For version numbers versions that are not present in this list, please refer to the next version above.
Release notes 1.284
Release date: 2024-04-10
| Area | Summary |
---|
1 | Common | [CP-1131, CP-1150] PDF Export enhancements / fixes [CP-1060] Added ZoomInfo integration usage tracking [CP-1145] Task creation behavior enhancements [CP-1129] Minor enhancements [CP-1167] Ability to search for opportunities using additional configured fields
|
2 | Account Plan | |
3 | Opportunity: Playbook | [CP-1165] Removed independent save/submit button for Key Opportunity fields when editing Event. Fields will be saved automatically when the Event is saved. [CP-1148] Support for additional custom states for the Playbook event. Such statuses will be treated as "In Progress" type.[CP-1181] Fixed an issue when creating Event with Checklist in a Gantt chart where the message "Not Found" was displayed.
|
4 | Scorecard | |
5 | Relationship Maps | [CP-1161] Fixed an issue where the phone field was still visible in the stakeholder detail even though it was disabled. [CP-1147] Fixed unhandled error issues when opening Contact detail in Organigram [CP-1086] Minor fixes related to Map Import [CP-1183] Fixed issue where duplicate notification remains visible when creating a new contact from ZoomInfo Integration
|
Release notes 1.281
Release date: 2024-03-08
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Relationship Maps | [CP-1146] Initial support for LWS[CP-1156] Stakeholder attribute filters - respect sort order and visibility preferences [CP-1159] Fixed an issue where Ghost contacts were displaying People.ai Buyer Benchmarks [CP-1121] ZoomInfo Integration: optimization and enhancements [CP-1116] ZoomInfo Integration: Added ability to show ZI Contact Details with employment history
|
Release notes 1.280
Release date: 2024-02-18
| Area | Summary |
---|
1 | Common | [CP-1127, CP-1114] Minor enhancements and fixes [CP-1102] Adjusted Record Form component behavior to handle scenario where record access is lost after created or update (ie: owner changed) [CP-1117] Provided ability to access user CP license thorough apex webservice [CP-1120] Added AccountGPT usage tracking
|
2 | Account Plan | |
3 | Opportunity: | |
4 | Relationship Maps | |
5 | Admin | [CP-1107] Minor fixes [CP-1112] Fixed a potential issue which could occur when changing Scorecard Question type affecting related functionality without any error reported. [CP-1115, CP-1119] Fixed an issue introduced with Spring 24' Salesforce release which prevented updating Stakeholder attributes (or manage attributes in the latest CP version)
|
Release notes 1.279
Release date: 2024-02-02
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Opportunity: | |
4 | Opportunity: Scorecards | |
5 | Relationship Maps | |
6 | Admin | |
Release notes 1.276
Release date: 2024-01-08
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | [CP-1053] Adjusted Whitespace map CSV import to avoid “regex too complicated“ issue [CP-1006] Extended Account Map export/import capabilities to match Opportunity level regarding the “Covered By“ feature. [CP-1068] AccountGPT now uses GPT-4-turbo model. Additional enhancements implemented to boost stability and proper formatting.
|
3 | Relationship Maps | |
4 | Scorecards | [CP-1045] Added new variant for multi-select question to support single shared score across all answers, no matter how many answers are selected.
|
5 | Opportunity: Playbook | |
6 | Admin | [CP-309] Improved the behaviour of license assignment and removal in User Manager [CP-1032] Added option to block Package automatic Upgrades pushed by People.ai. Once option enabled, the only way to upgrade package is to use provided install link. [CP-918] Added additional tooltip details to Scorecard sync dialog such as what fields are expected for each item. [CP-1013] Added audit fields to Template detail such as Created/Last Modified date, along with Last Modified time stamps per Template module.[CP-1069] Added option to control visibility of People.ai Stakeholder insights independently.
