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Release Notes

Target release


Target release date





Document status


Document owner

Haseeb Tahir


Sharjeel Akram


Haseeb Tahir

Release Summary

This embedded EFCX Connector runs inside the Salesforce CRM Web UI  and enables agent/call controls within Salesforce allowing agents to use the same CRM agent interface for all call and chat handling and transfer.

Release Limitations

  • Do not login to the same agent on different browsers or different machines.

  • VPN connection/WebEx/TeamViewer is required to connect to the customer’s environment.

  • Remote access via RDP or similar is required to do installation and configuration of EF Server.

  • Administrative access to server machines is required to install EF Connector.

  • Admin access to Salesforce CRM is required to deploy CRM side configurations.

  • CRM Entities priority for single/multi match is not available.

  • Encrypted phone number will be mapped on Customer’s Screen pop-up and Chat Activity is case of Viber.

  • The height and width of CTI SoftPhone on Salesforce is only recommended as 500x400.

  • Click to chat and call is not available for this release.

  • Selected Warp-up and Notes will not refelected in the chat or call activity.

  • The Priority of CRM Entitites are not configurable for this release.

  • CX-Voice limitations are here.

Open Issues

Key Summary T Status
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Release Tested Highlights

Tested with:

  • Salesforce Lightning CRM.

  • EFCX Agent Desk.

  • CX Voice.

  • The following EFCX chat chanels:

  1. WebChat

  2. WhatsApp

  3. Facebook

  4. Viber

Not Tested with:

  • Supervisor Controls.

  • High Availibility (HA).

Testing Machine Hardware Specs:



Hard Disk




Operating System:

Windows 2012 R2 standard (x64) 

Compatibility Matrix for this release is available here.

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