Platform Updates – SalesCloud.2025.4

Opportunity Term Renaming in Forms

Opportunity-related terms in forms have been updated to match the revised nomenclature used across the platform, ensuring consistency in how opportunities are referenced.

Benefit: Enhances usability and reduces confusion by aligning language across the platform.

match opp rename on forms

 

Increased Limit for Saving Form Drafts

The limit on the number of forms saved as drafts (previously limited to 5 drafts) can now be increased via a backend configuration, offering greater flexibility for businesses with high draft management needs. Contact support@leadsquared.com to increase the limit.

Benefit: Adapts to growing operational demands by allowing more drafts to be saved as needed.

 

Audit Log for User-Agent Mapping Changes

Admins can now track all additions, updates, and deletions in the User-Agent Mapping section through the audit log.

Benefits: Enables better tracking and accountability of configuration changes.

User-Agent Mapping audit log

 

Platform Enhancements

 

Bug fixes

Core Platform

  • Fixed an issue where admins couldn’t remove email/phone field uniqueness even when those fields weren’t configured as search or only unique keys.
  • Resolved a permissions gap where Hybrid Admins couldn’t perform certain actions available to Regular Admins.
  • Corrected lead creation/import behavior where the default stage was incorrectly set from the default Object Type instead of the associated Object Type.
  • Fixed improper rendering of special characters in activity notes (e.g., ampersands and accented characters appeared as encoded values).
  • Prevented users from editing V-card details via double-click when a dynamic form is applied.
  • Resolved an issue where lead activities were not displayed on the parent lead after merging.
  • Fixed the missing auto check-in for users logging in for the first time.
  • Addressed a bug related to Fault Exception handling.

Workflow – Forms & Processes

  • [NextGen – Forms] Fixed an issue where the iframe failed to load when triggered via a button click rule.
  • [Marvin – Forms] Resolved a bug that caused a blank form to display when the form was opened across multiple tabs.
  • [SWlite – Forms] Fixed the issue where the Set Value rule was re-triggering upon form submission.
  • [NextGen – Forms] Addressed a problem where dropdown values were not fetched correctly after rule reversal when a new option was added in Mavis.
  • [NextGen – Forms] Fixed an issue preventing dropdown values from being selected on the first attempt.

Workflow – Automation

  • When a sub-automation is linked to a parent automation, the system now updates both the “Modified On” and “Modified By” fields—previously, only the “Modified On” field was updated.
  • The Multi If-Else action card now correctly evaluates conditions using the Contains data check for DateTime and Number data types, resolving previous failures in condition evaluation.

Telephony

  • The GetOpportunityByLeadId API in MarvinTelephony.Svc was returning an incorrect opportunity code (19000) for the given lead. The issue was identified and has now been fixed.