Upgrade Guide Version 1.343

  • Published on Aug 6, 2025
  • 1 minute(s) read
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When upgrading to version 1.343 or greater and you’re using the ECI service then you will need to apply the following to ensure the service can continue without issue, this guide can be ignored otherwise.

Add Meta Data to ECI Permission Sets

  1. Navigate to Setup > Custom Metadata Types

  2. Click Manage Records on the ECI Permission Set

    1. Overview of custom metadata types with actions and labels for configuration management.

  3. Ensure the follow Meta Data records are in place:

    1. ECI Permission Sets table displaying various conversation insights and their corresponding names.

  4. For any that are missing add them by clicking New

  5. Set the Label and ECI Permission Set Name exactly as below for each entry (see table below)

    1. Editing ECI Permission Set with highlighted fields for label and permission set name.

  6. Click Save and repeat

Label

ECI Permission Set Name

Conversation Insights for Sales

CallCoachingUserPsl

Conversation Insights for Service

ServiceECIUser

Einstein Conversation Insights Included

CallCoachingIncluded