This feature introduces Client Offboarding and Client Reonboarding functionality to Salesforce, matching the capabilities in FenX. It includes journey types, modal updates, jurisdiction selection logic, and system tasks needed to facilitate full and partial client lifecycle transitions.

VLookup functionality for Datagroup fields is now supported in Salesforce during entity creation. This ensures datagroup values such as Country or State are matched and translated when sent from Salesforce to FenX.

This enhancement ensures conditional fields in the Basic Details section are correctly mapped when initiating a new request in Salesforce. If a parent condition is met, the related field is displayed and pre-filled as expected.

This feature allows for the configuration of Product Requirement Set scoping conditions that support the Related Entity as a condition. It also enables the conditional displaying of Product Data (datagroups and data fields) based on scoping conditions related to both the Current Product and Related Entity.

Supports the toggle to customize the order of Policy Categories and Data Groups within Data and Review Tasks. The ‘Order Alphabetically’ toggle allows users to disable the default alphabetical ordering of Policy Categories, enabling a user-defined order. The ‘Order Data Groups by Category’ toggle allows data groups to be grouped within their respective policy categories within a data task.

The Document Type dropdown list in the Salesforce App is alphabetized to improve user experience. This applies to both instances where Acceptable Document Types are configured and where they are not.

This feature enables data fields on the Related Party task to be triggered based on values entered in datagroup fields-mirroring functionality already supported in FenX and previously delivered for Data Tasks.

Salesforce now supports dynamic validations for data requirements in Global Policy, allowing Salesforce Admins to apply conditional validations (e.g., mandatory, read-only etc.) to various data field types. This is supported on the Data task and the Related Party task.

Salesforce now supports Related Client Trigger Conditions on the Related Party task.

Salesforce now supports Related Product Trigger Conditions.