CT Mobile Package Release Notes

Fixed editing custom scenarios.

Now you can specify a custom domain name for your meeting URL.

The Available for Download checkbox is added to the application creation form. If selected, the presentation can be downloaded as PDF during the Self Detailing.

Updated required permissions sets for CT Mobile users, who need to work with CLM presentations:

Fixed "Error 404" in Remote Detailing room for sandbox environments with enabled Salesforce Enhanced Domain.

Save several audio records for the Remote Detailing meetings. NOTE: This option is available only in the CT Mobile package v. 3.71.

Fixed adding components to the metadata archive (also when using Archive Components_ custom metadata type).

Saving audio recording on the corresponding Activity record.

Fixed display of tracked user’s path on the map.

UI fixes.

The ability to activate the CG Cloud support to work with it in the CT Mobile app if the CG Cloud is configured in the Salesforce organization.

A warning about the paid Remote Detailing feature is displayed for the first logging in.

During the Activity creation, users will be notified if CLM presentations are not found on a server.

The Terms Accepted attribute in the application statistics stores a participant’s agreement to the terms of use.

During the Self Detailing meeting.

For user convenience:

Only a maximum of 9999 of the most recently modified dashboards and a maximum of 1000 of the last most recently modified reports will be downloaded in the CT Mobile app during the sync process.

Only records with the record types of the CT Mobile package will be deleted with the Refresh CTM Settings button.

Fixed checking the profile permission to launch a Remote Detailing meeting.

Fixed populating the reference field on the corresponding Application Stats record with the Activity record from which the Remote Detailing meeting was started.

Fixed adding custom labels to the metadata archive.

Fixed the Renew slides button operation when updating slides.

UI fixes.

The ability to select or manually add the value in the fields with the Date and Date/Time data type during creating a SOQL filter.

New options to specify and add terms of use on the Welcome screen during the Remote Detailing or Self Detailing meeting. Currently, not in use.

If the required remote sites are not activated, an error message will be displayed when a user tries to renew slides.

The browser name and IP address will be stored in the statistics record for the presenter and participants.

The ability to create a CLM presentation based on a ZIP archive with the images in JPEG or JPG format.

Now, you can either specify components to collect or set the number of entities in one request to build the metadata archive. Contact our Customertimes team to get the additional information.

Fixed the ability to download the metadata archive.

Use the New settings only toggle to specify whether to store settings both in custom settings and as CTM Settings records or only as CTM Settings records.

The ability to specify whether the participant is required to add the email to access the Remote Detailing meeting.

The new parameter for future audio recording storage is added.

For user convenience:

The new audit field is intended to store the user’s device model for better customer support. The logic will be implemented in the next releases of CT Mobile apps.

If the required remote sites are not activated, an error message will be displayed when a user tries to save a CLM presentation in Application Editor.

If CLM presentations are not set for the Activity record, all active and available for Remote Detailing meetings CLM presentations will be available during the Remote Detailing session.

To reduce sync time and use fast sync instead of mixed one, the metadata checker now only tracks reports and dashboards that have been added to the Home screen of the CT Mobile app or specified in a custom folder that starts with the CLM keyword.

Fixed the availability of CLM presentations and slides: inactive CLM presentations and slides are now no longer available during a Remote Detailing meeting.

New CT Presenter connected app.

The ability to add desired components in the metadata archive by specifying them using the corresponding custom metadata type. Contact our Customertimes team to get the additional information.

Fixed an issue with refreshing the metadata archive when there are too many custom settings records.

Performance improvement: Reducing the number of objects in the metadata archive.

The new RD endpoint should be activated when installing or updating the CT Mobile package.

Enhanced UI for the presenter and participants.

Security Update: specify the integration user to connect to the Self Detailing meeting and collect statistics.

New direct links to access Remote Detailing and Self Detailing meetings.

The ActivityProcessHandler class will check if only active and valid CLM presentations are specified for Activity objects. If not, the error message will be written in logs.

For your convenience, use the Download metadata archive button to download the archive and send it to support in case of any issues.

The maximum size of the .pdf and ppt(x) file for converting to CLM presentation has been enlarged up to 75 MB.

New JS Bridge methods to manage audio and video on the presenter device.

The error message will be displayed when a user loads an Attachment which size is more than 25 MB.

Fixed an issue with a lack of user permissions to access the Sync Recovery functionality.

