Release History for Motivate v3 (base app v7)

What's New?

Version 3.4 (7.27.8 base app release) | 16th March 2019

Improved Gallery

The Gallery has a fresh new look having been re-designed using the Lightning Design System. Improvements have also been made to the categorisation and tagging of images, which makes searching even easier. The copy-to-clipboard functionality has also been improved so that there is no reliance on Adobe Flash support.

Fixed Unable to update Base Behaviour

A scenario was identified that could prevent Scheduled Base Behaviours from being updated, this has now been resolved in this patch release.

Version 3.4 (7.27.2 base app release) | 9th November 2018

Fixed Editing Inspire Channels

A fix has been applied that resolves a problem editing Channels that contained any un-configured Leaderboards.

Version 3.4 (7.27.1 base app release) | 18th October 2018

Fixed Async processing issue

A scenario was identified whereby when certain system limits were being reached, the error was not being correctly handled which caused a continous asynchronous processing loop which could not be resolved through failsafe mechanisms. A fix has been applied that will ensure that the failsafe mechanisms work correctly, while also providing a solution that will mitigate the system limit from being reached.

Fixed Security Fixes

There have been additional security fixes included in this release, that address software library versions.

Version 3.4 (7.26.3) | 2nd October 2018

New! Verified for Salesforce Winter '19

This release is verified to support Salesforce's Winter '19 platform release. It is, therefore, recommended that customers upgrade to this release to ensure they do not experience any problems when using the Motivate application after Winter '19 has been deployed.

Improved Coaching Plan "Draft state"

Coaching Plans without start or end dates are now set as state "Draft". Completions of behaviours will not count until the Coaching Plan has a "Running" state.

Fixed Coaching Fixes

A problem has been resolved whereby the Coaching Summary Component may become unresponsive when adding or editing comments to Ad-Hoc objectives. There has also been improvements to the messages that are displayed when users do not have sufficient access to records.

Fixed Fixed Points calculation with no Levels

An issue was identified where points were not being correctly calculated on member records within collectives, in the scenario where a level system had been previously defined and then subsequently removed.

Fixed Base Behaviour edit loading

Previously the Base Behaviour edit page could take a long time to load or become unresponsive when a large number of fields exist on the object that is set on the Base Behaviour.

Fixed Security Fixes

There have been a number of security fixes included in this release, that address areas including Cross-site Scripting (XSS), CRUD permissions and software library versions.

Version 3.4 (7.23) | 8th August 2018

New! People Insight

As part of the ‘People Insight & Coaching’ add-on module that is now available, People Insight provides users with an in-depth view of the performance of SuMo users through an intuitive and engaging dashboard style interface. The People Insight page allows individual SuMo users to be selected and their performance data represented through different lenses so that managers can easily understand which Behaviours and activities are - and are not - being performed. The data can be further honed through the use of filter options, to drill down on specific data types and time periods.

Behaviour Charts

User data is broken down by the type of Behaviours that are being performed, which allows managers to see the distribution of Behaviours that have been completed. In addition, Behaviour data is also displayed by value which provides an indication of the proportion of desirable and undesirable Behaviours that have been completed.

Performance Indicators

Indicators provide key information around the performance of users, including the percentage attainment of available Behaviours, the distribution of completed Behaviours by value, as well as trend data over a rolling period

Activity Cadence

The chart plots how many Behaviours have been completed by their value, and when they were completed, including a Simple Moving Average line that provides an average of Behaviours that have been completed over a customisable period. The chart, therefore, provides key insight into the cadence of Behaviour completion throughout Competitions and Experience Groups.

Behaviour Performance

The definitive list of Behaviours that have and have not been completed are provided, including information on the number of times a Behaviour has been completed and when it was last completed. Behaviour Performance enables users to easily identify which Behaviours need to be focused on and prioritised.

Comparisons

A user’s performance can be compared to another user or to a groups of users, meaning that a side-by-side comparison can be made to assess how well an individual user is performing in relation to their peers and high performers. Each lens within People Insight will adapt to show both sets of data, and variances will be highlighted between the data sets so it can be easily determined how well individual users are performing versus the comparison.

New! Coaching

Coaching Plans can be created and assigned to users that contain objectives which should be completed within a specified period. A Coaching Plan may be created to track objectives as part of an annual review, or to achieve a specific goal, such as improving the sales pipeline. Using the information that is surfaced through People Insight, objectives can be defined for the purposes of targeting key activities that are designed to improve the performance of individuals which will, in turn, enable them to achieve the Coaching Plan’s purpose.

Behaviour Objectives

These objectives monitor the progress towards targets that are set on individual Behaviours. Targets can be dynamically derived for Behaviour Objectives based on current performance, as well as being set manually. As Behaviours are completed, these contribute towards the completion of the Behaviour Objectives and the overall Coaching Plan.

