Managed package release notes

Territory routing for multi plan

• You can now route account territories in multiple active plans.

No reported enhancements for this release.

Change owner and assignment workflows

• You can now use streamlined assignment processes with Salesforce Lightning Web Components (LWC) to create, update, and terminate assignments:

  • Transfer accounts from one territory to another by assigning them to a new user or territory.

  • Search and locate users or territories.

  • Select whether to include child accounts in the ownership transfer.

  • Automatic authorization of the new owner for access.

  • Support changing ownership for users with single or multiple roles.

Custom Metadata Setup

• The following is the mandatory Custom Metadata Setup which changes from customers to customer based on requirements.

  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 the preproduction instance.
  Role Name	Role_Name	Sales Manager	Based on this role name we fetch the Active Assignements from the Fullcast App and display on the Change Owner page.
  Commit Flag	Commit_Flag	Fales	This is used to commit/propose the transactions in the Fullcast app.

Updates to Target UI

• Now when you edit your target details you will be greeted with a single modal where you can make adjustments.

Updates to Roles UI

• Roles are now organized into rows rather than tiles.

• Update Role settings by clicking the corresponding tabs for your information, ramp profile, and productivity profile.

Notifications

• You can customize your notification preferences to receive alerts via email and in-app notifications (inbox).

• The following are a list of events that receive notifications:

  Event	Description
  auth.login	This notification occurs when a login attempt is denied due to authentication failure.
  auth.logout	This is an action that terminates a user’s authenticated session.
  auth.forgotPassword	This event is a function that allows a user to reset their password.
  auth.create	This notification occurs when a new user is created in Fullcast.
  auth.updateUser	This notification occurs when an existing user account is updated.
  auth.loginByTenant	This notification occurs when a user logs in using a specific tenant ID.
  auth.changePassword	This notification occurs when a user changes their password.
  assignments.create	This notification occurs when an assignment has been created.
  assignments.update	This notification occurs when an assignment has been updated.
  assignments.delete	This notification occurs when an assignment has been deleted.
  assignments.terminateEmployee	This notification occurs when an employee has been terminated.
  assignments.changeEmployeeRole	This notification occurs when changes are made to an employee's role within an assignment.
  assignments.confirmAssignment	This notification confirms an assignment.
  assignments.recalculateRampByRole	This notification occurs when ramp-up time is updated based on the user’s role.
  assignments.validateWorkflow	This notification occurs when an assignment workflow is validated.
  assignments.clone	This notification occurs when an assignment has been cloned.
  assignments.massUpdate	This notification occurs when assignments are updated in bulk.
  assignments.createMassAssignments	This notification occurs when assignments are created in bulk.

Capacity planning

• The enhanced headcount distribution allows for the simultaneous distribution of attrition and TBR heads, either evenly or based on specific metrics or existing headcount.

• The Full Ramped Target in the Roles functionality is for fully ramped users, including seasonal variations. Both productivity and fully ramped target profiles can be matched based on specific criteria.

Ramp cutoff

• New hires added before the cutoff date will start their ramp period in the current month, while those added after will start in the following month.

  • Impact: Various calculations, including effective headcount, targets, capacity planning, and reporting.

• Existing customers will have the end of the month as the default cutoff date, while users can specify a custom date in the updated user interface.

Default targets and ramp profiles

• Centralized default targets and ramp profiles allows for the creation and management of these settings independently of specific roles, making the role-creation process more efficient.

  • Impact: Various areas of the application, including role creation, capacity planning, target setting, scenario planning, and reporting.

Endpoint modification

• The Pre-prod and Production domains were changed and the following endpoints modified.

  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

Deprecated fields

• The fields listed in the following table have been deprecated:

  • New installations:

    • If this package is installed for the first time in your organization, any deleted fields will not be recoverable.

  • Upgrades:

    • If you are updating to a newer version of this package, previously deleted fields will still exist in your organization. You will need to manually delete these fields if you no longer need them.

  • Existing customers using specific features:

    • To use the Account Hierarchy, Clean Domain, Best Matched Account, or Industry Taxonomy features, you will need to populate the corresponding custom metadata fields with the necessary values.

