Release Notes

New Functionality

•  Parent Filtering has been added to Lookup Helper
• This allows adding additional criteria a parent has to match in order for Lookup Helper to use that parent record for that...

Lookup Helper, Release Notes

New Functionality

• Value Scoring

• • Added ability to create batch run schedules

Performance and Usability Improvements

• Value Scoring

• Added setting modal, accessible from the main Value...

Release Notes, Prioritization Helper

New Functionality:

• Added an ability to convert DLRS settings to Rollup settings. Also, the ability to automatically deactivate active DLRS settings upon rollup save, as well as a health check that...

Rollup Helper, Release Notes

New Functionality:

• Added the ability to select rollups to group from the all rollups page, and the ability to search for rollups in the rollup group configuration.
• Added an ability to create a new...

Rollup Helper, Release Notes

Bug Fixes

• Fixed an error when previewing records for a storage recycle job on the case object. 
• Fixed an issue with number formats that aren’t the same as U.S.

Release Notes, Storage Helper

New Functionality

• Value Scoring

• • Added Apex calculation method along with trigger deployment, batch job, and real time updates
  • Added “use field as value” operator for Formula Value Scoring

...

Release Notes, Prioritization Helper

Usability Improvements

• Added a custom setting to allow Lookup Helper to update converted leads if desired.

Bug Fixes

Lookup Helper, Release Notes