HOW TO USE RELEASE SUMMARY
The release notes offer a brief description of the improvements and new features. Contact your Tier1 Client Services representative to learn more or provide feedback on what else would be valuable to see in the release summary.
In this release, we have published the initial details around the Tier1 for Outlook retirement. Also, the supported browsers and devices have been updated with Inbox requirements, and Tier1 for Outlook requirements have been removed. Supported browsers and devices are updated each release to reflect what Tier1 currently supports.
There are no 2025.2 releases of Tier1 for Outlook. The Salesforce releases are available for upgrade on June 23, 2025 and Inbox mass emails will be available in early July.
INBOX
We have made several enhancements to the pilot version of Inbox. We expect the general availability of Inbox to be in Fall / September 2025.
MASS EMAILS
Inbox makes it easy to send out market commentary, trade ideas, event invitations, industry updates, or regular client updates right from Outlook - a tool users already know - while also tracking readership.
The workflow is simple, as illustrated below
Compose an email in Outlook.
Pick recipients by selecting any contact list from Client Center, whether it’s static or dynamic.
Personalize the email with tags like Hi {!Contact.FirstName} in the subject or body of the email.
Log additional details such as setting the type, visibility, or any custom fields for tracking. Administrators can disable the logging if not needed.
Click Send.
Receive a summary email after all emails have been sent summarizing the deliverability metrics.
Our new email engine sends each email individually using your preferred protocol: Tier1, Graph, or SMTP. If you use the Tier1 option, you’ll also get access to email metrics from Inbox when viewing the summary email or opening Client Center Activity Manager to view all email metrics for all your emails in the last 30, 60, or 90 days.
UNSUBSCRIBE
Inbox mass email supports two unsubscribe workflows: email opt out or sender opt out.
Administrators can configure an email footer to include for every mass email. In the email footer, they can link to a Salesforce unsubscribe page. On the page, recipients can opt out of all CRM emails or opt out from this specific sender.
CRM email opt out: If a recipient opts out of CRM emails, then Tier1 sets the contact to opt out of all CRM emails. This uses the standard Salesforce email opt out feature.
Sender opt out: If a recipient opts out of sender, then Tier1 will set the contact to opt out from this specific user who sent the mass email. This is a feature only supported by Inbox.
Note that if your organization has an unsubscribe workflow through your own website, this must be integrated back into Salesforce or Tier1 through these two features.
THIRD PARTY DATA INTEGRATION
Inbox supports LSEG Ownership and Profile data feed, enabling users to quickly create accounts and contacts, access their profile, and view top holdings — all without leaving Outlook. The following features are supported.
To link accounts and contacts in CRM, users can
Navigate to a third tab called LSEG on the contact or account view. If the contact or account is not linked, users receive suggestions on potential matches in Ownership and Profile feed to link. Linking the account or contact creates them in Salesforce with all fields Prospector or Update Service supports.
Link a contact from the unmatched emails list. Inbox will lookup unmatched emails in Ownership and Profile feed and provide the user ability to link if that email is found. If users link a contact, the contacts is created in Salesforce with all fields Prospector or Update Service supports.
View profile, funds, and holdings.
On a linked account, users can navigate to the LSEG tab and view the account profile, contacts, funds, and basic statistics on their top holdings. On each tab, users can deeplink directly into Prospector to view full details.
On a linked contact, users can navigate to the LSEG tab and view the contact profile.
Generate a PDF tearsheet.
On an account or contact, users can generate a PDF tearsheet with LSEG ownership and profile data and latest 10 call reports.
Note that this integration requires an active Tier1 subscription to integrated Prospector or Update Service.
OTHER ENHANCEMENTS
Releases are now backwards compatible with previous managed packages. For example, if Tier1 upgrades Inbox app to 2025.3 and you still have 2025.2 managed package installed, Inbox will revert to the 2025.2 version. When your Salesforce org is then upgraded to 2025.3, then users’ Inbox will automatically switch to the 2025.3 version.
Administrators can set the default values for call reports such as type, visibility - which apply to both quick log and log with details.
