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

Account Plan

• [CP-1177] Unlocking restrictions to allow account plans to be reparented under a different account.

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.

Scorecard

• [CP-524] Contact tracking enhancements

• [CP-1171, CP-1179] Added Scorecard outline in the Question detail modal to easily navigate between questions and autosave option on transition.

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

Common

• [CP-1157, CP-1153, CP-1152, CP-1149, CP-1141, CP-677] LWS support motion

• [CP-1139] Adding a namespace to sObject references in Visual Force Pages (Salesforce Classic)

Account Plan

• [CP-1138] Added time/performance tracking to Account GPT, other enhancements

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

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

Account Plan

• [CP-1093] Fixed a potential issue where Contact Tracking question presented as unanswered in PDF Export

• [CP-970] Minor changes and updates in AccountGPT

Opportunity:

• [CP-1125] Updated behavior in ClosePlan Cloning to avoid duplicating CP External Id, which might be populated during migration processes.

Relationship Maps

• [CP-1109] Updated P.ai connection api flow for Stakeholder Insights to perform access checks requests only when needed

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)

Common

• [CP-1096, CP-1103] Minor changes

Account Plan

• [CP-1094,CP-1082] Added ability to upgrade Account Plans when creating Follow-up plans

• [CP-1078] AccountGPT minor changes in request headers

• [CP-1079] Minor error handling improvements

Opportunity:

• [CP-1101] Opportunity Widget performance enhancements and cleanup

Opportunity: Scorecards

• [CP-1089] Added ability to access Opportunity Scorecard though url in a standalone view. This allows to link scorecard from Subscriber’s custom component implementations.

Relationship Maps

• [CP-1046, CP-1042, CP-1065] Relationship Map have been extended with additional two attributes.

Admin

• [CP-1034] Relationship Attribute configuration received major update increasing performance additional functionality like additional 2 attributes and reordering

• [CP-1052] Environment sub-tabs are now URL-addressable and preserve the selected tab when the page is refreshed.

• [CP-1071] Template Upgrade console has been extended and can be now operated directly from selected template version. Additionally it allows to define and store Upgrade Mappings, which can be used to enable users to upgrade Account Plans during Follow-up creation.

Common

• [CP-389, CP-365] Component Maintenance

• [CP-1033] Added additional branding options to PDF Export

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.

Relationship Maps

• [CP-1048] Organization-wide authorization support for ZoomInfo integration, where users no longer need to log in as shared access is used. This option requires specific ZoomInfo licensing to be used.

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.

Opportunity: Playbook

• [CP-1031] Added option to prevent renaming or deleting events which originate from the Template

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.

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.

Relationship Maps

• [CP-1036] ZoomInfo Integration enhancements

• [CP-1027] Fixed an issue where Stakeholder detail could not be opened after parent deleted

Admin

• [CP-1039] Fixed an issue when People.ai tab content in the Environment setting was not properly initialised after page refresh

Common

• [CP-1002, CP-983, CP-1024] Minor Component enhancements and fixes

Account Plan

• [CP-1001, CP-1022] Fixed an issue where AccountGPT throws “Unexpected format received“ error

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

Opportunity

• [CP-1023] Fixed an issue where "refreshView is not a function" error was thrown after deploying ClosePlan (Salesforce Classic only).

Opportunity: Playbook

• [CP-493] Notes on Playbook Events are now displayed on the Details tab, similar to the Stakeholder tab.

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.

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.

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.

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.

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.

Relationship Maps

• [CP-938] Added Buyer Benchmarks to People.ai Person Insights

• [CP-995] Fixed and issue with Stakeholder filtering which could have produces null pointer error.

Admin

• [CP-991] Added Maintenance flags manager which allows to easily work with any debugging/adjustment flags set by user.

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

Relationship Map

• [CP-969] Enhancement in map imports part 1. Introducing ability to merge or replace map.

Account Plan

• [CP-971] Fixed an issue where no value was displayed in the additional fields in WSM Potential List even if filled in.

• [CP-977] Added ability to link Opportunities related to child Accounts

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.

Common

• [CP-960] Added ability to translate/change text in License Required warning dialog.

