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Lightning Release v1.35

Shane Wright
  • Updated

 

The upcoming software release introduces a new Production App featuring Project Overview and Gantt chart pages to track projects through to completion. Other highlights include duplicate detection for address and sales opportunity creation, enhanced Sales Appointment insights, and full functionality for Sales Rep 2. Calendars now save filters and support time blocks across multiple territories, while Material, Quote, and Loan workflows gain new cost fields and quick actions. UI updates include new fields across PA Item Cards and Project Activities, improved validation, and a refreshed Welcome Hub. Additional improvements include API updates, smarter category calculations, better checkbox logic, and bug fixes for Time Blocks and payment collection.

 

New App – i360 Production

We’ve launched a new i360 Production App designed to streamline project tracking and enhance production visibility. ***Requires Production 2.0 Release*** (Be sure to add Profiles besides i360 Admin to the App: Setup > App Manager > i360 Production > User Profiles)

  • Project Home Tab:

    • Provides a real-time overview of all new and active projects in one centralized dashboard

    • Supports quick insights and faster decision-making

  • Gantt Tab:

    • A dynamic Gantt chart that visualizes timelines.

    • Focused on tracking new and active projects from start to finish

Note: Project Activities functionality is actively in development and expected to launch later this year!

This app centralizes production activity and empowers teams with actionable views across the project lifecycle.

eLead Field Mapping for Inquiry Object

Field mapping for the Inquiry Object is now fully supported on the eLead Field Mapping page. During the eLead conversion process, values from eLead fields are accurately transferred to their corresponding Inquiry fields based on the configured mappings. This ensures a seamless data handoff and improved data consistency.
Note: The Comments field is now included in the mapping and will populate the Inquiry record automatically during conversion.

 

Create Address – Duplicate Record Detection

The addressCreate component now includes duplicate detection. If a potential duplicate is found based on the system’s Duplicate or Matching Rules, a warning message is displayed and the new Address record will not be created. This helps maintain clean, accurate address data and prevents unintentional duplicates.

Create Sales Opportunity – Duplicate Record Detection

The salesAppointmentOpportunityCreate LWC now includes duplicate detection for Sales Opportunities. If a duplicate is identified based on existing records, a warning toast appears and the Sales Opportunity is not created. If no duplicate is found and the opportunity is successfully created, the related Sales Appointment Opportunity record is also generated as expected.

New Fields: Supplier Cost, Estimated Material Cost, and Estimated Total Cost

Three new currency fields have been added to enhance cost tracking:

  • On Job Material:

    • Estimated Material Cost (Currency, 16,2)

    • Estimated Total Cost (Formula: Estimated Quantity * Estimated Material Cost)

  • On Supplier Material:

    • Supplier Cost (Currency, 16,2)

Logic has been added to the JobMaterialTrigger to automatically copy the cost value from the related Material record into the Estimated Material Cost and Material Cost fields on Job Material.
Additionally, the Material Permission Set has been updated to grant access to these new fields.

Field Descriptions and Validation Rules Updated Across All Objects

All objects now include updated field descriptions and validation rules, providing clear, consistent information about each field’s purpose and usage. These enhancements improve user understanding, support data integrity, and make configuration and troubleshooting more efficient across the platform.

Project Activity Item Card – Field Set Update

The Project Activity Item Card field set has been expanded to include the following fields:

  • Status

  • Completed

  • On Hold

  • Canceled

  • Duration (Days)

  • Duration (Hours)

  • Completion %

These additions provide greater visibility into project activity progress and status directly from the item card view.

Sales Appointment – “Demoed” Flow Logic Update

The Sales Appointment Demoed Flow has been updated and continues to run before record insert or update. It now evaluates whether to check or uncheck the "Demoed" checkbox based on the following conditions:

  • Triggers On:

    • New record insert

    • Record update only if the Status Detail field has changed

  • Logic:

    • If Status Detail equals any of the following, "Demoed" is checked:

      • Sold

      • Demoed, Not Sold

      • Follow-up

      • One Leg

    • Otherwise, "Demoed" is unchecked

This ensures accurate tracking of demo status based on key sales activity updates.

