Several times a year our platform provider Salesforce.com provides updates to the AdvoLogix platform. Our customers directly benefit from many of these updates. We have included a summary of several stand-out enhancements below. The Salesforce.com Spring ’17 release notes can be read in detail here.

Account and Contact Management

  • A new Contact search feature allows users to enter a first or last name, or both, plus the Account name. Contacts that match the search terms and relate to the specified Account are returned.
  • Expanded functionality for the new Account Contact Relationship object including custom actions, buttons and links.
  • Workflow and Process Builder now support the Account Contact Relationship object to create automated business processes.

Files and Content

  • Organizations may decide when to send files as links. Options now allow more control over how files are attached to emails, the files can be sent as attachments or as content delivery links.
  • Salesforce Files Sync now supports macOS Sierra (OS X 10.12)

Integration

Workflow

Mobility

Security

Miscellaneous

  • There are many new features for organizations using communities including; Workspaces, Criteria-Based Audiences, Mobile Actions and more.
  • The rich text editor for the Note taking app is now using the Quill editor.