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Release 4.27: Addition of Record Type and Aloha status

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  • Release 4.27: Addition of Record Type and Aloha status

    Release date: March 16, 2012
    Version #: 4.27

    New Feature:
    In addition to the following features, the PaaS platform on Salesforce was granted Aloha status therefore the tabs included with the application will not count towards account's tab limits.
    • Record Types
    • Lead Source

    Lead Source

    Opportunities may be setup to have a set Lead Source for all transactions posting to Salesforce.

    Record Type

    Record Types may now bet set up dynamically through the C&P Settings tab. Record Types are available for the following objects:
    • Contacts
    • Opportunities
    • Products

    Unlimited number of conditions may be setup for each object where the record type for the object is set. For example:
    • Each checkout page may be set to set up a different record type, e.g. Membership forms, donation forms, etc.
    • Opportunities may be setup based on the value of the SKU to have a different record type. SKUís may be set up for each product or item in the form.
    • Products may be set up based on the value of the SKU to have a different record type. This option is available if it is enabled in Salesforce for Opportunities.

    Bug Fixes:
    A number of bugs were resolved addressing large record sets. The issue was resulting in update errors when more than 100,000 records were present.
    Regards,
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