Motion Package Release Notes 2.185
This release introduces significant enhancements to the Sales Manager Workflows.
Key Features:
Change Owner:
This workflow allows you to change ownership of accounts in Salesforce and reflect those changes in the Fullcast instance. This update enables you to:
- Transfer accounts from one territory to another by assigning them to a new user or territory.
- Search and quickly locate users or territories.
- Select whether to include child accounts in the ownership transfer.
- Automatic authority of the new owner for access.
- Support changing ownership for users with single or multiple roles.
Setup Instructions:
- Navigate to Setup > Custom Metadata Types > Fullcast Policy Setting.
- Define the Role Name for Change Owner access.
Note: Use commas to separate multiple roles.
- Set the Commit Flag to true for automatic commits or false for proposed changes (default).
Note: If commit_flag is True, the account owner will be changed in Salesforce, and the change will be committed in Design. If commit_flag is False, the account owner will not change in Salesforce, but the change will be proposed in Design for future review.
- Add the Change Owner button you just created to the Account page layout in Salesfore Mobile and Lightning Experience Actions.
- Select the fcio1__ChangeOwner button option.
- Create a custom button for Change Owner action.
- Add this button to the selected button set in the List View Button Layout.
Note: Custom Metadata configuration for Sales Manager Workflows can be found at the end of this sheet.
Below is the mandatory Custom Metadata Setup which changes from Customer to Customer based on their requirements.
| Custom metadata Label | API Name | Value | Description |
| Tenant Id | Tenant_Id | 21b93277-b89f-4594-9a56-c3d6bbc26be5 | The Fullcast tenant id of the production instance |
| Tenant Id Sandbox | Tenant_Id_SandBox | 21b93277-b89f-4594-9a56-c3d6bbc26be5 | The Fullcast tenant id of Preprod Instance |
| Role Name | Role_Name | Sales Manager | Based on this role name we fetch the Active Assignments from the Fullcast App and display on the Change Owner page |
| Commit Flag | Commit_Flag | False | This is used to Commit/Propose the Transactions in the Fullcast App |
As part of this release the Pre-prod and Production Domain got changed and we have modified the below endpoint.
| Name | API Name | Value |
| Get Assignment By Role SandBox | Get_Assignment_By_Role_SandBox | https://sandbox.fullcast.io/api/v1/assignments/getActiveAssignmentsByRole |
| GTM Leaf Info Endpoint SandBox | GTM_Leaf_Info_Endpoint_SandBox | https://sandbox.fullcast.io/api/v1/common/getLeafs |
| Get Token Sandbox | Get_Token_Sandbox | https://sandbox.fullcast.io/api/v1/common/tokenAuthorization |
| App Endpoint Sandbox | App_Endpoint_Sandbox | https://sandbox.fullcast.io/api/v1/common/assignments |
| Get Territories By Role Sandbox | Get_Territories_By_Role_Sandbox | https://sandbox.fullcast.io/api/v1/assignments/getTerritoriesByRole |
Remote Site Settings
| Fullcast_Preprod |