HOW TO USE RELEASE SUMMARY
Tier1 2022.2 release is available as of June 2022.
The release notes offer a brief description of the improvements and new features. Tier1 has added more technical documentation such as APIs, feature retirements and data model changes in each release summary based on client feedback. Contact your Tier1 Client Services representative to learn more or provide feedback on what else would be valuable to see in the release summary.
Supported browsers and devices is updated each release to reflect what Tier1 currently supports.
CLIENT CENTER
INTERACTION IMPROVEMENTS
There are several improvements to interactions based on client feedback
Idea recommendations now have associations to Call Report and Interest, so users know which interaction and interest the recommendation came from.
To allow quick action, users can now quickly create a Call Report from Interaction and Employment History cube.
To improve readability, users can view notes in rich text formatting on Call Report cube.
To improve usability, Call Report fields appear as read only if the user has read-only access.
Configuration to enable visibility on meeting form. Administrators must also configure Security Engine to leverage this field for Activity Security.
Task form now displays custom errors in a more user-friendly way.
Configuration to expand cube filters on Interaction cube. Currently it’s always collapsed, and users must expand it to use Date and Type filters.
COVERAGE IMPROVEMENTS
There has been a focus in this release to enhance the Mass Coverage forms to support the growing business needs for clients. This includes the following:
Refining search results by displaying the Line of Business (LOB) and Title of the Employee to differentiate the Employees in the Search Filter when a duplicate or multiple matches are returned from the search.
Incorporating Start Date and End Date on Coverage and Coverage Role when performing cloning of the coverage record.
MULTI-LANGUAGE SUPPORT IMPROVEMENTS
In this release multi-language support has been enhanced to include translation of picklist values using Translation Bench when using Activity Manager. Additionally, the Quick Add Account form includes translation of all notifications when adding a Role.
DEFAULT EXPORT BEHAVIOR
By default, Client Center now exports all records in main grid and in Preference Manager instead only exporting the selected row.
DEALS
DEALS USABILITY IMPROVEMENTS
HELP TEXT
To help train your users better, Tier1 Deals now supports help text display for fields on details, team members, deal accounts, deal contact grids, buyer list grid and deal products. Administrators can configure the field help text from Salesforce field definition.
As an example, see image below. You can add a help text to a custom field and when clicked gives the user information they need to know.
By default, help text will automatically appear on fields for details, team members, deal accounts, deal product forms. Help text is by default disabled for grids even if help text is defined for field. Contact Tier1 to learn how to enable help text on grids.
Considerations: the following screens do not support help text yet.
Full Deal Contact edit form.
Grids other than buyer list grid and deal contact grid.
Deal list and deal product list grids.
PICKLIST AND FILTER OPTIONS FOR AUTOCOMPLETE FIELDS
To improve usability of Autocomplete fields on Deals, administrators can now configure lookup fields to behave as Picklists. Users can get the full list of available values before choosing one or users can use the filter on larger data sets before choosing one.
As an example, see image below. Coverage region is now a dropdown with filter so users don’t have to type and guess what region to select; they can see all available values to choose from.
By default, it is not enabled. Contact Tier1 to learn how to convert Autocomplete fields into Picklists and its configuration options.
Consider the following before converting Autocomplete fields into Picklists:
Maximum number of records is 2000 so avoid configuring picklists if the data set is approaching 2000 or more than 2000.
Each field that is converted from Autocomplete to Picklist increases the load time of the deal screen.
EVENTS SELL-SIDE
APPLICATION PERFORMANCE IMPROVEMENTS
Application performance has been improved in this release, targeting updates to forms related to booking workflows, including:
Contact Details Pane
Event cube face
Event Summary Screen
Summary Pane
Additional performance improvements include:
When booking an Attendee, the application no longer launches the Meeting Detail Screen, instead, Events now takes the user directly to the new, optimized Booking Screen.
INTRODUCING THE BOOKING SCREEN
To accelerate booking workflows, Events 2022.2 introduces the unified Booking Screen, streamlining booking by enabling users to add Accounts and Contacts, their Covering Professional, and identify the Meeting Location without having to save and transition between forms.
Highlights of the new Booking Screen include:
Users may import Client Attendees into a Meeting from a delimited file. The application matches file entries against the existing Contact's email address, validates entries such as filtering out inactive Contacts, and allows the user to export an Excel™ spreadsheet with any exceptions.
Users may add Covering Professionals using additional filters such as Account Coverage Additional Information for multiple products or regions.
Users may choose between any of the Attendee’s office, irrespective of Status, as a Physical Location.
CLIENT FEEDBACK
EVENT SUMMARY SCREEN IMPROVEMENTS
In addition to performance updates, usability improvements have been made, including:
Tabs such as Details, Event Attendees, Travel may be displayed or hidden by event persona.
