PLT R1 2025 Technical Release Notes

With the R1 2025 release, the platform includes some significant changes.

To upgrade, see Upgrade from R1 2024 to R1 2025.

Improvements

• 🚀 Cache Integrity Protections
• 💾 Storage Optimization*
• 🔄 Reward Stock Control Return Handling
• 📅 Daily Calendar Period Capping
• 🕰️ Time-Based Rewards**
• 📊 Monthly Member Points Summary
• 👥 Segment Member Count
• 🗃️ Create Members without Contacts or Accounts
• 🏷️ Category Selector on Incentive, Badge & Program Currency Forms

Important Considerations

The following considerations are related to storage optimization; however, they apply to all orgs that upgrade to R1 2025, regardless of whether the storage optimization feature is activated or not:

1. All objects incentivized by Fielo (i.e. those associated with an active Behavior Type) will have two new fields added: Processed and Processed Date & Time.

2. As of this release, every time a record is incentivized, its Processed and Processed Date & Time fields are updated. This may impact objects with validations on update, such as those that can’t be updated after a final status or if/unless some flag is true.

   To avoid this issue, it’s important to double-check whether any object being used by the rules engine (i.e. being incentivized) has this kind of validation. For each such object, you must update its trigger to bypass these validations if the fields being updated are only Processed and Processed Date/Time. Add this check to the relevant parts of your trigger(s):

// Compares the record after update (newRecord) with how it was
// before update (existingRecord) and returns true if only Processed
// and Processed Date & Time fields were modified; else, returns false.

FieloPLT.SObjectService.isChangedOnlyProcessedFields(newRecord, existingRecord);

New Objects, Fields and Apex Classes

No new objects were added.

The following fields were added to existing objects:

• FieloPLT__Badge__c
  • FieloPLT__CategoryValue__c
• FieloPLT__Challenge__c
  • FieloPLT__CategoryValue__c
  • FieloPLT__IsObsolete__c*
  • FieloPLT__ObsoleteDateTime__c
• FieloPLT__Event__c
  • FieloPLT__Processed__c
  • FieloPLT__ProcessedDateTime__c
• FieloPLT__LevelMember__c
  • FieloPLT__Processed__c
  • FieloPLT__ProcessedDateTime__c
• FieloPLT__Member__c
  • FieloPLT__RelatedSummaryHistory__c
  • FieloPLT__RelatedSummaryHistoryLength__c
• FieloPLT__Program__c
  • FieloPLT__BehaviorStorageDays__c
  • FieloPLT__ChallengeStorageDays__c
  • FieloPLT__PointStorageDays__c
  • FieloPLT__PromotionStorageDays__c
  • FieloPLT__RedemptionItemStorageDays__c
  • FieloPLT__RedemptionStorageDays__c
  • FieloPLT__TimeZone__c
  • FieloPLT__TimeZoneOffset__c
  • FieloPLT__TransactionStorageDays__c
• FieloPLT__Promotion__c
  • FieloPLT__CategoryValue__c
  • FieloPLT__IsObsolete__c*
  • FieloPLT__ObsoleteDateTime__c
• FieloPLT__Redemption__c
  • FieloPLT__IsObsolete__c*
  • FieloPLT__ObsoleteDateTime__c
  • FieloPLT__ObsoleteItems__c
• FieloPLT__RedemptionItem__c
  • FieloPLT__IsObsolete__c*
  • FieloPLT__ObsoleteDateTime__c
• FieloPLT__Reward__c
  • FieloPLT__StockReturnException__c
• FieloPLT__Segment__c
  • FieloPLT__MemberCount__c
  • FieloPLT__MemberCountLastExecution__c
• FieloPLT__Transaction__c
  • FieloPLT__IsObsolete__c*
  • FieloPLT__ObsoleteDateTime__c
• FieloPLT__Version__c
  • FieloPLT__Segment__c

A new picklist value was added to the FieloPLT__SpecificPeriod__c field on FieloPLT__Cap__c. Its label is Every Day and its API name is This Day.

A new Lightning action Generate Insights was added to FieloPLT__Segment__c.

The following fields were added to existing custom settings:

• FieloPLT__BatchesSettings__c
  • FieloPLT__NotifyUsers__c
  • FieloPLT__QueryLimit__c
• FieloPLT__PublicSettings__c
  • FieloPLT__CacheChunkSizeG2__c
  • FieloPLT__CacheChunkSizeG3__c
  • FieloPLT__CacheSplittedKeysG2__c
  • FieloPLT__CacheSplittedKeysG3__c

The following Apex classes were added:

• AddCustomFieldPermissionsQueueable
• ObsoleteRecordsCleanerBatchSchedule
• SegmentInsightsGeneratorBatch
• TestChangeRedemptionItemStatus
• TestCreateDailyPeriodCap
• TestSegmentInsightsGenerator
• TestStorageOptimization
• TimeZoneUtils
• UpdateIncentivizedRecordsBatch
• UpdateObsoleteRecordsBatch

Deprecations

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