Release 1.60 was mainly focused on following things:
1. Changes related to prebuilt dynamic dashboard
SMS magic 1.59 version has prebuilt dynamic dashboards giving insights on compliance, team and agent productivity etc. In salesforce, every enterprise edition organization can have up to 5 dynamic dashboards and unlimited edition organisation can have up to 10 dynamic dashboards.
Based on the organisation edition, customers were facing issues with installation of 1.59 version where the dynamic dashboard limit was exceeding. So through release 1.60 we are taking out the packaged dynamic dashboards outside of the main package and giving it as an add-on for those who need it / who’s org can support it. [To get the add-on package version link, please reach out to us at care@screen-magic.com]
2. Patch for Salesforce Critical Update rolled out on February 17, 2020
Critical update has been rolled out with the Spring ’20 release on January 3, 2020 and made globally available from February 17, 2020. After the critical update, users without the Customize Application permission can no longer access custom settings which will impact the SMS-Magic capabilities like sending messages, receiving incoming messages, etc. Through 1.60, we are giving a SMS-magic packaged permission set “SMS Converse conversation user” to give access to only SMS-magic custom settings which you can assign to your users. You can read the detailed instructions here or please reach out to us at care@screen-magic.com with any questions you might have.
3. Custom Apex Code Injection Capability
Sender ID selection, template selection and incoming lookup selection can now be customised as per business process with custom development.
4. Bug fixes & Improvements
Through 1.60, we are coming up with a few more bug fixes & enhancements as listed below.
Improvements
Bulk SMS component load time improvements.
Optimization for composer rendering on Send SMS button click.
Auto reload of Conversations and ConversationView Components on community edition with push topics dependency removed.
MMS file size limit increased to 2.5MB from 500Kb.
The converse app is made available for all from 1.60 version onwards.
Application available for use on Salesforce Professional Edition.
New compliance support for the campaign manager. For more information click here.
Salesforce API version updated to 1.46, allowing user to add all objects in message configuration under converse settings.
Bugs
Fixed issue with expanded view of conversation component on alert notification of Incoming Message.
Fixed issue with facebook’s alphanumeric sender ID formatting on conversation view.
Fixed issue with Conversation Id creation and Unformatted number population for Line & Facebook channel.
Fixed new message UI to populate correct data in record detail page.
Fixed issue with record owner sender id not displayed in Bulk Campaign in Converse App.
Fixed issue with Utility bar where the message is displayed to two records.
Fixed issue with UI while sending single SMS when country set to all for MMS.
Fixed issue regarding only the text from the Template getting sent when Template is used in Campaign and extra text is added.
Fixed issue regarding missing fields in conversation user permission set.
Version 1.58
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Overview
The SMC 1.58 release is focused mainly on the converse desk improvements and to help our customers use the Converse Desk for their existing business process seamlessly.
The use of converse desk can be totally different for sales & support agents. Also, conversations to be displayed in the desk based on logged-in users can be a little taxing for Salesforce admins to configure.
The new converse desk gives you the flexibility to configure the desk depending on who the end-user is and render the front-end with the relevant details and capabilities.
Converse Desk
A few productivity features added to the desk for agents to quickly find, respond and update CRM with conversations details. Refer to below enhancements added with SMC 1.58 release.
1. Assign Conversations in Bulk on Converse Desk
As a manager, you can assign conversations of an agent, who is on leave, to another. You can select multiple conversations at one go and save significant time as you no longer need to assign conversations individually.
You can also apply a filter to select and assign similar conversations to other users.
2. Marking Multiple Conversations as Read or Unread
This will help you keep your inbox sorted. Even though conversations in your Inbox have been read, you may want to highlight some of them as you may want to visit them later. This feature helps you mark all those conversations as unread. Similarly, you can also mark unread conversations as read if you do not feel they are significant for your business.
If you are using Texting to generate leads, this will help you to quickly create lead from conversations. It eases the process to create a new lead from an unknown number.
As part of the Sales/Marketing/Support team you may need to customize your inbox to receive specific messages relevant for your business. You can also build filters to categorize messages and get a customized view to respond to conversations that are left open by other members of your team. Team leads can also use the custom Inbox to respond to cases that team members have not responded to.
