• Salesforce Custom Journey Wrapper: Allows the client to hide the Launch New Journey button if they want to handle the journey launching via a custom solution.
  • Global Apex endpoint to create a Journey from Backend: Allows the client to programmatically launch journeys without relying on our Salesforce UI to create new journeys.
  • Expose Journey Component for Client Use: Previously, the journey component that renders detailed journey view including task interaction was not publicly exposed. Now, the client can embed the component in an area of their choice in Salesforce.

Enables read-only Text Area fields in Data Tasks to automatically expand to show their full content.

Ensures Salesforce users complete all mandatory Ownership & Control requirements in the Related Party task by enforcing rules through the use of toggles. The mandatory requirements and error messages are configurable to fit specific needs.

Conditional triggers from Datagroups are now supported.

Allows user to manually cancel a Journey, populate a reason for the Journey cancellation and add any additional notes/comments for context on why the Journey was cancelled.

Users can assign a Journey Owner, who will act as the sole user responsible for the successful completion of a Journey.

Allows RM users to be able to send a comment that is posted in Salesforce to Fen-X, enabling them to request information and status updates regarding specific journeys. Additionally, provides RM users with the ability to tag Fenergo users using the @ symbol, view, delete, and reply to comments.

The Portal Quick Link task allows Salesforce users to quickly link new or existing users to a Portal account directly from a Journey.

Ensures that where there is only one acceptable document type, this will be set as the default "Document Type". Where the "Document Requirement" has two or more acceptable document types, the user should be able to select the appropriate option from the "Document Type" dropdown list.

The limit of file size upload is extended from 3MB to 200MB. In order to enable this, Salesforce configurators can follow the steps available in the Installing Salesforce user guide.