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Release Note 3.11 – Data Retention (June-2025)

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Install Data Retention from Appexchange

Release Date: June 2025

New Feature​

  1. Salesforce Dynamic Formula: Users can now dynamically leverage Salesforce formulas in Field Mapping with the new “Add Formula Field” button, enhancing customization and validation.

  2. CC Business User: New permission set is created for a business user, where the user can use the already available mapping and process the newly created privsec request records.

    • Need to share the CC Public reports folder to the business user, so that they can see the dashboards on Track tab.

Enhancements​

  1. Mapping Snapshot: The mapping snapshot filed section is removed from page layout for better UI availability for the users.
  2. Dynamic Schedule buttons: Schedule/Unschedule buttons are conditionally rendered. Ensuring superior UX

Bugs Fixed​

  1. Query Builder Length: The length of the where clause field is increased in order to accommodate lengthier where clauses.
  2. Compound Field Issue: On Portability, the compound fields will now be normally rendered in the files generated.
  3. Apex Class Permissions: Resolved an error where users encountered missing Apex class permissions.

Known Issues​

  • Scheduling retention on thursday will throw an error.