Release Notes

New Features

• Free Edition users: The free edition now includes access to features previously limited to Premium and restricts the number of licenses to 5 users. Additional users will require a...

Milestones PM+, Release Notes

New Functionality

• 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...

Release Notes, Data Quality Helper

Usability Improvements

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

Bug Fixes

• Fixed an issue where lightning...

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

Usability Improvements

• 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...

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