Create Loan – New Quick Action on Sale and Quote

A new "Create Loan" Quick Action is now available on both Sale and Quote records. When selected, it launches a modal with the full Loan layout, offering the following functionality:

  • Pre-Populated Fields:

    • Borrower is auto-filled from the related Account

    • Sale or Quote is auto-filled based on the originating record

  • Loan Option Integration:

    • Selecting a Loan Option auto-populates the Type and Interest Rate fields

    • Users can manually enter these values if they remain blank

    • Field values update dynamically when Loan Option is changed

  • Additional Logic & Validation:

    • Lookup filter on Loan Option is disabled due to a known Salesforce issue

    • A validation rule ensures the Lender on the Loan matches the Lender on the Loan Option

  • User Experience:

    • Success and error toast messages guide the user

    • On success, a toast includes a link to the new Loan record

    • Users can cancel the process using the Cancel button in the modal footer

This action streamlines loan creation directly from Sale or Quote workflows.

File Manager – .ICS Files Now Hidden

The File Manager interface now excludes .ICS files:

  • Existing .ICS files are no longer displayed in the File Manager

  • Newly uploaded .ICS files will also not appear in the File Manager

Note: These files are still successfully stored and remain accessible through the Files section. This change improves interface clarity by filtering out calendar file types not typically managed through the File Manager.

Production Email Templates – Project Activity Fields & Templates

Five new fields have been added to enhance Production email template personalization:

  • Sales Rep 1 Title

  • Sales Rep 2 Title

  • Sales Rep 1 Phone

  • Sales Rep 2 Phone

  • Project’s Name

Dispatcher – Canceled Sales Appointments and Project Activities Excluded:
Canceled Sales Appointments and Project Activities are no longer displayed in the Dispatcher.

Sale Item Trigger – Calculate Sale Product Categories

The Sale Item Trigger now automatically calculates the "Product Categories" field on the Sale record based on the Product Category values of all related Sale Items.

  • Trigger Conditions:

    • Insert

    • Update (only if the Product field changes)

    • Delete

    • Undelete

  • Technical Note:

    • The trigger uses WithoutSharingUtilities, so the calculation is not impacted by restriction rules.

This ensures accurate, up-to-date product category data at the Sale level.

Quick Lead – Address Toggle Enhancement

To accommodate scenarios where address information is not always provided, the Quick Lead interface now includes a toggle in the Address section:

  • Functionality:

    • The toggle allows users to disable the Address form entirely

    • The toggle state persists even after a page refresh

    • When the Address section is toggled off, fields from the Quick Lead field set are also hidden.

  • User Feedback:

    • If the Address section is disabled and the user attempts to Save & Schedule or Save & Create Sale, a warning toast will appear to alert them

This update gives users more flexibility while ensuring they’re notified when address data is missing but required for downstream actions.

When the toggle is off, the Address section is hidden and the form is simplified.
If a user tries to Save & Schedule or Save & Create Sale without enabling address creation, a warning toast will appear.

When the toggle is on, the full Address form becomes visible, allowing users to input complete location details.

Time Block Territories – Create Time Blocks for Multiple Territories

Users can now assign multiple territories to a single Time Block, improving scheduling flexibility and efficiency. (Be sure to have your User clear their cache)

  • Territories Field:

    • A new multi-select picklist field called “Territories” has been added to Time Blocks.

    • This field uses the Territory Global Value Set for standardized, restricted options.

  • Create Time Blocks Page:

    • A new checkbox allows users to choose between:

      • Creating one Time Block with all selected territories

      • Creating separate Time Blocks, one for each selected territory

  • Persistent User Preference:

    • The checkbox setting remembers its last value, so it stays the same the next time the user opens the Create Time Blocks page.

This update enables more flexible scheduling across regions while reducing manual effort for multi-territory planning.

Sale – Import Quote Quick Action

A new "Import Quote" quick action is now available on the Sale page, allowing users to streamline the process of converting Quote data into Sale Items.

  • Users can select one or more open Quotes related to the Sale’s Account.

  • A badge icon displays the number of Quotes selected.

  • Save and Cancel buttons provide a clear workflow.

  • Upon saving:

    • A Sale Item is created for each related Quote Item.

    • Key fields from Quotes and associated Loans are populated into the Sale and Sale Items.

