Placetel CTI für Salesforce

Modification history version 6.5 - Spring 2021  (4/2021)

Sales Classic / Service Cloud / Lightning

•Send an SMS directly through the CTI Data Connector Softphone

•Inbound caller search - remove digits to find the main office number (recommended for countries with direct extension)

•Search - limit search result to objects defined in the SoftPhone layout and display search result in an own page

•A user can switch between different calls centers / phone systems or configurations - e.g. to work in the office with an on-premise phone system while at home he works with a cloud PBX system

•New Dashboards and Reports

•Dashboard for Presence State tracking

•New option to subscribe to push updates so that all updates are automatically installed

•Subject line of phone call can include the call result group

•New call control options: conference call, enable / disable consulted transfer, enable / disable call answer button. The features available depend on the connector used

•New Permission Set options for audio file recording

•New languages added - Danish, Finnish, Korean, Norwegian, Spanish (Mexico), Swedish, Thai

•New objects to store Audio File recordings and call transcription

 

 

 

Lightning

•Support of a specific record type when a case is created

•Support of a specific record type for follow-up task and follow-up event

•Icons as TAB options

 

 

Cisco Webex Calling, Placetel mit Cisco Webex Teams and Broadsoft

•A new connector is available for Cisco Webex Teams and Broadsoft.

 

 

Sales Classic / Service Cloud / Lightning

•Subject line in phone note can no longer exceed 255 characters

•Fixed some scenarios with follow-up task handling

•Search in user directory during call transfer was not available