Salesforce App Release Notes

Salesforce CLM Journeys Dashboard

Wed, 01 Jul 2026 00:00:00 GMT

Salesforce users can now have a centralised view of all in progress journey activity in one centralised location. Actions such as Change Journey Owner, Change Account Owner and Change Journey State can now be taken directly from the dashboard.

User Guide Reference: Fenergo Salesforce Functional Guide

My Journeys View

Wed, 01 Jul 2026 00:00:00 GMT

Salesforce users can now have a personalised view of which Journeys they are assigned as a Journey Owner to, enabling users to view and take action more efficiently as their view allows them to focus solely on work assigned to them.

User Guide Reference: Fenergo Salesforce Functional Guide

Document File Size and File Type Restriction

Thu, 07 May 2026 00:00:00 GMT

Salesforce users can now set restrictions on file types and file sizes that can be uploaded in the application.

User Guide Reference: Fenergo Salesforce Functional Guide

External Data Combined Task

Fri, 13 Mar 2026 00:00:00 GMT

Salesforce now supports the External Data Combined Task. This feature enables the Salesforce user to enrich entity and client records with verified information from the external data provider, Orbis.

User Guide Reference: Fenergo Salesforce Functional Guide

Document V2 Functionality for Related Parties

Fri, 14 Nov 2025 00:00:00 GMT

Salesforce now supports the Document collection aspect of Fenergo’s Related Party Data and Documents Task. This feature allows all documents to be captured directly within Salesforce for in scope related parties. These document V2 capabilities allow Salesforce users to upload, waive or defer documents

User Guide Reference: Fenergo Salesforce Functional Guide

Salesforce: Service Level Agreements (SLAs)

Wed, 15 Oct 2025 00:00:00 GMT

Fenergo’s Service Level Agreements (SLAs) are now supported in Salesforce, allowing users to view and track journey deadlines directly within Salesforce. This ensures consistent visibility of SLA commitments across Fenergo and Salesforce, improving efficiency and oversight.

User Guide Reference: Fenergo Salesforce Functional Guide

Ongoing Screening Unsubscribe Task

Mon, 01 Sep 2025 00:00:00 GMT

Salesforce now supports the Unsubscribe from Ongoing Screening task, allowing users to remove entities currently enrolled in ongoing screening.

User Guide Reference: Salesforce User Guide > Ongoing Screening Unsubscribe Task

Mandatory Search Parameters

Thu, 28 Aug 2025 00:00:00 GMT

This feature introduces Mandatory Search Parameters which ensure that entity searches in the Salesforce Plugin cannot be executed unless all mandatory fields are completed. This aligns with the behaviour in Fenergo's “New Request” screen.

User Guide Reference: Salesforce User Guide > Mandatory Search Parameters

Documents V2 Task: Acceptable Documents and Descriptions

Fri, 22 Aug 2025 00:00:00 GMT

As part of the Docs V2 Task in Salesforce, Acceptable Document Types and Document Descriptions are now supported. This will allow Admin to input acceptable document type descriptions, allowing Salesforce users like Relationship Managers to know what documents they need to prepare.

User Guide Reference: Salesforce User Guide > Acceptable Document Descriptions

Support Single Salesforce instance to link to multiple Fenergo instances

Thu, 31 Jul 2025 00:00:00 GMT

This feature introduces the ability to connect multiple Fenergo tenants to a single Salesforce instance.

User Guide Reference: Salesforce User Guide > Salesforce to Fenergo multitenant

Client Offboarding and Client Reonboarding

Mon, 28 Jul 2025 00:00:00 GMT

This feature introduces Client Offboarding and Client Reonboarding functionality to Salesforce, matching the capabilities in FenX. It includes journey types, modal updates, jurisdiction selection logic, and system tasks needed to facilitate full and partial client lifecycle transitions.

User Guide Reference: Salesforce User Guide > CLient Offboarding and Reonboarding

VLookup functionality for Datagroup Fields

Fri, 04 Jul 2025 00:00:00 GMT

VLookup functionality for Datagroup fields is now supported in Salesforce during entity creation. This ensures datagroup values such as Country or State are matched and translated when sent from Salesforce to FenX.

User Guide Reference: Salesforce User Guide > VLookup functionality for Datagroup Fields

Map Conditional Fields on New Request

Tue, 10 Jun 2025 00:00:00 GMT

This enhancement ensures conditional fields in the Basic Details section are correctly mapped when initiating a new request in Salesforce. If a parent condition is met, the related field is displayed and pre-filled as expected.

Display Product Data from All Requirement Sets

Tue, 03 Jun 2025 00:00:00 GMT

This feature allows for the configuration of Product Requirement Set scoping conditions that support the Related Entity as a condition. It also enables the conditional displaying of Product Data (datagroups and data fields) based on scoping conditions related to both the Current Product and Related Entity.

