November 6, 2021 - Q4 Patch 2
Update
- All tenant environments have been updated to this patch version on November 14th, 2021
- Server maintenance have been completed on all components including API Factory components
New features and enhancements
- Improved security on username change by requiring current password entry before change
- Added multiple checks on file size before importing files from SFTP data sources to prevent importing partial files
- Performed server maintenance for server components including operating system patches
Bug fixes
- Fixed Salesforce sandbox icons to differentiate between production and sandbox environments
September 19, 2021 - Q4 Patch 1
Update
- All tenant environments have been updated to this patch version on September 27th, 2021
- Server maintenance have been completed on all components including API Factory components
New features and enhancements
- Added new Clearbit attributes that can be fetched with Clearbit data service
- Updated most pages in the platform to one consistent UI framework
Bug fixes
- Fixed issue and improved performance for SFDC exports and lead conversions
- Fixed issue where list loading app in app factory is processing multiple files simultaneously causing errors to occur
- Fixed issue where Export: Create manual data source does not check for name collisions with the manual data source name
- Fixed issue where attribute order in the Upload File task is not saved when reordering is configured
August 15, 2021 - Q3 Patch 3
Update
- All tenant environments have been updated to this patch version on August 30th, 2021.
New features and enhancements
- Added Premium Data Catalog with ITA Consolidated Screening List, NPPES NPI Registry and Department of Labor Form 5500 data
- Added new Microsoft OneDrive for Business connector for importing and exporting CSV file
- Added saved search and views to App Factory Search app
- Added import filter for Salesforce data sources to allow choosing a subset of records to import
- Added new Salesforce object, AccountTeamMember and OppsTeamMember, for import and export
- Added ability to update the email attribute for Eloqua
- Added ability to update a data source even when the credentials are invalidated
- Added export protection feature to data targets to stop and warn administrators if an anomalous amount of records are being exported
Bug fixes
- Fixed issue where Job and Bot run reports may not be recorded
- Fixed issue where App Factory Form app's calls to API jobs or bots are failing
- Fixed issue where App Factory Charting app may not be using the end dates configured in the underlying Analytics reports
- Fixed issue where Infer task where jobs may sometimes fail if 2 match conditions are used and one of the attributes have empty values while processing
- Fixed issue where Lead to Account Matching task is not honoring domain name match requirement when both domain and company match is required
- Fixed issue where Lead to Account matching task fails when the Account resolution's tie breaker is using a operator that is not based on date attributes
- Fixed issue where advanced configurations for Export: Add/Update task is not working if the time between batches is greater than 15 minutes
- Fixed issue for Microsoft SQL Server where Export: Add/Update task UI sometimes fail to load when exporting to Microsoft SQL Server data targets
- Fixed issue where Big Query data sources cannot update records correctly upon subsequent imports if the Big Query table source have no primary identifier field configured
- Fixed issue where Analytics reports could show more records
July 25, 2021 - Q3 Patch 2
New features and enhancements
- Added new Microsoft SharePoint connector for importing and exporting CSV files to SharePoint sites that are document libraries
- Added new Salesforce Custom Settings for import only
Bug fixes
- Fixed issue where App Factory List Loading app encounters errors when processing multiple list uploads simultaneously
- Fixed issue with App Factory List Loading app's pagination for the file upload history
- Fixed issue with App Factory List Loading app when users are loading files using saved mappings on files where some attributes in the saved mapping is missing in the loaded file
- Fixed issue where changes in data sources used in App Factory apps are not reflected in App Factory configuration screens
- Fixed issue where Data Sources cannot be updated with new attributes from the source system
- Fixed issue where App Factory Search app was not honoring time based filters correctly
June 13th, 2021 - Q3 Patch 1
Update
- All tenant environments have been updated to this patch version on June 21st, 2021.
New features and enhancements
- Added new Never Bounce data service for email verification
- Updated Cognism data service to support search only, match only and search and match modes
Bug fixes
- Fixed issue where Data Axle data service does not allow new authentications or re-authentications
- Fixed issue with Marketo Submit Form task when the Marketo form chosen have form fields that are not Marketo lead fields
- Fixed issue where Marketo Submit Form task is only working with string based fields
- Fixed issue with Advanced matching mode of the Infer task where a date based attribute is expected when creating a criteria in the "Which inference record to choose if multiple matches found" section
- Fixed issue with Dynamics CRM when importing attributes with more than 17 digits of precision
- Fixed issue with Eloqua data targets where the save button is not available when making valid edits
- Fixed issue with CSV file based data sources when new real / whole / date / boolean attributes are added to existing data sources
- Fixed issue with Hubspot CRM where date fields are not saved as regular date formats
- Fixed issue with Marketo custom activities task where exports are encountering errors
May 16th, 2021 - Q2 Patch 3
Update
- All tenant environments have been updated to this patch version on May 23rd, 2021.
