Release Notes

Enhancements

• Added Data Cleanup Rule functionality. This feature allows users to create settings to manage data storage and deletion inside of Salesforce.
• Added a modal that warns users when some...

Release Notes, Data Quality Helper

Enhancements

• Added compact record info on hover of a record in the Duplicate Record screen.
• Added a Save & New button to the record upsert form.

Bugs

• Fixed an issue where lightning combo boxes,...

Release Notes, Data Quality Helper

New Functionality

• Added the ability to use Visualforce Page Triggers to trigger Lookup Helper Settings. This can be useful when wanting a change to a formula field value to trigger a setting to run...

Lookup Helper

Enhancements

• Added a loading spinner to Log Issues buttons.
• Added a Help/FAQ tab to easily access the Help page from anywhere in the app.
• Modified the Merge page to show the object Label instead of...

Release Notes, Data Quality Helper

New Features

• New LWC: Time entry grid Email Modal
• New custom settings
  • “Prevent Template Edits From Non-Admin Users”
  • “Send Default Email On Time Submission” will email the user’s manager...

Milestones PM+, Release Notes

New Functionality

• Updated API version to 59.0. This allows Lookup Helper to now support objects from Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Loyalty...

Lookup Helper

New Functionality:

• Added the ability to choose which currency to convert rollup results into.
• Added the ability to schedule rollups from the Schedule Management page.
• Schedules set to run once a day...

Rollup Helper