    Note

    • Discontinue using the listed deprecated fields.

    • Jobs will fail if you upgrade from an older package version to 2.184 and delete the Ultimate Parent ID field in Salesforce.

    • You will need to create a new LookUp(Account) field for the Ultimate Parent ID in Salesforce and change the Ultimate Parent ID Known Column Type in Fields and Entities with a new Salesforce field value.

    Field label	Field API name	Object name
    Industry Code	fcio1__Industry_Code__c	Account
    Industry Taxonomy	fcio1__Industry_Taxonomy__c	Account
    UltimateParent	fcio1__UltimateParent__c	Account
    UltimateParentKey	fcio1__UltimateParentKey__c	Account
    Ultimate ParentId	fcio1__Ultimate_ParentId__c	Account
    Territory	fcio1__Territory__c	Account
    Domain	fcio1__Domain__c	Account
    Domain Last Updated At	fcio1__Domain_Last_Updated_At__c	Account
    Clean Domain	fcio1__Domain_Key__c	Account
    Domain In Sync?	fcio1__Domain_In_Sync__c	Account
    Contact Status	fcio1__Contact_Status__c	Contact
    Domain	fcio1__Domain__c	Contact
    Domain Last Updated At	fcio1__Domain_Last_Updated_At__c	Contact
    Clean Domain	fcio1__Domain_Key__c	Contact
    Domain In Sync?	fcio1__Domain_In_Sync__c	Contact
    Best Matched Account	fcio1__Best_Matched_Account__c	Lead
    Domain	fcio1__Domain__c	Lead
    Domain Last Updated At	fcio1__Domain_Last_Updated_At__c	Lead
    Clean Domain	fcio1__Domain_Key__c	Lead
    Domain In Sync?	fcio1__Domain_In_Sync__c	Lead

Change owner workflow

• You can now use the change owner workflow.

• The following custom metadata records have been created to support the new workflow:

  Custom metadata name	Custom metadata API name	Value	Module name	Description
  Get Assignment By Role SandBox	Get_Assignment_By_Role_SandBox	https://app.fullcast.io/api/v1/assignments/getActiveAssignmentsByRole	Sales Manager Workflows	Endpoint to fetch the Assignments
  Get Assignment By Role	Get_Assignment_By_Role	https://fullcastpreprod.herokuapp.com/api/v1/assignments/getActiveAssignmentsByRole	Sales Manager Workflows	Endpoint to fetch the Assignments
  Get Territories By Role	Get_Territories_By_Role	https://app.fullcast.io/api/v1/assignments/getTerritoriesByRole	Sales Manager Workflows	The endpoint to fetch existing territory details of accounts
  Get Territories By Role Sandbox	Get_Territories_By_Role_Sandbox	https://fullcastpreprod.herokuapp.com/api/v1/assignments/getTerritoriesByRole	Sales Manager Workflows	The endpoint to fetch existing territory details of accounts
  Get Token	Get_Token	https://app.fullcast.io/api/v1/common/tokenAuthorization	Sales Manager Workflows	The endpoint to fetch the token
  Get Token Sandbox	Get_Token_Sandbox	https://fullcastpreprod.herokuapp.com/api/v1/common/tokenAuthorization	Sales Manager Workflows	Endpoint to fetch the token
  Commit Flag	Commit_Flag	True/False	Sales Manager Workflows	This determines whether we commit/propose the records
  Role Name	Role_Name	Channel Manager	Sales Manager Workflows	Based on this role the assignments are fetched.
  Enable Account Families Treatment	Enable_Account_Families_Treatment	True/False	Sales Manager Workflows	This flag is used to show Account Hierarchy options in Change Owner UI

Change owner action

• You now can use the Change Owner action to filter a list of records eligible for ownership changes. This filtering is based on the user's role and specific assignment criteria.

• You can also create the Change Owner List View button.

Delete fields

• The following fields were deleted:

  Note

  Fields deleted from the package are not deleted from the Salesforce Org. A Tenant Admin must delete the fields after completing the necessary migration steps.