User Guide Reference: Salesforce User Guide > Display Product Data from all Requirement Sets

Order of Categories in Data Task

Tue, 03 Jun 2025 00:00:00 GMT

Supports the toggle to customize the order of Policy Categories and Data Groups within Data and Review Tasks. The ‘Order Alphabetically’ toggle allows users to disable the default alphabetical ordering of Policy Categories, enabling a user-defined order. The ‘Order Data Groups by Category’ toggle allows data groups to be grouped within their respective policy categories within a data task.

User Guide Reference: Salesforce User Guide > Order of Categories in Data Task

Alphabetize Document Type Dropdown List

Mon, 19 May 2025 00:00:00 GMT

The Document Type dropdown list in the Salesforce App is alphabetized to improve user experience. This applies to both instances where Acceptable Document Types are configured and where they are not.

User Guide Reference: Salesforce User Guide > Alphabetize Document Type Dropdown

Support Conditional Triggers from Datagroups

Mon, 19 May 2025 00:00:00 GMT

This feature enables data fields on the Related Party task to be triggered based on values entered in datagroup fields-mirroring functionality already supported in FenX and previously delivered for Data Tasks.

User Guide Reference: Salesforce User Guide > Support Conditional Triggers from Datagroups

Conditional Validation Support

Tue, 22 Apr 2025 00:00:00 GMT

Salesforce now supports dynamic validations for data requirements in Global Policy, allowing Salesforce Admins to apply conditional validations (e.g., mandatory, read-only etc.) to various data field types. This is supported on the Data task and the Related Party task.

User Guide Reference: Salesforce User Guide > Conditional Validation Support

Support Related Client Trigger Conditions

Sun, 20 Apr 2025 00:00:00 GMT

Salesforce now supports Related Client Trigger Conditions on the Related Party task.

User Guide Reference: Salesforce User Guide > Related Client Trigger Conditions

Support Related Product Trigger Conditions

Sun, 20 Apr 2025 00:00:00 GMT

Salesforce now supports Related Product Trigger Conditions.

User Guide Reference: Salesforce User Guide > Related Product Trigger Conditions

Related Party Datagroups

Tue, 15 Apr 2025 00:00:00 GMT

This feature allows for the supporting of Related Party datagroups within Salesforce. It introduces this functionality for both Company and Individual Related Parties. Users will be able to add, edit, and delete these related party datagroups within Salesforce.

User Guide Reference: Salesforce User Guide > Related Party Datagroups

Virtual Documents

Tue, 25 Mar 2025 00:00:00 GMT

Salesforce now supports virtual documents. Virtual Documents represent a file that can be linked to entities, journeys, and document requirements within Salesforce. Unlike standard documents, virtual documents are not stored in Salesforce but instead point to a file hosted externally via a URL.

User Guide Reference: Salesforce User Guide > Virtual Documents

Business Narratives

Wed, 05 Mar 2025 00:00:00 GMT

Allows users to add and maintain detailed notes on client records from the Entity Profile Page in Salesforce, without creating a journey. Narratives have role-based permissions, ensuring that only authorised users can view, create, edit or delete them.

User Guide Reference: Salesforce User Guide > Business Narratives

Refresh Journey List Button

Tue, 11 Feb 2025 00:00:00 GMT

This button allows users to refresh the journey list. The button is located on the journey component, next to the Launch New Journey button.

User Guide Reference: Salesforce User Guide > Launch Journey

Technical Enhancements

Tue, 11 Feb 2025 00:00:00 GMT

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.

User Guide Reference: Salesforce Configuration Guide > Technical Enhancements

Text Area Improvements

Sun, 02 Feb 2025 00:00:00 GMT

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

User Guide Reference: Salesforce User Guide > Text Area Improvements

Enforcement of Unwrapping Rules

Mon, 02 Dec 2024 00:00:00 GMT

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.

User Guide Reference: Salesforce User Guide

Support Conditional Triggers from Datagroups

Mon, 02 Dec 2024 00:00:00 GMT

Conditional triggers from Datagroups are now supported.

User Guide Reference: Salesforce User Guide

Journey Cancellation

Fri, 15 Nov 2024 00:00:00 GMT

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.

User Guide Reference: Salesforce User Guide

Journey Owner

Fri, 15 Nov 2024 00:00:00 GMT

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

User Guide Reference: Salesforce User Guide

Journey Comments

Fri, 25 Oct 2024 00:00:00 GMT

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.

User Guide Reference: Salesforce User Guide

Quick Link Task Support

Fri, 25 Oct 2024 00:00:00 GMT

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

User Guide Reference: Salesforce User Guide

Acceptable Document Types

Tue, 22 Oct 2024 00:00:00 GMT

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.

User Guide Reference: Salesforce User Guide

Increased Document Upload Limit

Mon, 07 Oct 2024 00:00:00 GMT

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.

User Guide Reference: Salesforce User Guide