Release Notes Data Action Platform

Last published at: 2024-06-03 12:29:39 UTC
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DAP - For general release information about the Data Action Platform releases, please see this page‍.

Release Summer '24 Maintenance, June 3, 2024

Release Summer '24 Maintenance release (1.28.1)
Release date May 23, 2024 (Sandbox) / June 3, 2024 (Production)
Improved
  • Ask ChatGPT - No need to wait for Plauti to add compatibility with a new OpenAI model anymore. From now on the latest text-based OpenAI model is automatically supported; simply update the model in DAP Setup.
  • Direct Action - Direct Actions can now trigger on SOAP API Update (for all Objects) and Web to Case (for Cases).
Bugfixes
  • Action Launcher - In console apps such as Sales or Service Console, the Action Launcher now correctly returns to the List View after finishing.
  • Macros - It was not possible to create an Ask ChatGPT macro for the Email Message object.
  • Mass Update - Mass Update actions did not update number fields.

Release Spring '24, April 15, 2024

Release Spring '24 (1.27.3)
Release date April 2, 2024 (Sandbox) / April 15, 2024 (Production)
New
  • Macros - Import and export DAP Macros to seamlessly transfer macros within or between Salesforce Orgs. Exported macros are saved as a file, which can then be shared or stored for later use. Import macros into your Action Library from a previously exported file. Read more here‍.
  • DAP Analytics - On the DAP Setup Home page, keep track of what’s happening in your Data Action Platform app with several analytics widgets. View how many DAP Jobs you ran, which Actions were used and how, which DAP features are being used, and more.
Improved
  • DAP Job - You can now filter the records for a DAP Job on having an empty picklist value.
Bugfixes
  • DAP Job - The option to filter jobs so that only Leads or Contacts that are part of a certain Campaign are selected is back again.
  • Mass Update - When you have a picklist with a lot of values (500+ values), the Mass Update action did not always work.

Release 1.25.4, February 12, 2024

Release 1.25.4
Release date February 2, 2024 (Sandbox) / February 12, 2024 (Production)
New
  • Direct Action - Set up automated executions of DAP Actions, triggered by specific events such as API Single Insert, Update, record modifications, etc.; no flows or coding knowledge needed. Read more here.
  • Rollup Action - The new Rollup action provides advanced data aggregation for single or multiple records. Calculate total, average, count, min, max, etc. values across related records and records with lookup relationships. Easily configure custom rollup logic using AND and OR filters, apply dynamic filters, and perform bulk record processing. Schedule rollups via Scheduled Jobs. Read more here.
Improved
  • Ask ChatGPT - The Ask ChatGPT action is now available for GPT4 Turbo as well.
  • General - Next to English, Dutch, French, German and Spanish, DAP is now available in Chinese (Simplified) as well. Translations for the other languages have been improved. However, if you still encounter any translation mistakes, do let us know!
Classes If you are not using the DAP permission set, add the following classes to the applicable profiles:
dapDirectActionController
dapDirectActionService
dapDirectActionWorker
dapMacroActionService
dapRollupAction
dapRollupActionController
dapRollupAtionHelper
dapRollupActionRepository
dapRollupActionService
dapTrigger
dapTriggerProcessor
Other Items If you are not using the DAP permission set, add the following objects to the applicable profiles:
dapDirectActionRecord
dapMutex
Bugfixes Scheduled Jobs - In some cases, scheduled jobs with 0 records selected did not complete right away.

Release 1.24.7, December 4, 2023

Release 1.24.7
Release date November 20, 2023 (Sandbox) / December 4, 2023 (Production)
New
  • DAP Action Grid - Upgrade your list views with features such as improved filtering, drag-and-drop copy-paste, in-line field editing, and integrated DAP actions. Read more here.
Classes If you are not using the DAP permission set, add the following classes to the applicable profiles:
dapActionGridRepository
dapActionGridWebController
dapActionGridWebService
dapControllerKoalaHost
dapHttpPipeline
dapLookupController
dapWeb
dapWebHttpRequest
dapWebHttpResponse
dapWebVfEntry
Other Items If you are not using the DAP permission set, add the following object to the applicable profiles:
dapGrid

Release 1.23.0, October 2, 2023

Release 1.23.0
Release date September 18, 2023 (Sandbox) / October 2, 2023 (Production)
Bugfixes
  • DAP Job - With a large number of DC Jobs present, DC Job results could not be selected to use in a DAP Job.
  • Mass Update - Mass Update can now be used again for updating picklist fields that get an empty dependent picklist field.
  • A number of minor bugfixes.

