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Full Circle Insights

Matchmaker 1.11.9 Release Notes

Release Schedule

Name Description Date
Sandbox Update All Matchmaker installations in sandboxes will receive an automatic update 02/05/2018
Production Update All Matchmaker installations in production orgs will receive an automatic update 02/05/2018

Release at-a-Glance

Improvements Automatically Visible to All Users Requires Setup
Add validation to the custom lead matching fields Yes No
Improve error messages when leads fail to convert Yes No
Add an "In progress" message for lead conversions  Yes No
Change "System record cleanup" default to 7 days Yes No

Improvements

Add validation to the custom lead matching fields

 

We've added UI functionality to the Matchmaker Lead Matching Settings which disallows users to map Lead fields of one data type to Shadow Lead fields of a different data type.

Improve error messages when leads fail to convert

When errors appear on the (Lead page) LAM_MatchedAccount or (Account page) LAM_Matched lead Visualforce components, Matchmaker will surface error messages on the UI so that it is immediately obvious there is a problem.

Add an "In progress" message for lead conversions 

Sometimes manual lead conversion from the Matchmaker LAM_MatchedLeads Visualforce component takes a lot of time to finish. To avoid confused we've added the following message to appear: "Lead conversion in progress... This may take some time if many leads are being converted"

Change "System record cleanup" default to 7 days

 

For new deployments, System Record Cleanup (in Matchmaker Advanced Settings) will be set to 7. The default was 90, and there will be no change for existing customers.

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