Product Updates

Nov 19, 2025

Platform Updates – SalesCloud.2025.11

Object Type Associations in Automation What’s the Benefit? Save time and reduce manual effort by automatically linking associated objects during workflow execution. Ensure that object relationships are always created accurately and consistently based on predefined rules. What’s New? You can now create Object Type Associations directly from Automations. This lets you automatically link related objects […]

Nov 19, 2025

Nov 13, 2025

Portals+ Updates – November

Deeper Lead Insights What’s the Benefit? Instant, enriched behavioral visibility that drives smarter segmentation, clearer attribution, and more personalized conversions. What’s New? Every interaction across Portals, Widgets, and Landing Pages Pro now automatically captures device, browser, network, and URL. This information is available under the Activity Tab on the Lead Details page.   Gradient Support […]

Nov 13, 2025

Oct 22, 2025

Platform Updates – SalesCloud.2025.10

AI Propensity Scoring AI Propensity Scoring helps sales teams prioritize leads and opportunities with the highest likelihood of conversion, save time through auto-segmentation, and improve efficiency and win rates. Continuous score updates and integrated Smart Views ensure users can quickly focus on high-conversion leads. What’s New? This is an AI machine learning–driven feature that predicts […]

Oct 22, 2025

Oct 08, 2025

Universal Data Sync (UDS) Update – October ’25

Feature Overview By default, UDS logs could only be searched using a Request ID, making it challenging to trace business-critical records such as Loan ID, Customer ID, or Phone Number when issues arise. This slowed investigations, increased developer dependency, and delayed issue resolution. Now, the Logger Parameter feature enables capturing up to three custom key-value […]

Oct 08, 2025

Sep 19, 2025

Platform Updates – SalesCloud.2025.9

Mail Merge Support for Call Session ID in NextGen Forms Accurately link form submissions to specific calls for better QA, compliance, and tracking, while improving visibility and data consistency across call-to-form workflows.  What’s New? NextGen Forms now automatically capture the Call Session ID when launched through telephony integrations. The ID is mail merged into an […]

Sep 19, 2025

Aug 19, 2025

Platform Updates – SalesCloud.2025.8

Object Type–Based Filtering in Forms Form configurations involving Object Types are now smoother and more user-friendly. The Form Designer has been enhanced to ensure that only Activity and Opportunity types relevant to each Object Type are available for configuration. What’s New? Opportunity Type and Activity Type dropdowns in the Forms Designer are now dynamically filtered […]

Aug 19, 2025

Aug 10, 2025

Portals+ Updates – July & August

Mobile Editor for Portals & Landing Pages Pro We’ve introduced a Mobile Editor in the Portals and Landing Pages Pro Designer. With this update, you can now switch to mobile view and fine-tune your designs for mobile users, ensuring a smoother and more optimized experience. Note: A default mobile layout is automatically created from your […]

Aug 10, 2025

Jul 29, 2025

Universal Data Sync (UDS) Update – July ’25

We’ve introduced the UDS Dashboard, a centralized view to monitor the performance of your Universal Data Sync (UDS) integrations. Instead of checking individual flow logs, you can see all the important information in one centralized view. Key Highlights Comprehensive Overview: Monitor active apps, flows, and request volumes in real time. Error Insights: View detailed breakdowns […]

Jul 29, 2025

Jul 21, 2025

Platform Updates – SalesCloud.2025.7

Introduced V2 API to Fetch Opportunity by Lead Unique Fields What’s the benefit? This enhancement simplifies API calls, improves performance, and makes it easier to retrieve opportunities using the lead’s contact detail. What’s new? We’ve now introduced a dedicated v2 API to fetch opportunities directly using a lead’s unique field such as phone number, email […]

Jul 21, 2025

Jun 13, 2025

Platform Updates – SalesCloud.2025.6

Multiple Billing User Support for all Accounts Administrators can now assign multiple users as billing users, granting them access to the Manage Subscription page. This enhancement allows more than one user to manage subscriptions and monitor usage. Benefit: By enabling multiple billing users, organizations can designate several team members to handle billing tasks, ensuring continuity […]

Jun 13, 2025