Correlead Release Notes

Find out what's new in each release
Salesforce Architecture

Release Notes


v3.5 – Released December 10, 2018

  • Added option to turn off Use Email Domain Blacklist.
  • Fixed Auto-Create Account on Update issue where it will create another account (v3.4.1 only).
  • Removed Contact matching option as that is currently done only when converting the lead.

 


v3.4.1 – Released October 10, 2018

  • Fixed contact creation on auto-convert on insert and update when email is not supplied.
  • Fixed assigning account owner when matching accounts.

 


v3.4 – Released August 31, 2018

  • Updated application to make setup simple and easy.
  • Updated Correlead App Home page:
    • How-to videos are included right from the Home page.
    • Added all key links to documentation, support, and feedback.
    • Links to the Custom Settings and Lead Assignment rules.
    • See the latest Forcivity news and blog posts.
  • Add Backup and Restore of Lead Assignment Rules.
  • Support for multiple email domains.

 


v2.1 – Released February 19, 2018

  • Bug fixes and stability fixes.
  • Added functionality to use Salesforce Duplicate and Matching rules to associate leads to accounts.

 


v2.0 – Released January 30, 2018

  • Fixed null object error when contact email domain is a null value.
  • Added lead-level field and custom setting to control whether matched leads are assigned to the matched account’s owner.

 


v1.7.1 – Released July 2, 2017

  • Fixed bug when auto converting leads with no account association previously.

 


v1.7 – Released April 4, 2017

  • Fixed bug in contact domain matching when editing contacts.

 


v1.6.2 – Released March 7, 2017

  • Adjusted how contact edits are handled to remove errors for duplicate.

 


v1.6.0 – Released January 17, 2017

  • Adjusted custom settings to public visibility.

 


v1.5.0 – Released December 19, 2016

  • Correlead will now auto convert Leads when Leads are updated. Previously, Leads were only auto converted during Lead creation.
  • Correlead behavior can now be controlled through hierarchical custom settings for auto-association to Accounts, auto-creation of Accounts and auto-conversion of Leads for both inserts and updates of Leads.

 


v1.4.1 – Released June 22, 2016

  • Correlead will now associate Accounts when Leads are created as well as when they are updated. Previous releases would only associated Leads to Accounts during Lead creation.
  • Contacts to Multiple Accounts impact – because Correlead only associates email domains to Accounts through the primary Account assignment on the Contact object, Salesforce’s new Contacts to
  • Multiple Accounts feature does not impact Correlead’s functionality.