New features and enhancements
- Added Marketo program members to support importing leads belonging to chosen program(s)
- Added new task template for Marketo Submit Form to allow submitting leads to specific Marketo forms
- Added new Group and Select task template which allows grouping records based on exact attribute matches and selecting only one of them based on a simple selection logic
- Enhanced App Factory Form and Search & Edit app such that pick lists can now be populated from a data source dynamically instead of manually entering pick list values
- Enhanced App Factory Form and Search & Edit app such that pick list values can be sorted in ascending, descending or no sort order
Bug fixes
- Fixed issue where Cognism credentials are being invalidated and fails when calling out to Cognism data service
- Fixed issue where BVD credentials are being invalidated when BVD services are unavailable
- Fixed issue where users cannot enter new Box data source credentials when creating data sources or updating data source
- Fixed issue where Google Analytics is retrieving highly sampled data and now allow users to choose what sampling level they want
- Fixed issue where users cannot choose which Pardot Visitor Activity types to import
April 18th, 2021 - Q2 Patch 2
Update
- All tenant environments have been updated to this patch version on April 18th, 2021.
Bug fixes
- Fixed issue where some task changes in jobs are not purging the task output without purging the job twice and running
- Fixed issue where Google Analytics cannot retrieve more than 5000 records of Google Analytics report data
April 11th, 2021 - Q2 Patch 1
Update
- As of April 18th, 2021, all tenant environments have been updated to have the enhancements and fixes of this release.
Bug fixes
- Fixed issue where bots are running slower after the April 4th release
- Fixed issue where UI is preventing data source updates if duplicated attribute names are found in the data source
- Fixed issue where UI is not displaying new data source attributes consistently
- Fixed issue where multi-value attributes are not imported properly in the data sources
- Fixed issue where GDPR data deletion sometimes fail
- Fixed issue where exporting to SFDC using transactional API can fail when the record count in the job is over 1000
April 4th, 2021 - 2021 Q2 Release
Update
- As of April 18th, 2021, all tenant environments have been updated to have the enhancements and fixes of this release.
Announcements
- Login URL of App Factory is now moved to http://apps-west1.openprisecloud.com/
- New List Loading app template released which provides ability to create a list loading UI for end users to drag & drop files to upload directly in Openprise to trigger a list loading bot or job
- Enhanced Search app template to allow editing of searched data and renamed app to Search & Edit app template
- Provided ability to customize actions to run bots or jobs in app templates based on the contextual data (e.g. search results in Search & Edit app)
- Added role based access control for each app based on groups of users
New features and enhancements
- Added new Hubspot connector to support import / export of companies and contacts
- Added new Google BigQuery connector to support import / export to and from Big Query tables
- Added new Google Analytics connector to support importing Google Analytics metrics and dimensions
- Added new Tableau connector to support import / export to Tableau tables
- Added new Microsoft OneDrive connector to support importing / exporting CSV files from OneDrive
- Added new Data Axle data service connector to support enhancing company details
- Enhanced Oracle Sales Cloud connector to support Resources and Opportunities objects
- Enhanced Microsoft Dynamics CRM connector to support Tasks object
- Enhanced SFDC object exports to support advanced export configurations such as batching with batch sizes with wait time between batches as well as prioritizing of records to export
- Enhanced bots to allow for running steps in parallel (up to 5 steps can be executed in parallel and each parallel step completes upon the slowest running step's completion)
- Enhanced Infer task template to support advanced matching (e.g. 2 out of 3 match criteria must be fulfilled)
- Enhanced De-duplication task template to support multiple tie breaker conditions in the surviving logic section
- Enhanced password security options for password strength and password history
- Enhanced Marketo Program object import to retrieve costs, folders and tags
- Enhanced key areas to support visualization of empty spaces (e.g. filter UI to enable seeing if there are multiple spaces between words or invisible space characters)
March 14th, 2021 - Q1 Patch 4
New features and enhancements
- Added support for SFDC-Pardot SSO authentication for Pardot data sources and data targets
- Added support for Pardot Sandbox using SFDC-Pardot SSO authentication for data sources and data targets
February 28th, 2021 - Q1 Patch 3
Bug fixes
- Added code to address performance slowdowns
- Fixed issue where some de-dupe tasks are fail when initializing
February 14th, 2021 - Q1 Patch 2
Bug fixes
- Added code and infrastructure components as part of the solution to address performance slowdowns
January 31, 2021 - Q1 Patch 1
Update on February 7th, 2021 : All Openprise tenant pods are now at the same patch level.
New features and enhancements
- Improved BvD data service provider with additional attributes available to retrieve for company objects
- Improved SFDC connector with SFDC Profile object for import
Bug fixes
- Fixed issue where jobs are sometimes failing during purge
- Fixed issue where re-sync could mark records deleted erroneously if it is somehow aborted or failed
- Fixed issue where bots result in stuck state when multiple bots are importing from the same data source or exporting to the same data target at the same time