Lookup Helper v7.8 Release Notes

Lookup Helper v7.8 Release Notes

Lookup Helper Premium Edition is now a separate package rather than managing the license on the back end. An email with instructions to update for Premium Edition functionality will be sent to all of our valued Lookup Helper Premium Edition Customers. For further assistance please contact support@passagetech.com to access the new installation links.

Rollup Helper v12.11 Release Notes

Rollup Helper v12.11 Release Notes

New Features:

  • Settings Pane: Now you can configure custom settings without ever leaving the app!
  • View CreatedBy/Last Modified By: When editing a rollup, you can now view who created/last modified the rollup and when.
  • View Rollups by Filter: When editing a filter, you can now click a link to display all rollups that are currently utilizing the filter being edited.
  • Remove Trailing List Separators: With the Trim Trailing Delimiters option selected, delimiters (example: (-), (,), (;)) will be removed from the end of rolled-up text.
     

Milestones PM+ Release Notes v7.84

Milestones PM+ Release Notes v7.84

Performance and Usability Improvements

  • Improved flexibility of the Task notification fieldsets. Users can now select fields on parent records to merge in the Task notification emails. (Premium Edition)
  • Improved flexibility of the Manage Project Plan fieldsets. Users can either hide or add fields to the Manage Project Plan page. (Premium Edition)
     

Milestones PM+ Release Notes v7.82

Milestones PM+ Release Notes v7.82

New Features

  • Create Projects and Milestones In-line with Manage Project Plan on the Program Gantt Chart  (Premium Edition Feature).
  • Create Milestones and Tasks In-line with Manage Project Plan on the Project Gantt Chart (Premium Edition Feature).
  • View Milestone and Task Hours Estimates on the Time Entry Grid (Premium Edition Feature).
  • Disable Milestone Deadline Population: A custom setting is now available that will allow a Milestone Deadline to remain blank even when the kickoff date is populated.


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Storage Helper v3.6 Release Notes

Storage Helper v3.6 Release Notes

Historical Object Usage Growth: The growth of any object’s storage usage can now easily be viewed in Storage Usage Analytics.
Lightning App: Switching to Lightning is now even easier with the new Storage Helper Lightning App!
 

Milestones PM+ Release Notes v7.71

Milestones PM+ Release Notes v7.71

Milestones PM+ Premium Edition - New Features include, Enhanced Time Tracking for daily and weekly resource utilization and Multi-Day Event & Task Management. Milestones PM+ Free Edition - now supports Multiple Resources Per Task.
 

Storage Helper v3.1.1 Release Notes

Storage Helper v3.1.1 Release Notes

Storage Helper v3.1.1 Release Notes

Usability and Performance Improvements

  • Storage savings suggestions can now be dismissed on the Storage Usage Analytics page.

Lookup Helper v7.5 Release Notes

Lookup Helper v7.5 Release Notes

Performance and Usability Improvements

  • Improved the manner in which new parent records that get created are logged in order to prevent a 50,001 error.
  • Deployed triggers will now be displayed on the Enable Real Time tab even if the setting has been deleted so that these triggers can be removed.
     

Storage Helper V3.0 Release Notes

Storage Helper V3.0 Release Notes

  • Unlimited number of Storage Recycle Jobs!
    • Storage Helper Free Edition now includes an unlimited number of Storage Recycle Jobs! Instead of being restricted to just one Storage Recycle Job, the number of records that can be deleted monthly is limited to 20,000. To be able to delete more than 20,000 records per month, you must upgrade to Storage Helper Premium Edition.
  • A new Storage Usage Analytics page has been added!
    • Storage Helper now has the ability to track Storage Usage over time. The Storage Usage Analytics page displays detailed information about your storage usage for up to the last 12 months, current top ten storage usage consumers in the org, and top storage usage increases from the last month.
    • Objects with high usage will display on the Storage Usage Analytics page. This section will display possible opportunities where records could be deleted to help your organization save money on storage.
       

Rollup Helper v11.0 Release Notes

Rollup Helper v11.0 Release Notes

New Functionality:

  • Added the ability to schedule a weekly email from the Health Check page so that you can be notified if any issue(s) would be flagged if you visited the page.
  • Links to the Rollup Helper Admin Guide have been added to the app.
  • More information has been added to the app regarding how to utilize Rollup Helper to its fullest potential if your environment does not have access to the Metadata API.
  • Added an option to allow users to have all multiselect picklist selections count as one “value.”

*Please note, this release adds to the functionality that was previously released in version 10.22, which includes real time in the Free Edition of the app. You can view v 10.22 release notes here.
 

Rollup Helper v10.22 Release Notes

Rollup Helper v10.22 Release Notes

New Functionality:  

  • You may now run your Rollups in Real-time in Rollup Helper Free Edition.
  • We have added a section (Update Links) to the in app Rollup Helper Help & FAQ page that includes links that will allow you to check if a new Beta version of Rollup Helper is available as well as links to our Release Notes and information about our release process.
  • Added a query validation tool to the rollup edit page. You can click the ‘Validate Query’ button to have Rollup Helper run the child query to determine whether any child records exist that match defined criteria.
  • Rollup Helper should now provide information regarding the rollups that may have been impacted by a particular exception where possible.

Rollup Helper v10.18 Release Notes

Rollup Helper v10.18 Release Notes

We have implemented a ‘Rollup Helper Health Check’ page!  This page can be reached from the Rollup Helper home page and will automatically detect any common Rollup Helper issues that are present in your environment (such as a Rollup that is manual run only) and provide advice for how to resolve the problem.

Storage Helper v2.4 Release Notes

Storage Helper v2.4 Release Notes

Storage Helper v2.4 Release Notes

New Features

  • Records recycled by Storage Helper may now be backed up into a .csv file.
  • Storage Helper savings will now be displayed in the local currency type if multi currency is enabled for the Salesforce org.
  • Added ability to filter on parent record fields within the Storage Recycle Job criterion.

Storage Helper 2.1.7 Release Notes

Storage Helper 2.1.7 Release Notes

Storage Helper Version 2.1.7 Release Notes

Storage Helper will now recycle archived Tasks and Events and will also suggest ways to reduce the usage percentage so you may avoid hitting the storage limit.

Lookup Helper 6.11 Release

Lookup Helper 6.11 Release

Performance Improvements

  • Create category records when matching based on field values.

    • Lookup Helper will create parent records automatically when a lookup field is populated on the child object using the match on field value option.  

  • Prevent field overwrite/clearing.

    • Lookup Helper now has an option to prevent overwriting existing values or clearing existing values on run.  

  • Lookup Helper has been divided into two separate packages for the Free Edition and Premium Edition. For existing Premium Edition users there will not be a need to install two separate packages, but any new installs will have two installation links - one for the base package (Free Edition) and one for Premium Edition.

 

Bug Fixes

  • Fixed issue when saving and naming a custom setting Lookup Helper would overwrite with its own generated name.
  • Fixed issue where the default record scope was not being set on update or new install.
  • Fixed issue where it was possible to create a foreign key field when the parent and child object were the same object.
  • Fixed issue where Lookup Helper was not properly reporting errors generated when saving settings.
  • Fixed issue where it was not possible to drill into child fields on field match field.
  • Fixed issue where Lookup Helper was hitting SOQL 101 on data imports.