HomeGuidesDeveloper HubRelease Notes
Get supportBook a chat
Release Notes
Get supportBook a chat
These docs are for v2.69. Click to read the latest docs for v2.208.
Back to All

PLT R1 2023 Technical Release Notes

September 20th, 2023 by John Clark

With the R1 2023 release, the platform now includes the following changes:

Improvements

  • Rewards Catalog LWC
  • Payouts LWC
  • Date/time incentive scheduling: Promotions, Challenges and Missions no longer use the Start Date and End Date fields. Instead, periods will be set using the new Start Date & Time and End Date & Time fields. These date/time fields always display in the current user's timezone, eliminating ambiguity around when precisely an incentive will start or end in a given locale.
  • Health check: This added safeguard checks for inconsistencies related to Fielo's operation inside your org. The daily Fielo health check Apex job checks for such potential issues as inconsistent member balances, unexpected negative member balances, unscheduled critical Apex jobs, disabled triggers, and disabled validation rules. If any issues like these are found, we will automatically notify your org admin(s). In exceptional circumstances, we may block rules engine processing, transaction creation or redemption until the critical issue is resolved.
  • Rest API for Member Segments
  • Expiration verification on redemption and negative transactions: We now double-check during runtime the expiration date of all Point records used to complete a redemption or negative transaction. This prevents undue use of Point records that should be expired but haven't yet been marked as such by the Partial Expiration Apex job.
  • Reset batch schedules: From the batch management area of the Programs tab, you can now reset all of Fielo's scheduled Apex jobs to our package defaults.
  • Negative rewarding via rules engine blocked by default: If you require this use case, contact us.
  • Point expiration auditability: We now link expired Point records to the Expiration Transactions that expired them.
  • Transaction Rewarding Summary performance flexibility: There is now a Custom Setting FieloPLT__RealTimeUpdateRewardingJSON__c that, when disabled, throws the update of the Rewarding Summary field on the Transaction object to an asynchronous process. This can help if your org has any performance issues related to the Rewarding Summary field. The default behavior of the rules engine is to update this field in real-time.

Important Considerations

  • Your existing incentives will have their new Start Date & Time and End Date & Time filled in automatically by a post-installation Apex job. The times will be set to 00:00:00UTC. You should check your active and scheduled incentives to confirm that this occurred.
    • Do NOT delete the old Start Date and End Date fields from the Promotion, Challenge and Mission objects until you're sure all of your active and scheduled incentives have their Start Date & Time and End Date & Time fields filled in.
    • If you notice that the new fields haven't been filled in, you can try rerunning the R1 2023 post-installation script.
    • If you have any custom classes, including test classes, that reference the old Start Date and End Date fields, you'll need to remove or replace those references before deleting the fields.
    • If you use changesets, learn more about how to handle org migration for this upgrade.
    • When you do delete the old Start Date and End Date fields, afterwards, be sure to clear the platform cache for FieloPLT from the Platform Cache page in Salesforce Setup.
  • Since incentives now have precise start and end times, you may want to check that the times reflect your desired period. For example, you may want an incentive that ends on December 31st to process records through the end of that day, in which case you would want to ensure that End Date & Time is 31-12-2023 23:59.
  • Even though incentive periods now have date and time precision, criteria still do NOT support date and time precision. Criteria that use date/time fields will continue to ignore the time.
  • The new health check adds an additional scheduled Apex job, and creates asynchronous events. If your org is sensitive to reaching these types of limits, you may want to run a performance test in a lower environment.

New Objects and Fields

The following objects were added:

  • AsyncImmediateEvent__e
  • HealthCheckSettings__mdt

The following fields were added to existing objects:

  • Challenge
    • StartDateTime
    • EndDateTime
  • Member
    • FavoriteRewards
  • Mission
    • StartDateTime
    • EndDateTime
  • Model
    • IsLegacyModel
  • Point
    • ExpirationTransaction
  • Promotion
    • StartDateTime
    • EndDateTime
  • PublicSettings
    • RealTimeUpdateRewardingJSON
  • Reward
    • Categories

No new picklist values were added in this release.

Deprecated Fields

No objects were deprecated in this release. However, two validation rules on existing objects were deprecated:

  • Transaction
    • ValidateProcessedPoints (removed)
  • Member
    • NegativePoints (deactivated)

In addition, the following fields on Fielo objects have been deprecated:

  • Challenge
    • StartDate
    • EndDate
  • Mission
    • StartDate
    • EndDate
  • Promotion
    • StartDate
    • EndDate
🚧

Before deleting the Start Date and End Date fields on the Promotion, Challenge and Mission objects, double-check that all of your active and scheduled incentives have the new Start Date & Time and End Date & Time fields properly filled in.

No picklist values were deprecated in this release.