Release Notes

Last published at: 2023-03-19 14:46:27 UTC
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DAP - For general release information about the Data Action Platform releases, please see this page‍.

Release 1.15.0, April 3, 2023

Release 1.15.0
Release date March 20, 2023 (Sandbox) / January 30, 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.