Managed Package release notes v2.16x

Managed Package v2.16x releases 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 2.162 (21 October 2022)

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.

Managed Package 2.160 (29 September 2022)

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