|
Release notes 1.275.1
Release date: 2023-11-22
| Area | Summary |
---|
1 | Account Plan | [CP-1037] AccountGPT now uses GPT-4 with emphasis on correct response formatting, which often led to errors in the previous version. [CP-1040] Fixed an issue where going to the next AI-enabled question did not automatically start loading the GPT answer. [CP-1047] Fixed an issue where saving a question without decisive changes could lead to an error. [CP-1038] Fixed spinner behavior when creating an Account Plan to be visible until processing is fully complete.
|
2 | Relationship Maps | |
3 | Admin | |
Release notes 1.275
Release date: 2023-11-10
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Relationship Maps | [CP-688, CP-997] ZoomInfo Integration for Account and Opportunity Relationship Maps[CP-1021] Fixed an issue where Attribute inline-edit in Stakeholder card displayed wrong header label [CP-984] Enhanced map import capabilities which now allows to replace or merge between Account maps, Opportunity maps and between each other
|
4 | Opportunity | |
5 | Opportunity: Playbook | |
6 | Admin | [CP-1015] Environment tabs are now URL-addressable and preserve the selected tab when the page is refreshed. [CP-1010] Fixed a potential issue with the Account Plan template upgrade failure if Scorecard Questions were moved to a different Category. [CP-1011] Fixed an issue where Template Scorecard Question codes were not part of the exported file.
|
Release notes 1.273
Release date: 2023-10-25
| Area | Summary |
---|
1 | Common | [CP-1004] Fixed an issue with uiPopover where the library was not loaded in time, causing a null pointer error. Affected Account Plan record detail and Relationships. Changed default behavior to not Enable Buyer Benchmarks for existing Clients automatically.
|
Release notes 1.272
Release date: 2023-10-16
| Area | Summary |
---|
1 | Common | [CP-989] Added ability to disable ClosePlan triggers for Standard sObjects at runtime. Note: This feature must be used very carefully, if at all, as it may turn off ClosePlan data state protection. It is the client's responsibility to check the implications.
|
2 | Account Map | [CP-696] Added ability to predefine Account Map names , which will be surfaced through dropdown selection. User can still override the value as needed.
|
3 | Account Plan | [CP-943] Added ability to export selected opportunities along with Account Plan[CP-966] Fixed an issue with text overflow within Account and Opportunity Exports. [CP-993] Provided workaround for Chromium bug which produces invalid footer position within the page and text blending into the header. Footer will be hidden until bug fixed.
|
4 | Relationship Maps | |
5 | Admin | [CP-991] Added Maintenance flags manager which allows to easily work with any debugging/adjustment flags set by user.
|
Release notes 1.271
Release date: 2023-10-02
| Area | Summary |
---|
1 | Common | [CP-976] Fixed an issue in uiRecordForm where dependent picklist could be initially disabled even though its controlling fields already has value set. [CP-978] Fixed an issue where uiRecordForm would get stuck loading if the user did not have permission to create the object, by displaying the correct warning. [CP-961] Custom Metadata Type records retrieval performance and security enhancements [CP-982, CP-964, CP-972] Minor Component enhancements
|
2 | Relationship Map | |
3 | Account Plan | |
4 | Admin | [CP-916] ClosePlan Templates in Admin are now URL addressable. [CP-949] Fixed issue with Custom Attribute deletion, where backing field could have been deleted even if definition record deletion fails.
|
Release notes 1.270
Release date: 2023-09-05
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Opportunity | |
Release notes 1.269
Release date: 2023-08-22
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | [CP-945] Added ability to remove option to Remove Primary plan from user interface. [CP-946] Fixed decimal point discrepancies and validation in WSM [CP-951] Fixed a potential issue where Default Business Unit creator in record form was displayed even if editing existing record [CP-874] Added new component to select Timeframe instead of three drawdowns
|
3 | Account GPT | |
4 | Relationships | [CP-630] Added ability to filter Relationship map stakeholders by attribute with visualisation in the map[CP-340] Fixed rendering after in-map export where export options were still active instead of reseting to original state [CP-758] Fixed and issue where currently opened Stakeholder wheel menu is not automatically closed when interacting with the map (ie: new node added)
|
Release notes 1.268
Release date: 2023-08-10
| Area | Summary |
---|
1 | Common | [CP-910, CP-931] Component maintenance and enhancements [CP-914] Fixed an issue where Record Form component throws an error when opening duplicate records list. [CP-920] Record Form component now allows to bypass duplicate management rules if Action On parameter set to Allow .