Key Participants are displayed as comma-separated in Summary Bar or row-separated in Navigation Pane values rather than as a grid. The Key Participants grid has been moved to the Details tab.
Topics are displayed as comma-separated values instead of tokens.
The Summary Bar background color has been removed, and Last Updated field has been removed.
Key Participants are displayed in the Event Attendees and Multi-Day Event Attendees grids.
Miscellaneous improvements to the user interface, including adding associated icons to header section, ability to expand or collapse all rows in the Attendee grids.
MEETING DETAIL SCREEN IMPROVEMENTS
Usability improvements have been made, including:
Meeting Lock may be disabled so that users may concurrently book Attendees into the same Meeting.
Note: Server-side validation rules still apply to prevent duplicate or incorrect values from being entered. For example, if two users are concurrently booking Attendees from different Accounts into the same 1:1 Meeting, the user who attempts to save their work last is presented with an error message indicating that their work cannot be saved as the Meeting Type does not allow Attendees from a second Account.
Client and Internal Attendees added through the Booking Screen are saved immediately when work in that form is saved, it is not required to further click Save or Save & Close in the Meeting Detail Screen.
Key Participants added through the Add Key Participants form are saved immediately when that form is saved, the user is not required to further click Save or Save & Close in the Meeting Detail Screen.
ADD/EDIT MEETING SCREEN IMPROVEMENTS
Usability improvements have been made, including:
Attendance Type has been added to the form, enabling admins to define whether a Meeting is Physical, Virtual, or Hybrid.
Options for Meeting Location have been expanded. These options and their formatting have been added throughout the application to improve consistency.
SUMMARY PANE IMPROVEMENTS
In addition to performance updates, usability improvements have been made, including:
The Summary Pane remembers the last tab accessed by the logged-in user and returns them to that tab as the default whenever the Summary Pane is launched.
Topics are displayed as comma-separated values instead of tokens.
EVENT COLLECTION AND EVENT CONTEXT MENU IMPROVEMENTS
Each of the Manage Collection Sharing and Manage Event Sharing options requires the View Setup and Configuration permission be enabled for the logged-in user. Most clients are reluctant to provide this permission broadly so the Manage Sharing feature which relies upon it has been removed as a default option.
Clients who wish to provide Manage Sharing in either context menu may add it as a custom link.
INTRODUCE ATTENDANCE TYPE
Events 2022.2 introduces a new field to categorize Attendance Type on Event Collection, Events, and Meetings to indicate whether it’s Physical, Virtual, or Hybrid.
INTRODUCE AUTOMATIC CONTACT INTEREST CREATION BASED ON EVENT TOPIC
Attendees may have Interests automatically created for them based on Event Topics, using either or both of the following options:
Automatically as a Scheduled Apex Job.
Manually through the Create Interest context menu option for that Meeting.
This feature is disabled by default, contact Tier1 to learn how to enable.
MOBILE
MOBILE APP RELEASE
Mobile app on Apple Store and Google Play Store supports the last 3 managed packages of Mobile: Mobile 2022.1, 4.3, 4.2.1.
Submit a request to Tier1 if you require the mobile app to be distributed through your own app store or through Apple Business Manager.
CUSTOM RELATED LIST SUPPORT
Mobile app now supports custom account or contact related list cubes with the ability to create and edit these records. As an administrator you can configure the following for your users.
Account or contact related list cube such as Contact Interests, Deals Shown, Tier1 Meetings
What fields to display on the list grid.
What fields in the list grid to sort by and its initial default sort and what fields in the list grid to search by.
What fields to display when tapping to view full record.
Whether users can edit the related list records.
Whether users can create related list records.
Hiding the cube for specific account or contact records.
The cube face supports the following field types: Picklist, Multipicklist, Date, Currency, Number, Percentage, Checkbox, Text, Text Area, and URL.
As an example, see images below. You can view contact’s interest as related list, tap on an individual interest to view and edit or tap Create Interests in the … menu to create new interests.
By default, there are no out of the box custom related list, contact Tier1 to help you configure this feature. Note this feature replaces Tier1’s plugin related list cube feature.
MULTI-LANGUAGE SUPPORT
Mobile app supports multiple languages based on the Salesforce user’s locale. This feature requires your organization to provide translation files for the specific locale and administrative setup to enable it users.
By default, Tier1’s default translation file is in English (US). Contact Tier1 for the initial translation file.
CALL REPORT IMPROVEMENTS
Products can be configured to be automatically added to products discussed based on the employee’s product specialization. By default, this feature is disabled.
