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Data Anlysis Helper Release Notes

Performance and Usability Improvements

  • Introduced the new analytic pack ‘Account Performance Intelligence,’ which enables users to track the health of their accounts over time, to spot account...

Usability Improvements

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

Bug Fixes

Free Salesforce project management app Milestones PM+, available on AppExchange, release notes; December 2020

New Features

  • Disable Project Shifts Caused By MS, new custom setting, prevents Project date shifting when Milestone dates change.
  • Disable Stage Sync With Actuals, new custom setting, disables Actual...

Usability Improvements

  • The Advanced section when creating or editing a Lookup Setting is now expanded by default.
  • A button was added to clear the schedule on the Schedule Lookup page. 
  • Lookup Helper...

Performance and Usability Improvements

  • Sales Performance Intelligence now has a free version available
  • Goals may now be created in Data Analysis Helper, within both currently available analytic...

Usability Improvements

Free Salesforce project management app Milestones PM+, available on AppExchange, release notes; September 2020

Performance and Usability Improvements

  • Calendar enhancements
    • New filters to sort by object and Project list view.
    • Durations now represented by bars spanning dates.
  • Tasks with a checked Complete ...

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