Contents

Change log

Date	Changes
30-Oct-2023	Updated Salesforce 'Release Notes' and 'What's new' section for 'Winter 24 release'.
15-Nov-2022	Updated Salesforce Release Notes for latest Chrome version support.
28-June-2016	Converted agent content from PureCloud Resource Center to a CIC RoboHelp project. Changed topic filenames to all lowercase.
11-July-2016	Added a Warning: Perform a consult transfer only when you need to speak with both parties before completing the transfer to Transfer an interaction topic. Added transfer to an Attendant profile as an option in several topics, including Call Controls and Blind Transfer.
29-July-2016	Added links to the PureConnect for Salesforce Integration Administration Guide (formerly CIC for Salesforce) to several topics. These point to the location in the PureConnect documentation library.
02-August-2016	Added new topic: Use response management in a chat. Replaced screen capture in Work with Chats, showing new Response Management icon in Chat window. Added do description of Chat controls. IN Work with web chats, added Intercom Chat Security right to Prerequisites. Also added that intercom chats are only available between users on the same CIC server. Add new topic: Start an intercom chat.
03-August-2016	Added CIC for Salesforce Release Notes topic to CIC for Salesforce client help project.
10-August-2016	Fixed missing screen captures in Work with Chats and Start an intercom chat topics. Corrected build number and added new feature in What's new in CIC for Salesforce. Fixed formatting problem in Call logs, Transfer an Interaction, Agent statuses in Interaction Dialer, Menus and call controls, View and edit call logs, and Use Response Management in a chat in CIC for Salesforce
11-August-2016	Updated Salesforce Release Notes for bug fixes and new features.
17-August-2016	Updated Salesforce Release Notes for bug fixes and new features.
23-August-2016	Updated Salesforce Release Notes for bug fixes and new features.
15-September-2016	Updated Salesforce Release Notes for bug fixes and new features.
20-September-2016	Updated required version to 2016 R2 for Response Management support in the Salesforce Release Notes.
19-October-2016	Updated What's new in CIC for Salesforce, adding Spanish and French language support to details for August 23 build. Updated Language Support topic.
01-November-2016	Updated Salesforce Release Notes for bug fixes.
09-November-2016	Updated Salesforce Release Notes for bug fix.
29-November-2016	Dropped support for Internet Explorer 10. Removed from Browser requirements for CIC for Salesforce. Updated Salesforce Release Notes for bug fix.
05-December-2016	Documented Status Notes and Time in Status display.
07-December-2016	Documented Request Assistance and display Call Duration in the Interactions view.
10-December-2016	Documented Desktop Alerts and Toast displayed when a new interaction appears when a user is logged in, but the browser is in a minimized state. Documented new Call History view. Documented Agent's logged in status now displayed in the Directory view.
12-December-2016	Documented activate and change workgroups. Added Change your workgroup activation status topic.
13-December-2016	Documented non-ACD call indicator in the Transfer an interaction and Transfer a chat topics. Mentioned localization of display names in Release Notes.
14-December-2016	Documented Password expiration warning, Change Password dialog, and Email support
16-December-2016	Documented Response Management features incorporated from Interaction Connect.
07-December-2017	Documented new Dial from Interactions view feature in multiple topics, including in Call controls in CIC for Salesforce, Click to dial in CIC for Salesforce, Click to dial, Email-to-case in CIC for Salesforce, Make a call, Make a conference call, Menus and call controls in CIC for Salesforce, and several other topics.
04-January-2017	Updated Salesforce Release Notes for new features.
12-January-2017	Updated Salesforce Release Notes for bug fix.
17-January-2017	Updated Salesforce Release Notes for new features and bug fixes.
19-January-2017	Updated Salesforce Release Notes for bug fixes.
24-January-2017	Added ACD-routed email to Supported interaction types to PureConnect for Salesforce topic.
06-February-2017	Updated Salesforce Release Notes for new features and bug fixes.
17-February-2017	Updated Salesforce Release Notes for new features and bug fixes.
02-March-2017	Rewrote Tip in Make a call section in the Menus and calls controls topic, adding: Expanding the Advanced Dial section of the Make a Call dialog box enables the feature; collapsing this section disables it.
07-March-2017	Updated Salesforce Release Notes for bug fixes.