RETIRED FEATURES
Activity Radar on mobile will not be enhanced any further on tablet devices. Users who use the feature can still use the feature, however new features on Client Center’s activity radar will not be available on mobile.
Mobile’s older interaction logging form that logs tasks is no longer supported. Mobile call report feature replaces this functionality.
TIER1 FOR OUTLOOK
MULTI-EMAIL SUPPORT FOR MASS EMAILS
Users can now choose to send to contact’s alternate emails during mass email workflow. For example, when reviewing the recipient list, a user can change contact’s email to use custom emails such as Research/Bloomberg emails instead of their business email.
As an example, I have selected 2 contacts and updated their email from their business email to their research email.
By default, no alternative emails are configured. Contact Tier1 to learn how to enable contact custom emails on mass email workflow.
MULTI-LANGUAGE SUPPORT
Outlook plugin now supports multiple languages based on Salesforce user’s locale. This feature requires your organization to provide translation files for the specific locale and administrative setup to enable it users.
By default, Tier1’s default translation file is in English (US). Contact Tier1 for the initial translation file.
CLIENT FEEDBACK
AUTOMATIC INTEREST CREATION CAN BE DISABLED
Interest and disinterest options are not available on Tier1 for Outlook and therefore your organization may not want the interests to be automatically created for every call report. With this new feature, administrators can disable the automatic interest creation. If disabled, users must re-open the call report in Client Center and indicate interest or disinterest, otherwise the sentiment will be neutral, and no interest records will be created.
By default, automatic interest creation is enabled. Contact Tier1 to disable interest creation from Outlook plugin.
MASS EMAIL CHANGES FOR CIA OMNIGAGE
Tier1 has made two architectural changes to accommodate for changes in CIA Omnigage mass email feature. There are no functional impacts for this change.
Header of the mass email now contains sent MessageId.
Sequence of code execution has been updated so that envelopes associated with engagement is sent first before sending engagements.
SECURITY ENGINE
SMART PROCESSING FOR SHARING QUEUE
Security Engine checks for remaining Salesforce Apex asynchronous Governor Limits and configured threshold, and if exceeded, it will not process any records in sharing queue. An email will be sent to notify that the sharing queue is paused, and queue records will be processed once limit is below threshold.
By default, no threshold is configured for Apex asynchronous Governor Limits. Contact Tier1 to learn how to configure a threshold. Tier1 recommends you configure 90% threshold if you use Apex asynchronous Governor Limits for other features.
COVERAGE SHARING CHANGES
Continuing to optimize the Security Engine performance, Account Coverage and Contact Coverage are now given shares through the Historical Record Sharing Batch process, and no longer invoked real-time. As a result, this helps mitigate high impact performance concerns related to run time operations.
HISTORICAL BATCH ENHANCEMENTS
Security Engine incorporates Coverage sharing updates directly through a defined batch process to maximize performance effectiveness. Enhancements to Historical Record Access enables the Batch Helper to complete execution first in case there are any remaining actions from the last process, before taking the Queue records in order of Created Date to historical record access. Refinements to Historical Batch allow a batch to schedule again in the case where there are more Queue records remaining and the Salesforce Apex asynchronous Governor Limits have not been exceeded.
Security Engine checks for remaining Salesforce Apex asynchronous Governor Limits and configured threshold, and if exceeded, it will not process any records in Historical Record Sharing Batch. An email will be sent to notify that the batch is aborted. By default, no threshold is configured for Apex asynchronous Governor Limits for Historical Record Sharing Batch. Contact Tier1 to learn how to configure a threshold. Tier1 recommends you configure 50% threshold if you use Apex asynchronous Governor Limits for other features.
ARCHITECTURE
PERMISSIONS
Events, Deals, Preference Manager no longer requires Salesforce’s View Setup and Configuration, View Role and Role Hierarchy permissions for standard users.
If requested, Tier1 can provide the out of the box permission set for our default personas for 2022.2 release.
ACCESSIBILITY
Tier1 strives for compliance with Web Content Accessibility Guidelines (WCAG) 2.0 level AA and will be planning to address gaps in the next several releases. In this release we have made the following changes.
Menu and dropdowns are now fully accessible in Client Center, Deals, Events, and Security Console.
Fixed color contrasts for search tokens and Client Center top search. If administrators have made custom color changes to the Client Center header, adjustments will need to be made. Contact Tier1.
REST SERVICES FOR LISTS (PILOT)
This release will include two REST services: getLists and getListEntries that allow external vendors or clients to retrieve any lists from Tier1 to an external system or Salesforce custom object. Upon request, Tier1 can provide API documentation on these two services. Tier1 plans on adding additional REST services in 2022.3 so that external vendors or clients can enable two-way list sync from Tier1.