Release Notes | Talkdesk for Service Cloud Voice – Knowledge Base

Talkdesk for Service Cloud Voice allows Agents and Supervisors to maintain their day-to-day activities inside Salesforce without toggling between different tabs and products, thus maintaining a single pane of glass within Salesforce.

March 20, 2025 | Talkdesk for Service Cloud Voice 2.14

On Tuesday, March 20, 2025, we will release the following enhancement for Talkdesk for Service Cloud Voice:

Enhancement:

Omnichannel Status Mapping: The "On Call" and "After Call Work" statuses in the Talkdesk-to-Salesforce status mapping table are now the only mandatory status to map. This prevents agents from appearing as "Available" in the Salesforce Omnichannel during calls or after-call work, reducing confusion and ensuring a more accurate status display. For unmapped statuses, Salesforce will act as the source of truth.

How to Upgrade / Install:

Version 2.14 of the Talkdesk for Service Cloud Voice package will be available on March 20th, 2025, via AppExchange.

February 17, 2025 | Talkdesk for Service Cloud Voice 2.13

On Monday, February 17, 2025, we will release the following new feature and enhancement for Talkdesk for Service Cloud Voice:

New:

Single Sign-On (SSO): Users can now log in to Talkdesk automatically when accessing the Omni-channel widget in Salesforce, eliminating the need to manually enter the account name. For more information, please refer to the Setting up Talkdesk for Service Cloud Voice article.

How to Upgrade / Install:

Version 2.13 of the Talkdesk for Service Cloud Voice package will be available on February 17, 2025, via AppExchange.

January 6, 2025 | Talkdesk for Service Cloud Voice 2.12

On Monday, January 6th, 2025, we will release the following enhancements and fixes for Talkdesk for Service Cloud Voice:

Enhancements:

Single Sign-On: With the "Seamless Login with SSO" configuration enabled, agents are automatically connected to Talkdesk after entering their account name on Salesforce, streamlining the login process.
Removal of Unnecessary Components: Unused components (fields) from the Talkdesk for Service Cloud Voice package have been removed.

Fixes:

Transfer Error Message: Fixed a bug where a transfer error message was displayed incorrectly for successful call transfers.
Next/Previous Call Fields: "Next"/"Previous" call fields are no longer populating incorrectly.

How to Upgrade / Install:

Version 2.12 of the Talkdesk for Service Cloud Voice package will be available starting January 6, 2025, via AppExchange.

November 12, 2024 | Talkdesk for Service Cloud Voice 2.11

On Monday, November 11th, 2024, we will release the following for Talkdesk for Service Cloud Voice:

New:

Talkdesk Trusted URLs: A new section is now available in the “SCV Setup Data” tab, allowing admins to create (automatically or manually) the Talkdesk Trusted URLs as part of the setup process. This new setup step follows Salesforce’s change to Content Security Policy announced here.
Agents' access to Talkdesk Live: Agents with permission to access Talkdesk Live can now view it directly within Salesforce, enhancing their visibility into real-time data.

Enhancements:

Contact search loading for transfers: When agents initiate a transfer, they will now experience progressive loading while scrolling through the contact list. This update removes the previous 50-contact load limitation.

How to Upgrade / Install:

Version 2.11 of the Talkdesk for Service Cloud Voice package will be available starting November 12th via AppExchange.

October 15, 2024 | Talkdesk for Service Cloud Voice 2.10

On Tuesday, October 15th, 2024, we will release the following enhancements and fixes for Talkdesk for Service Cloud Voice:

Enhancements:

Compatibility with Google Storage Partition: This update ensures full compatibility with the Google partitioning model launched in the Google Chrome browser version 127, including the pop-up window with Talkdesk Connection.

Note: To read more information, please read the product notice here.

Connection lost notification and reconnection attempts: Agents will receive a warning toast when they lose connection and Talkdesk will try to reconnect for 2 minutes. If reconnection is successful, they will receive a confirmation toast. After 2 minutes without reconnection, the Talkdesk widget will pop and agents will be prompted to refresh the browser, as per existing behavior.

Fixes:

Two-way status sync: Fixed an issue where agents would get stuck in ACW when the two-way status sync was enabled.
Click-to-call: Fixed an issue where the click-to-call functionality was disabled after an agent rejected a call.
Connection lost: Fixed an issue where the connection from Salesforce to Talkdesk would get lost every few minutes.