|
2 | Account Plan | [CP-909] Fixed an issue with AP Export being reopen in SFDC Console App [CP-882, CP-900, CP-915, CP-923, CP-928] Account GPT (BETA) Released[CP-812, CP-783, CP-863] Minor changes to labels, tooltips. [CP-930] Fixed missing data transfer paths for Account Plan Template upgrade. [CP-939] Fixed an issue which prevented to add existing opportunity to the Whitespace Cell
|
3 | Relationships | |
4 | Admin | |
Release notes 1.264
Release date: 2023-06-30
| Area | Summary |
---|
1 | Account Plan | [CP-895] Addressed a Salesforce issue where fields of type number are returned as a string, which caused the totals to be empty. [CP-898] Fixed an issue with Competitor Expiry date showing wrong date due to device timezone settings [CP-903] Fixed a potential issue where Account Plan tab could remain blank when Account Plan opened. [CP-906] Fixed an issue with Currency Account fields displayed in Scorecard not having proper Currency code
|
2 | Admin | |
Release notes 1.263
Release date: 2023-06-15
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Admin | |
Release notes 1.261.5
Release date: 2023-06-14
| Area | Summary |
---|
1 | Account Plan | [CP-878] Fixed an issue where the primary plan setting was not working when creating a new plan. [CP-876] Fixed a potential issue where the month and quarter time periods were not set correctly, which could lead to a period error when saving. [CP-881] Fixed an issue which prevented Value sets to be updated from CPAdmin (Attribute Status Picklist) [CP-883] PAI configuration loaded from platform cache partition can be now automatically discarded if inner data not properly initialized
|
Release notes 1.261.2
Release date: 2023-06-5
| Area | Summary |
---|
1 | Common | [CP-866, CP-864] People.ai Integration field mapping now supports per-object configuration and removes the requirement to always map all objects. API Dependent features such as Stakeholder Insights can be now enabled with local integration disabled.
|
2 | Account Plan | [CP-860] Fixed an issue with WSM Import when uploading CSVs with different separators then comma [CP-870] Fixed an issue where the Account Plan header buttons did not change correctly when a different tab was selected.
|
3 | Opportunity | [CP-867] Fixed an issue where Scorecard Export (Beta) button was missing even though the beta program was enabled. [CP-872] Fixed target % calculation for Contact Tracking type Questions in Opportunity Export (Beta)
|
4 | Admin | |
Release notes 1.261.1
Release date: 2023-05-21
| Area | Summary |
---|
1 | Account Plan | |
2 | Opportunity | |
Release notes 1.261
Release date: 2023-05-15
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | [CP-842] Fixed creating an account plan if a field was missing from the page layout. [CP-822] Added the ability to bulk mark account plans as primary using specific criteria for accounts that do not already have a primary plan set. Allows for quick use of primary plans once the feature is implemented.[CP-830] Changing primary plans always updates the new and previously set Account Plan, so the Last modified timestamp will change. [CP-784] Whitespace Map will now report if the user does not have access to linked Opportunities. [CP-839] The list of account plans under an account will automatically open a thread if it contains the current primary plan.
|
3 | Opportunity: Scorecard | |
4 | Relationships | |
5 | Admin | [CP-774] Added Import capability for Account Plan Whitespace Maps based on specified format.
