Release Notes

Performance and Usability Improvements

• Milestones PM+ is now accessible in the new Salesforce mobile app.
• Move or clone project templates from documents to Salesforce files.
• Cache the progress of...

Milestones PM+, Release Notes

New Features

Release Notes, Storage Helper

New Functionality:

• Added the ability to create a “Unique Count” rollup.  
• Added a “does not start with” filter logic option.
• Added retry functionality to allow retry of any rollups that failed based...

Rollup Helper, Release Notes

New Functionality

• Value Scoring
  • Added compiled size estimates for each single condition & a compiled size sum in the footer
  • Added support to compare Multipicklist and Picklist fields against...

Release Notes, Prioritization Helper

IMPORTANT: Anyone upgrading from a version of Lookup Helper prior to 9.x needs to perform a 2-step upgrade by installing version 8.24.5 first, before installing the 9.x version. To get the...

Lookup Helper, Release Notes

New Functionality

• General
  • Added help page containing videos, admin guide, and links (this new tab will only show up for new installs; for existing installs, go to All Tabs -> Prioritization Helper...

Release Notes, Prioritization Helper

New Functionality:

• Added the ability to assign rollups to list view-like “groups”.
• Added the ability to search for field references across all existing rollups and filters in order to assess the...

Rollup Helper, Release Notes