How to Upgrade / Install:

Version 2.10 of the Talkdesk for Service Cloud Voice package will be available on AppExchange from October 14 onwards.

June 6, 2024 | Talkdesk for Service Cloud Voice 2.9

On Thursday, June 6th, 2024, we will release the following features and enhancements for Talkdesk for Service Cloud Voice:

New:

Setting to record voice calls on Outbound Studio Flows: Now, when used on outbound flows, the “Record” component will be respected. This component provides the ability for the recording to be enabled or disabled on a given call flow, which will be in sync with the Salesforce Voice call toggle and UI. By extension, transfers that originate from outbound calls will also benefit from this.
Agent-Initiated Pause Recording: This Talkdesk setting is now being respected on the Voice call recording toggle, allowing the agents that have this permission to pause and resume the recording when needed.
Salesforce Dialer on Regional Cloud: Now, T4SCV with SF Dialer is supported on all regional clouds.

For more information about the new feature, please visit our documentation.

Enhancements:

Compatibility with the recent changes to CSP (US region only): This package version will include Talkdesk URLs in the Trusted URLs list in Salesforce, for the United States region only. The Salesforce’s upcoming Summer ‘24 release will introduce a breaking change that will impact Talkdesk functionality for accounts using the Talkdesk for Service Cloud Voice connector. Dynamic support for all regions will be added soon, more information here.

How to Upgrade / Install:

Version 2.9 of the Talkdesk for Service Cloud Voice package will be available from June 6 by request via Talkdesk Support and from June 11 onwards on AppExchange.

March 25, 2024 | Talkdesk for Service Cloud Voice 2.8

On Monday, March 25, 2024, we will release the following features and enhancements for Talkdesk for Service Cloud Voice:

Note: This new version of the Talkdesk for Service Cloud Voice package requires the Talkdesk for Salesforce package version 6.1 to be installed.

New:

Two-way Status Sync: Talkdesk for Service Cloud Voice now supports the sync of status from Talkdesk to Salesforce, allowing the two-way status sync to happen between the two platforms. This will help prevent the loss of calls due to asynchronous statuses and make it easier for agents/supervisors to understand the SF Omni-channel status.

After having the upgraded package the customers should request the feature activation via Talkdesk Support. For more information about the new feature, please visit our documentation.

Fixes:

Omni-Channel login: Fixed a bug that is preventing several agents from log in to the Omni-Channel

How to Upgrade / Install

The new Talkdesk for Service Cloud Voice package (version 2.8) is being pushed to sandboxes on March 25. For Production environments, the new package will be available on AppExchange from April 8 onwards.

December 13, 2023 | Talkdesk for Service Cloud Voice 2.7

On Wednesday, December 13, 2023, we will release the following features and enhancements for Talkdesk for Service Cloud Voice:

Note: This new version of the Talkdesk for Service Cloud Voice package requires the Talkdesk for Salesforce package version 5.6 to be installed.

New:

Pop-up Window with Talkdesk Connection: Admins can now choose to have the Talkdesk connection outside the Salesforce window for T4SCV, allowing agents to refresh the Salesforce browser while on call and without losing connection. This feature is disabled by default and only available for the US region. Enablement requires engagement with Talkdesk.
- For more information about the new feature, please visit our documentation.

Enhancements:

Agent Wrap-up Settings: When agents are assigned the “Talkdesk for SCV” call center in Salesforce, the Talkdesk Wrap-up (ACW) configurations will automatically be updated to:
- “Wrap-up stage” enabled
- “Include Internal Transfers” enabled
- “Wrap-up form” disabled
Notification when a call is disconnected by the contact: Agents will see a modal prompting the agent to close the voice call when the agent can answer a call that was already disconnected by the contact.

Fixes:

SCV Setup: Fixed the bug where customers were not able to set up or disconnect the T4SCV contact center.
Wam Transfer: Fixed the bug where an agent was not able to perform a second warm transfer after canceling the first one.

September 25, 2023 | Talkdesk for Service Cloud Voice 2.5

On Monday, September 25th, 2023, we will release the following feature for Talkdesk for Service Cloud Voice:

Note: This new version of the Talkdesk for Service Cloud Voice package requires the Talkdesk for Salesforce package version 5.3.2 or above to be installed. The upgrade must be requested through your Customer Success Manager or Talkdesk Support.

