Salesforce Lightning changelog
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1.91
Release date: 9/25/2024
- We fixed the "Export PandaDoc field values to Salesforce" trigger to support documents with many editable fields.
- We fixed ERROR: No access to entity: Product2 System.NoAccessException. Now the "Update Opportunity Products" trigger updates only mapped Opportunity Product fields, and skips updates of fields on other objects.
1.86
Release date: 8/28/2024
We fixed the “Missing Organization Feature: Quotes” error upon installation/upgrade to version 1.85.
1.85
Release date: 8/27/2024
- We added support for multiple related lists as pricing items (up to 5 relationships).
- We introduced a custom pricing item column named “sObjectType”. This column indicates the Salesforce object API name (e.g., OpportunityLineItem) to simplify the creation of merge rules for splitting different objects into separate sections.
1.84
Release date: 8/20/2024
- We fixed the issue where Opportunity Product discounts were erased by the Quote Builder's "Update Opportunity Products" trigger.
- We fixed the issue where Opportunity Products were deleted by the "Update Opportunity Products" trigger when processing a document without a Pricing Table or Quote Builder.
1.83
Release date: 8/19/2024
We added support for the Work Order object as a source object and the Work Order Line Item as a pricing item.
1.82
Release date: 8/18/2024
We fixed the creation of new opportunity products in Salesforce by the "Update Opportunity Products" trigger when the product description in PandaDoc is longer than 255 characters.
1.81
Release date: 8/12/2024
- We added QTY “0” support in the "Update Opportunity Products" trigger.
- We added support for multiple products with the same SKU in the “Update Opportunity Products” trigger.
1.79
Release date: 7/24/2024
- We fixed the “Document Name” dropdowns in the “Object customization settings” section of the PandaDoc Setup page.
- We added a new mode to the "Update Opportunity Products" trigger to sync updates to Opportunity Products when changes in Quote Builder get saved.
- We added support for the Line Item Schedule object as a pricing item.
1.78
Release date: 7/18/2024
- We added a new trigger, "Update Salesforce fields with PandaDoc variable values," which allows you to map and update Opportunity fields based on document system variables.
- We improved the "Link a Document to an Opportunity" capability to support searching by Opportunity ID.
- We added a prompt during the package upgrade to automatically add the PandaDoc domain to CSP Trusted Sites.
1.76
Release date: 7/2/2024
We added a new execution mode for the "Update Opportunity Products" trigger: the automation can execute every time the Quote updates while the document is in Draft status.
7/1/2024
We improved the Salesforce template extension: you can refresh the Salesforce variable list within the template by clicking the 'Refresh Variable List' button.
1.75
Release date: 6/14/2024
- We fixed an issue that caused the "Save PDF version of PandaDoc to Files" feature to fail to generate PDFs for documents in Draft status.
- We fixed an issue that prevented the Opportunity currency from being applied to the document.
5/17/2024
The recipient option enabled in a template for the Quote Builder section is now preserved in the created documents.
1.74
Release date: 5/15/2024
We added a new global constructor of pandadoc.Item class, that can be used in custom JSON builders.
1.73
Release date: 5/10/2024
We introduced a new feature that streamlines the template setup experience through the Salesforce template extension. This enhancement allows direct access to Opportunity and related product variables from within the template.
1.72
4/5/2024
1.71
Release date: 2/22/2024
You can now control the Update Opportunity Products trigger by status.
1.70
Release date: 2/13/2024
- Exporting product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields).
- Adding and removing opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
See two-way sync for pricing tables in action:
See how two-way sync works for quote builder blocks:
1.67
Release date: 1/19/2024
1.66
Release date: 1/29/2024
Release date: 12/21/2023
1.63.3
Release date: 9/15/2023
1.63.2
Release date: 9/8/2023
Now, you have more flexibility in downloading logs:
- Download logs for a selected period.
- Download logs in batches.
1.63
Release date: 8/24/2023
- You can now open the PandaDoc Logs tab from the PandaDoc Setup menu.
- We have added the Generate PDF button available on the PandaDoc Documents records. With this button, you can manually generate a PDF of a document.
- A new VARIABLE_TYPES_SUPPORT parameter substitutes the VARIABLE_USAGE parameter. VARIABLE_USAGE is now deprecated.
1.61
Release date: 6/21/2023
-
Disable the checking of selected tokens whenever PandaDoc runs.
To do this, set the REMOVE_NOT_EXISTED_FIELDS parameter to false in Setup > Custom Settings > PandaDoc Settings > Manage > (if this parameter does not exist, create it). If there are already non-existing fields stored in the tokens, Salesforce throws an error. -
You can also disable field formatting in PandaDoc (date and currency Salesforce fields).
To do this, set the VARIABLE_USAGE parameter in PandaDoc Settings to false (this parameter is best used only if the first option (REMOVE_NOT_EXISTED_FIELDS) didn't help.