  Policy	Deleted Field	Object	New Source Field
  Routing Queue	Routing Rule	Account	Motion Policy Tagging
  Routing Queue	Routing Rule	Lead	Sales Manager Workflows
  Routing Queue	Routing Rule	Case	Sales Manager Workflows
  Routing Queue	Routing Rule	Contact	Sales Manager Workflows
  Routing Queue	Routing Rule	Opportunity	Sales Manager Workflows

Deprecated fields

• The following fields were deprecated:

  Note

  The new fields that replace deprecated ones should have distinct API names. This guideline applies to all fields. For example, the deprecated field Best Matched Account (API name: fcio1__Best_Matched_Account__c) should not be replaced with a field named Best Match Account with the same API name (fcio1__Best_Matched_Account__c).

  Policy	Deprecated Field	Object	New Source Field
  All Policies	Territory	Account/Lead/Contact/Opportunity/Case	Territory Member Custome Object > Fullcast GTM
  Account Hierarcy	UltimateParent	Account	Fullcast Custom Metadata > Ultimate Parent
  Account Hierarchy	UltimateParentKey	Account	Fullcast Custom Metadata > Ultimate Parent Key
  Account Hierarchy	UltimateParentID	Account	Fullcast Custom Metadata > Ultimate ParentId
  Industry Taxonomy	Industry Code	Account	Motion Policy Tagging Functionality
  Industry Taxonomy	Industry Taxonomy	Account	Motion Policy Tagging Functionality
  Clean Domain	Domain	Account/Contact/Lead	None
  Clean Domain	Domain Last Updated	Account, Contact, and Lead	None
  Clean Domain	Clean Domain	Account	Fullcast Custom Metadata > Account Clean Domain
  Clean Domain	Clean Domain	Contact	Fullcast Custom Meta Data > Contact Clean Domain
  Clean Domain	Clean Domain	Lead	Fullcast Custom Metadata > Lead Clean Domain
  Clean Domain	Domain In Sync?	Account	Fullcast Custom Metadata > Account Domain in Sync
  Clean Domain	Domain in Sync?	Contact	Fullcast Custom Metadata > Contact Domain in Sync
  Clean Domain	Domain in Sync?	Lead	Fullcast Custom Metadata > Lead Domain in Sync
  Best Matched Account	Best Matched Account	Lead	Fullcast Custom Metadata > Lead Best Matched Account
  Best Matched Account	Best Matched Account	Contact	Fullcast Custom Metadata > Contact Best Matched Account

Holdout policy enhancements

• Added option to skip updating the Opportunity Ownership in both the matching and non-matching sections.

• Added Tagging functionality allowing for custom fields to be populated with holdout information.

Account hierarchy—ultimate parent

• A new system field is now available which shows the automatically calculated ultimate parent. The ultimate parent is calculated by using the parent field and traversing the tree to locate the ultimate parent.

  Note

  You can still use a custom ultimate parent field by using the Known Field tagging on a custom field. If you have not implemented the Account Hierarchy Policy or have this data available, this means functionality is restricted. The calculation of the ultimate parent are not automatic when you import the data.

Access to opportunity product data

• The following object level and field level security now have Read access to opportunity product data:

  Security Level	Object/Field Name
  Object Level Security	Pricebook2
  Field Level Security	OpportunityId
  Field Level Security	UnitPrice
  Field Level Security	Quantity
  Field Level Security	ListPrice
  Field Level Security	TotalPrice
  Field Level Security	ProductCode

Permission sets

• Permission sets for standard import, export, and motion integration to work out of the box are now available.

Territory member trigger flag

• When the new territory member trigger flag in the custom metadata Fullcast settings is enabled and an account is moved from one node to another, cleanup of all the assignments related to the moved account is triggered in the previous node to avoid duplication of accounts while exporting the jobs.

Is Invalid flag on the member objects

• The new formula field Is Invalid flag in the member objects—Territory Member, Team Members, and Product Group Members—identifies and cleans up duplicate records generated during the merger then exports only one merged account.

Assignment type in Salesforce

• The new Assignment Type field in the Account Team Member object in Salesforce retrieves the value of the assignment type (Normal/Temporary) from the Fullcast design app and exports that type of user.

  Note

  Only the real-time assignments are exported and all the future TBx (To-be-determined) assignment types are filtered.