Ad Hoc Objectives

These objectives are designed to track the completion of activities that are not recorded within Salesforce. Ad Hoc Objectives, therefore, comprise of a checklist of items that a users can check off once they have been completed. These activities may be around On-Boarding, Corporate Social Responsibility and Sustainability initiatives.

Summary Component

Users can quickly and easily establish how they are progressing towards their objectives with their Coaching Plans through the summary component. Users can see details of each objective including the actual vs target, percentage attainment and description. Users can check off and complete Ad Hoc objectives once they have been completed, and see the overall percentage completion of the Coaching Plan. Users can also switch between Coaching Plans and see the previously-completed and forthcoming plans that are scheduled to start.

New! Classic Performance Centre

The Performance Centre that was previously only available in Lightning Experience is now available in Salesforce Classic. The Performance Centre provides SuMo Players and Observers access to all summary components including the Scoreboard, Leaderboard, Behaviours, Trophy Cabinet and Behaviour Progress. In addition to these components, the Classic version of the Performance Centre will also display the Coaching Plans summary component for users who have been assigned one or more Coaching Plans.

Fixed Population of Levels for Members

Previously, when a collective was created by cloning an existing collective and subsequently added to the Competition Assistant, the level field on the member records was not initially being populated.

Fixed Opportunity Insight Popover

An issue was identified and subsequently fixed with how the popover was displayed when hovering over Opportunities in the list within Opportunity Insight.

Fixed Security Fixes

There have been a number of security fixes included in this release, that address areas including Cross-site Scripting (XSS), CRUD permissions and library versions.

Housekeeping Tasks

Certain object fields have been added and amended in this release, as well as an update to all SLDS CSS rules to use BEM notation.

Version 3.3 (7.12.12 base app release) | 29th June 2018

Fixed Opportunity Insight: Behaviours by User chart

Having upgraded the charting library, an issue was found and subsequently fixed that was causing the usernames displayed on the X-axis to disappear when resizing the window, leaving only the far left username and the far right username visible.

Fixed Scheduled Base Behaviour CRON Expression

An issue has been fixed where the Scheduler field "Repeat every", that is available for Daily and Monthly frequencies, was not being displayed correctly

Fixed Display of SVG icons in Edge and IE11 Browsers

There was an intermittent issue where SVG icons weren't displayed correctly; however, the images would display correctly following a refresh of the page.

Fixed Performance Stream action button

The Performance Stream's animated action button was no longer circular due to changes in the styling that was being used.

Fixed Insight Chart Colours

The colour coding of the data in the Behaviours by User chart wasn't working as expected, meaning that segments would be incorrectly coloured grey.

Fixed Async Request records

An issue has been fixed where, following a failed Async Request, subsequent Async Requests of the same type with the same parameters would fail to run.

Version 3.3 (7.12.9 base app release) | 1st June 2018

New! Verified for Salesforce Summer '18

This release is verified to support Salesforce's Summer '18 platform release. It is, therefore, recommended that customers upgrade to this release to ensure they do not experience any problems when using the SuMo application after Summer '18 has been deployed.

Version 3.3 (7.12.3 base app release) | 16th March 2018

Fixed Debug information

A scenario was identified that could lead to debugging mode being inadvertently enabled by users, which has now been resolved in this release

Version 3.3 (7.12 base app release) | 2nd March 2018

New! Lightning Application Configuration

The Application Configuration page has been re-designed using the Lightning Design System and as a result, all SuMo administrative pages are now styled for Lightning. As part of this re-design, the Trigger-enabled object selection user interface has been re-implemented as a lookup and now filters out objects that do not support triggers or are not compatible with SuMo. The Trigger Deployment Tool has also been re-designed for Lightning and now has an improved look and feel.

New! Lightning Reward Notification Opt-Out

From the Performance Stream, users are now able to access a new 'Preferences' option - that contains the Reward Notification Opt-Out setting. Reward Notifications are enabled by default for all users, however when the opt-out is enabled by a user, they will no longer receive Toast Notifications when they earn a Reward in SuMo when running in Lightning Experience.

New! Pacing Chart accessible in Salesforce1

When viewing the Performance Centre in the Salesforce1 app, users will now be able to access the Pacing Chart which previously was only available on PC/Mac. Tapping on the expand icon in the top-right corner of any Behaviour Progress card will reveal the Pacing Chart and information on the viewing users progress towards completing the selected Behaviour.

New! Base Behaviours Status

On the Base Behaviour view page there is a new Status component that displays key summary information relating to state of each Base Behaviour, such as how many collectives it is currently running in and scheduled to run in, whether it is a desirable or undesirable Behaviour and if Multiple Rewards is enabled. A Collectives list is also displayed under the Status component that provides a list of all the Collectives the Base Behaviour is being used in, categorised by the state of the collective, i.e. Running or Scheduled.

New! Field Selector Enhancements

When specifying fields in Points, Behaviour or Nudge Criteria, the Field Selector now has a search feature that allows users to easily find the field required for their criteria. Due to the previous introduction of parent-child relationship support in the Field Selector, the Recipient option has now been removed from the Field Selector which means that users no longer need to click on the object name in order to return the list of fields - these will now be displayed immediately when opening the Field Selector.