Release 1.21.1, August 14, 2023

Release 1.21.1
Release date July 31, 2023 (Sandbox) / August 14, 2023 (Production)
New
  • Ask Chat GPT - Use the new 'Ask Chat GPT' action to have Chat GPT answer prompts with input from selected records. The answers are then stored in the records for further use.
    For example, let Chat GPT assign departments to contacts based on the contacts' job title, so you can tailor communication to different target groups. The possibilities are endless! Read more here.
    Have a look at these videos for some ideas on how you can use this to improve your workflows in Salesforce:
    Assign departments to contacts
    Assign cases to departments
Improved
  • DAP Job - Applying a DAP Job to records listed in a saved report has been improved.
Classes If you are not using the DAP permission set, add the following classes to the applicable profiles:
dapAssignService
dapOpenAiGPT
Bugfixes
  • Assign Ownership - Open activities could not be transferred along to the new owner for a number of objects.
  • Assign Ownership - The Assign Ownership action did not work when used as a macro in a job of flow.
  • Find & Replace - The “Street" field can be used again in the Find & Replace action.

Release 1.20.1, May 30, 2023

Release 1.20.1
Release date May 15, 2023 (Sandbox) / May 30, 2023 (Production)
New
  • Start Action in Flow - In a Flow, run a DAP Action (preconfigured in a Macro) on one or more records gathered earlier in the Flow. Read more here.
  • Start Action from Apex Class - Start a DAP Action from an Apex Class. The actions are provided as Macros for easy configuration. Read more here.
Improved
  • DAP Job - Apply a DAP Job to records listed in a saved report. The job is applied to records in a RecordID column of the report, so these can also be records related to the report object (e.g. a list of Parent Accounts in an Account report).
    When selecting records for a DAP Job, users can choose from the saved reports they have access to. Read more here.
  • DAP Job - When configuring a DAP Job filter, use the Preview Record Selection feature to verify which records will be processed by the job.
  • General - DAP is optimized for the Salesforce Summer '23 release.
Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapApexApiV1
dapFlowApiJobOnRecordsV1
dapFlowApiSingleRecordV1
dapFlowApiV1
dapPreviewRecordsController
dapReportIntegration

Release 1.16.3, April 3, 2023

Release 1.16.3
Release date March 20, 2023 (Sandbox) / April 3, 2023 (Production)
New
  • Run Apex Class Action - Run an Apex Class as an action. Select an Apex Class from the Action Launcher, apply it to a job, create a macro for it, etc. Read more here.
Improved
  • Exclude fields from editing - In the Mass Update and Find & Replace actions, limit the fields that are available for updating. This way users cannot update certain fields in bulk, but can still edit these fields on single records. Note that the excluded fields can still be set for updating in the Macros of these actions.
  • Action Assignment - Determine whether an action is available for a certain object, per user or profile.
  • DAP Job - Optimized filter logic.
Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapApexClassInfoService, dapCustomApexActionInputV1, dapCustomApexActionOutputV1, dapInterfaceCustomApexActionV1, dapJarvisClient, dapJarvisHttpMock, dapLicenseApiKeyStore, dapPlautiSecretStore, dapRunApexClassAction, dapRunApexClassController, plautiLicenseClient, plautiSobjectLookupService

Fixed

Assign Ownership - The Assign Ownership action sometimes assigned records via an incorrect split when license and process limits were reached.

DAP Job - Scheduled jobs could fail if zero records were selected.

Find & Replace - Replacing a field value by using a field variable did not work if the variable returned no value.

Mass Update - In some cases it was possible to insert a field variable into a restricted picklist.

Release 1.14.0, January 30, 2023

Release 1.14.0
Release date January 16, 2023 (Sandbox) / January 30, 2023 (Production)
New
  • Run A Flow - Use the new 'Run A Flow' action to execute your flows as a DAP action.
    - Apply a flow to multiple records in one go.
    - Let you end users run the flow, dependent on their action assignment settings, instead of needing an administrator.
    - Monitor flow data in the Audit Log.
    - Run a flow in DC job results, for example to extend the options for master record rules.
Improved
  •  Scheduled Jobs - Run a scheduled job once, independent of its schedule, with the ‘Run Once Now’ option.
  • Create Task - Set a due date that is relative to the date of creation of the tasks, such as a week later or a specific number of days later. Relative due dates are useful in Scheduled Jobs or Macros.
Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapHelperPicklist
dapRunFlowAction
dapRunFlowController
dapSfFlowService
dapSfRepository

Fixed
  • Assign Ownership - The Assign Ownership action sometimes assigned records via even split when a percentual split was set.
  • Mass Update - Picklists that are dependent on each other could not be updated, even though the dependency criteria were met.

