What’s new in the current Invoca for Salesforce Sales Cloud package, how to upgrade, and a summary of major past releases.The newest version can always be installed from Invoca’s AppExchange listing. To check your installed version, go to Setup > Installed Packages and search “Invoca Enterprise.”
Version 5.8 (September 2025): e164 phone formats and EU conversion reporting
Three main enhancements:- Closed-loop conversion reporting is now supported on the Invoca EU platform — choose your platform region in Invoca Admin > Conversion Reporting settings (default is North America).
- Matching now supports e164 phone number formats (including country codes), in addition to local formats, for both initial matching and matchback.
- The character limit for selecting Lead Statuses and Opportunity Stages to report back to Invoca increased from 255 to 510 characters each.
Upgrading to version 5.8
- Screenshot your current Invoca Admin settings first, especially if upgrading from versions 1.0–5.4 — those settings will need to be reconfigured (5.5+ carries settings over automatically).
- Install in your sandbox first — ideally a full-copy sandbox. Once you upgrade to 5.8, you can’t revert to a prior version.
- Configure your Invoca Admin settings — reconfigure fully if coming from 1.0–5.4; otherwise just verify the existing settings carried over. Newer versions can match to more objects (Contacts, Leads, Accounts/Person Accounts, Opportunities, and Cases) than older versions supported — select Leads, Accounts, and Opportunities if you want to maximize closed-loop conversion reporting.
- Connect Invoca to your sandbox org — set up a new Salesforce Sales Cloud connect app tile (keeping your production tile intact) and authorize with your sandbox org.
- Complete test calls and confirm data lands correctly — including a full Lead-to-Opportunity conversion flow if you use closed-loop reporting, and a Case flow if you match to Cases. Filter the Transaction Details report for Post Call Event types to spot data coming from Salesforce.
- Install in production once your sandbox testing looks good, using the Production link above.
- Reconfigure your Invoca Admin settings in production.
- Re-authorize the connect app connection in Invoca — especially important if upgrading from 3.x or earlier. Deactivate the existing integration, then reconnect via ”+ New Connect App,” choosing Salesforce Sales Cloud.
- Monitor to confirm everything continues flowing, matching, and reporting correctly. If data stops after an upgrade, re-authorizing the connection (as in step 8) usually resolves it.
Summary of major past releases
NoteVersions below 5.2 use Salesforce APIs that were retired in the Salesforce Summer ‘25 release — if you’re still on one of those versions, upgrade immediately to avoid disruption.