Overview
The following release notes correspond to the different versions of Salesmsg's Salesforce Package. Each version is detailed with its release date, environment, and a list of changes included in that version.
Base Package Functionality
The Salesmsg Salesforce Package provides a suite of features designed to enhance communication and data management within the Salesforce environment. Below are the foundational features:
Conversational Messaging In Salesforce: Engage in text messaging conversations directly within Salesforce using the Salesmsg widget, fostering seamless communication.
Mass Messaging in Salesforce: Utilize mass action functionality to send SMS messages to a list of Contacts or Leads, enhancing outreach and engagement.
Contact and Lead Live Info Syncing: Real-time synchronization between Salesmsg and Salesforce for Contacts and Leads, ensuring data consistency across platforms.
Contact and Lead Timeline Activity Logging for SMS and Calls: Log SMS and call activities on Contact and Lead timelines, providing a comprehensive view of interactions.
Create & Update Custom Fields for Contacts and Leads: Ability to create and update custom fields, facilitating tailored data management for Contacts and Leads.
Integration Settings & Package Management: Configure the Salesmsg Salesforce experience to your needs with a range of settings:
Salesforce Integration Settings Page: Centralized page for managing integration settings.
Logging in Salesforce: Keep track of actions and events with Salesforce logging.
Salesmsg Layouts in Salesforce: Customize Salesmsg layouts within Salesforce for an optimized user experience.
Package versions
Version 2.2
Date: 23.04.2024
List of Changes:
Salesforce Enhancements:
Ability to view timelines on Case page in Salesforce Lightning and Classic.
Resolved the issue:
Fixed widget opening by action dropdown (Lightning).
Fixed displaying duplicate widget on the right sidebar.
Fixed displaying the Salesmsg Owner on the Salesmsg Connection pages (Lightning and Classic).
Fixed an error notification for Preview mode in Mass Action.
Fixed an error on Mass Action page for Person Account.
Mass Action button added to Accounts page when Personal Account disabled.
Added ability to select custom number to start conversation.
Version 2.0
Date: 27.03.2024
List of Changes:
Salesforce Enhancements:
Ability to send SMS via Mass Action for Campaign Object in Salesforce Classic.
Ability to set layouts and actions to Salesforce Object: Case, Campaign, Opportunity in Salesforce Lightning and Classic.
Ability to send SMS via Mass Action for Account Object in Salesforce Lightning.
Resolved the issue:
Fixed update blank data via Mass SMS for Leads / Contacts / Person Accounts.
Fixed linking for closed Opportunity when using a Mass Action.
Fixed notification for empty Opportunity when using Mass Action.
Version 1.9
Date: 27.03.2024
List of Changes:
Salesforce Enhancements:
Ability to send SMS via Mass Action for Opportunity Object in Salesforce Lightning.
Ability to send SMS via Mass Action for Opportunity Object in Salesforce Classic.
Display call transcription in Call Timelines.
Resolved the issue:
Fixed apply of widget settings and mass action button to Lead/Contact/Person Account layouts.
Fixed double requests when apply assignment by Salesforce Owner for Person Account.
Fixed IO exception when apply settings.
Version 1.8
Date: 12.03.2024
List of Changes:
Salesforce Enhancements:
Ability to use Mass Action for Person Account Object in Salesforce Classic.
Ability to apply settings for Person Account on Salesforce Connection page.
Resolved the issue:
Update Salesmsg ID for Contact syncing.
Fixed display of Quick Text for Mass Action.
Fixed display of Preview for Person Account on Mass Action page.
Fixed display of Timeline Activities for Campaign after members deleting.
Version 1.7
Date: 27.02.2024
List of Changes:
Resolved the issue:
Messages now sent correctly via Mass SMS for Person Account with provided mobile number.
Fixed display of Salesmsg Widget button on Person Account page in Salesforce Classic.
Fixed display of Timeline Activities for Leads added to Campaign.
Fixed inconsistencies of saved Timeline Activities after package re-installment.
Version 1.6
Date: 13.02.2024
List of Changes:
Salesforce Enhancements:
Implementation of a new features: conversation assignment by Salesforce Owner according to set mapping.
Implementation of a new features: support of different domains for Short URLs generation.
Resolved the issue:
Fixed display of recipients with provided mobile number for Mass SMS with enabled Custom Phone feature.
Fixed display of member status for Campaign after reply.
Fixed display of Timeline Activities for Leads added to Campaign.
Version 1.5
Date: 01.02.2024
List of Changes:
Salesforce Lightning Enhancements:
Implementation of a new features: interaction with a Personal Account Object: data sync, timeline activities, widgets support, mass action.