|
Release notes 1.260
Release date: 2023-04-12
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Account Plan: Scorecard | |
4 | Admin | [CP-718] User Manager - Permission Set distribution can now handle more then 5K users without issues. [CP-711] User Manager - Using the "Assign Group" feature when provisioning user licenses can now also deactivate users by setting status to Inactive. [CP-799] Fixed CSV parsing issues when uploading list of records during Template Upgrade [CP-798, CP-803] Minor UI updates
|
Release notes 1.259.1
Release date: 2023-04-12
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | |
3 | Account Plan: Scorecard | [CP-808] Fixed an issue with possible text overflow for Field type Question in Scorecard. [CP-793] Updated Historical Dashboard calculations to prevent score overflow, after template upgrades with lower max scores.
|
4 | Opportunity: Scorecard | |
Release notes 1.259
Release date: 2023-03-15
| Area | Summary |
---|
1 | Common | |
2 | Account Plan | [CP-527] Properly handle readonly Account in Account Plan. All edit controls will be disabled if you lacks write access [CP-756, CP-754] Added cloning of Scorecard Annexes and transfer of Initiative Tasks functionality when creating Account plan follow-up. [CP-720] Added Account Plan name into PDF Export cover page [CP-792] Added ability to disable Convert to Opportunity function. [CP-738] Team Member list now supports reordering.[CP-789] Various fixes and enhancements to Account Plan PDF Export. [CP-781] Search query will become Competitor name when creating new Competitor (if provided)
|
3 | Opp | [CP-756] Added Scorecard Annexes when cloning a ClosePlan from another Opportunity [CP-765] Added a visual aid if any help text is available for a Question on the scorecard. Click to open the help directly. [CP-782] Removed ClosePlan count (TSPC__CPDealCount__c) Rollup Summary field from Opportunity object. This field has been replaced by integer formula (TSPC__CPHasDeal__c) which returns 1 if ClosePlan is deployed, otherwise 0. Formula can be used to fully replace original field in the reporting. NOTE: For existing installations, the original rollup field will remain in the system and can be removed by the customer if necessary.
[CP-770] Added new PDF export functionality similar to Account Plan export. Available for organization with BETA program enabled.
|
4 | Reports | |
Release notes 1.258
Release date: 2023-02-21
| Area | Summary |
---|
1 | Common | [CP-639] Added ClosePlan generic reports and Dashboard for Opportunities [CP-739, CP-737, CP-733] Minor to moderate updates to various UI components [CP-684] User license will be automatically deactivated for a user whose SFDC license type has changed to an unsupported type. [CP-757] Relationship map will be merged with existing OCRs rather then deleting them when cloning exiting ClosePlan
|
2 | Account Plan | [CP-764] Fixed an issue in AP Scorecard where inline Tasks controls were not reacting [CP-722] Unified business unit manager within Account Plan list and Whitespace map [CP-654] Account Plan Whitespace extended with Initiatives[CP-719] Extended Account plan follow-up creation with additional data such as Initiatives, Team Members or Open Tasks. [CP-725] Account Plan will remember last Tab opened rather then defaulting to the first one [CP-730] Added Whitespace Map content in Account Plan Export [CP-734] Export Wizard newly supports presets configurable from admin. [CP-752] Fixed an issue where Close button in Export Wizard wasn’t reacting.
|
3 | Opp: Playbook | |
4 | Admin | [CP-727] Fixed an issue in license import in User Manager where licenses to be removed were ignored and stayed with the user. [CP-726] Fixed a potential hanging issue when importing user licenses in User Manager. [CP-715] Fixed a potential issue with the order of the Scorecard differing from its Template after deployment. [CP-710] Added DB-level case-insensitive duplication check when creating Custom Attributes [CP-695] Opportunity Role Goals recalculation can be now triggered directly from the Template[CP-747] Added Custom Field configuration for Initiatives/Whitespace Opportunities and Opportunity field mapping[CP-728] Added Export Preset selector in Export Wizard, if any preset available[CP-728] Export Presets have been added to the template details to allow you to pre-configure the generated content in the Export Wizard.
