Upgrade to Managed Package 2.180 or later

Please discontinue using the following fields as they are deleted/deprecated in Motion Package 2.180.

If you wish to retain the functionality associated with these fields:

• Migrate your policies: Update your Fullcast custom metadata or the Fullcast policy configuration with a field of your choice. For more information on migrating policies, refer to the Migrating Policies section of this article.

• Discontinue using deprecated fields: Once the migration is complete, stop using the deprecated fields entirely.

• Fields that will continue to exist and can be used from 2.18x can be identified from the Managed Package Field List

• 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 excluding ‘fcio1__’(Best_Matched_Account__c).

Deleted Fields

The following field has been DELETED from motion package version 2.180

Fields Deleted from the package will NOT be deleted from the Salesforce Org. An admin user must delete the field AFTER completing the necessary migration steps.

The following fields are DEPRECATED from the motion package version 2.180 and will be deleted in future upgrades.

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).

DEPRECATED FIELDS

Pre-upgrade process

1. Identify Policies/Features used in the Salesforce instance.

2. Identify the fields and objects impacted for each Policy/Feature from the above Deleted and Deprecated fields

3. Identify any dependencies to the fields by using the Where is this used on the Field Definition Detail page of the respective fields

4. Update any dependencies (Reports/Flows/Process builders/Formulas etc) by replacing the deleted/deprecated field with the new field

5. Take a backup of both the Deleted and Deprecated field data

6. Migrate the data to the New field.

Post-upgrade process

Fields moving to Fullcast Custom Metadata:

1. Access your Salesforce Instance.

2. Click the Settings icon (gear) in the top right corner next to your avatar and select Setup.

3. Click on the carrot to expand Custom Code and click Custom Metadata Types.

4. Click Manage Records to the right of Fullcast Policy Settings.

5. Find the applicable record (against the Deprecated Field under the New Source column from the above table) and click Edit.

6. Provide the new API name in the Field Value that mirrors the deprecated fields, ensuring data type compatibility.

Fields moving to Motion Policy Tagging:

1. Access your Fullcast instance.

2. Click the Motion tab in the menu bar.

3. Click Review Policies under Policy by Territory.

4. Find and edit your existing policy.

5. Select the applicable object from the dropdown menu.

For industry taxonomy, proceed as follows:

1. Click the plus sign (+) to the right of the Additionally stamp industry values to the following fields (optional) option.

2. Select the applicable field from the Field Name dropdown menu.

3. Select the corresponding value from the Taxonomy Value dropdown menu.

Stamp for industry values

For Routing, proceed as follows:

1. Find the applicable routing policy and click Edit.

2. Click to access Defaults and Record Tagging and complete the fields as illustrated in the image below.

Routing Policy Tagging

• he 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

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