Release Notes

Bug Fixes

• Improved the efficiency of Lookup Helper Settings which use a child filter and run asynchronously.

Lookup Helper

New Functionality

• A notification feature will now send an email to the user when a scheduled Cleanup Rule is not able to run due to free limits being exceeded.

Bug Fixes

• An error message is now...

Release Notes, Data Quality Helper

Performance and Usability Improvements

• Summary page now available on mobile devices.
• “Actual Start/Finish Dates” available for the Manage Project Plan field set.
• Import Milestone Template LWC can be...

Milestones PM+, Release Notes

New Functionality

• Added an ‘Exclude Nulls’ checkbox to duplicate rule criteria, which allows users to prevent a Duplicate Rule from matching records when both fields are null/blank. This checkbox is...

Release Notes, Data Quality Helper

Bug Fixes

• Updated API versions of some out of date deprecated classes.
• Fixed an issue where users were not able to successfully use the IN operator in child filters.
• Fixed an issue where the “Set...

Lookup Helper

New Features

• LWCs
  • “Percent Complete” manages the completion percentage of all child records. Available for Project layout.
  • “Manage Project Plan” allows mass record updates in one place. Available...

Milestones PM+, Release Notes

New Functionality:

• Added a new daily scheduled job to delete custom setting records. Used for orgs that encountered custom setting limit frequently and can be started from the configure rollup jobs...

Rollup Helper