Salesforce users can now have a centralised view of all in progress journey activity in one centralised location. Actions such as Change Journey Owner, Change Account Owner and Change Journey State can now be taken directly from the dashboard.

Salesforce users can now have a personalised view of which Journeys they are assigned as a Journey Owner to, enabling users to view and take action more efficiently as their view allows them to focus solely on work assigned to them.

Salesforce users can now set restrictions on file types and file sizes that can be uploaded in the application.

Salesforce now supports the External Data Combined Task. This feature enables the Salesforce user to enrich entity and client records with verified information from the external data provider, Orbis.

Salesforce now supports the Document collection aspect of Fenergo’s Related Party Data and Documents Task. This feature allows all documents to be captured directly within Salesforce for in scope related parties. These document V2 capabilities allow Salesforce users to upload, waive or defer documents

Fenergo’s Service Level Agreements (SLAs) are now supported in Salesforce, allowing users to view and track journey deadlines directly within Salesforce. This ensures consistent visibility of SLA commitments across Fenergo and Salesforce, improving efficiency and oversight.

Salesforce now supports the Unsubscribe from Ongoing Screening task, allowing users to remove entities currently enrolled in ongoing screening.

This feature introduces Mandatory Search Parameters which ensure that entity searches in the Salesforce Plugin cannot be executed unless all mandatory fields are completed. This aligns with the behaviour in Fenergo's “New Request” screen.

As part of the Docs V2 Task in Salesforce, Acceptable Document Types and Document Descriptions are now supported. This will allow Admin to input acceptable document type descriptions, allowing Salesforce users like Relationship Managers to know what documents they need to prepare.

This feature introduces the ability to connect multiple Fenergo tenants to a single Salesforce instance.