Clean Suite for CRM: Salesforce

Important Announcements

None

General Information

Build History

3.2.2.162

Released on: May, 2024

Added

Clean Suite Administration - Added option for separation of suite from Addr1. With this option users will be able to map the suite field separately
Clean Suite Personator - Added DOB/DOD/Gender demographics fields as a default output for all calls. These fields are included with base subscription. Previously they were only allowed to return if the user had the demographics checkbox checked, which required licensing for the premium demographics field.

Changed

Listware Advanced Mappings - Removed the dropdown for object selector and replaced it with a text box. Users will now need to enter their object names manually.

Deprecated

None

Removed

Clean Suite Administration - Removed credit count from non credit licenses. This was causing confusion among users who did not have a credit based license.

Fixed

Clean Suite Output Maps - Previously some fields were being skipped from updates if they were blank or empty. Now if the engine returns an empty result and the field is mapped, the output mapping will update the field to the blank/empty result.

Security

None

3.2.2.157

Released on: February, 2024

Added

None

Changed

Clean Suite Global Express Entry - Both lightning page component and the flow component will now by default return POBoxes. Previous behavior was to ignore these results

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.2.156

Released on: January, 2024

Added

Clean Suite Global Express Entry - Both lightning page component and the flow component will now append plus4 to zip codes in the US for suites. Previously when users selected a suite, the plus4 would not append.

Changed

None

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.2.154

Released on: January, 2024

Added

None

Changed

Clean Suite Advanced Mappings - Added input and output mappings that were missing for Global Address, Global Email, and Global Phone

Deprecated

None

Removed

None

Fixed

Clean Suite Global Address - Fixed bug where single and batch processing would output different results on the formatted address field. Bug was caused by extra option being turned on in single record mode. Now both methods will return identical results.

Security

None

3.2.2.152

Released on: November, 2023

Added

Clean Suite Personator - DateOfBirth and DateOfDeath ouput fields were not populating unless user was subscribed to Premium Demographics. These fields will now populate output values when user is licensed for a standard personator subscription.

Changed

None

Deprecated

None

Removed

None

Fixed

Clean Suite Administration - Fixed a bug causing settings to not be saved properly when license was changed.
Clean Suite Batch Processing - Fixed a bug where concorruent jobs could clash and throw an exception, halting jobs.
Clean Suite Advanced Mappings - Fixed a bug where mappings were being duplicated if user saved mapping twice.

Security

None

3.2.2.147

Released on: August, 2023

Added

None

Changed

Clean Suite Package - Updated all classes and visualforce pages to use the latest Salesforce API. Salesforce is deprecating API v 30.0 and lower.

Deprecated

None

Removed

None

Fixed

Clean Suite Administration Page - Fixed a bug where users with credit licenses would not be able to make changes to any admin settings.
Clean Suite Administration Page - Fixed a bug that would cause REGEX filters to be blanked out if user updated their license
Clean Suite Express Entry - Fixed a bug in authentication token preventing non geo licensed users from making calls
Clean Suite Express Entry Flow Component - Fixed a bug where selecting a suite twice after a second address, would cause empty suite selection

Security

None

3.2.2.146

Released on: July, 2023

Added

Clean Suite Express Entry Flow Component - Users can now implement Autocomplete functionality in screen flows using our new Express Entry Flow Component. Component designed to be easy to use and flexible for Screen Flow users.

Changed

None

Deprecated

None

Removed

Clean Suite Express Entry On Page Component - Removed flow support from standard On-Page lightning component. Flow functionality was not designed with this component in mind and should not have been enabled.

Fixed

None

Security

None

3.2.2.143

Released on: June, 2023

Added

Clean Suite Result Code Indicator (CSRCI) - New feature adds a drag and drop lightning component that allows users to quickly display record validation status. CSRCI looks at a single field and returns three states, "Valid", "Partially Valid", and "Invalid" based upon user defined regular expressions. CSRCI can display custom messages and background color per user preference.
Clean Suite Advanced Mappings (Personator WS) - Organized output mappings for Personator WS by category. Also added additional output mappings including Date Last Changed and Melissa Identity Key among others.

Changed

None

Deprecated

None

Removed

None

Fixed

Clean Suite Batch Processing - Fixed bug that caused previously validated records to be skipped when using a custom query.
Clean Suite Administration - Fixed bug that prevented the "Use Preferred City" option from being saved under the Personator tab.