Fixed the trigger operation: add and activate the required trigger in the Trigger Settings.

Fixed saving CLM presentation as PDF when the CLM presentation name contains invalid characters.

Fixed the ActivityProcessHandler class errors when there are no actual values in the Link Field and Application List Field.

Fixed compilation of metadata archive in case of larger data size.

The metadata archive will not be rebuilt when changes are applied to objects that are not specified as offline objects.

During the installation of the package, the cloud token will be copied to the protected API Key custom setting.

During the package installation, the Available Offline attribute of the Application object will be set as true for those CLM presentations that were available offline.

If the Sync Recovery functionality is enabled and the Attachment record has a temporary Id of the parent record in the reference field, the attachment will be sent as a Proxy object to Salesforce.

Specify the ability to leave the unfinished activity for users' profiles.

The ability to activate the CT Sign module for the CT Mobile app.

Due to security reasons, the Scheduled metadata check toggle and the Refresh metadata archive button are displayed only for users with the Modify All Data and Modify Metadata Through Metadata API Functions permission or with the assigned CT Mobile Administrator permission set.

The Create button will be inactive if there is no field added when creating a mini layout.

Fixes for the creation of custom related lists.

Fixed the display of the settings on the CT Mobile Control Panel tabs for Safari users.

The ability to work with the Custom Scenario Editor in Lightning Experience.

Fixed the process of renewing slides if there is only one slide in the CLM presentation.

Fixed attaching files to CLM presentations in Lightning Experience.

The ability to specify the ascending or descending order for records in the Routes module.

The Remove metadata archive from server button is added to simplify the QA process.

The ability to specify Bing Maps API Key for CT Mobile Windows and Google Maps API Key for CT Mobile Android to select Bing or Google Maps in the Routes module, in the Nearby Accounts module, and the Maps widget.

Display an error when renewing slides using the invalid cloud token.

Only one mini-layout can be specified for record types and profiles.

Fixed saving to handle changes of a large number of fields on the Calendar tab.

Fixed the display of profile settings on the Calendar tab when selecting the profile in the Location field.

Fixed the incorrect error text when something goes wrong while converting a ppt(x) or PDF file into a CLM presentation.

Fixed the error text when renewing slides.

Fixed the Back button behavior in the Application Editor: now, the corresponding CLM-presentation record opens instead of the Home page.

The Refresh metadata archive button is intended to replace the manual collecting of the metadata archive.

The ability to use reference fields in SOQL filters.

If the CT Orders module is available for at least one profile, the description for the CT Orders objects will be added to the metadata archive to provide offline the full CT Orders functionality.

Metadata will be added to the metadata archive based on the CTM Settings records of the Offline Object record type to reduce the sync process time.

Custom scenarios can be selected within the Remote Detailing session.

Fixed display of several empty fields when creating a mini-layout.

Fixed the picklist expanding.

Fixed the behavior after clicking the Back button in the Lightning Experience.

The list of the related lists for an offline object is no longer cached on the Offline tab.

Fixed the related list editing.

Fixed the Demo presentation creation in the Sandbox environments that are created based on the Production environment.

The Show button to view the cloud token value.

The Call Repeat Allowed option allows resuming the finished meeting. Statistics will be collected too.

The indicator of the enabled attendee’s remote control is highlighted in red color for better visibility.

The corresponding tab allows customizing the Remote Detailing and Self Detailing functionality in one place.

For the users' convenience, the objects in the picklists are now sorted by label instead of API Names.

The Refresh CTM Settings button helps to support consistency between CTM Settings and Custom Settings records in case of errors.

The ability to add the CT Orders module to the CT Mobile app on the App Menu tab If the CT Orders package is installed.

In Lightning Experience, add the Download as PDF button to the Applications tab for generating PDF files for several CLM presentations.

Improved quality for slides generated from PDF or PPT files via Application Editor.

The enhanced setup process for the Remote Detailing and Self Detailing functionality.

In Lightning Experience, add the Remote Detailing button on the Application record to launch the Remote Detailing meeting.

On the Attendee Details screen, the username field is now required for filling out.

In the Salesforce Classic, the Remote Detailing and Self Detailing buttons are no more supported.

To correctly apply lookup filters in the reference fields of the Event and Task records, the fullNames = Activity request is included in the CustomObject request used for metadata archive creation.