Released: December 2024
We're pleased to announce that Salesforce v4.5 is now live, with exciting additional features and enhancements to Business Intelligence Plus. Below are some of the key features of the latest update, along with the full release notes.
Automate Decision Processes
A new Invocable Apex action is now available for Salesforce Flow, enabling decision-making processes to be automated. An example can be automating a decision to run when an Account record meets certain criteria.
By integrating this action using Flow, decision logic can be executed, reducing manual intervention and streamlining workflows.
Refresh Records
This feature introduces the ability to automatically refresh Account and Lead Records for countries that are not currently available in the app’s Data Cleaning functionality. This supports data consistency and accuracy across the rest of your international business profiles.
Automatically Add/Remove Records from Monitoring Portfolios
Companies can now be automatically added or removed from Monitoring Portfolios, enhancing the management of portfolios without manual effort. This can be actioned one-by-one or in bulk.
Details on how to utilise the new Creditsafe actions can be found within our user guide.
Default flows are available to help you test and automate these actions efficiently. These can be found under the Demo Flows tab in the settings.