Managed Package v2.15x releases are for enhancements and various minor bug fixes that integrate with Salesforce. You can manually install Managed Package updates to your instance of Fullcast.
Managed Package 2.158 (31 May 2022)
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.
Managed Package 2.154 (15 March 2022)
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.