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Overview


February 2017 release of Convergence is the first release of the year and is composed with user stories from sprint 9.

This release offers 10 changes described hereafter.

Table of content


Main features


 

Prospect deletion

It is now possible to delete your own prospect(s) if no document is linked to it. Example: a prospect can be deleted right after its creation. But, if there is a contact for this prospect, it will no longer be possible to delete the prospect (unless contact is removed).

 

Search tool enhancement

1 - It is now possible to search for Account Properties (qualifications) on any Master Key even for those flagged as "Unmarked for Qualification". Example: a search on "IT-SOFTWARE" will display all Account Properties for "IT-SOFTWARE" and for parent Master keys (domain "IT AND TELECOMMUNICATION"). Before, there was an error message and no search at all. With this change, it is possible to check that no Account Property was created on a Master Key "Unmarked for Qualification".

2 - Search tool is now accessible from the tab "View All Acct Properties". Old tab "Account properties" was removed to ensure user experience consistency.


Contacts flagged for deletion

1 - When a contact is flagged for deletion, a red mark is visible in related lists and list views.

2 - It is no longer possible to select a contact flagged for deletion in processes like RFI, Specific RFI, CSR, Guests in Visit Minutes and Supplier tasks.

 

Account properties management

As a Solvay Account manager of a supplier, it is now possible to edit and update Account Properties (qualifications)

 

Other features


 

RFI - Address: replace House Number by State / Province

To be consistent with Contact form, the RFI form was updated to display the same address information.

 

Other bug fixes

1 - RFI / Company Geographical Coverage: Missing countries names. Only country codes where displayed, making the selection difficult. There were replaced by countries' real names.

2 - Account: Bubble Help: a spelling error was corrected on the field bubble help "Purchasing block".

 

SBS Release Notes


 

Sprint 9

Link here

 

 

Need help


How to ask for assistance?


Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.


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