Installation Assets Version 1.5

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas |  All versions This feature is related to all versions.

The Salesforce app version 1.5 is a point release to provide client requested features and bug fixes.

Release date is November 28th, 2015.

It requires Manager version 4.3 and higher.

New Features

  • SAE-085 Match Fields - You can now optionally specify the set of unique fields for an object type (e.g. LastName and Email for a Lead) and the delivery processor will find the existing record for update rather than insert. This feature was added to assist in the management of duplicate records.
  • SAE-151 Administrator Alerts - Anyone with the Transact Administrator permission set in Salesforce will receive email notifications when delivery processing fails.
  • SAE-055 Form Category Filter - In the visual force page to include the Canvas UI you can now optionally specify which categories you want to appear on the New Form page. This can be different for each instance of the Canvas. If not specified, all categories will be presented.
  • SAE-146 Abandoned Forms – Abandoned forms will now appear in the search results (requires Transaction Manager 4.3). When a form becomes abandoned, customers cannot access it anymore. We've added a Reactivate link that is presented for abandoned forms where the data has not yet been purged. The reactivate link will re-open the form for access.
  • SAE-147 Enhanced Customer Link - Provided the ability to copy a portal specific URL for an active form by selecting the portal from a drop down. This is to cater for the situation where customers interact with a different portal to staff.
  • SAE-152 Reload page button - On all UI pages other than Search, the reload button will refresh the content of the page.

Issues Resolved

  • SAE-135 Authentication Provider Issues - Resolved issues where existing users were not getting added to the current organization and portal when they re-authenticate under certain conditions.
  • SAE-148 Incorrect Created Time - Resolved issue where the created time of a form was showing incorrect values under certain conditions.

Installation Assets

The Salesforce App can be installed into the Salesforce Organization by clicking this link and following the prompts:

The following installation archives should be used to setup Manager:

Next, learn how to install Transact for Salesforce App.