The Comments feature in Salesforce allows users to leave notes on Journeys, accessible via the Comments Button. Users can create primary comments, reply to them, and delete any comment or reply. The feature supports @ mentions to notify specific Fen-X users, enhancing collaboration and communication within the platform.
The Portal Quick Link task in Salesforce allows users to link or unlink new or existing users to a Portal account directly from a Journey, provided they have the necessary permissions. Users can add or remove users by entering their email addresses, with verification steps for unverified emails and error messages for invalid or mismatched emails.
If a document requirement for the task cannot be met, a user with the Document Management Defer or Waive permission has the option to: Defer the requirement - indicate in the system that the document cannot be collected right now but will be available at a future date. The user must specify this future date when marking the requirement as Deferred. Waive the requirement - indicate that this document will never be collected.
Documents V2 is now available in a Journey, requiring new permissions including access, create, edit, delete, and waive and defer. Users can upload files via browsing or drag-and-drop, update metadata, and see uploaded documents as labeled chips. Future updates will add waive and defer, bulk upload, matching requirements linking, and intelligent document processing in Salesforce.