Release Notes

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)

• NEW 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

• 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.

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

• 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

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

• NEW 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

• 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.

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.

  • NEW 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

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

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

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

• NEW 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.

• Beta People.ai API Integration

Usage Tracking

• Added anonymous usage tracking for following modules:

  • Deal Playbooks

  • Deal Scorecard

  • AP Scorecard

  • AP Whitespace

Account Planning

• NEW Ability to upgrade Account Planning Templates

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.

Opportunity: Scorecard

• NEW 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

• NEW Account planning is now available for Salesforce Classic

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)

Relationships

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

Opportunity Playbooks:

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

• NEW 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

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

• NEW 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

• 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

Opporunity Scorecard

• Fixed broken fonts for Dashboard Donut chart

Account Planing

• NEW beta 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.

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

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

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

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

• 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

Playbook

• Fixed overflow for paging if many pages available

• CP Event trigger improvements

• Improved sharing distribution based on Opportunity Team Members changes

Relationships

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

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

Playbook

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

Relationships

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

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

Admin

• NEW 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

• 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.

  • 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

• 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

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

• NEW 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

• NEW 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

• 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

Scorecard

• Fixed padding for all dashboard components