Salesforce to salesforce migration vidyard data

#Salesforce to salesforce migration vidyard data how to
#Salesforce to salesforce migration vidyard data update
#Salesforce to salesforce migration vidyard data mac

A pop-up window will appear notifying the administrator that the changes were saved, and they can navigate away from the page or log out (if they are saving a large filter which can take several minutes.).

A вЂњCancel ProcessвЂќ button will replace the вЂњSaveвЂќ button, and a вЂњCalculating contact countвЂќ notification will appear with it.

When the Save button is clicked, the following will take place:

Clicking the вЂњSaveвЂќ button will begin the save process.

Clicking the вЂњPreview Contact CountвЂќ button is optional.

Clicking the вЂњPreview Contact CountвЂќ button will immediately calculate the number of contacts available via this filter for routing.

The вЂњCalculate Contact CountвЂќ button has been renamed to вЂњPreview Contact Count.вЂќ.

#Salesforce to salesforce migration vidyard data update

This update will allow the administrator to navigate away from the Intellective Routing page or even close VanillaSoft while large and complex IR filters are saved. Intellective Routing (IR) filters are now saved in the background. Intellective Routing Filters Save in the Background You can find migration instructions in the VanillaSoft Support Portal. Therefore, we recommend that those currently using the legacy app begin rebuilding their Zaps using the new app as soon as possible. With the new appвЂ™s availability, VanillaSoft will be ending support for the current app using the legacy Zapier technology on April 30th, 2021.

#Salesforce to salesforce migration vidyard data how to

To learn how to set up a Zap, please refer to this VanillaSoft Support Portal article: With the new VanillaSoft app, all Zap creation and management is done from within Zapier, making setup and management of your Zaps easier.ДЇor details about our integration with Zapier, please visit our integrations page: VanillaSoftвЂ™s new Zapier app is now available from the Zapier website, providing easy integration between VanillaSoft and hundreds of other applications. Search results will appear in alphabetical order. The search will return all values where the search term appears. However, to speed the selection process, agents can type the value they are searching for. вЂњSearchable MenuвЂќ fields will operate just as any other dropdown list field. To export the list of вЂњSearchable MenuвЂќ items, click the вЂExportвЂ™ button. The list cannot be edited within VanillaSoft. Upon a successful import, if the custom field is set to вЂActiveвЂ™, the searchable menu will be immediately available. All values will be sorted alphabetically once imported.To import a list of field values, click the вЂњImportвЂќ button. The вЂњSearchable MenuвЂќ Field Type has been added to the Field Customization > Custom Fields page.Д¬reate or edit an existing custom field, then select the вЂњField TypeвЂќ dropdown menu. Note: the вЂњSearchable MenuвЂќ field will only accept one selection and cannot be used as a multi-select. The new вЂњSearchable MenuвЂќ Custom Field Type allows callers to search through up to 10,000 values within a field drop-down list, to quickly find the right item. Send emails from a specific Project using your own outgoing email server (SMTP).

#Salesforce to salesforce migration vidyard data mac

VanillaSoftвЂ™s voice drop feature now works on Mac computers.

Word DocX support on MailMerge Contacts in Contact Management.

Restrict specified email templates to certain teams.

New fields added to Web Leads and Zapier.

вЂCountry CodeвЂ™ has been added to Reporting.

The ability to inactivate individual phone numbers via a mass update.

вЂIntegrationsвЂ™ section added to the Admin Permissions page of each Admin-Combo user.

Restrict a Caller from communicating via SMS to manually added contacts.

Force a delay before a lead can be resulted.

Prevent a duplicate contact from being added manually.

The attachments page has been updated with an audio player.

вЂSalesforce IDвЂ™ has been added as a contact variable.

Hide closed contacts in the Corporate Contacts view.

A color can now be fixed to a user or external agent appearing on the calendar.

The ability to group Result Codes into categories.Contact Team, Owner and Scheduled Call User are now tracked with each call history.