Shared Assets:

🚀 Matching Hub: Optimized Results in Lead to Account Matching

If you have a massive Salesforce database with 100 million or more accounts, finding the right account will take a lot of time because of the number of records. This new optimized toggle uses a different technology to perform the query. Instead of SQL (Salesforce query language), it uses SOSL, which works better for large databases. This option is not activated by default, but it will help if you are experiencing a high delay.

🚀 Rules: New Rule Operators - Ends with and Ends with any of

New operators are available when building out your rules. Ends with or ends with any of will check what the value is ending in. 

For example, this can be used to filter out specific emails. You only want emails ending in .com or .fr, or you want to exclude emails ending in @gmail.com.

🚀 Matching Hub: Person to Lead/Contact

When prospects fill out a Form, they are considered as a Person. But this Person might exist as a Lead or as a Contact in SFDC, and this menu will help you to filter and tie-break to match the Person to the right existing Lead / Contact

For example, if you only want someone coming inbound to match certain types of leads—for example, if you have multiple leads for a single prospect—you can set up rules here so that it should match the most recently created lead.

🚀 CRM Event ID added to Meeting Activity Export

When you export the meeting activity dashboard, we have now added the CRM ID to this export.

ChiliCal:

🚀 Descriptions of Meeting Types in Multiple Meeting Type Links Scheduling links

In your 1/1 scheduling links, you have multiple Meeting Type options available. You can now add descriptions to your Meeting types so bookers of the link have more details about the meeting.

To edit this, go to the meeting type> advanced settings > additional description.

🚀 Availability Schedules - Specify Days

In My App > Availability Schedules > Default Schedule, users can customize their schedules for specific days. This is useful when you have your normal weekly schedule but want a different schedule for a certain time period.

In My App > Availability Schedules > Custom Schedule, There are new Advanced Settings, including Date Restriction and making the schedule exclusive.

For example, if a user is planning a two-week trip to another time zone, they can add a specific date to ensure their availability is accurate. This can also be used during events or conferences, where users will have different meeting schedules.

🚀 New to Fire: Google Unknown Sender Policy Updates

Matching what we have in legacy, which is for @gmail.com prospects. Sometimes, because of Google's unknown sender policy, the invite is not shown. We have added the option on the confirmation screen to confirm that you saw the meeting or ask for another meeting to be sent.

🚀 New to Fire: Don't Invite external guests toggle in the Scheduler

This allows you to book a meeting without anyone from outside the organization being invited. This is often used if you want to use a meeting as a placeholder or reminder of a task.

🚀 Create Event Under in CRM Actions

This allows you to decouple a Salesforce Event from a Lead or Contact. This setting is on by default. To create Events unrelated to a record, please toggle it off in CRM actions > Create Under Lead / Contact. 

Handoff:

🚀 Show Booker in the Distribution History

These details are available in Distribution reporting. Select Distribution > Distribution History. This information is helpful for admins who want to review reporting and understand the full booking process.

Chat:

🚀 Language Localization in Chat Widget

In Admin Center > Branding & Language > Select Chat from the screens menu to see default language copy & adjust.

In Journeys > Use Audience Targeting to create a condition for a Journey with the Browser Language you wish to create a Journey for

- The Journey, meeting type, and reminder copy will need to be set by the admin
- The Data Fields, scheduling, and other chat screens will be auto-translated according to what is set in Step 1

🚀 New Option in Field Update node - Update to a Custom Relative Date

You can now set relative dates for the Update Field node in Chat (this will also apply to Tasks). It works the same as in all other products for Date type fields.