Upgrade Guide Version 1.336

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At Natterbox, we're always working to strengthen the security of our integration with Salesforce. Salesforce's security review process emphasises protecting sensitive data, especially user access, which are like digital keys to your Salesforce environment. To align with these rigorous standards and provide you with the best possible security, we're making a significant update.

With the upcoming Natterbox version 1.336, we're changing how our application authenticates with Salesforce. Instead of using the currently logged-in user's credentials, Natterbox will now use a dedicated connected app user for secure authentication. This approach leverages OAuth, a highly secure industry standard, to ensure your data remains protected and inaccessible to unauthorised parties. This change vastly improves security by preventing direct exposure of individual user credentials.

 

Important Action Required Before Upgrading to Natterbox 1.336

This security enhancement requires a small but crucial action from your Salesforce Administrator BEFORE you upgrade to Natterbox version 1.336.

If your organisation uses Salesforce Record Types with either CTI Quick Case or CTI Call Log objects (Task):

Call log template displaying various fields and actions for managing call records.

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Settings for Quick Case creation with options for editing and assignment rules.

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Your System Administrator must ensure that the Salesforce profile assigned to your Natterbox connected app user has access to ALL possible Salesforce Case and/or Call logs (Task) Record Types used by your Natterbox CTI users.