Security

None

3.2.2.138

Released on: April, 2023

Added

Clean Suite Advanced Mappings - For Personator webservice, added field "StateName" to output. This will allow users to map the full statename as output in the case where picklists restrict state field to full statename.

Changed

None

Deprecated

None

Removed

None

Fixed

Clean Suite Advanced Mappings - Fixed bug where additional changes to mapping would not be saved after clicking the save button.

Security

None

3.2.2.136

Released on: February, 2023

Added

Clean Suite Batch Processing page - New visual interface for batch processing added to the Clean Suite app. Users can now start batch jobs from an easy to use and intuitive interface.
Clean Suite Batch Processing - Added "ProcessAll" logic to Clean Suite Batch jobs. Now users can process only records that have not been previously processed. This will allow users with no/minimum SOQL experience to only process the records they want to.

Changed

Base Engine - All engine based classes have been updated to SFAPI v56 - This change adds compatibility with new salesforce objects released.

Deprecated

None

Removed

Clean Suite Package - Removed sf_chattr_apps pre-requisite - This package was needed in older versions of lightning for compatibility with our on-page Express Entry Lightning component. Package is no longer required so removed from pre-requisite package requirements. This change allows users a more streamlined and easy installation process.

Fixed

Clean Suite Engine - Fixed bug where Visualforce exceptions were being thrown in a Lightning context.
Clean Suite Batch - Fixed bug where empty records could be passed causing an exception to be thrown and entire job would cancel.
Global Email Batch - Fixed bug where only partial datasets were being passed for validation. Now all records passed to batch process should validate fully.
Global Address Batch - Fixed duplicate bug where certain results were being duplicated causing multiple upserts to the same record. This fix will increase Global Addr Batch performance.
Personator Result Object - Fixed metadata length for fields overflows.
Global Email Result Object - Fixed bug allowing overflows of Global Email result fields. This rarely occurred on extremely long mailing addresses associated with certain domain names. Now all fields will truncate record values longer than 255 characters.

Security

None

3.2.2.119

Formerly: 2.119

Released on: September, 2022

Added

None

Changed

Clean Suite App - Server-Side requests no longer uses tokenized licenses. This change speeds up requests overall. Tokenized licenses are only required for client facing requests where the license may be exposed to the client.

Deprecated

None

Removed

None

Fixed

Personator Result Object - School district length overflow bug fixed.
Personator Batch - Fixed permission issue causing batch jobs to fail.
Personator Batch - Fixed bug where input emails were being ignored.
Global Email Batch - Fixed bug where small batch sizes were getting ignored.
Global Email Batch - Fixed bug where certain casing of mapping names were causing failures.

Security

None

3.2.2.115

Formerly: 2.115

Released on: December, 2021

Added

Added suite dropdown selector to Express Entry lightning component. Previously all suites were returned as individual results. Now they will return in a dropdown box when present in the result. Users have the option to include the suite in the address field or map it separately.
Added County + Geodata to Express Entry lightning component. Users can enable and disable the display of these columns on the panel.
Added functionality to auto-disable actions and outputs from the settings menu that users do not subscribe to. This will prevent users from receiving empty responses back from the webserver.

Changed

None

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.2.112

Formerly: 2.112

Released on: October, 2021

Added

Added additional unit tests to increase code coverage

Changed

Increased Field Size of MD_personatorResult__c.CompanyName__c and MD_personatorResult__c.AddressDeliveryInstallation__c.

Deprecated

None

Removed

None

Fixed

Fixed bug with query limit overflow in CleanSuite batch mode. Batch calls should now only make 3-4 queries per batch.

Security

None

3.2.2.109

Formerly: 2.109

Released on: August, 2021

Added

Added Businesscoder Output mapping support for Phone field
Added Businesscoder Output mapping support for CurrentCompanyName field
Added Businesscoder Output result support for CurrentCompanyName field
Added GlobalAddressVerification Input support for AddressLine2 field

Changed

None

Deprecated

None

Removed

None

Fixed

Fixed bug preventing PostalCode output being blocked in some cases for GlobalAddressVerification batch processing
Fixed bug preventing GlobalEmail batch processing being blocked

Security

None

3.2.2.104

Formerly: 2.104

Released on: July, 2021

Added

Added support for clean suite batch processing. This feature will be expanded in the future to allow access for batch processing using all of our supported webservices including: Personator, Global Address, Global Email, Global Phone, and more…

Changed

None

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.2.103

Formerly: 2.103

Released on: June, 2021

Added

None

Changed

None

Deprecated

None

Removed

None

Fixed

Fixed bug in Businesscoder mappings that was causing NAICS code outputs to overwrite eachother. Mapping these fields should now be working as expected.

