Platform releases in 2022 are for enhancements and various minor bug fixes to the Fullcast UI.
23 September 2022
Smart Plan enhancements
Three new Smart Plan 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.
For 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.
March 2022
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.