20-March-2019	Updated Salesforce Release Notes for bug fixes.
05-April-2017	Updated Salesforce Release Notes for bug fixes.
06-April-2017	Created new Salesforce Lightning Experience topic. Added notice in Release Notes.
19-April-2017	Updated Salesforce Release Notes for new features and bug fixes.
01-May-2017	Updated Salesforce Release Notes for new features and bug fixes.
02-May-2017	Corrected link to Salesforce Object Routing Connector in Email-to-case in CIC for Salesforce topic.
09-May-2017	Documented voicemail support. Added new topics: Voicemail, Voicemail button, My Interactions, and Playback messages in the Voicemail view. Corrected list of supported interaction types in Menus and call controls in CIC for Salesforce topic.
16-May-2017	Updated Salesforce Release Notes for new features and bug fixes.
23-May-2017	Added new topics: Web-Based Phone and Log in with a Web-based phone.
25-May-2017	Documented WebRTC Microphone and Speaker test in Log in with a Web-based phone. Documented User Agreement in a new topic, Log into a secure system.
31-May-2017	Updated Salesforce Release Notes for new features and bug fixes. Also updated What's New in CIC for Salesforce and Web-based phone topics.
13-June-2017	Updated Release Notes for bug fixes. Added to Voicemail bullet point: Note: This feature requires CIC 2017 R3 or later.
26-June-2017	Documented user experience improvements in multiple topics by updating all affected screen captures.
05-July-2017	Fixed broken link to PureConnect for Salesforce Administrator's Guide in Single sign-on topic.
20-July-2017	Updated required CIC versions in Web-based phone.
25-July-2017	Updated Release Notes, August 8 section, for bug fixes
20-September-2017	Documented tool tip icon in CIC4SF Chat display that shows extra chat content.
26-September-2017	Documented addition of Snip button in Call controls in CIC for Salesforce, Record a call, and Recording types, Securely pause a recording in CIC for Salesforce, Release Notes, and What's New in CIC for Salesforce topics. Added description of Interaction window behavior to Answer and control a new change in CIC for Salesforce topic.
17-October-2017	Updated Salesforce Release Notes for new features and bug fixes.
31-October-2017	Rebranded CIC for Salesforce as PureConnect for Salesforce in all topics. Replaced screen captures.
24-August-2017	Edited Salesforce Release Notes for June 13. This feature requires CIC 2017 R3 or later. Added information on bug fixes.
14-November-2017	Updated Salesforce Release Notes for bug fix.
29-November-2107	Updated Salesforce Release Notes for addition of Workgroup Queues view and Workgroup Queues button.
12-December-2017	Fixed formatting of notes.
29-January-2018	Renamed Menus and Call Controls topic to PureConnect for Salesforce features.
18-April-2018	Updated Salesforce Release Notes for new features and bug fixes on April 17 and May 1.
21-May-2018	Updated Click to Dial in PureConnect for Salesforce topic. If Advanced Dialing is enabled, clicking the phone number link pre-populates the dial pad. To dial the number, click the phone icon.
12-June-2018	Updated What's New topic, added Transfer an interaction and Call Logs.
17-July-2018	Updated Salesforce Release Notes for Omni-Channel presence sync.
08-August-2018	Changed all URLs in client help that pointed to help.inin.com to help.genesys.com.
22-August-2018	Updated Salesforce Release Notes for enhancements to Omni-Channel presence sync.
24-October-2018	In Transfer an interaction in PureConnect for Salesforce topic, added Note: You cannot transfer a call directly to another agent's voicemail in the PureConnect for Salesforce integration.
19-October-2018	Updated screen captures in multiple topics for Genesys rebranding and UI rework. Updated supported browser version in Requirements topic.
06-December-2018	Updated Salesforce Release Notes for bug fixes on July 27, September 18, October 24, and December 18.
08-February-2019	Added tip for Administrators: see the PureConnect for Salesforce Integration Administrator's Guide to the Browser requirements for PureConnect for Salesforce
12-February-2019	In View and edit call logs topic, in the Call log details section, added an explanation of the search done to determine if there are any associated Salesforce records when a call is placed.
21-February-2019	Updated Salesforce Release Notes for bug fixes on March 5 and February 19, 2019.
01-March-2019	Added link to Change station topic in PureConnect for Salesforce features topic.
