Engage Release Notes

November 2025

Version 2511.0

• Advisors can add multiple students to a single Engage session, allowing them to facilitate group sessions. For details, see Managing Engage Meetings.

October 2023

Version 2310.0

• A new Room Details field was added to the Engage Room object. This displays over the poster image and provides additional details about the room (e.g., its purpose or related instructions). For more information, see Engage Room Settings.

July 2023

Version 2307.0

• A new setting, Allow Students to Create New Contact Record, prevents students from creating a Contact record if no match is found in the system when unchecked. This allows you to determine how records are created in your Engage Rooms. For details, see Engage Room Settings.

June 2023

Version 2306.3

• Advisors have the option to ‘Return to Queue’ if a meeting was started, but the student needs to meet with a different advisor. For details, see Managing your Student Meetings.

March 2023

Version 2303.1

• Engage will now display Notes in order of Create Date, with the most recent at the top.

February 2023

Version 2302.3

• Engage is now available from TargetX Builder. For details, see TX Forms Overview.
• Administrators can update the label for Student Sign In fields. For details, see Configuring Engage Student Sign-In fields.
• A new setting is available to enable audio notifications for Staff. For details, see Enabling audio notifications for Engage staff.

October 2022

Version 2210.3

• Students' SMS numbers now display on the meeting page for Advisors. For more information, see Managing your student meetings.

September 2022

Version 2209.7

• Admins can customize Engage Room Types and associated Reasons options. For more information, see Customizing Engage Room Types.
• Notes now save automatically when a user ends a session.

August 2022

Version 2208.5

• The interface now honors Advisor permissions:
  • Advisors can no longer create Rooms.
  • Advisors will be able to access all Active/Inactive rooms in which they have been added.
  • Engage Room Settings are not available to Advisors.
• The interface now honors Admin permissions:
  • Only Admins can create Rooms[1].
  • Engage Room Settings[2] will only be available for Admins.
• The logic for determining Engage Advisors or Admins has been updated:
  • For the system to consider a User an Advisor, the assigned Permission Set label must contain the text: Engage Advisor.
  • For the system to consider a User an Admin, the assigned Permission Set label must contain the text: Engage Admin.

June 2022

Version 2206.4

A new field has been added to the Activity object to track the status of SMS messages sent in Salesforce. For additional information, see Enabling Engage notifications.
 

May 2022

Version 2205.0

• Engage Room Settings has been updated with new settings:
  • Added to Queue SMS Message allows Admins to enter a customized message to be sent to students when they are added to a Room queue.
  • Check-in Page Header allows Admins to customize the Header on the Check-in page.
  • Meeting Reason Page Header allows Admins to customize the Meeting Reason page Header.
  • For additional information, see Engage Room Settings.​​​

February 2022

Version 2202.4

• Engage Settings have been updated to include the Preferred Name setting. For additional information, see Engage Settings.

December 2021

Version 2112.9

Reminder: You must upgrade your Engage package to the December ‘21 version BEFORE January 21, 2022.

• New settings in Engage Custom Settings are available:
  • Preferred Name Field allows Admins to include a student's Preferred Name on the Engage Check-In window.
  • SMS Endpoint allows endpoint configuration for the new Engage SMS backend services. 
  • For more information, see Engage Settings.

• The Engage Room Name will now be displayed on the browser tab when an Advisor picks up a Student/starts a Session.

October 2021

Version 2110.2

• A new custom setting, Enable SMS for Sandbox, has been added so that Administrators can allow Engage to be configured in a Sandbox without SMS. For additional information, see Engage Custom Settings.

October 2020

Version 2010.24

• Administrators can now set up Engage as a remote appointment scheduling queue. Previously, it only worked as an on-site queue for in person appointment scheduling.
• Allows students to sign up for Engage appointments remotely.
• Allow advisors to send customized SMS messages on picking up students to help direct students to potential online meeting tools.
• Prevent students from checking in to a room when outside the room's Hours of Operation.
• For information on setting up an Engage Online Appointment Scheduling Queue, see the article Configuring an Engage Site for remote appointment scheduling.
• Users can now toggle Engage rooms as Active/Inactive. For more information, see the article Creating a new Room for TargetX Engage.
• Admins can now set a default Country Code for SMS Messages. For more information, see the article Configuring Engage Student Sign-In fields.
• The Engage Notes and Engage Meetings objects have been labeled to indicate they are Deprecated.

May 2019

Version 1905.0

• This release includes new “stripped-down” layouts for every custom TargetX object in the Engage package in order to facilitate restricting access to Salesforce pages in Communities.

January 2019

Version 1901.5

• Meeting notes have been expanded to over 100,000 characters to accommodate Advising notes.