> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/getting-started/release-notes/2024.md). # 2024 ### December 2024 * Role-Based Permissions: * When you invite people from other teams like Demand Gen and Customer Success to use SlapFive, you can now configure which functions and data they should see using Role-Based Permissions. See the [Configure Role-Based Permissions](https://docs.slapfive.com/customizations/configure-role-based-permissions) docs page for more information on how to use this big new feature. * SlapFive Salesforce App: * You can now configure which Request Dynamic Fields appear on the Create Request screen in Salesforce. This allows you to manage internal-only Dynamic Fields for tracking and reporting without having those fields confuse your requesters. * The Create Request screen has been modified to reduce empty space and make the Submit button more obvious. * Customer Referral processing: * You can now capture Customer Referrals through forms in any system, track their progress using SlapFive Campaigns, Salesforce Leads and Opportunities, and Marketing Automation Leads, recognize revenue influence, and deliver appreciation gifts to reference customers. * Integrations & Automations: * You can now integrate with Wrike, to have forms completed in Write create Requests in SlapFive. * When a Company’s Program or Active Status are changed, you can have SlapFive automatically apply the same changes to Members in that Company. * Campaigns: * You can now scroll horizontally when managing rows of your Campaign to see all columns. * You can truncate lengthy text fields so they don’t take up too much vertical space. * Members: * The Export Members function now exports each Member’s Activity Types Willing to Do. ### November 2024 * Salesforce integration: * When a Salesforce User creates a reference request, you can automatically include any attributes from the Opportunity on the Request without requiring the Salesforce User to enter them. Our clients typically include the Opportunity Stage and Opportunity Amount. * Gradual Community integration: * When a Gradual User creates their Profile, you can use their Email to look up their Salesforce Contact, if Contact is found get any additional fields, otherwise just use the Gradual fields to create/update their Member and Company records in SlapFive. * Single Sign-On (SSO): * IdP-provided Role support: When a user is assigned to a Group or Role in your SSO platform, that Group or Role is now used to assign that User to the right Role in SlapFive. * In addition to Okta and Azure AD, SlapFive now supports SSO with Cloudflare and JumpCloud. ### October 2024 * SlapFive Salesforce App Version 4.0: * When a Salesforce user creates a reference request, that user can now see and select from lists of recommended Companies and Members. The recommendations match up to 5 fields from the Salesforce Opportunity and Account records to corresponding fields of your choice on the SlapFive Company records. See more details in [Recommend the best reference customers for a Request](https://docs.slapfive.com/integrations/salesforce/salesforce-automations-and-recommendations/recommend-the-best-reference-customers-for-a-request). * Request Assigned To Users: Now that you can assign a Request to multiple Users, these additional changes were made: * Send a notification to any User that is added as an Assigned To User for the first time. * The Assigned To fields on the Request and the Fulfillment Company/Member rows only shows those Users that have the “Allow Request Assignment” Permission checked on their User record. * Browser Auto-fill has been blocked for the Assigned To User fields to prevent the entry of an invalid User record. * Story Search: * On the Stories tab, when you do a free text search, it no longer searches all the Member and Company fields other than Names. This change was made based on user feedback that it was confusing to do a search and see so many Stories returned that didn’t contain the search string. * Campaigns: * A free-text search has been added to allow the user to search any of the columns of the Campaign. ### September 2024 * Requests: * On the Submit Request form, there are checkboxes you can turn on to allow Requesters to select the Members and/or the Companies they are requesting. * You can now assign a Request to multiple Users. * When you enter criteria in the Search or Advanced Filter, it remembers those criteria so you can work multiple items in the filtered list. * Dynamic Fields: You can now sort the picklist values for PICKONE and PICKMANY dynamic fields. * Members: You can now add phone numbers with these country codes: * HK: Hong Kong * MY: Malasia * ID: Indonesia * KR: The Republic of Korea (South Korea) * PH: Philippines * TH: Thailand * TW: Taiwan * VN: Vietnam ### August 2024 * API: * You can now update Company Permissions to Granted, Unknown, or Denied in automated workflows using the API. * You can now use Dynamic Field picklist values that contain commas in automated workflows. For example, a value can be “1,000 – 5,000 Employees”. * Endpoints have been added for GET and POST Campaigns and Campaign Items. * Webhooks have been added that are triggered when a Campaign or Campaign Item is created or updated. * The Fulfillment Member webhook now returns the Need and For This Prospect or Purpose fields in the payload. * The POST Activities endpoint now lets you update an existing Activity History record by ID. * Dynamic Fields now support having commas in picklist values. ### July 2024 * Gong integration: You can now have a call that was recorded in Gong listen for keywords or thoughts and update SlapFive. For example, you can create a Nominated Member for a customer who expresses interest in advocacy or advocacy programs. * Automated Workflows and API: * You can now have automated workflows that add or update Campaign Items. * Automated workflows can now be triggered by a Member passing a specified threshold in their Engagement Score overall, or for a specific Activity Type. ### June 2024 * Advocate Job Change Tracker: SlapFive released a new product that empowers you to track your Members for job changes