Release 1.13.4, November 28, 2022

Release 1.13.4
Release date November 14, 2022 (Sandbox) / November 28, 2022 (Production)
New
  • DC or RV results in DAP - Apply a DAP action to the results of a Duplicate Check or Record Validation Job. Select DC or RV Job results in a DAP action, or open the DAP Action Launcher in DC Job results.
  • Feedback Platform - We’d like to hear from you! Share your ideas for improvements for DAP on the Plauti Feedback Platform.
Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapAppIntegrationService
dapDupcheckIntegration
dapDCservice
dapFlowApi_v2
dapGeneralAppIntegration_v1
dapHelper
dapIntegrationInterface
dapJobIntegrationData_v1
dapRecordvalIntegration
dapRVservice
plautiFieldVariableParser

Fixed
  • DAP Actions - Date fields can now be used as a field variable.
  • Mass Convert - When converting Leads with the Mass Convert action, values of mapped custom fields were not always carried over.
  • User Assignment - When assigning users to an action in DAP Setup, sometimes not all available users were shown.

Release 1.8.2, September 26, 2022

Release 1.8.2
Release date September 26, 2022
New
  • DAP Access - Assign access to DAP Actions on a user level. User access is complementary to profile access.
Improved
  • Mass Convert - In Orgs with Person Accounts, you can now create Macros either for converting to Account & Contacts or to Person Accounts.
  • Create Tasks - Either create tasks for every selected user, or divide the created tasks between users in round-robin style.
  • General - DAP is optimized for the Salesforce Winter '23 release.
Classes If you are not using the DAP permission set, add the following classes to the applicable profiles:
dapMassTaskAction
plautiSobjectLookupController
dapAsyncApexJobHelper
dapCronData
dapCronState_v2
dapFindReplaceAction
dapFindReplaceActionController
dapFlowType_v2
dapJobScheduler
dapListFlowController
dapPageRequest
dapPageResult
dapScheduledJob
dapScheduledJobController
dapSchedulingException
dapSchedulingService
dapTextUtils
Fixed
  • Mass Convert - Please remove any existing Macros for Mass Convert and recreate them. Macros configured for Person Accounts would also convert records with the Company Name field filled to Account+Contact, and vice versa.
  • Audit Log - Please check your Audit Log settings. In some cases the Audit Log sub-settings, 'Store Action/Record Audit Logs', were disabled while they should’ve been enabled.
  • Create Task - In some cases, selecting a group caused the action to fail.
  • Action Launcher - In some cases, non-System Admin users could not use the Action Launcher.
  • DAP Create Tasks - Tasks cannot be assigned to inactive users anymore.

Release 1.6.0, September 6, 2022

Release 1.6.0
Release date September 6, 2022
New
  • DAP Job - Schedule a preconfigured DAP Job to run at a set frequency and time. Read more...
  • DAP Find & Replace - Use the Find & Replace action to find records with a certain (full or partial) value in a field, and replace with a given value or field variable in bulk. Regular expressions can be used to find records. Grant access to this new action in the Action Library.
  • DAP Actions - Use variables to add field values of the object and related objects in actions such as Mass Update and Find & Replace.
Classes If you are not using the DAP permission set, add the following classes to the applicable profiles:
dapAsyncApexJobHelper
dapCronData
dapCronState_v2
dapFindReplaceAction
dapFindReplaceActionController
dapFlowType_v2
dapJobScheduler
dapListFlowController
dapPageRequest
dapPageResult
dapScheduledJob
dapScheduledJobController
dapSchedulingException
dapSchedulingService
dapTextUtils

Release 1.1.2, July 25, 2022

Release 1.1.2
Release date July 11, 2022 (Sandbox) / July 25, 2022 (Production)
New
  • DAP Actions - Define a Macro based on an existing action, to execute recurring tasks without having to configure a new action each time. Read more
  • DAP Create Tasks - Assign tasks to the Object Owner, the logged-in user (the user that mass creates the tasks), or to specified users.
  • DAP Job - Filter jobs so that only Leads or Contacts that are part of a certain Campaign are selected.
  • Select List Search - Search for any part of a field value in Select Lists.
Improved
  • DAP Audit Log - Choose to activate only the Action Audit Log, the Record Audit Log, or both.
  • DAP Assign Ownership - The action summary now shows more detailed information.
Classes
  • If you are not using the DAP permission set, add the following classes to the applicable profiles:
    plauti.dapMacroAction, plauti.dapMacroController, plauti.dapMacroService, plauti.dapMacroActionDefinition, plauti.dapMacroDefinitionRepository
Fixed
  • DAP Mass Update - The Mass Update action did not show any fields for Tasks.    

Release 1.0.0, April 20, 2022

Release 1.0.0
Release date April 20, 2022
New
  • Actions available in this first version: Mass Delete, Mass Update, Mass Convert, Mass Create Task, Mass Assign Ownership, Create Account Hierarchy. 
  • Run actions from a list view or in a job, and find the records you want to process by applying filters. See General release information‍  for more information on all DAP features.
  • Grant end-users access to mass actions anywhere in Salesforce, while guarding safety by configuring this access per user profile.
  • DAP is Large Data Volume (LDV) ready. It operates within Salesforce, and in case of any incidents, root causes are identified quickly in the audit log.