As a business user, you now have better visibility of the Sender ID, phone numbers and templates to be chosen while composing messages in the Converse Desk. The width of the drop-down list for SenderId, phone numbers and templates have been increased to view the complete details before sending the message.
6. Toggle Message View in Converse Desk and Utility Bar
You can now view individual record’s detail from within the Converse Desk. The Message Reply panel on the Converse Desk and the utility bar displays the toggle button that helps you switch between individual record’s detail view and the All message view. You can also click Reset to revert to the default view.
As a manager, you can now write and share notes internally with your team from within the Converse Desk. These notes are visible only to members of your team or to other users within your organization. These will, however, not be visible to your customers.
Quickly refer to the recent conversations for your leads or contacts from any page in Salesforce before who take the next action. Please note this capability is supported in Salesforce lightning only. Refer to below enhancements added with SMC 1.58 release.
1. Contextual Conversations
You can now focus on conversations that are contextual to the record you are viewing. Following are a few examples:
When on a lead record, the desk displays all conversations related to a lead.
When on a contact record, the desk displays all conversations related to a contact.
When on an opportunity record, the desk displays all conversations related to opportunity.
You can avail the following benefits with the enhanced Converse Desk on the Utility bar:
View the search results by applying a contextual filter. The record, selected as the contextual filter, is highlighted to indicate that it is in active use. You will continue to receive notification for all incoming messages irrespective of the filter being used.
Looking to customize the converse desk as per your existing business process? Refer to below enhancements added with SMC 1.58 release.
1. Configurable Converse Desk Settings
As an Admin you can now configure certain Converse Desk settings to help in making the Converse Desk more intuitive. These include the following:
CRM Actions – Can select which actions the user can have with certain message objects.
Internal Note – Enable users to send private notes to each other in the same organization during a conversation.
Desk Themes – Select color theme for the Converse Desk and preview the theme before applying the theme.
Messages – Automated messages can be given a different color background. Incoming and outgoing messages can contain additional information by selecting the options in a separate pop up window.
Conversation Topic – Customize the view of the topic of the conversation. The Admin configures the topic of the conversation to display additional information.
As an admin, you can now configure the layout of the Converse Desk layout for specific user roles and profiles in the organization. The following can be configured:
The color or pattern for the Desk theme.
TheConversationtopic view
Color theme displayed for Automated messages in the conversation flow.
Information to be displayed under each message bubble.
Information to be displayed in the information lookup field.
As an admin user, you can enable users and profiles to send canned responses or a template-based response. This disables users from creating custom messages. You can also add specific users and profiles to send canned responses.
4. Character Limit Restrictions for Converse Desk Messages
As an Admin user, you can restrict the number of characters to any number between 1-700, in all outgoing messages sent from the Converse Desk. Messages longer than that, if required, need to be sent using templates only.
You do realize how critical it is to avoid sending out duplicate messages in your campaigns. The improved SMC 1.58 release ensures that you are given the flexibility to avoid duplication.
Records are created simultaneously in both SMS History and Error Logs even when permissions for “MMS type” and “MMS URL” from the MMS Detail Field-level Security are removed after the user starts running the campaign.
2.
Not Responded Filter appears within the Not Responded by Customer list view. Toaster Messages in Converse Settings display even for settings that are not modified. In Lightning components the alternative text is blank for spinner.js.
3.
The count of characters configured for messages being sent is not displaying correctly.
4.
Following inconsistencies exist in Utility Bar Behavior enhancements. Notification for incoming messages (the dot near the recipient name) is not consistently visible.Notification for incoming messages (the dot near the recipient name) should disappear only user moves to the All filter.Pagination should appear at the bottom of the page.
5.
The filter icon in the utility bar on the record detail page, fails to navigate user to to the relevant contextual conversation.
6.
Utility bar UI is not displaying conversations as desired.
7.
The Home Page Layout configuration page displays two classic side bar components.
8.
The Converse Desk Theme preview is not updated as per the currently implemented Desk UI.
9.
Unicode characters is not considered as plain text in Salesforce.
10.
“SMS Magic” should be replaced with “SMS-Magic” throughout the interface.
11.
Outgoing message, from an unknown number for which there is an incoming message already present, is creating a new message instead of being linked to its predecessor.
12.
The mobile number last used to send messages is not being displayed as the default number.