|
Release notes 1.256
Release date: 2022-12-21
| Area | Summary |
---|
1 | Common | [CP-548] User Management API now supports user license removal using remove scope[CP-682] Lightning Web Security (LWS) related fixes. Note: LWS still remains unsupported. [CP-120] Added ability to clone Opportunity Closeplan from other Opportunity[CP-619] Fixed invalid ordering of templates when creating a new ClosePlan. Included templates based on field criteria were displayed out of order, making it difficult to see them if multiple versions were included. [CP-587] Externally available resources (images, etc.) now hosted on AWS instead of Package SFDC organization [CP-714] Replaced SFDC margin and padding variable classes by static version. This update fixes layout for user who have Compact SFDC mode enabled. [CP-667] Opportunity Level components available in Page builder received additional builder options and styling to better support stacked layout [CP-691, CP-680, CP-678, CP-700] Other minor fixes and changes
|
2 | Account Plan | [CP-336] Updated Account Plan list to display all Plan threads at once. Usually the last plan in row will be part of the main list, while other inside expandable related list [CP-506, CP-649, CP-694, CP-717] Whitespace Major Update[CP-703, CP-706] Added ability to associate Tasks and Files with Account Plan[CP-697, CP-698] Added ability to define Account Plan Team Members[CP-325] Added ability to reorder Whitespace Units[CP-378] Added Recalculation service for Account Plans
|
3 | Opp: Playbook | |
4 | Relationships | |
5 | Admin | [CP-671] Fixed issue with undeleting fields related to Custom Attributes, if already in erase phase [CP-638] Added Help Portal embedded in ClosePlan Admin[CP-511] Template list enhancements to provide more information on usage and version structure [CP-568] Template Playbook and Scorecard Opportunity field lists now sorted alphabetically [CP-713] Fixed an issue with Account Plan upgrade where some of Unique Identifiers were not updating properly [CP-707] Fixed an issue which prevented User to rename Scorecard Tier Name. [CP-702, CP-706] Added ability to set default Task Record Type for Opportunity level and Account Level functionality separately. Original default remains as a global default for entire package (if set)[CP-699] Fixed a potential issue in Custom Attributes section related to undeclared variable
|
Release notes 1.248.1
Release date: 2022-09-23
| Area | Summary |
---|
1 | Common | [CP-621] Compliance with Enhanced Domains SFDC Release Update [CP-624] Record Form component can now handle Duplicate Management Rules and recommend existing records to be used [CP-656, CP-657]Minor improvements in UI components
|
2 | People.ai | |
3 | Relationships | |
4 | AP: Scorecard | |
5 | Opp: Playbook | |
6 | Admin | |
Release notes 1.247.1
Release date: 2022-09-18
| Area | Summary |
---|
1 | Common | [CP-604] Provided workaround for SFDC issue where Metadata deployment could fail if callback defined during package install/upgrade [CP-48] Removed Aura UI Namespace components from the package due to deprecated status [CP-616, CP-522, CP-613, CP-651]Minor UI improvements and fixes
|
2 | Account Plan | |
3 | Relationships | |
Release notes 1.244
Release date: 2022-07-27
| Area | Summary |
---|
1 | Common | |
2 | AP: Scorecard | |
3 | Opportunity: Scorecard | |
Release notes 1.243
Release date: 2022-07-19
| Area | Summary |
---|
1 | Common | |
2 | AP | [CP-597] Account Plan PDF Export (Beta)
|
3 | AP: Scorecard | |
4 | Opportunity: Scorecard | [CP-549] Added ability to add hyperlink to Scorecard Question.