New:

Einstein Conversation Insights - Admins and Supervisors can now leverage Salesforce Einstein Conversation Insights to focus on key moments of the conversation and to easily identify topic trends, such as mentions of competitors and products.

For more information about these new features, please visit our documentation.

August 29, 2023 | Talkdesk for Service Cloud Voice 2.4

On Tuesday, August 29, 2023, we will release the following features, enhancements, and fixes for Talkdesk for Service Cloud Voice:

Note: This new version of the Talkdesk for Service Cloud Voice package requires the Talkdesk for Salesforce package version 5.3 to be installed.

New:

Dynamic Outbound Caller ID: Admins can now define business rules to choose which outbound phone number is displayed when a call is launched.
SF Sales Engagement: Salesforce Sales Engagement (previously High Velocity Sales) is now supported by Talkdesk for Service Cloud Voice, allowing Admins to create custom sales processes to guide sales reps.

For more information about these new features, please visit our documentation.

Enhancements:

Status sync notification: Agents will receive a warning toast prompting the agent to refresh the browser when the agent presence status is out of sync, due to loss of connection between Talkdesk and Salesforce.
Talkdesk widget: The Talkdesk widget will pop up if the connection is lost between Talkdesk and Salesforce. The widget will include a refresh button that will refresh the page for reconnection.
Notification when call routed to another agent: Agents will see a modal prompting the agent to close the voice call when the agent is able to answer a call that was already routed to another agent.

Fixes:

After Conversation Work in Salesforce: The After Conversation Work in Salesforce will now be automatically closed when the agent starts an outbound call, avoiding the 200% capacity issue.

June 6, 2023 | Talkdesk for Service Cloud Voice 2.2

On Tuesday, June 6th, 2023, we will release the following features and enhancements for Talkdesk for Service Cloud Voice:

Note: This new version of the Talkdesk for Service Cloud Voice package requires the Talkdesk for Salesforce package version 5.3 to be installed. The upgrade must be requested through your Customer Success Manager or Talkdesk Support.

New:

Swap on Warm Transfers: Now, Agents can use the swap capability on transfers, allowing them to switch between two call legs, putting one of them on hold and activating the other.
Auto Case Pop: Admins can now configure Talkdesk automations to automatically display a new case to agents in Salesforce when a call is made or received in T4SCV.
Phone Number Masking for Outbounds: Admins can now enable the phone number masking capability for outbound calls, masking the number in the Omni-Channel widget and the voice call record.
Auto Accept Work Items: Admins can now configure the phone channel to automatically accept work requests in T4SCV.
Salesforce Omni-channel Flows with T4SCV: Admins can now set up routing requirements using Salesforce Omni-Channel Flows and trigger them with Talkdesk Studio. Enablement of this feature is conducted by Talkdesk.

For more information about these new features, please visit our documentation.

Enhancements:

SCV Talkdesk Admin tab: The layout was improved.

Fixes:

Keypad on transfers for external numbers: Fixed the bug where agents were unable to use the keypad when making a transfer to external numbers.
Recording toggle: The recording toggle now shows the correct status of the recording.
Pause/resume call recording after a transfer: Fixed a bug where agents would see an error every time they tried to pause the call recording after a transfer.

March 10, 2023 | Talkdesk for Service Cloud Voice 2.0

On Monday, March 13th, 2023, we will release version 2.0 Talkdesk for Service Cloud Voice.

Talkdesk for Service Cloud Voice (T4SCV) is an add-on to the Talkdesk CX cloud product that integrates Talkdesk voice communications with Salesforce Service Cloud Voice.

What’s included

Fully embedded call center experience within Salesforce:

Call controls within Salesforce Omni-channel widget and Phone component.
Inbound and outbound use cases with support for blind transfers, warm transfers, and consults.
Embedded call recordings and live transcriptions, with the possibility to pause and resume both.
Embedded Talkdesk Live reporting and comprehensive call monitoring in Salesforce Omni-Supervisor.
Compatible with Talkdesk Conversations mobile app.

Easy setup and configuration:

Plug-and-play solution, with fully automated enablement and setup process.
Ability to choose the best Salesforce experience for your reps, by easily switching agents between Talkdesk for Service Cloud Voice and Talkdesk for Salesforce solutions.
Supports Salesforce Shield Encryption.
Advanced routing capabilities, global reach, and best-in-class call quality.

Talkdesk for Service Cloud Voice is an add-on and requires additional licensing.

For more information, please check our Talkdesk for Service Cloud Voice documentation.