- Fixes an issue where production instances of Twilio for Salesforce would show a "hasAccessToApp of null" error for users who were not provisioned a license.
- Bulk assign personal phone numbers using data loader. Previously Salesforce users needed to have each phone number assigned individually in a process that required several clicks. Now, Admins can upload a spreadsheet of User IDs and phone numbers to provision personal numbers for many users at once.
- Opt-ins for 1:1 SMS Component. Previously Opt-ins would only stop messages from being sent via campaigns. Now, Admins can require that an opt-in be present in order for Salesforce users to message from the 1:1 SMS Component. If a recipient does not have an opt in, a Salesforce user won’t be able to message them from either the contact record or the SMS Inbox.
- Messages to personal phone numbers appear in the SMS Inbox. Previously, a user would only see an SMS appear in their inbox if is was sent from a Lead or Contact record that they owned. Now, any message that is sent to a Salesforce user’s personal phone number will appear in that user’s inbox.
- Fixed the “De-referencing null object” error. When a Salesforce user did not have a first name set, the package would throw a “De-referencing null object error”.
- SMS Campaigns Component permission set bug fix. We identified Twilio for Salesforce’s permission sets did not require all of the fields needed by the SMS Campaign Component. In some cases, if a user had certain field visibility restricted this would cause an internal server error on the campaign component.
Added the SMS inbox component
Supports sending and receiving images with MMS
Shows message delivery status
Tracks last message delivery status on contact
See campaign potential deliverability
Send images in campaigns
Schedule campaign messages for future sends
Now supports initiating outbound chatbots / Voice IVRs with Twilio Studio
Schedule messages to be archived
Set personal phone numbers for Salesforce users
Determine if everyone can see all messages in the inbox, or just ones on leads/contacts that belong to them
Opt-In Handling (New)
Define an opt-in keyword that a user can text: creates a record that the user opted in
Associate a campaign with the opt-in keyword
- Added the ability for SMS to be pushed into Salesforce from a Twilio function. Previously, messages would appear in Salesforce within 15 seconds if a user was viewing the contact, or would be pulled into the organization every 15 minutes as a process. With SMS message pushing enabled, messages appear in real time.
- Basic 1:1 SMS Messaging component (no delivery status tracking or MMS).
- Basic SMS Campaign Component (no delivery status tracking, MMS, or scheduled sending).
- Send SMS from Process Builder (no "Send to Studio" Apex class).