We’re excited to announce the release of OvationCXM Package 3.0 for Salesforce.
This release introduces Locations as a core capability, improves workflow automation, and delivers critical fixes to enhance stability and reliability. Our goal with 3.0 is to simplify setup, extend functionality, and ensure smoother day-to-day use for admins and end users.

What’s New

• Locations as a Core Capability

  • Manage Locations directly in Salesforce for consistent handling across customers and cases.
  • Automatically assigns a default contact when a Location is created, simplifying case association.

• Customer–Location Mapping Improvements

  • We’ve split Customer and Location object mappings in Salesforce.
  • You can now map multiple Locations under the same Customer, instead of being limited to a one-to-one mapping.
  • This makes it easier to represent real-world hierarchies when managing large or distributed customer accounts.

• Smarter Workflows

  • Location-aware workflow rules let admins build automations that reflect real-world structures.
  • Improved flow templates with Location support to speed up automation setup.

• Enhanced Data Portability

  • Locations are now included in JSON import/export for easier configuration and migration.

• Simplified Administration

  • Location permissions and settings are available by default—no extra setup required.
  • Extended mapping options for cases and contacts.
  • Admin safeguards prevent duplicate object mappings.

Fixes & Improvements

• Fixed an issue where contacts from Ovation were not being created in Salesforce.
• Corrected errors when the same object was related to different entities in object mapping.
• Improved mapping for Salesforce custom objects.
• Resolved workflow index errors affecting some environments.
• JSON imports now retain site name fields properly.
• Fixed record synchronization issues between Salesforce and Ovation.
• Restored visibility of workflow fields when object mappings extend beyond Accounts, Cases, or Contacts.

📥 How to Upgrade

Install the latest package version here.