Changelog

What's New

AI-Assisted Relationship Map Generation

CRUSH

Users can now generate draft Relationship Maps from Account Plan data using AI. From an Account Plan, click Generate with AI. The system analyzes CRM signals such as contact roles, recent activities, and team structure to suggest who should be on the map, how they relate to each other, and where coverage gaps may exist. The generated map is a starting point. Users can review, edit, rename, or delete the AI draft just like any other Relationship Map in CRUSH.

• One-click generation from any Account Plan with the Generate with AI button
• Two generation modes: Standard (Single-Shot) for quick results, and AI Pro (Multi-Step) for deeper analysis
• AI Coverage Analysis, a narrative summary of coverage gaps and recommended next steps, is displayed on the generated map tab
• Privacy by design: personal names and email addresses are anonymized before any data is sent to the AI service
• Toast and bell notifications when the draft is ready

How to enable: A CRUSH administrator must turn on Enable AI Map Generation in CRUSH Settings → AI, then assign the CRUSH AI User permission set. Disabled by default. Requires the AI Access entitlement.

Key Highlights

Q: Does this feature require any additional licenses?
Yes. The AI feature requires the AI Access entitlement to be enabled for your organization, along with the appropriate CRUSH user license assignment. Contact Prolifiq and our team will enable the AI Access entitlement for your organization and guide you through the remaining setup, including administrator settings and user permission assignment.

Q: How much does the AI Relationship Map license cost?
The AI Relationship Map licenses are free for customers to start. Future licensing and pricing will be determined during renewals or through a separate order form depending on usage.

Q: Is there a limit on the number of AI Relationship Maps?
To start, there are no limits on the number of maps customers can generate. However, we do monitor usage and may limit customers on a case-by-case basis.

For how AI Map Generation handles data and privacy, see the AI Relationship Map security overview.

Consolidated Activity View on Account Plan

CRUSH

A new Activities tab on Account Plan pages brings together Tasks and Events from your plan's Objectives and related Opportunities into a single list.

• View tasks and events without switching between individual Objectives and Opportunities
• Open items appear first, with the most recent activity at the top
• Click through to related Objectives, Opportunities, Contacts, and Task or Event records
• Pagination of 10 records per page
• Read-only view

How to enable: A CRUSH administrator can turn on Show Consolidated Activities on Account Plan in CRUSH Settings → General. Disabled by default.

Relationship Map — Improved Contact Sorting

CRUSH & Relationship Map

The contact import sidebar now offers a focused Sort By menu instead of the previous long list of all Contact fields: First Name, Last Name, Job Title, Date Added, Last Activity, and None. A direction toggle switches A → Z / Z → A for text fields, or Newest / Oldest for date fields. Sorting applies to the contact import sidebar in Contacts mode only and does not affect Group By or the map layout.

Post Install Script — Influence & Support Matrix Creation

CRUSH & Relationship Map

Fixed an issue where the default Influence and Support Matrix was not created during package upgrades in certain scenarios. The post-install script now runs matrix creation on every install and upgrade with duplicate prevention.

Strategic Objectives — Layout Fix

CRUSH

Fixed an issue where the progress color indicator bled across the entire row when objectives had long descriptions. The color now appears only in the progress percentage column. The Objective Summary chart is constrained to a reasonable height.

Before the fix:

After the fix:

White Space Matrix — Note Indicators

CRUSH

Fixed an issue where yellow dots for cells with notes were misaligned, clipped on cell borders, floating outside the matrix, or detaching during horizontal scrolling. Note indicators now stay anchored in the correct position.

Before the fix:

After the fix:

Health Score — Time Decay in Percentage Scoring

CRUSH

Fixed inflated Health Scores when using Percentage-based scoring with time decay enabled. Time decay is now applied correctly after the category threshold is reached. The Health Score component now matches the calculated score fields on the Account Plan record. Default points-based scoring is unchanged.

Upgrade Notes

• The package upgrade applies automatically. No data migration is required for existing CRUSH features.
• AI Relationship Map is an add-on. It is not included by default. Contact Prolifiq to enable AI Access for your organization.
• AI setup requires manual configuration. After upgrading, customers who purchase the AI add-on must complete additional setup steps (API credentials, Named Credential, Connected App, integration user, and permission set assignment). Prolifiq will provide an install guide and the required API key.
• New permission set: Assign the CRUSH AI User permission set to users who need access to AI Relationship Map generation.
• New admin settings: AI tab → Enable AI Map Generation; General tab → Show Consolidated Activities on Account Plan.
• Both new features are disabled by default and require administrator action to enable.

Install & upgrade

Install or upgrade from the Salesforce AppExchange using Get It Now. Choose production or sandbox when prompted.

• CRUSH (Account Planning): View on AppExchange
• Relationship Maps: View on AppExchange

What's New

Objective Navigation Fix

CRUSH

Clicking or tapping an Objective's name on the Account Plan now opens the Objective record on both desktop and Salesforce Mobile. Before this patch, the click or tap did not register and users had to reach Objectives through global search or the Objective tab.

Upgrade Notes

• No configuration or data migration is required. This is a drop-in UI fix.
• 16.16 is a patch on top of the 2026 Q2 Apr release. If you have not installed 2026 Q2 Apr yet, install 16.16 directly. It includes everything from that release.

Questions? Reach out to support@prolifiq.com.

Install & upgrade

Install or upgrade from the Salesforce AppExchange using Get It Now. Choose production or sandbox when prompted.

• CRUSH (Account Planning): View on AppExchange
• Relationship Maps: View on AppExchange

What's New

This release unblocks core CRUSH workflows: Standard Users can open Opportunity Plans, Present Mode PDF export is reliable, templates load correctly, and Objective tables work on mobile.

Standard User Opportunity Plan Tab

CRUSH

Standard Users can now access Opportunity Plans in the CRUSH app, so they can see and work from those plans without a higher-privilege profile.

Template Loading in Present Mode

CRUSH

Fixed issues where Present Mode templates failed to load, which left buttons and controls unusable when starting a presentation.

• Resolved scoping issues that prevented buttons and controls from working in the template
• Fixed the CSS display property so the PDF header bar shows correctly

PDF Download Button Responsiveness

CRUSH

Resolved unresponsive download buttons on PDF-generated pages so users can save documents from Present Mode.

• Rewrote PDF generation so download buttons fire correctly
• Added error handling for PDF file generation
• Share is hidden in Present Mode so download is the primary action

PDF Download Failure in Present Mode

CRUSH

Fixed failures during PDF download in Present Mode so users can share or archive presentation documents.

• Updated PDF generation so files save reliably to Salesforce Files
• Corrected corrupt or incomplete PDF files from the previous process

Presentation Mode PDF Layout and Format

CRUSH

PDF export is formatted for live presentations, with multi-page A4 landscape output and clean page breaks. This release supports A4 landscape only.

Mobile Objective Table and Summary Components

CRUSH

Fixed display and interaction problems with Objective Table and Summary components on mobile, so field reps can view and update account planning data on the go.

• Restructured mobile views for responsiveness across devices
• Applied responsive grid classes and styling for a usable mobile layout

Upgrade Notes

• You need a System Administrator profile in the target org.
• Test the package in a Sandbox before upgrading production.
• Existing licenses and permissions carry over automatically.
• New package components may affect existing automations, flows, and integrations. Validate those in a sandbox.
• Downgrading requires a full uninstall and reinstall, which erases associated data.

Install & upgrade

Install or upgrade from the Salesforce AppExchange using Get It Now. Choose production or sandbox when prompted.

• CRUSH (Account Planning): View on AppExchange
• Relationship Maps: View on AppExchange