06-March-2019	Updated Salesforce Release Notes for bug fix on March 19, 2019.
11-March-2019	Created this change log.
18-March-2019	Fixed broken link to Log out of campaign in Interaction Dialer topic.
20-March-2019	Moved Salesforce Integrations Comparison Matrix topic from PureConnect Documentation library to PureConnect for Salesforce help.
02-April-2019	Added to Release Notes: April 2, 2019, 1.6.2654, Bug Fix, Removed the ability to associate interactions to reports in order to stop the “Failed to Save Call Log” error.
23-May-2019	Added to Release Notes: May 23, 2019, 1.6.2672, Bug Fixes: Fixed “Failed to Save Call Log” error for attempts to auto-associate to invalid types. Fixed a problem with the Microsoft Edge browser suppressing click-to-dial links.
10-July-2019	Added to Release Notes: July 9, 2019, 1.6.2680, Bug Fixes: Fixed inability to click campaigns hidden under Dialer buttons. Fixed Dialer preview timer colors so they are visible for the entire duration of the timer.
26-August-2019	Added to Release Notes: August 23, 2019, 1.6.2718, Bug Fixes: Wrapup codes that exceed the length of the window now wrap around to the next line. Fixed logic in consult transfer to avoid incorrect interaction state changes. Improved fail over case for temporarily loss of connection.
16-October-2019	Updated Email to case topic to make it clear agents can only reply to emails routed to PureConnect for Salesforce, but can initiate emails from Interaction Desktop.
12-December-2019	Added to Release Notes: December 12, 2019 1.6.2791.New Feature: The new Custom buttons feature provides the ability to invoke a handler or launch a local application or any http/https based web page. You can enable a custom button to be available for use at the following times: 1. all the time, 2. when an interaction is selected, 3. when a specific type of interaction (such as a work item) is selected, or 4. when an active (not disconnected) interaction is selected.
10-January-2020	Added to Release Notes: January 9, 2020, 1.6.2796, Bug Fix: Fixed voicemail button.
24-January-2020	Added to Release Notes; January 24, 2020, 1.6.2809, Bug Fix: Fixed login issue when using cached values.
24-January-2020	Removed outdated topic: Salesforce Integrations Comparison Matrix.
31-January-2020	Added to Release Notes: January 31, 2020, 1.6.2814, Bug Fix: Fix for Bug: Now using “samesite=None” in the cookie header to support chrome 80 changing the default to “samesite=Lax”. Please note that in order to have this completely fixed, you will also need an update to the CIC Server. For details and workarounds see https://genesyspartner.force.com/customercare/kA41T000000fxqm?name=PureConnect-for-Salesforce-s-impact-from-SameSite-cookie-restrictions-in-Chrome-80&fromCase=1
11-March-2020	Added to Release Notes: March 11, 2020, 1.6.2824, Bug Fix: Dial pad was occasionally being incorrectly disabled when working with multiple connected interactions.
30-March-2020	Added Salesforce Object Routing Server to a Coming Soon section in the What's New in PureConnect for Salesforce topic.
02-April-2020	Added link to Interaction Administrator help to the Click to dial in PureConnect for Salesforce.
23-April-2020	In What's new in PureConnect for Salesforce topic changed Coming Soon to April 24, 2020 for the Salesforce Object Routing Server notice.
22-June-2020	Added to Release Notes: June 19, 2020, 1.6.2914, Bug Fix: Long wrap-up labels were being cut off.
02-August-2020	Added to Release Notes: August 02, 2020, 1.6.2921, :Bug Fixes: Campaign logout button will logout the user from dialer in the UI, rather than just server side. And The request break button will function correctly in relation to campaign login status. It no longer allows breaks to be requested when logged out of campaigns, and it cannot get into a state where the agent is receiving calls while appearing on break.
23-September-2020	Updated for Genesys Cloud rebranding.
23-October-2020	Added to Release Notes: October 22, 2020, 1.6.2933, PureConnect for Salesforce Desktop Alerts were not working properly across browsers.
09-November-2020	Per customer feedback, added to note in Change Your Password: If you have forgotten your CIC password, contact your CIC administrator. Your CIC administrator can reset your password in Interaction Administrator.
09-November-2020	Obscured name in Call logs topic.
14-September-2021	Updated What's New and Release Notes with Winter details.