Release Notes

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 new Rich Text question type

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