Lightning Release v1.30

eLead/Sales Opportunity, Taken By: When an eLead is converted and a Sales Opportunity is created, the Taken By field is no longer defaulted to the current User’s Staff Id.

Upgrade to newest API versions: All API versions have been upgraded from 61.0 to 62.0.

Hosted Payments(Payment Links): Payment Links are uniquely generated payment links that give the user the ability and flexibility to send a customer a secure link to make a payment.

• An invocable method has also been created, allowing the customer to create Payment Links based on criteria. (PaymentLinkFlow.createPaylentLinkInvocable)

Staff and Time Blocks Calendars, Views: When a User has selected a specific calendar view and the page is reloaded, the view remains the same. Previously the view was reverting to the default view of ‘Day’

Resulting field set, Sales Appointment: A field set named “Resulting” was created on Sales Appointment that determines which Sales Appointment fields to display on the first screen of the Result action.

Resulting field set, Sales Opportunities: A field set named “Resulting” was created on Sales Opportunities that determines which Sales Opportunity fields to display on the first screen of the Result action.

Account Type ‘Prospect’ on Account: When an Account is created with a “Customer” record type, the Account’s Type field in populated with value of “Prospect” by default.

Do Not Apply, Payment: A new “Do Not Apply” checkbox has been added to the Payment Object. The Sale object’s “Total Payment” field excludes Payments when “Do Not Apply” has been checked. The Project object’s “Total Payments Received” field excludes Payment when “Do Not Apply” has been checked.

Validation Rule, Staff: A validation rule has been added on the “Create User” field. An error message will be shown and a User record can’t be created because of an invalid email or blank email.

Canceled, Sales Appointments: revamped how canceling Sales Appointments work. The following has been changed, added or updated:

• New field called, “Is Canceled”, the value is checked if the Status Detail begins with ‘Cancel’
• Updated the ‘Canceled’ field to return 1 if ‘Is Canceled’ is true, otherwise 0
• Updated Apex to use ‘Is Canceled' field instead of checking if Status Detail = ‘Canceled’. This includes “Most Recent Appointment” functionality and the Time Block scheduled calculation.
• Staff Appointment Cancellation Email flow has been updated to use the new Sales Appointment ‘Is Canceled’ field.

New Reporting fields, Core Objects (Sales Opps, Sales Appts, Quote, Quote Item, Sale, Sale Item, Project): The following were added:

• Sales Appointment
  • Total Price Quoted – Currency (12,2)
  • IsCanceled – Formula (Boolean) – True if Status starts with ‘Cancel’
  • Canceled – Formula (Number) – If IsCanceled = True then 1, else 0 (Updated)
• Sales Opportunities
  • Sales Opportunity Count – Formula (Number) – 1
    • Description: For Reporting Purposes Only
    • Help Text: For Reporting Purposes Only
• Quote
  • Quote Count – Formula (Number) – 1
    • Description: For Reporting Purposes Only
    • Help Text: For Reporting Purposes Only
• Quote Item
  • Quote Item Count– Formula (Number) – 1
    • Description: For Reporting Purposes Only
    • Help Text: For Reporting Purposes Only
• Sales
  • IsCanceled – Formula (Boolean) – True if Status starts with ‘Cancel’
  • Canceled – Formula (Number) – If IsCanceled = True then 1, else 0
  • Canceled Amount  - Formula(Currency) – if IsCanceled = True then Total else blank
  • Sale Count– Formula (Number) – 1
    • Description: For Reporting Purposes Only
    • Help Text: For Reporting Purposes Only
• Sale Item
  • Sale Item Count– Formula (Number) – 1
    • Description: For Reporting Purposes Only
    • Help Text: For Reporting Purposes Only
• Project
  • Project Count– Formula (Number) – 1
    • Description: For Reporting Purposes Only
    • Help Text: For Reporting Purposes Only

Limit Settings, security check: security check for update permission has been removed allowing non-admin Profile Users to create PDF’s without receiving an apex error.

Future Methods, Vendo & Think Unlimited: migrated future methods to Queueable Apex. The migration will improve handling of callouts, handling of future methods calling other future methods and increase efficiency.

Quick Lead Field Set, Contact: the field set now has all fields available except for system fields.

Texting Component, scrolling: removed scrolling from the page with the texting component and implemented a solution that defaults the list of messages to the bottom of the list of messages rather than the top. When a new message is sent, the component scrolls to the bottom of the messages to show the new Outbound Text. When a new message is received, the component scrolls to the bottom of the messages to show the new Inbound Text.

Think Unlimited, new fields: 12 new fields have been added to the Think Unlimited Lead Score Object. The following have been added and will be updated via the Think Unlimited Integration (Think Unlimited):

• Prospect Score Text (Picklist)
• Schedule Score Text (Picklist)
• Household Income (Picklist)
• Marital Status (Picklist)
• Age (Numeric)
• Home Value (Picklist)
• Length of Residence (Numeric)
• Year Home Built (Numeric)
• Square Footage (Numeric)
• Persona (Picklist)
• Messaging (Picklist)
• Activation (Picklist)

Calendar Filtering, “All” button: When the “All” button is selected, it now excludes all blank/null values. Example: In the Territory filtering, if a User clicks the “All” button and “Staff” does not have any territories, the Staff will not be displayed.

I360 Logos: All new version of our improve360 logos have been replaced with the new logo that includes “EverPro”.

“Active”, Contact: a new field called “Active” and list view called “Active Contacts” have been added to the Contact Object. The Active field is checked by default.

Scheduling Address, Quick Lead page and Quick Lead Utility: the Scheduling Address field has been removed from the Addresses Quick Lead fields set and Child Occupied, Housing Type, and Lead Paint has been made available to be selected.