Overview
March 2017 release of Convergence is the second release of the year and is composed with user stories from sprint 10. This release offers 10 changes described hereafter.
Table of content
Main features
Display any Account warning on Visit Minute
In case an Account has a warning (Deletion flag, Purchasing block, Posting block), Visit Minutes related to this Account will display those warnings.
Exclude MZS from Search Tool
Convergence Search Tool (the tool to search for Account Properties) will now hide MZS (Multi Zone Sourcing) information by default. TG/TS MZS Sourcing is set to "Blank" by default.
Create tasks from any object and keep link to Account
Tasks can now be created on various objects such as RFI, CSR or Visit Minute while keeping the link with parent Account. All those tasks are now displayed on the Account Page. "Open Activities" list displays tasks which are directly related to the Account while "All related Activities" list displays tasks not linked directly to the Account but rather to an object of the Account (RFI, CSR, VM...)
Other features
SBS Release Notes
Sprint 10
Need help
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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