in LinkedIn. When a Member’s LinkedIn Title or LinkedIn Company URL changes, you get notified, the Member is added to the Job Change Tracker Campaign, and you can communicate with them to get them to bring you into their new company. You can also use this to help CSMs ensure you have a new champion at the Member’s prior account, and you can audit content contributed by that Member to decide whether too keep it, adjust it, or retire it. * Campaigns: * You can now send Prompts to Members who are in any column of a Campaign. This can be used to get their buy-in for participating in an opportunity to engage with your company or perform an act of advocacy. * You can now send email messages to the Trusted Contacts for Members and Companies in any column of a Campaign. This can be used to get approval from the account owners to include their customer in the Campaign. * You can now make bulk updates to Campaign Items. You select multiple Items, click the Bulk Actions button, update any column field, and that update applies to all selected Items. * Automated Workflows and API: * Webhooks have been added for Campaigns and Campaign Items to support automated workflows that are triggered based on new or updated Campaign Items. ### May 2024 * Campaigns: On the Member Profile and Company Profile pages, you can now see which Campaigns that Member or that Company are a part of, and the Column Label they fall under in that Campaign. * Dynamic Fields: There are two new Dynamic Field Types for Company and Activity Type. These are both especially useful when defining Campaign columns. For example: * Activity Type: You create a Campaign to get Members to do a certain Activity. Rather than create a PICKONE Dynamic Field and re-create your Activity Types, you create a Dynamic Field on the Campaign Item entity of TYPE Activity Type so that when managing items in a Campaign, you can assign Activity Types to an item. * Company: You create a Campaign where you are tracking things only at a Company level, you now create a column using a Dynamic Field of TYPE Company. * The Company Advanced Filter now hides fields that have no data so that the user can get right to the most important fields. * Automated Workflows and API: * The POST Customer and POST Company endpoints have been enhanced to allow the option to either append to or replace the text that already exists in the Member and Company Engagement Notes fields. * The GET Customer, GET Company, and GET Request Fulfillment Member endpoints now retrieve the Trusted Contacts and Roles for the Member and Company. * Endpoints have been added to GET and POST to Campaigns and Campaign Items. ### April 2024 * Assign multiple Trusted Contacts to Members and Companies. * You can now select more than one User to be a Trusted Contact for a Member. Previously you were limited to one. * You can now select Users to be Trusted Contacts for a Company. This is a new field. * In the Trusted Contacts fields, when viewing Users, you can see the Role of each User. This means you can now distinguish between a Trusted Contact who is the CSM and one who is the AE. * * The SlapFive Integration Server has a new Action to Create/Update Request Fulfillment Member/Company records. This enables more sophisticated trigger-based workflows to automatically update Fulfillment Members based on events happening outside of SlapFive. ### March 2024 * When using the Advanced Filter to subset the Campaign Items in a Campaign: * If you have a Member column, you can filter on any Member field, including Dynamic Fields. * If you have a Company column, you can filter on any Company field, including Dynamic Fields. * If you have a User column, you can filter on User. ### February 2024 * The Campaigns module has these new features: * You can add Dynamic Fields to the Campaign Items entity to track anything you want for each item in a Campaign. * You can change the order of the Columns in the list of Campaign Items. * You can sort on any Column. * You can bulk add Campaign Items to a Campaign. There is an Advanced Filter to narrow down the records to add, and a Select All box to add them all to the Campaign. * You can add hyperlinks to Text fields and they are clickable in the list view. * You can use the Advanced Filter to subset the Campaign Items in a Campaign. * User and Role management has these new features: * You can now add Users without sending them an invitation. This is used for situations where you want to flag Users for things like Trusted Contacts but don’t want to have them ever log in to SlapFive. * You can now add multiple Roles to a User. That User then has the superset of all permissions for the assigned Roles. * On the Requests tab, Fulfillment Members sub-tab: * You can now filter the list of Fulfillment Members by Date Range, which uses the Status Date of the Fulfillment Member to determine whether the record is within the range. * The Advanced Filter now lets you filter on any Fulfillment Member, Request, Company, and Member field. * Search on Engagement Notes: * In the Search box on the Members tab, you can search the contents of the Member and Company Engagement Notes fields. * In the Search box on the Companies tab, you can search the contents of the Compay Engagement Notes field. ### January 2024 * There is three new types of Dynamic Fields: * USER: This allows you to add a field to associate one or more Users with any object. * MEMBER: This allows you to add a field to associate a Member with any object. * MEMBER/COMPANY: This allows you to add a field to associate a Member & Company with any object. * Dynamic Fields of type LONG TEXT now allow entry and display of special characters like bullets, commas, and quotation marks. * SlapFive has developed an [**Influitive to SlapFive Comparison and Migration Guide**](https://slapfiveold.jeffernst.com/influitive_slapfive_migration/), along with automated Migration Scripts to pull Influitive Advocate, Reference, Referral, and Activity data into SlapFive. * API changes: * The GET Customers (Members) API endpoint now retrieves the Created Date and Updated Date fields for use in conditional logic in reports and integration scripts.