|
5 | Admin: Scorecard | |
Release notes 1.242
Release date: 2022-06-23
| Area | Summary |
---|
1 | Common | Fixed issue with UI:RecordForm where fields with default value formula specified could prevent saving the record Summer 22' Changes MDI Icons set updated to v6.5.95 Fixed potential issue where Record Type override not applied when created new Tasks (if configured) - CSV Parser updated to handle various CSV formats produced by different processors like Numbers, Excel, SFDC,…
|
2 | Account: Relationship Maps | |
3 | AP: Scorecard | Question Detail modal minimal height has been increased Fixed Field type Question value formatters: Fixed issue where Field Type question with picklist fields could trigger Unsaved Changes warning when value reset and saved.
|
4 | Opportunity: | |
5 | Opportunity: Scorecard | |
6 | Admin: Common | |
7 | Admin: Environment | |
8 | Admin: Template detail | |
9 | Admin: Scorecard Template | Adjusted Category ordering. New categories are added at the bottom Adjusted Question ordering. New questions are added at the bottom Changed new Question to display as modal instead of inline way - Added Scorecard summary header and category level summary
Fixed Question Max score value formatter to prevent showing infinity value - Added ability to add new question directly from Category
|
10 | Admin: Playbook Template | |
11 | Admin: User Manager | |
12 | Admin: People.ai Environment | |
Release notes 1.238.4
Release date: 2022-04-28
| Area | Summary |
---|
1 | AP: Scorecard | |
2 | Opportunity: Scorecard | |
3 | Common | CP Record Form - Fixed behavior where user cannot create record if Master Record Type is used because no Record Types available on profile for given sObject Fixed potential installation failure related to invalid attribute type ‘FeedItem’
|
Release notes 1.238.2
Release date: 2022-04-21
| Area | Summary |
---|
1 | Opportunity Deployment | |
2 | Opportunity Scorecard | |
3 | Opportunity Playbook | |
4 | People.ai | |
5 | Admin | |
6 | Common | Fixed potential issue where Picklist colouring might not be reflected as defined in admin - Added ability to ‘View Dependencies’ for dependent picklist in CP Record Create Form, similarly to SFDC Standard record form.
Updated layout based required field validation for Dependent Picklist if no values available to match SFDC default behavior. UserManager user assignment API now supported if executed in context of batchable or queueable. In such case, organization needs to handle permission set assignment manually as described in documentation here.
|
Release notes 1.238.1
Release date: 2022-04-11
| Area | Summary |
---|
1 | Relationships | [SFDC Classic Only] Fixed Global Header blending into Relationship Map while in Standalone App [People.ai enabled] Fixed invalid table row colspan if no records available in Stakeholder List table Fixed potential issue with Contact search and Create New Contact functionality related sometimes accompanied with error message related to recordSearch(). [People.ai enabled] Updated Unknown Contacts node within relationship map to display question mark avatar instead of blank PAI Engagement score, which is available only for Contact nodes.
|
2 | Opportunity Scorecard | |
3 | Common | |
Release notes 1.238
Release date: 2022-03-30
| Area | Summary |
---|
1 | Account Planning | - Ability to create follow-up plan with prepopulated period and cloned content based on the source plan
|
2 | Relationships | |
3 | Common | |
Release notes 1.235.3
Release date: 2022-03-14
| Area | Summary |
---|
1 | Opportunity: Playbook | Provided workaround for SFDC bug where AttachedContentDocuments sub query does not return some of the fields resulting in Links acting as Files and missing information. Fixed issue with missing function “TypeError: Error in $A.getCallback() [hlp.trackBrowseRecords is not a function]” while searching Contacts Fixed potential issue “Uncaught Error in $A.getCallback() [moment is not defined]” if library is not loaded on time
|
2 | Opportunity: Scorecard | |
3 | Common | Fixed “malformed query error” for Activity Timeline component if Organization is using Shared Activities In Salesforce Classic files opened from Closeplan Files component, now opens in new window to prevent context loss.