EXIT tie-breaker

• Now the tie-breaker criteria of BMA comes with an EXIT option in addition to MAX and MIN which facilitates you to move ahead with the execution of the task if you do not want to choose any of the best matched accounts and want the system to consider BMA value as NULL. When there are a lot of duplicate records found this option might be useful.

Execute BMA

• You can now pick the latest BMA record for the routing queue by passing the string value ExecuteBMA which will retry fetching the latest BMA record to pick the territory for territory routing. If there is no change in the records, the same best match account will be retained and can be chosen for territory routing from the territory.

Teams as participants

• You can now add the participants as a team.

• Members who are not required to be participants can be added to the exception list.  

Policy status update

• The Status object view now shows the inputs, the processing that was done, and the outputs for every policy.

• References and links were added so you can quickly navigate to the affected objects.

Integration layer enhancements

• You can now fully  manage what fields to import, what to export, and the status and details of each job.

• Error files (like Salesforce's Data Loader) are also available so you can quickly troubleshoot integration issues.

Round-robin functionality

• Round-robin functionality can perform to its fullest when the GTM trigger flag is enabled in SFDC environment.

• Enable the trigger flag in Salesforce so whenever export jobs are run, if the changes to hierarchy are updated on GTM Object or Team Member Junction Object, the changes will be applied to round-robin list of participants as well.

• The following are the new end-points introduced to implement the round-robin functionality:

  Custom Metadata Name	Environment	Value
  App Endpoint	Production	https://app.fullcast.io/api/v1/common/assignments
  App Endpoint SandBox	Pre-Prod	https://fullcastpreprod.herokuapp.com/api/v1/common/assignments
  GTM Leaf Info Endpoint	Production	https://app.fullcast.io/api/v1/common/getLeafs
  GTM Leaf Info Endpoint SandBox	Pre-Prod	https://fullcastpreprod.herokuapp.com/api/v1/common/getLeafs

SLA policy timer

• The SLA policy now has a timer in the Salesforce Lightning mode that shows the following statuses:

  • Active: If the SLA is active on a particular object, the timer keeps ticking.

  • Paused: If the person is on vacation, the timer is paused.

  • Stopped: If the SLA is closed, the timer is stopped and it shows the elapsed time.

Do nothing in Holdout now

• The Do Nothing tab in the Holdout policy provides an action plan option when opportunities do not match the section criteria.

Embargo policy search list change

• Part 561 list was replaced with the CAPTA list to align with the government changes to the US trade embargoes.

Manual address flags in embargo

• The Criteria tab was added to the embargo policy to help you create custom criteria and identify country, state, or city from the embargo list without passing through the search list.

TBx update in Salesforce assignment workflows

• If an assignment is of type TO-BE-*, then the confirmation workflow shows the new person’s placeholder and their start and end date in the user panel.

• When the clone fields are setup for the type TBx (x-Hire/Replace/Transfer):

  • The user will now be able to select the respective TBx user of the same type or create a new placeholder record.

  • If no records exist of the type, it defaults to the create a new placeholder record option.

Temp access displays in the user panel

• Temp users now display in the user panel until their temp access expiry time. You can view the temp users in the user panel and modify or terminate their usage, as needed.

Login display

• Your login name now displays in the UI instead of your email address.

Organization chart restructured

• Chart control was upgraded to use the latest version in Org chart.

Workflows available in Salesforce

Sales Managers can now perform the following workflows in Salesforce without having to log in to Fullcast:

• Move accounts between territories

• Manage coverage assignments

• Terminate Assignment workflow

• Change Role workflow

• Confirm TBx Assignments workflow

• Reorganize teams and associated roles

• Reorganize products and associated roles

Speed to lead and other service level scenarios

• Added a new policy for service level measurements where you can track:

  • Speed to lead scenarios by evaluating how quickly your representatives are getting to their leads after routing.

  • The time it takes for your opportunities to move from stage to stage.

  • Any time-sensitive interactions and take action if they exceed the established Service Level Agreements (SLA)s.

  • SLAs on various business processes working on leads, opportunities, cases, accounts, and contacts in Salesforce.