Salesforce AppExchange Package V3.0 Release
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.