Platform v2.53

Platform now includes the following changes:

• You can now include expiration dates for Point adjustments done both manually and via Data Loader.
• You can now make adjustments of multiple Point Types in a single Transaction.
• We now prevent adjustments (both manual and via Data Loader) from containing a Point Type that doesn't belong to the Member's Program.
• Refunds from Redemption reversions now account for expiration dates.
• You can now enable a default expiration period for Partial Expiration Points when setting up a Rule, Challenge Reward and Mission Reward (via a new field Default Expiration Incentives).

How to Upgrade

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Before Starting

Before upgrading, be sure you've followed the instructions outlined in this blog for every new version up to and including v2.52.

The instructions below assume you are upgrading from Platform v2.52.

To upgrade from Platform v2.52, follow these steps:

1. Install the Platform v2.53 package in your Salesforce org.
2. In the Libraries tab of Platform, upgrade the FieloPLT library to v3.005.
3. Update the Page Settings for the Program Point Type form to avoid duplicate sections:
   a. Run the following query on the Salesforce Developer Console:
   SELECT Id, Name FROM FieloPLT__PageSettings__c WHERE FieloPLT__Object__c = 'FieloPLT__ProgramPointType__c' AND (FieloPLT__Type__c = 'New' OR FieloPLT__Type__c = 'Edit') AND FieloPLT__IsActive__c = true AND FieloPLT__ExternalId__c != 'FieloPLTPageSettingsProgramPointTypeEdit'
   b. If no records are retrieved, go to the next step. Otherwise, go to each record and remove the following fields (if the fields are found) from Sections:
   - Program
   - Point Type
   - Request Point Approval
   - Audit Points
   - Expiration Mode
4. Update standard Points by running the following script on the Salesforce Developer Console:

//Point represents standard Fielo Points. 
String defaultPointName = 'Point'; 

List<FieloPLT__PointType__c> pointTypes = [SELECT Id, Name, FieloPLT__TransactionExpirationDateField__c FROM FieloPLT__PointType__c WHERE Name Like: defaultPointName LIMIT 1]; 
for(FieloPLT__PointType__c pt : pointTypes){ 
  pt.FieloPLT__TransactionExpirationDateField__c = 'FieloPLT__PointExpirationDate__c'; 
} 
update pointTypes; 

5. For each Point Type other than standard Point (e.g. Miles), add the following field to Transaction as established in Using Multiple Point Types.
   - Expiration Date (e.g. Miles Expiration Date)
6. Update custom Point Types
   a. From the Programs tab, access the Tools menu by clicking and select Point Types.
   b. Click on the custom Point Type (e.g. Mile).
   c. Complete the Transaction Expiration Date Field with the API name of the field you created in step 2 (e.g. MilesExpirationDate__c)
7. Run the following script to enable the new Page Settings for Badge View and Landing added to the FieloPLT Library.

Set<String> externalIds = new Set<String>(); 
externalIds.add('FieloPLTPageSettingsBadgeLanding'); 
externalIds.add('FieloPLTPageSettingsBadgeView'); 
externalIds.add('FieloPLTPageSettingsBadgeEdit'); 
externalIds.add('FieloPLTPageSettingsBadgeRelatedBadgeMember'); 
externalIds.add('FieloPLTPageSettingsBadgeRelatedRule'); 
externalIds.add('FieloPLTPageSettingsBadgeRelatedChallengeReward'); 
externalIds.add('FieloPLTPageSettingsBadgeMemberNew'); 

List<FieloPLT__PageSettings__c> pageSettings = [SELECT Id, FieloPLT__IsActive__c FROM FieloPLT__PageSettings__c WHERE FieloPLT__ExternalId__c IN: externalIds AND FieloPLT__IsActive__c = false]; 
for(FieloPLT__PageSettings__c ps: pageSettings){ 
  ps.FieloPLT__IsActive__c = true; 
} 
update pageSettings; 

8. (Optional) On the Salesforce Developer Console, run the following script to enable the new detail page settings for Promotion and Challenge View added to the FieloPLT Library:

Set<String> externalIds = new Set<String>(); 
externalIds.add('FieloPLTPageSettingsPromotionDetail'); 
externalIds.add('FieloPLTPageSettingsChallengeDetail'); 

List<FieloPLT__PageSettings__c> pageSettings = [SELECT Id, FieloPLT__IsActive__c FROM FieloPLT__PageSettings__c WHERE FieloPLT__ExternalId__c IN: externalIds AND FieloPLT__IsActive__c = false]; 
for(FieloPLT__PageSettings__c ps: pageSettings){ 
  ps.FieloPLT__IsActive__c = true; 
} 
update pageSettings; 

Changelog

• added: Manual adjustments that include expiration dates (FL-5305)
• added: Adjustments via Data Loader that include expiration dates (FL-5306)
• added: Adjustments of multiple Point Types in a Transaction (FL-5321)
• improved: Validation of adjustments involving custom Point Types (FL-5125)
• improved: Redemption reversions involving Points that have an expiration date (FL-5330)
• added: Option to specify a default expiration period for Partial Expiration Points (FL-5331)