|
Release notes 1.235.2
Release date: 2022-02-25
| Area | Summary |
---|
1 | AP Scorecard: | Fixed potential issue where rich text and field text answer questions were not marked as Answered in DB Increased Question Text answer max length to 5000 characters Fixed an issue where TSPC__OverallScoreRatio__c field on Category object was not recalculated properly after change in Scorecard.
|
2 | Opportunity: Scorecard | |
Release notes 1.235.1
Release date: 2022-02-09
| Area | Summary |
---|
1 | AP Scorecard: | |
2 | Common | |
Release notes 1.234
Release date: 2022-01-31
| Area | Summary |
---|
1 | Common | |
2 | Opportunity: Scorecard | - Added Contact Tracking type Scorecard Question (Opportunity Level);
|
Release notes 1.233.4
Release date: 2022-01-25
| Area | Summary |
---|
1 | Common | Fixed issue where installation could be prevented due to missing component action:IsotopeSubscription Fixed an issue where an attempt to start async process to handle Opportunity Owner changes failed because it was executed in async run already.
|
2 | Account Maps: | |
3 | Opportunity: Playbook | |
4 | Opportunity: Scorecard | |
5 | Admin: | |
Release notes 1.233
Release date: 2022-01-03
| Area | Summary |
---|
1 | Common | Fixed issue with the due date showing up in the list after page refresh if it was blank Automatically introduce new Picklist Values during package upgrade. Note: this feature works only if Connected app is properly configured. - People.ai API Integration
|
2 | Usage Tracking | |
3 | Account Planning | - Ability to upgrade Account Planning Templates
|
4 | Account Planning: Scorecard | |
5 | Opportunity: Scorecard | - Added Rich Text type Scorecard Question (Account/Opportunity Level)
|
6 | Admin: Templates | Updated behavior and messages if a user tries to delete a template without proper permission. Users (except System Administrators) can only delete templates they own or templates owned by subordinates. Fixed issue where Template Deploy Status could be reported incorrectly, if user lacks access to some of deployed opportunities Updated behavior while managing Scorecard Tiers. New items are added at the bottom of the list and will automatically start range based on previous item.
|
Release notes 1.232.2
Release date: 2021-12-16
| Area | Summary |
---|
1 | Common | ClosePlan installation will now succeed even if Organization is missing Content Distribution feature. This is to respect the customer's decision when they do not want to enable this functionality for the security reasons, so that users cannot share files through the link. Fixed Custom Attributes api names to reflect Organization namespace during default template deployment
|
2 | Opportunity: Scorecard | Dashboard Radar Chart Categories will be truncated if too long to prevent chart being too small. Furthermore long names could cause Negative Radius error. Fixed floating header positioning to stop with the end of Scorecard container and to remain on correct place if user switches to different tab, scrolls and returns back. Correction of score evaluation for Field type Questions where Text Answer was also enabled.
