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Release Notes
These docs are for v2.69. Click to read the latest docs for v2.208.

PLT R2 2023 Technical Release Notes

With the R2 2023 release, the platform includes some significant changes.

To upgrade, see Upgrade from R1 2023 to R2 2023.

Improvements

  • Manually Change Point Expiration Dates via Criteria
  • Improved Responses in Process Records Method
  • Specify Segment Criteria Using SOQL WHERE Clause
  • Incentivize Salesforce Task Completion
  • Incentivize Tier Up
  • Bulk & Async Support for Negative Engine Transactions

Check out What's New in R2 2023 for details.

Important Considerations

  • If you have any program currencies which are deducted via rules or challenge rewards, you'll need to enable negative rewarding on the corresponding Program Currency record(s).
  • As of 2.172.5, if a member's balance is insufficient to expire a related Point record, that member's balance will be reduced to zero (unless negative balances have been enabled in the org).
  • As of 2.172.5, the usePoints method will only double-check the expiration date of Points to be used when executing synchronously. When executing asynchronously, this check will not be performed. Asynchronous execution is most likely to occur in high data volume orgs.

New Objects, Fields and Apex Classes

The following objects were added:

  • ExpirationChangeRequest
  • MetadataDeployment

The following fields were added to existing objects:

  • Event
    • TaskCallType
    • TaskDueDate
    • TaskPriority
    • TaskRelatedToObject
    • TaskStatus
    • TaskSubject
    • TaskSubtype
    • TaskType
    • TaskWhoType
  • Point
    • Deducted
    • DeductedPoints
    • ExpirationLastManuallySetBy
    • ExpirationLastManuallySetOn
    • IncentiveName
    • LastExpirationChangeRequest
    • LevelMember
  • ProgramPointType
    • AllowNegativeRewarding
  • Segment
    • ModeCompatible
    • SavedByAdvancedMode
  • Tracker
    • LevelMember
  • Transaction
    • LevelMember

The following custom settings were added:

  • AsyncUsePoints
  • UsePointsLimit
  • UsePointsMaxChain

The following Apex classes were added:

  • DeployMetadataQueueable.cls
  • DeployMetadataStatusQueueable.cls
  • MetadataDeployment.cls
  • PointService.cls
  • PublicSettings.cls
  • TaskIncentive.cls
  • UpdateKeyStatsBatch.cls
  • UsePointsBatchSchedule.cls

A new fieldset Expire Points was added to the Point object.

Finally, the value SF Task was added to the picklist field Type on the Event object.

Deprecations

The TestNegativeAccruals Apex class was deleted, and the AllowNegativeAccrual LMO-to-Subscriber parameter was deprecated.

No objects, fields or picklist values were deprecated in this release.