• [CP-845] Component version changes and maintenance

Account Plan

• [CP-958] Fixed an issue where the Whitespace module was not showing up in the export even though it had content.

• [CP-705] Added Contact Tracking type questions to Account Plan Scorecard

Opportunity

• [CP-850, CP-952] New Opportunity PDF Export is now GA.

Common

• [CP-941] Component maintenance and enhancements

• [CP-953] Suppressed Errors Handlers for Users without CP Package License or Permission to CP APEX classes

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

Account GPT

• [CP-950] Fixed an issue where NO_ANSWER is displayed to the user instead of a human readable form. Disabled controls if no answer was provided

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)

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.

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

Relationships

• [CP-917] Contact form in the Organigram now respects layout configuration (required fields) same as in Account and Opportunity maps

Admin

• [CP-936] Fixed an error when submitting Template Upgrade when CSV file was uploaded to upgrade specific records.

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

Admin

• [CP-904] Added ability to set the Scorecard Template Question code field through UI.

• [CP-907] Fixed a potential issue which could cause People.ai api connection settings to freeze.

Common

• [CP-873] Component maintenance

• [CP-889, CP-891] Hotfixes related to Summer 23' release

Account Plan

• [CP-825] Converting Potentials into Opportunities can now also be done by linking existing opportunities.

• [CP-768] Any change to the Whitespace map or Initiatives will update Whitespace Last modified Timestamp on Account Plan record.

• [CP-852] The data on the white space map tab is now refreshed if there are changes to Initiatives and vice versa.

• [CP-848] Added expiration date for competitors

• [CP-849]

  • Added inline editing for Potentials and Opportunities in the Whitespace maps and Initiatives.

  • Custom Fields are now also surfaced directly within the list of Potentials, if any.

• [CP-880] Fixed colors for trend indicators in the Initiatives list

• [CP-887] Added ability to disable Business Unit creation when creating Account Plan.

Admin

• [CP-859] The Scorecard Questions in the template are now edited in the same modal window as when they were created.

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

Common

• [CP-866, CP-864]

  • People.ai Integration field mapping now supports per-object configuration and removes the requirement to always map all objects.

    • Field mapping configuration now allows to map fields with

  • API Dependent features such as Stakeholder Insights can be now enabled with local integration disabled.

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.

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)

Admin

• [CP-868] AP Whitespace Map import function is now GA and no longer requires a beta program

Account Plan

• [CP-855] Async Job Logger adjustments

• [CP-851] AP Whitespace Map import fixes

Opportunity

• [CP-811] Fixed “Internal Server Error“ issue when creating Deal Snapshot

• [CP-854] Fixed an issue with “undefined variable error” for non-closeplan users triggered by Opportunity Widget component.

Common

• [CP-829] Minor backend enhancements

• [CP-821] People.ai integration in ClosePlan Application now supports People.ai Package less configuration, or overriding package fields with local fields if package installed

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.

Opportunity: Scorecard

• [CP-823] An Export button has been added to the header of the Scorecard to bring up a new Opportunity Export (available if the beta program is enabled).

Relationships

• [CP-840] Fixed an issue with Contact search lazy loading for organisations with Contacts To Multiple Accounts disabled, that caused that only 25 records were surfaced in the list

Admin

• [CP-774] Added Import capability for Account Plan Whitespace Maps based on specified format.

Common

• [CP-773] Added ability to url-navigate to specific ClosePlan app parts from external locations

• [CP-802] Fixed potentials CRUD/FLS permission issues within process related to standard Account Owner Transfer process

• [CP-804] Minor component updates

Account Plan

• [CP-772] Added a Primary Account Plan feature that provides a base for additional functionality and unlocks reporting from the Account.
  This feature includes a new Lookup field on the Account sObject.

• [CP-805] Added Timeframe Period label as a Custom Field on Account Plan sObject.

Account Plan: Scorecard

• [CP-735] Images are now recognized as the Answer in Rich-Text questions.

