Platform release notes

Self service SSO

• You can now configure SAML SSO for your Fullcast instance.

• SCIM for SSO is also enabled so users removed from and added to the SSO are automatically synched with Fullcast.

Fullcast AI agent beta

• You now have the ability to turn on and try out the Fullcast AI agent. Chat with the agent who will provide contextual information based on available support documentation.

  Note

  Contact your CSM for access to beta features.

Territory map improvements

• Improved overall user experience by changing the user interface for the territory map:

  • Updated the color scheme for improved visibility and readability.

  • Territory balancer was moved from the top of the screen to the bottom and the search bar was enlarged for better accessibility.

  • Actions options were changed to a drop-down menu.

Deprecated unlicensed node

• Users’ licenses are no longer automatically activated and the unlicensed node in teams has been deprecated.

License report

• Tenant Settings now has a Licenses section which displays your total purchased licenses and total number of licensed users in your Fullcast instance.

• You can also download a report that provides details on each user and their license use in Fullcast.

Performance improvements

• You no longer have to wait 20 minutes to create metrics and enable fields for Territory Hierarchy. Caching was improved so metric creation and field enablement are ready for immediate use.

Note-taking feature

• Added note-taking functionality for targets and accounts allows users to record important information and add context:

  • Attach notes to the target’s total or individual sections.

  • Search for notes within the target’s hierarchy.

  • Add account notes next to the appropriate account from the toolbar.

  • Add title, description, and assign the note to users for both targets and accounts.

  • New notes display in a thread for easier review.

  • Mark notes as resolved, assign to a user, or edit the note from the menu.

  • Access to notes respects existing permissions.

  • The new add notes permission enables contributions even with read-only access.

  • Notes can be audited for tracking purposes.

  • Notes are not duplicated when cloning plans or targets.

  • Notifications can be sent to admins or managers.

Enhanced filtering capabilities for coverage assignments

• Filter to exclude non-inherited assignments to isolate directly assigned coverage.

• Apply multiple role filters to refine your view to specific role coverages.

Manage notes for targets

• Add, edit, and delete notes associated with a team target.

• Set role permissions for notes.

  Note:

  By default, most users have read-only access. The collaborate with notes permissions are role based and not assigned to individual users. Tenant Admins must manually change permissions for roles to give users appropriate permissions to manage notes.

Manage notifications preferences for notes

• Enable and disable notifications from your Notification Preferences.

Enable email notifications at the plan-level

• Set a specific role as a node manager or a user as a special user to be notified about any activity in a plan.

Account hierarchy grouping

• You can now group all accounts belonging to the same corporate family into one segment.

Co-pilot new hire policy

• The New Hire Policy is designed to streamline and automate your team's onboarding process:

  • Automated detection: Automatically detects when a team member is added through an import event. If a team member is relocated within a team, Co-Pilot identifies this via a move/team operations action.

  • Effective date management: The effective date of the new hire is set based on when the event occurs.

  • Confirm the To Be Hired (TBH) process: Co-Pilot searches for TBH positions under the same manager with matching attributes. If multiple TBHs match, Co-Pilot selects the one with the earliest start date to ensure a smooth transition.

  • Assignment to unassigned territory: If no TBHs are found, Co-Pilot looks for unassigned territories that fit the role/type criteria and automatically assigns the new hire to the role. It prioritizes territories by the earliest date to ensure optimal assignment.

People search

Note:

Only available for managed package 2.184 and above.

• The people search update enhances policy management by identifying policies. Key features of the people search update include:

  • Search filter: A new search filter has been added to the policies list page, allowing you to find all policies that directly reference a specific person.

  • Person detail page: A new tab on the person details page displays all policies where the user is specifically referenced.

  • Workflows: Termination workflows have been updated to ensure that when a user is terminated, any policies referencing that user are updated or removed accordingly. Additionally, Co-Pilot workflows now automatically address policies involving referenced users.

