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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