• [CP-807] Adjusted text contrast in Scorecard header score summary

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

Common

• [CP-824] Added ability to create Task with Master record type if no other available to user

Account Plan

• [CP-810] Fixed a potential null-pointer issue when creating new Competitor from Whitespace Map

• [CP-819] Removed browser alert if currency information load failed due to class access.

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.

Opportunity: Scorecard

• [CP-793] Updated Historical Dashboard calculations to prevent score overflow, after template upgrades with lower max scores.

Common

• [CP-769] Fixed a potential issue where some default templates were not deployed when installing the package.

• [CP-565] Deprecated components removal.

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)

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.

Reports

• [CP-791] All reports updated to use TSPC__CPHasDeal__c instead of TSPC__CPDealCount__c field

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

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.

Opp: Playbook

• [CP-607] Added new Environment configuration option to restrict deleting Playbook checklist items if they originate from a template.

• [CP-767] Fixed an issue when stage progression triggered while Gantt view opened and remain blocking the screen

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.

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

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

Opp: Playbook

• [CP-673] Fixed an issue where Job Aids tab could suddenly disappear

Relationships

• [CP-676] Fixed potential issue where node could not be dragged into the map due to missing function error

• [CP-637, CP-693] Added Contact recommendations to the Account Maps for organisations with Full People.ai package installed

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

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

People.ai

• [CP-622] Ability to select the User Identity Feld which will be used for API authorization.

• [CP-617] Changed error handling to be less intrusive, when user without proper People.ai access level opens People.ai Insights within Stakeholder card

Relationships

• [CP-602] Added support for Contacts to Multiple Accounts SFDC Feature (BETA)

AP: Scorecard

• [CP-640] “Show Selected Answers Only” environment setting is now respected by Account Level Scorecard the same way as in Opportunity

Opp: Playbook

• [CP-534] Fixed an issue where new Playbook Tasks were not properly related to Opportunity

Admin

• [CP-650] Added notification to alert user if Admin for Classic in opened in Lightning Experience

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

Account Plan

• [CP-633] Modules in Account Plan detail will be automatically hidden, if template counterpart has no module definitions present

Relationships

• [CP-626] Corrected and enhanced field level validation in Stakeholder edit form to prevent saving if any value invalid (ie: url field requires correct url format)

Common

• [CP-599] Added Opportunity Stage Name to ClosePlan Export

• [CP-605] Extended apex error message retrieval in UI Photo Change component

AP: Scorecard

• [CP-600] Added ability to prevent Scorecard header Summary to auto-collapse.

• [CP-591] Fixed an issue where checkmark icon was missing for selected Multi-Answer questions.

Opportunity: Scorecard

• [CP-600] Added ability to prevent Scorecard header Summary to auto-collapse.

Common

• [CP-371, CP-26] Chatter edit permission changes to properly reflect Profile settings

AP

• [CP-597] Account Plan PDF Export (Beta)

AP: Scorecard

• [CP-579] Fixed an issue where a field type question with only numeric fields was displayed as unanswered if a zero value was entered.

• [CP-549] Added ability to add hyperlink to Scorecard Question.

Opportunity: Scorecard

• [CP-549] Added ability to add hyperlink to Scorecard Question.

Admin: Scorecard

• [CP-582] Fixed an issue where a field type question with only numeric fields was displayed as unanswered if a zero value was entered.

Common

• Fixed issue with UI:RecordForm where fields with default value formula specified could prevent saving the record

• Summer 22' Changes

  • adapt LWC/Aura scope attribute/class namespaces 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,…

Account: Relationship Maps

• Fixed potential issue where ‘add new’ button won’t react to clicks after subsequent map opened

AP: Scorecard

• Question Detail modal minimal height has been increased

• Fixed Field type Question value formatters:

  • Currency fields will include proper currency symbol.

  • Percent fields will display proper value instead of 0 or 1.

• Fixed issue where Field Type question with picklist fields could trigger Unsaved Changes warning when value reset and saved.

