ringDNA for Salesforce v. 1.87 is now available for installation. If upgrading from v1.60 or v.1.64, no further implementation steps are required.
Included in this Upgrade
- New fields to support WhoIDs and WhatIDs on Conversation record thus enabling Conversation Dashboards and Reports directly tied their related records
- Lookup fields to related Salesforce record
- Lead
- Contact
- Account
- Opportunity
- Campaign
- Name field—a formula that pulls Contact or Lead name (WhoID)
- Relates To field—a formula that pulls Account, Opportunity, or Campaign field (WhatID)
- Lookup fields to related Salesforce record
- Conversation-based Dashboards and Reports with Conversation records related directly to their Salesforce records without Activity records (previous reports were Activity reports that related to Conversations and related Salesforce records
- New Reports Folder titled "Revenue.io Reports (Conversation)
- New Dashboards Folder titled "Revenue.io Dashboards)