  • Licensing: Licensing operations now check if a user is referenced in any policies for specific users, returning policy IDs, their status, and the fields where the user is referenced.

Bucket JSON editor

• You can now build advanced criteria without editing JSON code.

Capacity planning enhancements

• You can now move records within your data hierarchy.

• You can also manage temporary or planned changes to your data including creating placeholders for future records.

Known metric type

• Metrics are now imported from template and created automatically.

Bulk adjust targets

• You can now edit multiple targets simultaneously.

Reports for scenarios

• Users can now add a chart to your Scenarios from the Actions menu.

Effective Headcount model

• The Effective Headcount model provides bottom-up capacity planning to manage the balance between current and projected headcount needs.

Support content access

• Routing Policies section was updated to provide quick access to related support articles. The options for Document to navigate to the relevant support article, or Support to access our entire knowledge library are located in the More Options menu next to Add Policy.

  

Capacity planning

• You can now access your Scenario plan by navigating to the relevant plan and clicking its title to view the plan’s details.

  

UI enhancements

• For comprehensive details on the updated navigation and processes, refer to the knowledge base articles and the Fullcast Overview video.

• Changed the main navigation bar options:

  • Design changed to Plans

  • Rhythm changed to Reports

  • Motion changed to Policies and moved under Plans

• Profile and application settings have been grouped and redesigned.

• Users can now switch plans and manage them by clicking on the corresponding buttons.

Scenario planner and capacity planning

• Scenario Planner is the new smart capacity and headcount scenario tool used to design and track various go-to-market strategies and capacity models.

Co-Pilot

• Users now have access to Co-Pilot, Fullcast’s Go-to-Market (GTM) operations assistant, to automate various administrative tasks including:

  • Manually configuring workflows to manage assignments and targets based on a sales role’s lifecycle.

  • Automatically trigger workflows via the Terminate Employee policy.

Multiplan

• Users can now enable policies for multiple production plans. This enhancement allows for more comprehensive management of policies across different territories and plans within Fullcast.

Data filters at the plan-level

• You can now apply data filtering at the plan-level on Accounts, People, and Product. The grid will display records that meet your plan filters as applicable. Refer Managing Plans in Fullcast for more information.

Currency flags

• Currency flags are accessible only for fields that support Decimal/Double Fields and the Rollup Field Data Type.

  Note

  Only integration users configured with access to the currency flag can manually set it.

Ux (User experience)

• UI improvements as part of a long-term user experience improvement project.

• Updated font sizes and family for consistency throughout Fullcast for a new look and feel.

Performance improvements

• The ability to process large (>10 million) import data without performance issues and timeouts has been improved.

Multiplan automated rerun rules

• Multiplan now supports the activation of multiple plans simultaneously, with the ability to sync data to Salesforce in real-time.

• Automatic rerun rules that trigger whenever new data is imported and can be enabled for any plan.

  • Plans enabled for auto-rerun rules will be available to be executed in the next import job run.

  • Multiplan will sequentially execute the rerun rules on each plan one after the other.

  • Audit logs keep track of the success and failures of the rerun rule.

Year-over-year reporting

• Time-series metric is available that displays year-over-year comparisons from the measure menu.

System fields in the portfolio report

• System fields—proposed changes fields, named accounts, and so on—are now available within the portfolio reports.

Holdout policy enhancements

• Refer to Package 2.180 Release Notes for more information.

Friction-free Salesforce managed package

• The friction-free Salesforce managed package migrates policy configuration away from dedicated fields on standard Salesforce objects (such as accounts, opportunities, leads) to avoid impacting your organization's limits. This release deprecated these fields and introduces the following options:

  • Custom metadata type: Provides a dedicated and flexible space for your policy settings.

  • Policy object: Allows direct association of configuration data with individual policies themselves.

    For more information on deprecated fields, refer to Package 2.180 Release Notes.

    Note

    • The configurable fields for each policy can be selected either on the respective policy page or set up in custom metadata types provided by Fullcast.