Opportunity:

• Fixed Internal Salesforce Error when creating Deal Snapshots

Opportunity: Scorecard

• Changed Rich-Text type Question icon

Admin: Common

• Updated Category Name will now propagate to existing templates

• Updated Custom Attribute label will no propagate to existing templates

Admin: Environment

• Relationship settings Additional Contact Fields options are now sorted alphabetically

• Added ability to rename AP Scorecard and Whitespace label

• Added option to set maintenance flag for ClosePlan LMA Access users. Allows to enable additional debugging options for ClosePlan.

Admin: Template detail

• Prevented template ID truncation if category name too long

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

Admin: Playbook Template

• Adjusted Checklist ordering. New items are added at the bottom

Admin: User Manager

• Opening user name link in new window will navigate to User Detail page

• Profile list now sorted alphabetically

• Added ability to import CP User Licenses using CSV file

Admin: People.ai Environment

• Link to People.ai Web app to configure API Key now opens in new window

AP: Scorecard

• Dashboard history retrieval and calculation update, automatic refresh on change

Opportunity: Scorecard

• Fixed issue where chatter tab in Question detail becomes blank after reopening the detail

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’

Opportunity Deployment

• Fixed behavior where multiple Opportunity Contact Roles with the same Contact were imported as multiple Stakeholders with different Contact instead of one.

Opportunity Scorecard

• Updated Contact Tracking Contact search behavior

• Fixed null pointer related to TSPC__TargetCount__c property when Contact Tracking question detail closed

Opportunity Playbook

• Fixed Contact search returning no or cached data when Add People dialog opened repeatedly and broken

People.ai

• Fixed potential null pointer when retrieving Opportunity data in Stakeholder Insights.

Admin

• Fixed inability to import template if it referenced existing Scorecard category with different letter case

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.

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.

Opportunity Scorecard

• [SFDC Classic Only] Fixed issue related to null pointer within SFDC RichText component which prevented to work with RichText questions in Classic.

  • Added ability to sync RichText type Questions to Opportunity/ClosePlan object

Common

• Added error handler to generate specific error message in case that user’s Field Level Security restrictions causes SOQL Query without any fields.

Account Planning

• Ability to create follow-up plan with prepopulated period and cloned content based on the source plan

Relationships

• 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

Common

• Relaxed FLS security for ClosePlan Recalculation service to avoid inaccessible fields issues

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

Opportunity: Scorecard

• Fixed issue scorecard Activity Timeline reloaded whenever Question answer was selected

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.

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.

Opportunity: Scorecard

• Added Answer field resync to the Recalculation Service

• Increased Question Text answer max length to 5000 characters

AP Scorecard:

• Fixed issue where AP Scorecard Category where Max Sore field was not properly propagated which affected TotalScore formula field calculation.

Common

• Reduced number of Opportunity Cross-Reference fields from 3 to 1. Deprecated fields will be removed in future releases (Note that removed field will still stay within already installed Subscriber orgs for backward compatibility, but can be removed anytime.).

Common

• Extended ClosePlan Object Record Form implementation to provide more accurate form field Validation for both Field Level or Top of the page location.

Opportunity: Scorecard

• Added Contact Tracking type Scorecard Question (Opportunity Level);

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.

Account Maps:

• Fixed an issue when user was unable to open Opportunity Map due to missing ClosePlan license

Opportunity: Playbook

• Fixed an issue where error was thrown after inserting new Event into empty playbook

Opportunity: Scorecard

• Fixed an issue where Question Answer field sync of additional Text Answer was not properly propagated

Admin:

• Fixed an issue where the Custom Attribute Picklist Value color could not be changed for default values delivered with the package

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

Usage Tracking

• Added anonymous usage tracking for following modules:

  • Deal Playbooks

  • Deal Scorecard

  • AP Scorecard

  • AP Whitespace

Account Planning

• Ability to upgrade Account Planning Templates

Account Planning: Scorecard

• 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.

Opportunity: Scorecard

• Added Rich Text type Scorecard Question (Account/Opportunity Level)

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.

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

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.

