HomeGuidesDeveloper HubRelease Notes
Get supportBook a chat
Release Notes
These docs are for v2.63. Click to read the latest docs for v2.208.

R1 2022 Technical Release Notes (v2.134 to current)

With the R1 2022 release, the platform now includes the following changes:

Improvements

  • The Import tool - which can be used to import programs, currencies, or libraries to your Org - was improved. The CPU time limit changed from 10.000ms to 60.000ms and the SOQL query limit, from 100 to 200.
  • Member's organization member field is displayed by default on the creation form.
  • Enhanced incentives form that enables you to extend it for Promotion, Challenge, or both.
  • Batch execution page redesigned. It is possible now to add custom and add-on packages' (such as ELR and PRP) batches to the batch management page.
  • Currency page redesign, bringing the asynchronous implementation and the possibility of exporting currencies.
  • It is now possible to export currencies so that they can be imported into another Org.
  • Asynchronous behavior deployment, decreasing the chances of reaching Salesforce's governor limits.
  • The Member Selector lightning component allows manager individual members to log in as the organization member in the portal.
  • Named library export, so that the user can choose how they want to proceed with the export.
  • Badges page redesign.
  • Added "Sort By" parameter to Incentives lightning component.
  • New field in the Rewards creation form to specify its visibility, which allows the admin to hide the reward from the catalog. The member won't be able to redeem it.
  • Save as Model operation improved to consider the JSON storage limit. Whenever the limit is reached, Fielo will compress the string.
  • Save as Model and Create New from Model operations will be asynchronous when working with models that use compression.
  • Admins will be able to see the applied caps for a member and reset it.
  • New API that allows the administrator to reset the member’s capping history.
  • The Segment page will display where that specific segment was used (e.g. promotion, challenge, capping, rewards).
  • Enhanced leaderboard tiebreaker. The Mission Member object has a new field called "Last Mission Activity" that stores the date of the last tracker that was processed for that member in that mission, which will be used as the tiebreaker.
  • Admins will be able to update a specific mission's leaderboard through the Challenge page. Available only for missions 'compare among members' (without objective).

Changes that impact the platform

  • Criteria operators' labels were updated in order to make them easier to interpret depending on the different field types. Take a look at the available operators for each field type:
    • Picklist, lookup, geolocation: is, is not.
    • Text, email, phone, multi-picklist, text area, encrypted text, URL: is, is not, contains, does not contain.
    • Currency, number, percent: equals, does not equal, is less than, is less than or equal to, is greater than, is greater than or equal to.
    • Checkbox: is.
    • Date, date/time, time: is, is not, is before, is before or on, is after, is after, or on.
  • New fields were added to the Promotion and Challenge objects:
    • Quickstart Compatible (FieloPLT__IsQuickstartCompatible__c). If , the system allows the incentive to be edited through the Quickstart wizard tool and to be saved as a new behavior. If you edit the incentive using the default feature, you will only be able to edit it through the Quickstart if it remains compatible with the tool (there are different rules for promotions and challenges.
    • JSON Info (FieloPLT__JSONInfo__c). It stores a JSON file that contains the incentive's information. It is used only on the code to show the incentive's summary in the Command Center, on the Incentive tab.
  • The field label "Name" from the Challenge Member was updated to "Code". The API name was kept the same.
  • The following field labels from the Mission Member object were updated. The API names were kept the same.
    • From "Name" to "Code".
    • From "Counter" to "Count".
    • From "Summary" to "Sum".
  • The object label "Badge Member" was updated to "Member Badge".
  • The object label "Behavior" was updated to "Behavior Type".
  • If you finish the Fielo installation using the Fielo Setup Wizard, the Generate Registration Event field is automatically set to true in your Org's Public Settings.
  • New Developer Mode.
  • New Challenges will have the Global subscription mode by default.

Changelog

  • Added: Program Setup wizard [FL-10606]
  • Added: Quickstart Incentives tool [FL-10587]
  • Added: Analytics & Command Center [FL-10667]
  • Added: Fielo Setup [FL-10757]
  • Added: program agreement model, created along with the program [FL-10685]
  • Added: engine to demote levels [FL-10712]
  • Added: templates library [FL-11098] [FL-10646]
  • Added: segment categories [FL-11143] [FL-11243]
  • Added: "save as new behavior" option [FL-10722]
  • Added: new field in Program Settings, "Enable analytic" [FL-10748]
  • Improved: level engine criteria for related list condition & performance metric [FL-10697] [FL-10853] [FL-11285]
  • Improved: set up segments based on member performance in a certain period of time [FL-10693]
  • Improved: the member can level up after a defined period has passed and they accomplish the higher level's criteria, as long as their activities have happened within this period [FL-10632]
  • Improved: segments enabled for analytics cannot be updated in real-time [FL-11290]
  • Improved: import a program that uses multiple currencies [FL-9074]

Known Issues in Salesforce Classic

[FL-11788]

  • Wrong day/month format in program currency
           Case: when setting up the Program Currency, the user wants to set a default expiration date. The placeholder text informs that the user should enter the expiration date in the MM/DD format, but only accepts if they enter it in the DD/MM format.  

  •  
    [FL-11789]

  • Unable to edit a Promotion Rule
           Case: after creating a Promotion Rule, and before activating the Promotion, the user clicks on edit. The edition form doesn’t load the information previously set up for the Rule. When the user enters everything again, they can’t see the instant reward section or the badge section. And it doesn’t allow to save the rule.  

  •   
        [FL-11798]

  • Unable to activate an Incentive, when the Mission or Rule doesn't have criteria
           Case: the user defines in the Mission or Rule configuration that they will incentivize the Generate an Event and Win default action, but does not define any condition so that the member is rewarded every time that an event related to them is created. When the user tries to activate the Challenge/Promotion, the system displays an error saying that they should enter a condition.  

  •   
        [FL-11804]

  • Unable to apply changes in an edited Incentive
           Related to versioning. Case: after the user edits an Incentive, its status changes to Editedbut there's no button for them to Apply the Changes done. The user need to change to Salesforce's Lightning Experience to do so.     

  •   
         [FL-11805]

  • Unable to define points expiration date in an adjust transaction
           Case: when the user creates an Adjust Transaction for a specific member, they should be able to define an expiration date for the currency of that transaction. However, the Expiration Date field doesn't appear on the form.  

  •