Security

None

3.2.2.102

Formerly: 2.102

Released on: April, 2021

Added

None

Changed

None

Deprecated

None

Removed

None

Fixed

Fixed a bug that prevented Global Address Batch mode from updating results.

Security

None

3.2.2.101

Formerly: 2.101

Released on: March, 2021

Added

Global Email
- Added DeliverabilityConfidenceScore to email output mapping.
Global Phone
- Added County and CountryOfOrigin to phone input mapping. These fields allow further control over formatting of phone numbers depending on the origin.

Changed

Personator
- Implemented "update settings" panel for Lightning calls. If "apply filters to clean suite calls" is checked, the engine will now apply a pattern to result codes and prevent updates to fields that do not match the pattern.
  
  For example, if an Address pattern is set to `AS0[123]` and the result code does not match this pattern, the address fields will not be updated. This change brings the expected behavior in line with documentation.
Administration Panel
- Implemented "Apply filters to clean suite calls" checkbox, to allow users to keep existing behavior or use filter logic.

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.2.99

Formerly: 2.99

Released on: February, 2021

Added

None

Changed

Upgraded Global Email component to use V4 webservice. Previously was running V3. V4 webservice adds additional response fields as well as improved verification speed and accuracy.

Deprecated

None

Removed

None

Fixed

Fixed bug that would cause Global Phone Results to not populate for new installs.

Security

None

3.2.2.98

Formerly: 2.98

Released on: January, 2021

Added

None

Changed

None

Deprecated

None

Removed

None

Fixed

Fixed issue for credit based users using GlobalPhoneWSExt throwing error when using multiple mappings.

Security

Fixes for security risks and vulnerabilities.

3.2.2.94

Formerly: 2.94

Released on: May, 2020

Added

None

Changed

None

Deprecated

None

Removed

None

Fixed

Fixed permission issues for Clean Suite response objects. New installations would have to manually grant access to some of these objects. Now it is part of our Clean Suite rule package.

Security

None

3.2.2.93

Formerly: 2.93

Released on: May, 2020

Added

None

Changed

Change DML rule handling for upsert commands. Now the engine will try to upsert. If that fails due to a DML violation the engine will now use an insert with DML allowsave.

This change should be mostly transparent and have no effect on 99% of our customers.

This change will only take effect if you are using DML rules such as Match rules and Duplicate rules.

Deprecated

None

Removed

None

Fixed

Fix for MD_PropertyV4WSExt bug where records with no FIPS were throwing an exception and forcing abort of result update. Records should now update as expected
Fix for salesforce classic bug causing overflow of personator responses into matchup batch results

Security

None

3.2.2.90

Formerly: 2.90

Released on: February, 2020

Added

None

Changed

None

Deprecated

None

Removed

None

Fixed

Fixed loading error in VisualForce Express Entry

Security

None

3.2.89.0

Formerly: 2.89.0

Released on: November, 2019

Added

Clean Suite for Salesforce is fully compatible with Lightning and Salesforce Classic interfaces.

Changed

None

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.6.3

Formerly: 2.6.3

Released on: December, 2015

Added

Added ExpressEntry mobile support for Salesforce.

Changed

Allow user to process with geocoding up to street level, previously only appended lat/long geopoints (rooftop) was turned on.
Allow user to map in more fields to update directly to Salesforce records (demographics, census and county).
Workaround for 50k record limit when displaying result code stats.

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.1.5

Formerly: 1.5

Released on: March, 2015

Added

Added batch processing for Global Address Verification and Personator.

Changed

Notification messages now appear indiciating if a record was validated/standardized to help make sense of the result codes.
Improved Express Entry support.
- Previous versions only supported Contact, Lead and Account Objects. Now Express Entry works within any Salesforce field/form.
Personator
- Demographics
- Long address format (Ct -> Court, etc.)

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.1.3

Formerly: 1.3

Released on: October, 2014

Added

Added support for additional Salesforce objects (leads & accounts) plus any custom object.
Added support for Global Express Entry – providing address auto completion for over 240 countries & territories.

Changed

None

Deprecated

None

Removed

None

Fixed

None

Security

None

3.2.1.0

Formerly: 1.0

Released on: September, 2014

Initial Release

Added

None

Changed

None

Deprecated

None

Removed

None

Fixed

None

Security

None