Version 1.4
Date: 17.01.2024
List of Changes:
Salesforce Lightning Enhancements:
Ability to use Salesmsg Widget on a Case Object.
Ability to use Mass Action on a Campaign Object list.
Resolved the issue:
Interface inconsistency related to double scroll on widget.
Displaying of Short URL on Mass Action page and Quick Text Object.
Version 1.3
Date: 29.12.2023
List of Changes:
Salesforce Lightning Enhancements:
Ability to use custom formatted phone field on both Contacts and Leads.
Embedded Salesmsg allows to view the complete Salesmsg user interface (UI), enabling users to access settings and other parts of the application that are not available in the widget.
Salesforce Classic Enhancements:
Ability to use custom formatted phone field on both Contacts and Leads.
Embedded Salesmsg allows to view the complete Salesmsg user interface (UI), enabling users to access settings and other parts of the application that are not available in the widget.
Resolved the issue:
Encountering difficulty loading widget.
Version 1.2
Date: 15.12.2023
List of Changes:
Resolved the issue:
Token not saved after refresh during the synchronization of data between applications.
Version 1.1
Date: 12.12.2023
List of Changes:
Salesforce Lightning Enhancements:
Implementation of a new features: integration of Link Shortener for Mass Action and Quick Text. This functionality transforms lengthy links into shorter URLs.
Salesforce Classic Enhancements:
Implementation of a new features: integration of Link Shortener for Mass Action and Quick Text. This functionality transforms lengthy links into shorter URLs.
Resolved the issue in the Mass Action feature:
inboxes fail to appear upon reopening the dropdown.
unexpected error messages sent to Salesforce Admin via email.
Version 1.0
Date: 27.11.2023
List of Changes:
Salesforce Classic Enhancements:
Implementation of a new features: Merge Fields, Emoji and Quick Text for Mass Action functionality. These features enable the addition of Contact/Lead attributes, emojis, and text templates to messages.
Resolved the issues in the Mass Action feature:
emojis are occasionally not being added to messages.
the fallback field is not being cleared up after modifying a property.
related to merging fields, specifically the absence of a phone property for contacts.
Version 0.9
Date: 13.11.2023
List of Changes:
Salesforce Lightning Enhancements:
Implementation of a new features: Merge Fields, Emoji and Quick Text for Mass Action functionality. These features enable the addition of Contact/Lead attributes, emojis, and text templates to messages.
Resolved the issue with the widget not being displayed when a contact or lead only has a mobile number in Salesforce Classic.
Version 0.8
Date: 30.10.2023
List of Changes:
Salesforce Integration Enhancements:
Implementation of a new feature: "Salesmsg Placeholder Account". This feature creates a dedicated "Salesmsg" account within Salesforce for associating new contacts, streamlining the process of contact management and integration with Salesmsg.
Resolved an issue where users were unable to save contact updates in Salesforce. This fix ensures smoother synchronization between Salesforce and Salesmsg, enhancing user experience and data accuracy.
Version 0.7
Date: 19.10.2023
List of Changes:
Suport for Salesforce Classic:
Initial Setup Job for Widget now supports Salesforce Classic.
Send Mass SMS Page has been updated for Salesforce Classic compatibility.
New Visualforce Page for SalesMsg Settings in Salesforce Classic.
SalesMsg Widget now has a dedicated Visualforce Page in Salesforce Classic.
Version 0.6
Date: 21.09.2023
List of Changes:
Synchronization of Leads and Contacts is now operational even without an established connection.
Rectified an issue where the "To Do List" feature was overlapping with the buttons to send messages in the Mass SMS functionality.
Version 0.5
Date: 19.09.2023
List of Changes:
Resolved the problem of empty fields appearing in calling timelines.
Salesmsg activity 'Sent At' information is now properly added to the Task Layout.
Version 0.5 (Beta 3)
Date: 08.09.2023
List of Changes:
Enhanced the system to send the entire contact object to Salesmsg.
Made enhancements to the Mass Action Page for a better user experience.
Version 0.4
Date: 05.09.2023
List of Changes:
Rectified a bug affecting Mass Action functionality as part of the Mass Action Page enhancements.
Version 0.3
Date: 22.08.2023
List of Changes:
Several user interface and server-side enhancements for a smoother Salesforce operation.
The system now ignores unknown Salesmsg fields in Salesforce to prevent errors.
Updated the "Linked Contact" field automatically after converting a lead to a contact in Timelines.
Adjusted brand naming within the Salesforce user interface.
Improved the system to send the entire contact object to Salesmsg.
Mass Action now reflects the quantity of recipients instead of the list name for clearer understanding.
Users now have the ability to resave changed layout settings.
Resolved an issue where the widget button was duplicating when setting up default settings by the Salesforce team.