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Salesforce Package 1.12

Release Date: 04/25/2022

In addition to adding multiple new features and fixing bugs from version 1.11, we have also added multiple UI/UX updates, significantly increasing the performance of the integration. Here's a summary of the updates for version 1.12.

Features and Updates

Boomtown Error Log

• Added a Boomtown Error log tab to make the basic debugging easier.
• The Boomtown error log stores any error encountered in the sync between Boomtown and Salesforce in either sync direction.
• Retry the failed salesforce to boomtown requests by selecting and clicking on the Retry button on the error log.
• The error log records and shares the following data points:
  • Object name: Name of the sync object this error in which this error was encountered (Case/Account/Contact)
  • Date/Time: Date and Time when the error was encountered.
  • Sync Direction: Boomtown to Salesforce/Salesforce to Boomtown
  • Record description: Case Name/Account Name/Contact Name
  • Record ID: Salesforce/Boomtown ID for the record.
  • Status code: Status code or the Exception ID for the error.
  • Error message: Detailed error message.

Setup & Configuration

General

• Added defensive code to handle 429 rate-limit responses.
• Added descriptions throughout the app to more clearly describe how the app works.

Configuration Tab

• Added a config file upload/download option. You can use this option to download a JSON file with all the settings in the general configuration tab, mappings tab, and Workflows tab. This JSON file can be used as a backup for all your configurations and can be uploaded to restore all the settings.

Workflows Tab

• Added an option to set Record Type IDs on Accounts and Cases workflows. Only records with that Record Type IDs will be synced between Salesforce and Boomtown. This filter will be checked before any other workflow rule in the sync process.

Bug Fixes

• Fixed a bug when a Case moved from one customer to another in Boomtown it didn’t always update to the correct Customer in Salesforce.
• Fixed a bug where a Case was added on Boomtown on a new Customer and then synced to Salesforce to create a new Customer on Boomtown post-Sync.
• Fixed a bug where the Case insertion throws a Row Lock error.

Bot Navigation & Component Linking

Release Date: 04/29/22

Our latest release will facilitate Bot Builder navigation via better component linking:

• Added a button on the Embedded Flow node and corresponding right panel which redirect to the Flow in question.
• Added buttons for mapped Intents & Entities which open in dialogs as entries in their respective tabs.
• Added Flows that reference the Flow in question in the right panel of the Flow editor.

We also made the following UX improvements:

• Fixed the delivery of Bot Message Attachments (Image/Files) on web chat and case views.
• Made Bot Message Nodes resizable for better readability.
• Implemented a fix that auto-updates the names and values of mapped/referenced Entities and Intents whenever updated in their respective tabs.

Updates & Bug Fixes

Release Date: 04/29/22

CX Manager

Communications

• Fixed a bug where incorrect character symbols were sometimes displaying in emails coming from the platform.
• Fixed a bug where some email cases were not reopening when an email was received that matched the subject of that email case.
• Fixed a bug where text was not wrapping on the transcript files generated on Cases.
• Fixed a bug where users were seeing "Message content cannot be displayed. See full message detail" in the communication panel of some Cases.
• Fixed a bug where sometimes claiming a chat would cause the chat tile to disappear from the app header.

Cases

• Fixed a bug where a user sometimes could not remove a Collaborating Team from a Case.
• Updated our Events timeline to allow for a horizontal scroll when fixed width tables are included as Notes that extend past the edge of the column.
• Updated the required field logic to ensure all field types validate against requirements set on the Case Layout and display an interface change when Cases are saved or resolved with fields that don't meet the requirements.
• Updated the display of fields that are set as read-only on the Layout settings.

Search

• Updated our Phone search matching to allow for matching on additional formatting options, including numbers with no layouts (e.g., you can now match 9785001234 where previously it required additional formatting such as 978-500-1234).
• Updated exact match search results and sort order to ensure the highest ranking search results are displayed at the top of the list.
• Fixed an issue where searching for a 10 digit MID would not appear in search results. We also enhanced our partial matching on the MID field as well.

Knowledge

• We added spell check to the Knowledge Editor.
• We updated the layout of the Article Events Timeline by adding icons, headers and metadata that will help editors understand the events surrounding an article. We will make additional updates to the body of each event to provide further clarity on every change that occurred on an Article.
• We added the Article Title and Subtitle to PDF exports from an Article.
• We updated the text on the "You do not have access to this content" landing page on the external Knowledge Library.
• We upgraded our Article HTML editor the latest version which will enhance functionality of the editor and fix a number of small bugs.
• We updated the list styling in the Knowledge Editor with better spacing and alignment to more closely align to the external Knowledge Library view.
• Fixed a bug where the 'Last Edited' and 'Last Published' fields were not showing up correctly in Knowledge reports.

Admin & Settings

• The Manage Teams, Manage Users, and Manage Reports permissions have always been sub-permissions to the Edit Organization Settings permission. With this release we are updating the Team, User and Reports permissions to be standalone so users can have those permissions without requiring the Edit Organization Settings permission.
• We also updated the Add Shared Views permissions to enable users without this permission to still create Private Views that cannot be shared with others users.

Performance

• We released a few performance optimizations that reduced the load times of the Customers list as well as the Global Search results.