Users can see a toast notification at the bottom screen when they successfully quick log or if there are any errors.
Inbox now supports more field types in the details section: percent fields, URL fields, checkbox fields, and currency fields.
CLIENT CENTER
In 2024.2, we released a new mass email tab in Activity Manager to view basic metrics of delivery rate, opens, open rate, and last open date by recipient. With Inbox mass emails, there are two major enhancements.
Mass emails sent to multiple lists display as a single row instead of multiple rows so that users can view metrics by email.
With the Tier1 option, users have access to more email metrics using the three views in activity manager: by email, by account, by contact.
EMAIL METRICS BY EMAIL
This view is available for all email options, however, the metrics below are only available with the Tier1 option.
Activity Manager email tab has been enhanced to show more email metrics so users can get better insight on who is reading their email to drive better email outcomes. For example,
A low delivery rate or a high bounced rate can mean the user’s contact data needs to be fixed.
Contacts opened, accounts opened, opens, previews, reads, open rate, and click rate give an overview of how well email performed. A user can drill down and follow-up with recipients who engaged with the email.
A high unsubscribe rate can mean that the email was badly targeted or that the user was sending emails too frequently.
A high click-to-open rate can mean high engagement with the email content whereas a low click to open rate can mean low engagement or open false positives (spam checker).
A recent last updated date compared to the sent date could mean a renewed interest in a past topic a user sent. A user can drill down and follow-up with recipients who engaged with the email.
Contact Tier1 client success teams for options to help drive better email outcomes with better email deliverability.
The following is the full list of metrics that can be enabled for users.
Lists: A comma-separated list that this mass email was sent to.
Emails Sent: Number of emails that were delivered.
Delivery Rate: Displayed as percent, for example 95%. Emails sent / total number of recipients.
Contacts Opened: Displayed as two numbers, for example 5 / 10. Unique contact opens / email sent.
Accounts Opened: Displayed as two numbers, for example 3 / 8. Number of accounts from unique contact opens / Number of accounts emails were sent to.
Unique Open Rate: Displayed as percentage, for example 50%. Unique contact opens / email sent. This metric shows how many clients interacted with your email as a percent.
Total Opens: Number of opens for this email.
Unique Opens: Number of unique opens for this email.
Total Reads: Number of reads for this email. A read is any open 16 seconds or more.
Total Previews: Number of previews for this email. A preview is any open shorter than 16 seconds.
Click Rate: Displayed as percent, for example 20%. Number of recipients that have clicked at least one link / emails sent.
Click-to-Open Rate: Displayed as percent, for example 10%. Number of recipients that have clicked at least one link / unique opens.
Unsubscribe Rate: Displayed as percent, for example 5%. Number of unsubscribes / emails sent.
Total Unsubscribe: Number of unsubscribes, CRM opt out or sender opt out both count as 1.
Total Bounced: Number of emails bounced. A bounce means either the email does not exist or email server is not accepting this email.
Total Deferred: Number of emails deferred. Receiving server delayed acceptance of the email.
Total Dropped: Number of emails dropped. Email previously bounced or recipients who reported your emails as spam.
Total Spam: Number of emails dropped. Recipients who reported your emails as spam.
Last Updated: The most recent datetime of any recipient’s email activity.
Users can click on an email and view the following metrics for each recipient.
Result: Last email delivery status or latest recipient activity.
Opens: Number of opens for this email by this recipient.
Reads: Number of reads for this email by this recipient.
Previews: Number of previews for this email by this recipient.
Links Clicked: Displayed as two numbers, for example 2 / 5. Number of trackable links clicked by recipient / total trackable links in email.
Last Updated: Last datetime recipient had an email activity. Email delivery is not included in Last Updated field; a datetime is only shown if the recipient opened, previewed, read, or clicked a link.
EMAIL METRICS BY ACCOUNT
This view is only available with the Tier1 option.
Activity Manager email tab can be changed to view by account. Users must choose a date range and then view only the accounts that are reading their content. The following metrics can be enabled.
