What's New in R2 2023
Our final release of 2023 includes significant improvements to our Incentives app. Aftering reviewing the new features, upgrade from R1 2023 to R2 2023.
Manually Change Point Expiration Dates via Criteria
Save time when you need to change the expiration date on a large number of accruals.
Change Point expiration dates using a dedicated tool that allows you to narrow down Point records via criteria, select and deselect individual records to refine your list, and finally set a new expiration date on those selected Point records.
Improved Responses in Process Records Method
Make your custom code operate more efficiently in all rule engine scenarios.
Choose whether to receive a list of transactions created or a return specifying if incentivization occurred, did not occur, or was thrown to an asynchronous process.
Specify Segment Criteria Using SOQL WHERE Clause
Make complex criteria easier to manage by directly entering a SOQL WHERE clause to define the membership of a segment.
Incentivize Salesforce Task Completion
Keep your sales and services reps focused and moving forward by incentivizing task completion.
Reward Salesforce users for completing tasks, with the ability to narrow down by task type, target, related object, priority, timeliness, custom completion status, and more.
Incentivize Tier Up
Build excitement and maintain momentum in your programs by incentivizing tier advancement.
Reward members for moving up to a new tier using our new, out-of-the-box behavior.
Bulk & Async Support for Negative Engine Transactions
Do you load incentivized records in bulk, where some result in deductions rather than accruals? This platform improvement is for you.
It also allows for asynchronous deductions, whenever necessary to avoid CPU timeout.
New, Granular Admin Permission Sets
As your programs grow, your operational team may start to specialize with respect to management functions.
Granular permission sets allow you to distribute narrower permissions to operational users so that each user only has access to features appropriate for their role.
Plus, in addition to the standard FieloPLT Admin permission set, we'll be including an Admin Read Only permission set, so that non-operational users can review program configurations.
That's all for R2 2023. Stay tuned for our R1 2024 outlook.