Release Notes

Action Plans

Define finish-to-start dependencies between action plan template items: Use the new Action Plan Template Item Dependency object.

Define the criteria for automatically associating records when object events occur: Use the new RelatedRecordAssocCriteria object.

View posts and feed-tracked changes on the AccountParticipant object: Use the new AccountParticipantFeed object.
View the history of changes to the values in the fields of the AccountParticipant object: Use the new AccountParticipantHistory object.
View posts and feed-tracked changes on the OpportunityParticipant object: Use the new OpportunityParticipantFeed object.
View the history of changes to the values in the fields of the OpportunityParticipant object: Use the new OpportunityParticipantHistory object.

Identify the deal that the financial institution is working on: Use the new FinanciaDeal object.
View the user or the group with whom the deal is shared: Use the new FinancialDealParticipant object.
View the parties, such as partners and competitors, that are involved in the deal: Use the new FinancialDealParty object.
Identify the products (services) offered by the bank in the deal: Use the new FinancialDealProduct object.

Get search results for the InsurancePolicyAsset object: The InsurancePolicyAsset object is now searchable.

Identify a record whose disclosure should be authorized: Use the new AuthFormRequestRecord object.

Manage a form to be presented to someone for their consent: Use the new AuthorizationForm object.

Capture someone’s consent to a specific form: Use the new AuthorizationFormConsent object.

Specify the forms that should be presented for a data use purpose: Use the new AuthorizationFormDataUse object.

Manage text versions for a form based on time period and locale: Use the new AuthorizationFormText object.

Define the regulations that govern a data use: Use the new DataUseLegalBasis object.

Specify the valid reasons for disclosing sensitive data: Use the new DataUsePurpose object.

Ask someone to consent to one or more forms for a data use purpose: Use the new InfoAuthorizationRequest object.

Present a specific authorization form to someone for their consent: Use the new InfoAuthRequestForm object.

Define fields for a page in the sample document: Use the new OcrSampleDocumentPage object to define a page in the OCR sample document.

Fields added in the OcrSampleDocument object

Use the ContentAssetId field to identify the associated content asset.
Use the NamespacePrefix field to assign a namespace prefix to a managed package.

Fields added in the OcrSampleDocumentField object

Use the FieldLabelMaxX field to indicate the right edge of the bounding box of the field.
Use the FieldLabelMaxY field to indicate the bottom edge of the bounding box of the field.
Use the FieldLabelMinX field to indicate the left edge of the bounding box of the field.
Use the FieldLabelMinY field to indicate the top edge of the bounding box of the field.
Use the OcrSampleDocumentPageId field to identigy the associated OCR sample document page.

Fields added in the OcrTemplate object: Use the NamespacePrefix field to assign a namespace prefix to a managed package.

View the user or the group with whom the interaction is shared: Use the new InteractionParticipant object.

View the unique reference ID of the interaction: Use the new Reference Identifier field.
Store the interaction description: Use the new Description field.

Indicate whether the attendee is the interaction organizer: Use the new IsOrganizer field.
View the response of the attendee to the interaction: Use the new AttendeeResponse field.
View the email address of the attendee: Use the new EmailAddress field.

Indicate whether the insurance policy asset is active: Use the new IsActive field.