# of Contacts: Number of contacts at the account that had an email delivered to them.
Emails Sent: Number of emails delivered to contacts at the account.
Total Opens: Number of opens from all contacts at the account across all emails.
Total Previews: Number of previews from all contacts at the account across all emails.
Total Reads: Number of reads from all contacts at the account across all emails.
Unique Opens: Number of unique opens from all contacts at the account across all emails.
Open Rate: Displayed as a percent, for example 10%. Total opens / emails sent.
Total Clicks: Number of links clicked from all contacts at the account across all emails.
Unique Clicks: Number of unique links clicked from all contacts at the account across all emails.
Click Rate: Displayed as a percent for example 5%. Unique clicks / email sent.
Click-to-Open Rate: Displayed as a percent, for example 5%. Unique clicks / unique opens.
Total Unsubscribe: Number of unsubscribes from all contacts at the account across all emails.
Users can click on an account and view the following metrics for each account: Emails Sent, Total Opens, Total Previews, Total Reads, Unique Opens, Open Rate, Total Clicks, Unique Clicks, Click Rate, Click-to-Open Rate. See below on how this is calculated.
Furthermore, users can click on a contact and view the emails that generated those aggregated metrics: Result, Opens, Reads, Previews, Links Clicked, Last Updated. See below on how this is calculated.
EMAIL METRICS BY CONTACT
This view is only available with the Tier1 option.
Activity Manager email tab can be changed to view by contact. Users must choose a date range and then view only the contacts that are reading their content. The following metrics can be enabled.
Emails Sent: Number of emails delivered to contacts.
Total Opens: Number of opens from the contact across all emails.
Total Previews: Number of previews from the contact across all emails.
Total Reads: Number of reads from the contact across all emails.
Unique Opens: Number of unique opens from the contact across all emails.
Open Rate: Displayed as a percent, for example 10%. Total opens / emails sent.
Total Clicks: Number of links clicked from the contact across all emails.
Unique Clicks: Number of unique links clicked from the contact across all emails.
Click Rate: Displayed as a percent for example 5%. Unique clicks / email sent.
Click-to-Open Rate: Displayed as a percent, for example 5%. Unique clicks / unique opens.
Users can click on a contact and view the following metrics for each contact.
Result: Last email delivery status or latest activity for this recipient.
Opens: Number of opens for this email by recipient.
Reads: Number of reads for this email by recipient.
Previews: Number of previews for this email by recipient.
Links Clicked: Displayed as two numbers, for example 2 / 5. Number of trackable links clicked by recipient for this email / total trackable links in this email.
Last Updated: Last datetime recipient had an email activity. Email delivery is not included in Last Updated field; a datetime is only shown if the recipient opened, previewed, read, or clicked a link.
NOTES AND FILES CUBE ENHANCEMENTS
The Notes and Files cube now offers a more comprehensive view of account and contact-related files, making it easier to manage key documents in one place.
For a selected contact, the cube displays the current Tier1 notes and files, standard contact files, and call report attachments if the selected contact is an external attendee of that call report.
For a selected account, the cube displays the current Tier1 notes and files, standard account files, and call report attachments if the selected account is one of the following.
Primary client.
External attendee in call report.
One of the accounts discussed in the call report.
External attendee’s account in the call report.
A date filter is available to find notes or files by last modified date.
A source column indicates where the note or file originated. For example, the source column will display call report if the file is from a call report.
OTHER ENHANCEMENTS
The spacing between lines in the call report internal and external comments have been significantly reduced so users can view more content in the notes field.
Call report notes field size have been significantly increased from 32,000 characters to 131,072 characters to allow more text to be entered, this is useful if logging from emails and meetings using Inbox.
Call report email notifications are forced to use UTF-8 encoding. This solves issues such as Chinese, Korean, Japanese characters or special symbols such as checkmark emailing as ? in the call report email notification.
DEALS
INLINE EDIT VIEW ENHANCEMENTS
To improve the usability of the inline edit view and to allow users to access all relevant deal-related fields in one place, fields from related objects can now be viewed within the inline edit view. For example, users can now view account coverage data directly within the inline edit view.