|
3 | Opportunity: Relationship Maps | |
Release notes 1.232.1
Release date: 2021-12-09
| Area | Summary |
---|
1 | Common | Fixed an issue where scrolling could be blocked if full-screen mode was toggled, Scorecard Dashboard or Relationship map opened and user used the back button in the browser Fixed issue of duplicate categories when deploying default templates during initial installation
|
2 | Opportunity: Relationship Maps | |
3 | Account Planning | |
4 | Account Planning: Scorecard | |
5 | Admin | |
Release notes 1.232
Release date: 2021-10-19
| Area | Summary |
---|
1 | Common | Fixed a potential issue where Salesforce throws “Secure Query Included Inaccessible Field” exception when querying data from the Organization sObject, which lacks Field Level permission configuration Fixed potential null reference during ClosePlan recalculation process if Template was defined without Scorecard
|
2 | Account Planning | - Account planning is now available for Salesforce Classic
|
Release notes 1.231
Release date: 2021-10-06
| Area | Summary |
---|
1 | Common | ClosePlan Standard sObject triggers will deactivate if ClosePlan Package license expired - New ClosePlan app installs now include pre-built sample templates for BANT, MEDDICC and MEDDPICC methodologies
Account Logo component is now also available as a Lightning Action SFDC Winter '22 Readiness (Part 1/2)
|
2 | Relationships | |
3 | Opportunity Playbooks: | - Added ability to set due date for checklist items (disabled by default)
- Added Task Activities to Playbook Events (disabled by default)
|
4 | Opportunity Scorecard | |
5 | Account Planning | - Account planning is now GA (Requires enabling in the license )
- Added Relationship Maps to Whitespace Map Items
|
6 | Admin | Changed template creation to modal-based with type visual-picker Fixed an issue with uploading the opportunity list in the template upgrade where the ID column could not be recognized Fixed potential issue with retrieving record layouts for Task object Fixed potential issue when adding filters to ClosePlan Template which could result in “Unable to read SObject” error
|
Release notes 1.229
Release date: 2021-09-06
| Area | Summary |
---|
1 | Common | Added support for Salesforce standard LWC events in Classic Fixed potential FLS Secured Query error within Opportunity Team Member related functionality caused by invalid SFDC behavior. Introduced several new LWC component to replace original for Aura components
|
2 | Relationships | - Added People.ai Engagement Score into relationship map tile
Fixed issue where Stakeholder detail panel could display blank if opened too quickly after different one Fixed issue where map tile attribute inline edit was not working after Chromium browser updated to newer version Added gauges to relationships Role Goals instead of plain text
|
3 | Opporunity Scorecard | |
4 | Account Planing | - Added new Account Planning module which contains foundation, Scorecard and base Whitespace map.
|
5 | Admin | |
Release notes 1.221
Release date: 2021-07-11
Release notes 1.220
Release date: 2021-06-09
| Area | Summary |
---|
1 | Common | |
2 | Admin | |
3 | Relationships | |
Release notes 1.218
Release date: 2021-04-29
| Area | Summary |
---|
1 | Common | |
2 | Admin | |
3 | Playbook | Fixed overflow for paging if many pages available CP Event trigger improvements Improved sharing distribution based on Opportunity Team Members changes
|
4 | Relationships | - Added Map Share via Email functionality (limited to internal users only)
|
Release notes 1.217
Release date: 2021-04-01
| Area | Summary |
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1 | Common | |
2 | Playbook | |
3 | Relationships | - Added Map Share via Email functionality (limited to internal users only)
|
Release notes 1.215
Release date: 2021-03-18
| Area | Summary |
---|
1 | Common | |
2 | Admin | - Added section to define ClosePlan export options, custom content and logos
|
3 | Relationships | |
4 | Scorecard | |
Release notes 1.213.x
Release date: 2021-02-15
| Area | Summary |
---|
1 | Common | |
2 | Admin | Added version ID to the Template version list rows - Add ability to skip RecordType selection when creating Tasks from ClosePlan if multiple record types present.
Added ClosePlan package version information directly to ClosePlan Admin page 1.213.1 - Fixed access to User Manager for Users who are not System Administrators
|
3 | Relationships | |
4 | People.ai Integration | |
5 | Playbook | |
6 | Scorecard | |
Release notes 1.206.x
Release date: 2020-12-15
| Area | Summary |
---|
1 | Common | |
2 | Admin | |
3 | Relationships | |
4 | People.ai Integration | - Added Poeple.ai integration which will be automatically enabled once People.ai package is installed.
- Added Deep Link to directly open Account or Opportunity record within People.ai app.
- Added Opportunity Contact Roles notification feature for Opportunity Maps to highlight any new OCRs created by People.ai
- Added additional filtering option within Account/Opportunity mapping which allows to limit Contact search results only to Contacts created by People.ai
|
5 | Scorecard | |
Versions below 1.200.X
Please refer to Release Notes < 1.200.X document.
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