See what we're building next
View the roadmapClicking or tapping an Objective's name on the Account Plan now opens the Objective record on both desktop and Salesforce Mobile. Prior to this patch, the click / tap wouldn't register and users had to reach Objectives through global search or the Objective tab.
Install the 16.16 package in your org using the new install links below. No configuration or data migration is needed — this is a drop-in UI fix.
Production install link:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tal000006UX6L
Sandbox install link:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tal000006UX6L
Production install link:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKf000000syGy
Sandbox install link:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKf000000syGy
16.16 is a patch on top of the spring release. If you have not yet installed the spring release, install 16.16 directly — it includes everything from spring.
Questions? Reach out to support@prolifiq.com.
Use this URL to install the package into any organization:
Production:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tal000006UUbV
Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tal000006UUbV
Use this URL to install the package into any organization:
Production:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKf000000sy9x
Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKf000000sy9x
Enhanced User Experience: These fixes and improvements unblock users from completing core workflows, ensure seamless PDF exports, stabilize Relationship Maps, and enhance mobile usability, resulting in a more efficient and reliable user experience.
This release focuses on addressing critical issues, enhancing functionalities, and improving overall system performance to provide a more seamless and productive user experience. Users can now work without interruptions, export polished documents, access key data on mobile devices, and rely on accurate org charts and documents for their daily tasks.
We have included a comprehensive step-by-step guide to assist System Administrators and users with the installation and upgrading process of the managed package. This guide ensures a smooth transition and helps users make the most out of the new features and improvements.
Prerequisites: Users must have a System Administrator profile in the target org. It is recommended to have a Sandbox available for testing before implementing changes in the production environment.
Install New Package: Use the link provided which automatically opens the install wizard. Currently not live on the AppExchange.
Test in the Sandbox: It is strongly recommended to test the package in a Sandbox environment before upgrading in production. Users can run all business case tests in the sandbox to validate workflows and integrations.
Upgrade Production: Once testing is successful in the sandbox, users can proceed to upgrade the package in the production environment following the outlined steps.
Low Risk: Existing licenses and permissions carry over automatically after the upgrade.
Medium Risk: New package components may impact existing automations, flows, and integrations. Validation in a sandbox is recommended.
High Risk: Downgrading to a previous version requires a full uninstall and reinstall, erasing all associated data. Pre-production testing is crucial to avoid disruptions.
By following the provided guidelines and best practices, users can ensure a seamless upgrade process and leverage the new features introduced in this release. For detailed instructions and further information, refer to the updated step-by-step guide.
Remember, proper testing and validation in a Sandbox environment are key to a successful upgrade to the production org. Stay informed, stay updated, and make the most out of our enhanced managed package!
Added ability for Standard User to access Opportunity Plans in the CRUSH app, enhancing visibility and access to critical information.
Fixed issues where templates failed to load correctly, ensuring consistent functionality and a smoother user experience when starting presentations.
Resolved unresponsive download buttons on PDF-generated pages, allowing users to save and download documents effortlessly.
Addressed failures during the PDF download process in Present Mode, ensuring users can successfully share or archive their presentation documents without any issues.
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Improved PDF export to ensure documents are formatted optimally for live presentations, enhancing usability and professionalism in client-facing scenarios.
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Corrected display and interaction problems with Objective Table and Summary components on mobile devices, enabling field sales reps to access and update key account planning data seamlessly while on the go.
Clicking or tapping an Objective's name on the Account Plan now opens the Objective record on both desktop and Salesforce Mobile. Prior to this patch, the click / tap wouldn't register and users had to reach Objectives through global search or the Objective tab.