13.
Template is trimmed to character limit defined for the campaign and prevents use of the complete version.
14.
The Back button displayed on the message flow window of Contact Records is not functional.
15.
Standard Profiles for which Internal Note/Character counts have been configured are displayed as PT1, PT2 and so on instead of the profile name.
DEPRECATED COMPONENTS
Serial
Component
1.
force:recordView
Version 1.55
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Overview
The information in this release notes is focusing on security of the application.
Converse Template
The New Template page user interface has been changed to match the look and feel of Salesforce Lightning Experience. This UI is the same for the Salesforce Classic.DEPRECATED COMPONENTS
Features
Components
Impact
Workaround
Incoming
src/pages/ActionOnIncoming.page
Cannot set or edit existing action.
Previous Settings page has been removed. Users must set up Flows to achieve the same.
Incoming
src/pages/IncomingAlertConfigurationPage.page
Cannot set or edit existing action.
Users must set up Flows to achieve the same. Alternatively, the user can use Apps or sender ID notification.
Incoming
src/pages/IncomingLookupPage.page
Cannot set or edit existing action.
Users must move to new logic.
Incoming
src/pages/OptoutSettingsPage.page
Cannot set or edit existing action.
Users must set up Flows to achieve the same. Alternatively, the user can use Apps.
Incoming
src/classes/BulkIncomingRecordsHandlerBatch.cls
Bulk Incoming if received can hit governor limits.
Portal is set to send one incoming at a time.
Settings
src/pages/SMSMagicConfig.page
Cannot view/edit settings.
User must use Converse Settings tab.
Help
src/pages/SMSMagicHelp.page
Cannot view help page.
User must use Converse Settings tab.
Default Sender
src/pages/DefaultSenderIdPage.page
Cannot set/edit default senders.
Users must move to Settings page.
Default Sender
src/classes/DefaultSenderIdController.cls
Feedback
src/pages/FeedbackPage.page
Users cannot submit feedback now.
No workaround.
Endpoint
src/classes/EndpointConfigController.cls
Cannot set/edit endpoint.
Use new protected settings to set endpoints.
Outgoing
List View Configuration
Cannot use the old List View configuration.
Users must migrate their existing schedules to Bulk Action in Converse App.
Conversations
Favorite functionality
Removed Favorite functionality for Conversations.
The user can no longer mark a conversation as a favorite in the Converse Desk.
Version 1.54
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Version 1.54
1. Issue: Status appears as ‘completed’ for the recurring campaign from the list view.
For the recurring campaign, from the List view of Campaign Manager, it is showing its status as Completed when it is run for the first time.
Fix:
The Campaign status will remain as ‘Ongoing’ until the campaign is triggered on the selected last day.
2. Issue: Record details were not shown correctly.
Record details were not shown correctly on the Campaign Manager when the list view on the ‘Contact’ object is selected.
When the customer tried to create a campaign the list view on the Contact object some list view contacts did not populate.
Fix:
All the contact records are now getting populated in the campaign manager list view.
3. Issue: Campaigns fail if the template used with merged field.
Campaigns fail if the template used with merged field from the information object.
Fix:
Added a new UI to get the data about the information object records present in the template text. Updated the campaign detail page to show the proper information as per the selected information object.
4. Issue: Campaign Manager UI freezes for a large number of the templates.
The Campaign Manager UI freezes if a large number of the template is created in the Salesforce org.
Fix:
Provided search functionality to fetch the required templates, The number of templates shown by default will be 50.
Improvements
Changes to support Campaign Launcher on Community.
Changes are made to support the community in the campaign manager.
Added new permission, set-Campaign Manager admin.
Proper Error handling for campaign Manager.In order to provide the proper error message in the error log so as to debug the issue easily.
Limitations
Recurring Campaign supported only with Daily type (Start and End date are mandatory). Also, Weekly, Monthly and yearly recurring schedules are not supported for now.
Running a campaign with a report is not supported to community users as of now.
A new Permission set is introduced as “Campaign Manager Admin” which includes all mandatory object-level permission to use Campaign Manager, this needs to be assigned to Non-Admin User. Along with assigning this Permission Set, Admin must explicitly give permission for ‘Report Access Job’ Object either from Permission set(by cloning) or at Profile Level.
