The ClientSuccess package installed in your Salesforce instance provides core functionality to the Salesforce integration.
Version 3.20 21 December 2017
Resolved duplicate subscriptions being sent from Salesforce to ClientSuccess via Opportunity App.
Version 3.10 31 March 2017
Fixed unit tests that were preventing installation on some instances.
Version 3.9 7 February 2017
Updated help link on the ClientSuccess settings tab.
Requires Spring '17 release.
Version 3.8 22 December 2016
Stability update.
Version 3.6 29 November 2016
Fixed issue with End Date being off by one day on new potential Subscriptions created in Salesforce.
Version 3.5 22 November 2016
Bug fixes and general stability enhancements.
Version 3.4 28 October 2016
Added contacts synchronization.
Version 2.30 6 October 2016
Resolved issue causing error to be thrown when attempting to save changes to opportunities in Salesforce.
Version 2.29 2 October 2016
This update adds a new custom object called "Subscriptions" and a few new custom fields to the Opportunity object to accommodate a full, two-way synchronization of Subscriptions between ClientSuccess and Salesforce. It also includes a new opportunity-to-subscriptions mapping table on the ClientSuccess Settings tab in Salesforce that can be used for automatically creating potential subscriptions from closed opportunities. Having your Subscriptions inside of Salesforce provides convenient options for synchronizing with other data sets, automated workflows, and custom reporting.
Version 2.15 22 April 2016
Retired product_type custom fields from the Opportunity and Opportunity Product Line-item objects (fields still exist but are no longer used and no longer reference objects). They will be removed in a future release.
Version 2.8 21 March 2016
App now properly installs Custom Settings.
Version 2.7 9 March 2016
Minor bug fixes related to upgrading from a previous version.
Version 2.6 9 March 2016
Replaced custom import filters with a standard "Sync with ClientSuccess" checkbox.
New fields added to the Opportunity object:
Start Date
End Date
Months
Auto renew
Product
New fields added to the Opportunity Product Line-item object:
Start Date
End Date
Months
Auto renew
New fields added to the Product object:
Type
Use of the Product object now required.
Version 2.5 14 January 2016
Suppresses errors that Salesforce generates that can cause conflicts with other apps and prohibit unit tests from running.
Version 2.4 28 December 2015
Bug fixes.
Version 2.3 2 December 2015
Bug fixes.
Version 2.2 19 October 2015
Updated tests to be compatible with the Winter 2016 release (useful for company's with extensive test coverage requirements).
Version 2.1 15 July 2015
General speed and stability improvements.
Enhanced to reduce the number of API calls made.
Includes two custom fields that should be added to the account object:
ClientSuccess Assigned CSM (ClientSuccess__ClientSuccess_Assigned_CSM__c)
ClientSuccess SuccessScore (ClientSuccess__ClientSuccess_SuccessScore__c)
Version 2.0
Added automatic Account import and real-time sync.
Version 1.0
Initial release