Release Notes (Version 1.7) - February 15, 2024

This section covers the new functionality available in version 1.7 of the Salesforce Connector managed package. The new version can be installed via the AppExchange.

If there are questions, please reach out to your Customer Success Manager or email customersupport@hginsights.com.

 

Fixed - Conflicts and Activation of Custom Triggers

When activated, custom triggers released in 1.6 could conflict with other triggers included in the managed package.  This resulted in an error when a user would try to edit fields on the Account or Lead object.  Version 1.7 resolves this conflict.

We've also added the ability to activate/deactivate our custom triggers.  This allows you to turn them on an off as you need, without having to delete and recreate them.

For more information on this functionality, we recommend these articles:

• Activating Triggers Included in the Package - Routing Data to a Custom Field
• Running a Batch Job to Populate Custom Fields

 

New - Expanded Triggers to Delete Data on an Updated Record

The managed package has triggers already included to help manage HG data when a record needs to be re-matched. 

When activated by user action, these triggers clear our the data from our fields to make room for the new data that will come following re-match.  Previously they only accounted for the Technographic and Firmographic data - we've expanded this to cover all data types.

For more information on these active default triggers, please see Active Triggers in the Managed Package - Functionality Explanation.