The update is mandatory to install if Lightning Experience is used. CTI Data Connector SoftPhone Version 5.6.049 or higher is required
•Support of Spring 18 release -
•Create a follow-up task once a call is over
•Add the call result in the subject line of the activity - new variable {callresult}
{calltype} {time} {callresult}
•New field: Call Hold Time
•New field:Call Ring Time
•New field: Call Duration (total)
•New languages added: Chinese simple, Chinese traditional, Italian and Japanese
•Smart Assign - CTI Data Connector for Salesforce recognises, when an object (e.g. opportunity) is assigned, that does not belong to the Account or displays a warning, if no objects are assigned. We strongly recommend to enable that feature - see call center adapter (smart assign or older adapters automatically assign a call)
•Incoming call - automatically create a case - the case is now only created when the call was answered. This is a signification improvement in a hunt group where it rings on e.g. 5 extensions but only on the extension, which answers the call, the case is created
•Incoming call - automatically create a case - if the caller is not identified or there are multiple records with the same phone number, the case is created once a contact or account is selected
•Call history list - when a call is active, the call history list is automatically closed to minimize scrolling because the additional fields in an active call (like phone note, follow-up task etc.)
•Dialing from the CTI Data Connector SoftPhone does not dial a blank (empty) number
•When having multiple TABs open the call synchronization was improved so that all TABs always have the same status of the call
•Phone call termination - in case the phone system does not respond properly within 5 seconds to the phone call terminate command (red button), the call is terminated in the CTI Data Connector SoftPhone
•Situations reduced, when a task save error could appear
•The number stored in Salesforce is added in the call history list and not the number which was dialed - e.g. +497525518000 is stored in Salesforce but dialed number is 9004975255184000
•The configuration in the call center adapter: Don't show internal calls was removed
•The CTI Data Connector SoftPhone automatically minimizes after clicking on Save or when a called is missed
•The CTI Data Connector SoftPhone does not pop-out when a new TAB is opened and no call is active to improve the loading time of a new TAB
•Depending on the setting in the SoftPhone Layout opening in a new TAB is supported
•Scroll bar improvements if multiple TABs have been open
•In case of caller ID not found and the option to create a new lead is set, only one lead is created if multiple TABs have been open
•Incoming call - automatically create a case - in case multiple TABs have been opened it now only creates one Case
•Depending on the setting in the SoftPhone Layout the Advanced Search (Multiple-matching records) opens in the existing Windows or new Browser TAB
•Call history list was sorted sometimes in wrong chronological order
•Russian translation was not displayed
•When call history was too long, a scroll bar has been missing
•Outgoing call from an account - automatically create a case - in case multiple TABs have been opened it now only creates one Case
•Option: Incoming Call - Truncate phone number at not working
•Sometimes tel: was shown in front of the phone number in the call history list or in the caller / called ID in the activity
The update installation process depends if you are using version 5.4 or version 5.5
The Professional Edition can not be upgraded to version 5.6 at this time
•Install CTI Data Connector SoftPhone application version 7.7049.1
There is no need to update the Call Center Adapter or one of the connectors.
To update from version 5.4 to 5.6 requires additional steps. Read the update instructions from version 5.4 to version 5.5.
To install this update a valid cloud subscription is required.