Managed Package release notes v2.18x

Various improvements

• Multiple values with CONTAINS and DOES NOT CONTAIN operators are now supported.

• Transactions are now clearing when changing owners in Salesforce.

• Change Owner is now updating correctly in Salesforce workflow post-confirmation.

Change owner and assignment workflows

• You can now use streamlined assignment processes with Salesforce 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 Find 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 Assignments 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.

Deprecated fields

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

  • New installations:

    • If this Managed 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    • If you are updating to a newer version of this Manage Package, previously deleted fields will still exist in your organization.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 a later Manage 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.

Deleted fields

• The following fields were deleted:

  Note

  Fields deleted from the Managed 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 Find 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.