    • The next release will require customers to use their custom fields instead of the deprecated fields.

Enhancements to SmartPlans

• Three new SmartPlan criteria were added:

  • Balance by metrics: You can now use any of the configured metrics in the system to balance territories.

  • Balance by number of accounts: When the there are a large number of accounts, balance the territories with an equal share of accounts to help in proper sales planning.

  • Disruption minimization rule: If you add this rule as the first priority, the system will ensure that no account relationships are disrupted during the creation of the territories and during runtime with automated re-run rules during import.

• Criteria filters: You can now limit the records which are considered in the various SmartPlan criteria using a new filtering capability.

Target calculation

• When the target was moved from one node to another, the targets were then split. The impact will depend on the effective changes that are applied.

  Example

  If you want the changes to be effective from June, then the data from January to May will be in the old node, and June to December will be in the new node.

Tribute targets automatically

• The automatic distribution of targets will now automatically add targets to newly created territories when you enable this option in the Target configuration.

Flexible target timeframes

• Now targets can have a flexible time period and you can create targets for less than 12 months.

Effective date targets move

• The move people workflow was enhanced so you can add a date to a target move. If you move people from one manager or one team in the middle of the year—you can now keep the target and attainment until the effective date with the old manager and move the target for the rest of the year to the new manager.

  Note

  This only applies to person targets.

Tracking licensed users

• A license section was added so you can quickly track licenses in your instance of Fullcast. You can now easily move users you do not want to count against your licenses to the new unlicensed node in the team's module.

Drag and drop capabilities

• You can now use drag and drop to move items in your Fullcast instance.

  

Enhanced role details

• The Show Role Details now display the person assigned to a role and the name of the territory.

Help and support access

• New and improve help and support system is accessible from the top right of the navigation panel in your Fullcast instance. From the support page, you can:

  • Access documentation, how-to guides with helpful videos, as well as a number of scenario-based guides.

  • Submit requests to the Fullcast customer support team.

  • Review previous conversations with the support team.

  • Get notifications of new releases, new features, and various roadmap items.

Single sign-on (SSO) and Multi-factor authentication (MFA) enhancements

• The following major capabilities have been added:

  • SSO:

    • You can now enable single sign-on with your enterprise-wide corporate Identity Provider such as Okta, Salesforce, Microsoft Active Directory, Ping Identity, and so on.

    • You can now also enable single sign-on with Google Workspace.

  • Enhanced MFA support:

    • Added support for Auth0's Guardian mobile app where you can simply click Approve without the need to input the OTP.

    • Added support for SMS as a backup MFA.

    • You can also now enable or disable MFA at the user level in addition to the company/instance level setting.

    • MFA now supports remember this browser functionality for 30 days if you are connecting from a secure browser and computer.

• You can now invite your teammates to your Fullcast instance.

• Significant improvements to the change password process, resetting MFA, and other identity management processes.

Toast(er) upgrades

• You now have access to view the session error logs that track all the errors you encounter during your session, even when you clear them.

• When you use the support site to raise an issue with the support team, the system automatically sends the history logs to the support team so they can quickly isolate the issue.

Subscribe to audit events

• Added enhancements to the subscription capability:

  • You can now subscribe to specific events within the auditing system such as authentication events, territory events, assignment events, and so on.

  • Added support for email in addition to HTTP and HTTPS endpoints.

    Tip

    Unless you want to receive notifications for all audit events in your email inbox, filter the events first before enabling email notifications.

  • The messages are delivered in JSON format for easy machine processing.

Improved security posture

• Keys are now rotated regularly to keep your Salesforce and Fullcast instances secure. Simply upgrade the package to the latest version and you will automatically get the enhanced security.

• Enhanced automatic anonymization of PII data stored within Fullcast.

Map boundary data updated

• Boundary data for administrative regions like states, cities, postal codes, and so on are constantly updated in Fullcast. The following countries were updated in this release: United States, Canada, UK, Ireland, Germany and France.