EVENTS - SELL SIDE
CLIENT FEEDBACK
Events has made several improvements based on client feedback.
Event coordinators can now link an event to a deal, making it easier to control who gets access. Only deal team members will be able to view the event and its target list.
Users can now specify an attendance type - hybrid, physical, virtual - when creating a meeting template. This enhancement streamlines the meeting creation process by allowing predefined attendance settings to be applied consistently.
Event coordinators now have the ability to update attendee information in bulk using the existing import attendee feature. This enhancement makes it faster and easier to add or update attendee details.
Event coordinators can import a csv file containing attendee data to add or update multiple contacts at once. This includes:
Attendance status, for example, confirmed, tentative, canceled.
Roles, for example, speaker, attendee.
Attendance type, for example, physical.
Bulk updates are supported for non-roll-down events. For roll-down events, where attendee data needs to cascade to related events, support is planned for a future release.
The add, edit meeting and booking screens have been optimized to improve loading times, providing a faster, more responsive user experience.
MOBILE
INTUNES
We are excited to release the same mobile app on Apple App Store with Microsoft Intune support on June 12 and Google Play Store with Microsoft Intunes support later this year. You can configure most app protection policy settings as per Intunes guides. Review the limitation list for issues related to app protection policy settings.
ARCHITECTURE
API UPDATE
As part of the Salesforce ICU Locale Format release update, Tier1 has updated the following packages to have higher than API 45.
Managed Package | What release it was updated to API 45+ | Notes |
|---|---|---|
ACE Feature Registry (AFR) | 2025.2 | |
T1C Base (Client Center, Deals) | 2025.2 | |
T1C AEM (Events) | 2025.2 | |
T1C Mobile (Tier1 Mobile Now) | 2025.2 | |
Security Engine | 2025.2 | |
Security Engine for Base | 2025.2 | |
Consumption Reports | 2025.2 | |
Inbox | 2025.1 | |
ACE For Outlook Integration (Tier1 for Outlook) | 2025.1 | |
T1C DH (Prospector, Update Service) | Prospector 2024.3.1 | |
ACE Plugins | N/A | No longer supported. Evalulate and uninstall this package if your organization needs to enable ICU Locale Formats. |
DATE, NUMBER, AND CURRENCY UPDATES
As part of International Components for Unicode (ICU) locale update for dates, numbers, and currencies, Tier1 has made the following changes.
Product Area | Date Display | Number Display | Currency Display |
|---|---|---|---|
Client Center |
|
|
|
Deals |
|
|
|
Events |
|
|
|
Mobile |
|
|
|
Consumption Reports |
| N/A | N/A |
Security Engine |
| N/A | N/A |
Inbox |
|
|
|
Notes
When users enter numbers, it is converted back into format of 123,425,234 before saving. For example, if users enter 250k in Deals, it converts it to 250,000,000. If users locale is English (Germany), and they enter 125.000, it converts it to 125,000.
Name displays Ms. FName LName.
Address display is configurable in Events based on the object AEM Address Format. Default is en_US locale. Also, address display varies through the application.
In non-multicurrency orgs, the currency display is based on corporate currency and not user’s locale.
WORKFLOW TO FLOW MIGRATION
As part of Salesforce workflow rules and process builder retirement end of support, the following workflow has been migrated to flows.
In mobile package, Contact default activity score has been migrated from workflow rule to flow.
In security engine for base package, workflow rules Account Coverage Last Inactive Value, Contact Coverage Last Inactive Value, Team Account Coverage Last Inactive Value, Team Contact Coverage Last Inactive Value, Wall Crosser Last Inactive Value have been migrated from workflow rule to flow.
If your instance has these workflow rules enabled, then after upgrading the managed package, disable the above workflow rules and then activate the new flow. If your instance has custom defined workflow rules or process builder, contact our client services team for help.
ATTACHMENTS TO FILES MIGRATION
In this release, Tier1 has migrated to Salesforce Files from Salesforce Attachments. See below for features that have changed.