Opportunity: Relationship Maps

• Fixed behavior where Relationship close button would unintentionally close entire page. Close button work this way only if Map opened in new window (Salesforce Classic)

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

Opportunity: Relationship Maps

• Fixed issue when changing Attribute in Stakeholder card could throw "replaceAll not a function" exception

Account Planning

• Fixed truncating of template name so that version number is always visible

Account Planning: Scorecard

• Fixed issue where Yes/No type question might not be correctly marked as answered if the answer was No

Admin

• Fixed issue where the first version of the template was marked as Unused, even though it is already deployed

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

Account Planning

• Account planning is now available for Salesforce Classic

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)

Relationships

• Fixed issue with missing function error when closing import modal using close button

Opportunity Playbooks:

• Added ability to set due date for checklist items (disabled by default)

• Added Task Activities to Playbook Events (disabled by default)

Opportunity Scorecard

• Server-side scorecard recalculation now includes evaluation of Opportunity field questions

• Changed long-text field behavior to respect line breaks if truncation is disabled

Account Planning

• Account planning is now GA (Requires enabling in the license )

• Added Relationship Maps to Whitespace Map Items

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

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

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

Opporunity Scorecard

• Fixed broken fonts for Dashboard Donut chart

Account Planing

• Added new Account Planning module which contains foundation, Scorecard and base Whitespace map.

  • This feature is currently available only through BETA program.

Admin

• Enhanced template list with search and filter functionality

Common

• Minor text corrections

• Fixed potential unhandled entity is deleted error while removing license for just deactivated user.

• Added 1st part of Product usage tracking for Account/Opportunity Relationship mapping.

Common

• 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

Admin

• Summer 21' - Fixed issue where ClosePlan User Manager showed active users as inactive

• Ability to assign ClosePlan licenses through Salesforce Flows, Process Builder or APEX

Relationships

• Fixed ‘Unexpected char’ error if map preview opened

• Summer 21' - fixed potential issue with 'invalid selector' when opening map

Common

• Performance enhancements for recordTypes Cache

• Fixed issues related to “Invalid ID” error message

Admin

• 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

Playbook

• Fixed overflow for paging if many pages available

• CP Event trigger improvements

• Improved sharing distribution based on Opportunity Team Members changes

Relationships

• Added Map Share via Email functionality (limited to internal users only)

Common

• Contacts created through ClosePlan UI are now marked using Contact TSPC__IsUICreated__c field

• 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

Playbook

• Added retry attempts if playbook event recalculation fails with UNABLE_TO_LOCK_ROW error.

Relationships

• Added Map Share via Email functionality (limited to internal users only)

Common

• Added account-level component which allows to select Company logo (url, attachment or Clearbit service)

• Updated ClosePlan PDF export with few layout changes, custom footer content and title or account logo.

• 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

Admin

• Added section to define ClosePlan export options, custom content and logos

Relationships

• Fixed issue where hidden map nodes were still interactive while reparenting node using drag&drop

Scorecard

• Scorecard inline notes now respect line breaks as defined by user

• Added rounding to the first decimal place User Activity chart tooltip % value

Common

• Compliance with Salesforce 21' Critical Updates

• Added Process Builder Invocable ClosePlan Deployment

• 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

• 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.

  • This change will make sure, that open Playbook Events owned by the former Opportunity owner will be transferred to the new owner same way as if the Opportunity Owner is changed directly.

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

Relationships

• Fixed Mapper dragging issues while using Safari browser

• Fixed issue where user was unable to type text in Search field while using Safari browser

People.ai Integration

• Added ability to remove People.AI button from Stakeholder List and Account Map List

Playbook

• Fixed layout issue where Kanban item utility bar exceeded its container if all statuses present

• Added Stage Forecast Category information to the Stage list while changing stage through ClosePlan Playbook (with Staging enabled)

Scorecard

• Increased height of long text input fields where Salesforce ignores predefined number of visible rows setting

Common

• Fixed issue ‘auraFileMeta function not found in CPUIFileController’

• Fixed issue where non-admin users were unable to create Deal snapshot.

Admin

• Added new User Management and Licensing module

• Access to User Management is now allowed only if user has Manage Profiles and Permission Sets or Assign Permission Sets permission

Relationships

• Account Level - Closing an Account Map will not cause partial Account page refresh anymore which caused that selected tab switched to the default one.

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

Scorecard

• Fixed padding for all dashboard components