Your phone connection
Connection improvements are applied automatically. Your team can keep using the existing connection. Any required setup changes are explained in the release notes.
Keep your team up to date.
See what’s new, what updates automatically, and when your administrator needs to take action.
Caller popups in your CRM workspace
Released 2026-09-10
- Setup guidance now explains how to add Caller Intelligence to the Lightning CRM apps your team uses and start it automatically.
- Recent history loads quietly when you open the CRM, leaving the panel ready for the next incoming text or supported call.
- Existing caller details stay on screen when another call or text arrives; later arrivals wait for your selection.
What updates automatically?
Your Salesforce app
Your administrator installs updates to the Caller Intelligence panel. The app checks for new releases and shows a notice when an update is available.
How the app checks for updates
Starting with version 0.4.0, Caller Intelligence checks the published release automatically, at most once per day in each administrator’s browser while the app is open. It also checks on the next opening when the previous check is more than a day old.
If a newer version is available, administrators see a quiet notice. In Connect accounts → App updates, they can see their installed version, the latest published version, the last successful check, and select Check now.
Checks read public version information. They do not send caller records or account credentials, open over a call, or install an update. A failed check does not affect incoming calls or texts.
Customers on older versions need one administrator-assisted update to receive this checker. It cannot add itself to an older installation.
Get help updating the Salesforce app.
- Open Connect accounts → App updates and note your installed version. If App updates is missing, your installation predates the checker.
- Ask your installation administrator to review this release and test the current kit in your Salesforce test environment.
- Arrange the update, confirm user permissions, and test an incoming call and text before your team relies on it.
Opens an email draft for you to review and send. Include the installed version; keep passwords and API keys out of email.
Will Salesforce updates install themselves?
The current pilot uses an administrator-installed source kit. Automatic checks notify you of releases; they do not install Salesforce components.
Salesforce packaging can support coordinated push upgrades after the package and required approvals are in place. That distribution path has not been set up for Caller Intelligence yet.
Technical update resources
For the specialist performing the update. Validate in a test org, review local customizations and new permissions, and verify calls and texts afterward.