    • The Sale Item Type is determined by the Sale’s status:

      • If Sale Status is Approved, Net, Canceled, or Complete → Sale Item Type = Change Order

      • Otherwise → Sale Item Type = Original

This action speeds up data entry and ensures consistency when importing multiple Quotes into a Sale.

New Field Sets – Enhanced Page Layout Flexibility

Field Sets have been added to the following objects to support more flexible and dynamic page layouts:

  • Address

  • Contact

  • Material

  • Project

  • Project Activity

  • Project Template Activity

  • Quote Item

  • Quote Template Item

  • Sale

  • Sale Item

  • Sales Appointment

  • Sales Opportunity

  • Staff

  • Time Block

These field sets allow users and administrators to easily add fields from related objects directly into page layouts, improving customization and visibility across records.

Sales Appointment – Most Recent Sales Opportunities & Source Tracking

Four new fields have been added to the Sales Appointment object for improved tracking of related opportunity data:

  • Most Recent Sales Opportunity

  • Most Recent Lead Source

  • Most Recent Source

  • Most Recent Source Type

The Most Recent Sales Opportunity and Most Recent Lead Source fields are automatically updated in the following scenarios:

  • When a Sales Opportunity is deleted or undeleted

  • When a Sales Appointment Opportunity (SAO) is created, deleted, or undeleted

  • When a Sales Appointment is created with multiple related Sales Opportunities, the values are taken from the opportunity with the latest “Taken On” date

These enhancements ensure Sales Appointments always reflect the most current and relevant opportunity information.

Project Template – Clone Template Quick Action

A new headless Quick Action named "Clone Template" is now available on the Project Template record.

  • When the Clone Template button is clicked:

    • The system duplicates the current Project Template

    • All related Project Template Activities are also cloned

    • A success toast is shown upon completion

    • The user is redirected to the newly created Project Template

  • The cloned template is named using the format:
    "Copy of [Original Name]"

    • If the name exceeds 80 characters, it is automatically truncated to meet field length limits

This feature provides a quick and efficient way to replicate project templates and their activities for reuse.

Materials – Edit Installed Quantity Quick Action Updates

The Edit Installed Quantity quick action has been enhanced for both Sale and Project records:

  • On Sale:

    • Added the Estimated Sale Quantity Total column to the data table

  • On Project:

    • Added the Estimated Project Quantity Total column to the data table

  • For Both:

    • The Estimated Quantity column has been removed to streamline the interface

These changes improve clarity and ensure users see the most relevant quantity information during installed quantity edits.

Project Activities – Default Duration & Date Logic Enhancements

A new “Default Project Activity Duration” custom setting has been added to the Scheduling Settings to streamline activity scheduling and improve data integrity.

  • Cascading Dates:

    • When either Start or End is modified (and both fields have values), the other date will cascade based on the default duration(1).

    • If only one value exists, no automatic update occurs.

    • The time portion of any existing Start or End values remains unchanged.

  • Validation Rule:

    • Ensures Start is before End

    • If invalid, an error toast is shown and the modal remains open for correction

  • Duration Logic:

    • If cascading occurs, the End date is set to the Start + Default Duration from the custom setting

These updates help standardize scheduling practices while preventing invalid date configurations in Project Activities.

Platform – API Version Update to 64.0

All Apex classes, triggers, Lightning components, and other metadata have been updated to use Salesforce API version 64.0, aligning the entire codebase with the latest Salesforce release.

This update ensures compatibility with new platform features, improves system performance, and positions the org for future enhancements and scalability.

Bug Fixes in This Release

  1. Time Block – Staff Field Reset:

    • When the Time Block Type is changed from Staff Availability to another type, the Staff field is now correctly cleared.

  2. Project – Edit Dates Cascade Fix:

    • Fixed a typo that prevented date cascading from working properly except when the Save button was used. Cascading now works as expected in all cases.

  3. Staff and Time Block Calendars – Independent Filters:

    • Filter settings are now stored independently for Staff Calendar and Time Block Calendar. Selecting filters in one no longer affects the other.

  4. Collect Payment – PaySimple Fix:

    • Refactored code to ensure that Project IDs are no longer mistakenly inserted into the Sale ID field when creating payments via PaySimple

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