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Release notes 1.242
Release date: 2022-06-23
| Area | Summary |
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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) NEW CSV Parser updated to handle various CSV formats produced by different processors like Numbers, Excel, SFDC,…
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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.
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4 | Opportunity: | |
5 | Opportunity: Scorecard | |
6 | Admin: Common | |
7 | Admin: Environment | Relationship settings Additional Contact Fields options are now sorted alphabetically NEW Added ability to rename AP Scorecard and Whitespace label NEW Added option to set maintenance flag for ClosePlan LMA Access users. Allows to enable additional debugging options for ClosePlan.
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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 NEW Added Scorecard summary header and category level summary Fixed Question Max score value formatter to prevent showing infinity value NEW Added ability to add new question directly from Category
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10 | Admin: Playbook Template | |
11 | Admin: User Manager | Opening user name link in new window will navigate to User Detail page Profile list now sorted alphabetically NEW Added ability to import CP User Licenses using CSV file
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12 | Admin: People.ai Environment | |
Release notes 1.238.4
Release date: 2022-04-28
| Area | Summary |
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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’
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Release notes 1.238.2
Release date: 2022-04-21
| Area | Summary |
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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 NEW 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.
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Release notes 1.238.1
Release date: 2022-04-11
| Area | Summary |
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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.
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2 | Opportunity Scorecard | |
3 | Common | |
Release notes 1.238
Release date: 2022-03-30
| Area | Summary |
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1 | Account Planning | |
2 | Relationships | NEW People.ai Insights for Relationship Stakeholders detail Stakeholders detail UI changes Fixed issue where map node attribute inline edit would be visually reverted to the original state whenever map re-rendered
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3 | Common | |
Release notes 1.235.3
Release date: 2022-03-14
| Area | Summary |
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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
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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.
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Release notes 1.235.2
Release date: 2022-02-25
| Area | Summary |
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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.
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2 | Opportunity: Scorecard | |
Release notes 1.235.1
Release date: 2022-02-09
| Area | Summary |
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1 | AP Scorecard: | |
2 | Common | |
Release notes 1.234
Release date: 2022-01-31
| Area | Summary |
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1 | Common | |
2 | Opportunity: Scorecard | |
Release notes 1.233.4
Release date: 2022-01-25
| Area | Summary |
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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.
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2 | Account Maps: | |
3 | Opportunity: Playbook | |
4 | Opportunity: Scorecard | |
5 | Admin: | |
Release notes 1.233
Release date: 2022-01-03
| Area | Summary |
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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. BETA People.ai API Integration
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2 | Usage Tracking | |
3 | Account Planning | |
4 | Account Planning: Scorecard | NEW Added new Rich Text question type Fixed issue where Yes-No question was treated as unanswered if No was selected. Text type question text area size adjusted to be bigger than two rows.
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5 | Opportunity: Scorecard | |
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.
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Release notes 1.232.2
Release date: 2021-12-16
| Area | Summary |
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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
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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.
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3 | Opportunity: Relationship Maps | |
Release notes 1.232.1
Release date: 2021-12-09
| Area | Summary |
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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
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2 | Opportunity: Relationship Maps | |
3 | Account Planning | |
4 | Account Planning: Scorecard | |
5 | Admin | |
Release notes 1.232
Release date: 2021-10-19
| Area | Summary |
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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
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2 | Account Planning | |
Release notes 1.231
Release date: 2021-10-06
| Area | Summary |
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1 | Common | ClosePlan Standard sObject triggers will deactivate if ClosePlan Package license expired NEW 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)
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2 | Relationships | |
3 | Opportunity Playbooks: | |
4 | Opportunity Scorecard | |
5 | Account Planning | |
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
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Release notes 1.229
Release date: 2021-09-06
| Area | Summary |
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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
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2 | Relationships | NEW 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
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3 | Opporunity Scorecard | |
4 | Account Planing | |
5 | Admin | |
Release notes 1.221
Release date: 2021-07-11
Release notes 1.220
Release date: 2021-06-09
| Area | Summary |
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1 | Common | NEW Ability to choose whether only Opportunity Owners and users above in hierarchy to are able to deploy ClosePlans or any user with at least Edit access. Configurable through admin. Fixed remaining issues related to “Invalid ID” error message Updated icons for ClosePlan components within App builder
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2 | Admin | Summer 21' - Fixed issue where ClosePlan User Manager showed active users as inactive NEW Ability to assign ClosePlan licenses through Salesforce Flows, Process Builder or APEX
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3 | Relationships | |
Release notes 1.218
Release date: 2021-04-29
| Area | Summary |
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1 | Common | |
2 | Admin | NEW Added Mass Opportunity ClosePlan Sharing Recalculation utility available from Environment > Maintenance Hide Type column in Playbook list if Type field disabled in environment settings Fixed issue which could prevent to save Type value in Playbook Template Event after it was cleared
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3 | Playbook | Fixed overflow for paging if many pages available CP Event trigger improvements Improved sharing distribution based on Opportunity Team Members changes
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4 | Relationships | |
Release notes 1.217
Release date: 2021-04-01
| Area | Summary |
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1 | Common | NEW Contacts created through ClosePlan UI are now marked using Contact TSPC__IsUICreated__c field NEW Contacts created through ClosePlan UI will be auto-populated by related Account (if available), if Account field left empty. This functionality is a workaround for Salesforce’s original RecordEdit component, which does not allow any pre-population Changed licensing defaults for new installations
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2 | Playbook | |
3 | Relationships | |
Release notes 1.215
Release date: 2021-03-18
| Area | Summary |
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1 | Common | NEW Added account-level component which allows to select Company logo (url, attachment or Clearbit service) NEW Updated ClosePlan PDF export with few layout changes, custom footer content and title or account logo. NEW Added Last Modified Timestamps per ClosePlan module Changed CPU time depleted notifications from Email to debug log only Updated documentation links due to Confluence migration to People.ai space
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2 | Admin | |
3 | Relationships | |
4 | Scorecard | |
Release notes 1.213.x
Release date: 2021-02-15
| Area | Summary |
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1 | Common | Compliance with Salesforce 21' Critical Updates NEW Added Process Builder Invocable ClosePlan Deployment NEW Added automatic ClosePlan license / Permission Sets removal if User deactivated Fixed Insufficient access to Object fields caused by Secured Queries on several places for non-closeplan users NEW Added workaround to fire processes related to Opportunity Owner change if Owner is being changed as a result of Account Transfer, where Opportunity Trigger execution is always omitted.
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2 | Admin | Added version ID to the Template version list rows NEW 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
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3 | Relationships | |
4 | People.ai Integration | |
5 | Playbook | Fixed layout issue where Kanban item utility bar exceeded its container if all statuses present NEW Added Stage Forecast Category information to the Stage list while changing stage through ClosePlan Playbook (with Staging enabled)
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6 | Scorecard | |
Release notes 1.206.x
Release date: 2020-12-15
| Area | Summary |
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1 | Common | |
2 | Admin | |
3 | Relationships | |
4 | People.ai Integration | NEW Added Poeple.ai integration which will be automatically enabled once People.ai package is installed. NEW Added Deep Link to directly open Account or Opportunity record within People.ai app. NEW Added Opportunity Contact Roles notification feature for Opportunity Maps to highlight any new OCRs created by People.ai NEW Added additional filtering option within Account/Opportunity mapping which allows to limit Contact search results only to Contacts created by People.ai
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5 | Scorecard | |
Versions below 1.200.X
Please refer to Release Notes < 1.200.X document.