Call report attachments uploaded in Client Center will be stored as Salesforce files and not attachments.
Event attachments and events feedback attachments will be stored as Salesforce files and not attachments.
Deal attachments will be stored as Salesforce files and not attachments.
After upgrading to this release, previous attachments will no longer be available for users to view. You must migrate attachments to files to view previous data in Tier1. Follow the instructions below to migrate.
Use this App Exchange product by Salesforce to migrate attachments to files in bulk.
This article contains steps to resolve any errors Magic mover installation errors.
Migrate the attachments on the following objects
Call Report (T1C_Base__Call_Report__c)
Deals (T1C_Base__Deal__c)
Event Collection (T1C_AEM__Event_Collection__c)
Event (T1C_AEM__Aem_Event__c)
Meetings (T1C_AEM__Meeting__c)
Trips (T1C_AEM__Collection_Travel_Information__c)
Accounts
Contacts
ACCESSIBILITY
Tier1 strives for compliance with Web Content Accessibility Guidelines (WCAG) 2.1 level AA. As part of that commitment, the following improvements have been made.
Data Grid Keyboard Accessibility Within Grid Cells: Users can access clickable controls within grid cells using the keyboard. This work is ongoing and will continue into version 2025.3.
Date Picker Keyboard Accessibility: Users can navigate to the date picker control, open it, and select the year, month, and day using the keyboard.
Enhancements for Screen Reader (NVDA) Compatibility: Adjustments to components to ensure the supported screen reader, NVDA, is able to correctly read focused HTML elements.
General Keyboard and Screen Reader Accessibility: Improvements include adding tabindex attributes to elements and replacing non-semantic HTML elements. For example, <span> and <div> tags with their appropriate semantic counterparts, for example, <button>, <a>, <h1>–<h6>, <p>, <label>.
DATA MODEL CHANGES
NEW OBJECTS
OBJECT LABEL | OBJECT API | DESCRIPTION |
|---|---|---|
Analytics Hub Token | T1C_Base__Analytics_Hub_Token__c | Holds the current rotating key value for AnalyticsHub. This replaces the previous version's label/api name. |
DEPRECATED OBJECTS
OBJECT LABEL | OBJECT API | DESCRIPTION |
|---|---|---|
Analytics Hub Key | T1C_Base__Analytics_Hub_Key__c | No longer needed. |
NEW FIELDS
OBJECT API | FIELD API | FIELD TYPE | DESCRIPTION |
|---|---|---|---|
T1C_Base__Analytics_Hub_Token__c | Access_Token__c | Text(255) | The value of the key. |
T1C_Base__Analytics_Hub_Token__c | Expiry_Timestamp__c | Number(18,0) | The epoch datetime in which the current key is no longer valid. |
T1C_AEM__Meeting_Template_Detail__c | T1C_AEM__Attendance_Type__c | Picklist | Value for identifying how attendees can attend the meeting. |
T1C_AEM__AEM_Attachment__c | T1C_AEM__Description__c | Long Text Area(500) | File description for attachments added in events. |
FEATURE RETIREMENT
Click here to view the article for all feature retirements.
The major retirement notice is Tier1 for Outlook application; see summary below or read this article for more details.
TIER1 FOR OUTLOOK
WHAT IS CHANGING
Microsoft will soon default enable New Outlook and will retire Classic Outlook. As a result, Tier1 for Outlook and all other COM-based add-ins will not be available on New Outlook or Web Outlook.
WHAT ACTION TO TAKE
Tier1 Inbox, a web-based add-in, will replace most workflows in Tier1 for Outlook. We expect the general availability of Inbox on the Microsoft App Store to be Fall 2025. Start planning your upgrade to Inbox with your customer success teams. See below information for more details around Tier1 for Outlook retirement. For details around feature comparison, see this article.
Tier1 for Outlook is supported until Microsoft cuts off support. Current estimated date is 2029 for Classic Outlook and COM based add-ins.
No new features will be developed on Tier1 for Outlook except break fixes.
More details are available in the article above.