1.0.1

Updated 2025-08-14

Summary

This release introduces significant improvements and updates to the IQ Salesforce integration, focusing primarily on reporting, contact/constituent relationship, field management, and layout enhancements.

Highlights

  • Reporting Enhancements

    • Updated IQ objects to support more flexible and comprehensive reporting capabilities.

  • Contact/Constituent & Event Participant Relationship

    • Added a direct contact/constituent relationship for event participants, increasing the accuracy and usefulness of event-related data.

  • Relaxed filters and required fields

    • Removed lookup filter rules that restricted related IQ objects based on the IQEID field

    • All IQEID (now IQREF) fields are no longer required (which they shouldn't have been in 1.0). This allows easier manual record creation for non-AlumnIQ event loads

  • Field Deprecation & Naming

    • Deprecated numeric IQEID fields, replacing them with appropriately typed text fields.

    • Standardized external ID field naming from IQEID to IQREF and type from numeric to text(50) for clarity and consistency.

    • All fields marked IQREF should be treated as AlumnIQ-populated only and shouldn't be set for any non-AlumnIQ records

  • Permissions & Layouts

    • Expanded the permissionset to include all relevant new fields.

    • Cleaned up and improved layouts for both event and participant objects, increasing usability.

Technical Details

  • New Fields

    • alumniq__IQ_Event_Participant__c.alumniq__Contact__c

    • alumniq__IQ_Activity_Participant__c.alumniq__IQREF_Activity_Participant__c

    • alumniq__IQ_Activity__c.alumniq__IQREF_Activity__c

    • alumniq__IQ_Event_Participant__c.alumniq__IQREF_Event_Participant__c

  • Deprecated Fields

    • alumniq__IQ_Activity_Participant__c.alumniq__IQEID_Activity_Participant__c

    • alumniq__IQ_Activity_Participant__c.alumniq__IQEID_Activity__c

    • alumniq__IQ_Activity_Participant__c.alumniq__IQEID_Event_Participant__c

    • alumniq__IQ_Activity__c.alumniq__IQEID_Activity__c

    • alumniq__IQ_Activity__c.alumniq__IQEID_Event__c

    • alumniq_IQ_Event_Participant__c.alumniq__IQEID_Event_Participant__c

    • alumniq_IQ_Event_Participant__c.alumniq__IQEID_Event__c

    • alumniq_IQ_Event__c.alumniq__IQEID_Event__c

  • New lightning Page

    • IQ Activity Participant

PreviousRelease NotesNextSecurity

Last updated