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Release 7.0

Platform Governance for Salesforce Release 7.0 introduces powerful new capabilities for enhanced governance, monitoring, and change tracking across your Salesforce environment.

New Features​

Document Report and Dashboard Folders​

Track and monitor access to Report and Dashboard folders with comprehensive change logging. This feature provides visibility into folder-level permissions and user access patterns, helping you maintain security and compliance for your reporting infrastructure.

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DLU Scanner Improvements​

Enhanced Date Last Used (DLU) Scanner with improved configuration options and performance optimizations. The new DLU Configuration tool provides granular control over which metadata types and fields are processed, allowing you to focus on what matters most to your organization.

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Auto Scanner Inactivity Alert​

Proactive monitoring system that automatically sends email notifications to designated administrators when the Auto Scanner fails to run according to its configured schedule. This ensures your Salesforce environment remains continuously protected and documented.

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Track Specific Permission Assignments​

Monitor and detect changes in System Permissions across Permission Sets and Profiles. Each scan compares selected permissions against previous snapshots and generates Change Logs for any detected differences, providing complete visibility into permission changes at the user level.

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Track Access to Specific Fields​

New Field Tracking capability allows you to monitor changes to specific fields across your Salesforce org. Create custom monitoring rules based on objects, compliance categories, or data types, and receive notifications when tracked fields are modified.

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Change Request Re-architecture​

Redesigned Change Request system with improved performance, enhanced user interface, and better integration with deployment workflows. The new architecture provides faster processing and more intuitive change management capabilities.

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Customizations for Public Groups​

Enhanced support for Public Groups with improved documentation and change tracking. Monitor group membership changes, access permissions, and usage patterns to maintain security and compliance.

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Expanded Change Log List Views​

Change Log List Views have been expanded to support all new tracking capabilities, including System Permissions, Field Tracking, and Report/Dashboard Folder access. This provides a unified view of all changes across your Salesforce environment.

Note - Required Manual Configuration for Package Upgrades​

This package version introduces a new version of the Change / Approval Policy layout: Strongpoint Change/Approval Policy Layout v11.

This new layout includes updates to the fields displayed for Policy records.

For package upgrades, the new layout must be manually assigned after pushing the updates in order to take effect.

Steps to Assign the New Layout:

  1. Go to Setup
  2. Open Object Manager
  3. Select Change/Approval Policy
  4. Go to Page Layouts
  5. Click Page Layout Assignment
  6. Click Edit Assignment
  7. Select the profile(s) that have access to the Policy record. In most cases, this will be the System Administrator profile. However, some customers may use a custom profile instead of the standard one.
  8. Change the current layout to Strongpoint Change/Approval Policy Layout v11
  9. Click Save

For new installations, the latest layout will be assigned automatically by default.

Getting Started​

To take advantage of these new features:

  1. Ensure your Platform Governance for Salesforce package is updated to Release 7.0
  2. Review the documentation for each feature to understand configuration requirements
  3. Configure the new scanners and monitoring tools based on your organization's needs

For questions or assistance with Release 7.0 features, contact our Customer Success team.