New! Scheduled Behaviour Query Validation

When Scheduled Behaviours are created or edited, the query statement that is either manually entered (Metric) or dynamically generated (all other objects) will be validated when saving the Scheduled Behaviour. If errors are detected during the validation process, a message will be returned to the user and they will have the option to correct these changes. This validation process will reduce the likelihood of failures occurring when executing the queries on Scheduled Behaviours and therefore Rewards not being correctly generated.

New! Customisable Permissions

A new facility has been provided that allows users to customise the permissions that are associated to each of the 4 different SuMo User Types. Users are now able to associate multiple permission sets to each SuMo User Type and assign these permission sets on-mass to all those users with that SuMo User Type. The introduction of this facility means that permissions are far more flexible and users can fully customise the permissions of each the SuMo user.

New! Ability to add Influencer to Collectives

SuMo Influencers can now be added into Competitions and Experience Groups in this release. SuMo Influencers can, therefore, trigger rewards for other Participants in collectives, and Influencers will also see the Behaviour and Reward inline components on record pages in Classic and Lighting Experience.

Improved Predict UI Enhancements

The underlying Prediction Score that is driving the Prediction outcome i.e. Poor, Fair, Good or Excellent is now being displayed within the Prediction component. Exposing the Prediction Score allows viewers to better understand whether an Opportunity is just on the border of a higher or lower prediction - therefore providing more accurate insight. In addition, the sorting on the Behaviours table has also been improved and the Behaviour (Attainment) KPI card has been enhanced to better support Multi-Stage and Undesirable Behaviours. This KPI card is also now displayed when "All" sales stages are selected and displays the percentage attainment for all the behaviours to the current stage of the opportunity.

Improved Predict Algorithm Enhancements

The Predict algorithm has been improved and enhanced to cover a broader range of configurations and implementation scenarios. Stages containing only undesirable behaviours and stages containing only multi-stage behaviours now have a less significant and smoother impact on the prediction. In addition, opportunities that remain in a single sales stage for long periods of time have their impact limited at zero. Taken together, the overall impact of these enhancements is that the predictions now change more gradually and are less likely to exhibit extreme scores or swings.

Improved Persisted Prediction Enhancements

The Persisted Prediction snapshot now captures the Prediction Score along with additional Opportunity field data (Amount, Opportunity Owner and Close Date). This additional information can be used for reporting purposes to look at how an opportunity has changed over time. The Prediction Score is also displayed in the Opportunity List as part of the Persisted Prediction snapshot information, the Score value is now displayed instead of the Prediction short text (i.e. P, F, G, E).

Improved Predict Opportunity Analysis

The routine which analyses all past won opportunities to determine appropriate decay onset and decay rates has been enhanced. The algorithm now leverages an outlier calculation to factor out extreme results. It is now also possible to only include data from a set date in the past, this feature is useful for organisations that have changed their sales process and want to limit the opportunities being analysed to only those created since the sales process was last changed.

Improved Inline Behaviour components Enhancements

The inline Behaviour nudge components that can be added onto object record pages, will now display Behaviours for some objects other than the object record that is being viewed. This enhancement is limited to the display of Opportunity Product and Opportunity Team Member Behaviours on Opportunity records, Case Comment Behaviours on Case records and Campaign Member Behaviours on Campaign records.

Improved Inline Rewards components Enhancements

The inline Rewards component that can be added onto object pages, will now display Rewards that have been earned on child-object records, e.g. when viewing an Account record, Rewards that have been earned on an Opportunity record that is related to the Account will now be displayed in the Rewards component on the Account record. In addition, all Rewards that have earned on an object record will be displayed, regardless of the user. Previously, only the Rewards for the viewing user would only be displayed in the Rewards component.

Improved Base Behaviour Options Filtering

When creating or editing Base Behaviours users will no longer have access to options or functions that are not supported. Based on the type of Base Behaviour, i.e. One-off or Scheduled, the Base Behaviour UI will filter out those options or functions that cannot be used in conjunction with the Base Behaviour type selected, thus preventing invalid or unsupported Base Behaviour configurations from being used.

Improved Lightning Leaderboard Updates

The Lightning Leaderboard component has been enhanced so that it's content will be dynamically updated when members records in Competition are changed. This means that when users within a Competition trigger Rewards or other users trigger Rewards on their behalf, the Points and Rank changes in the Competition will be reflected in the Leaderboard component without the user having to refresh the page.

Improved Lightning My Rewards Updates

The Rewards table that is accessed via the Trophy Cabinet has additional filter options in this release, and improvements have been made to ensure that all Reward records are displayed and support for no Badge Types has been added.

Improved Asynchronous Processing Optimisation

The overall performance of Asynchronous processing has been improved and optimised in this release, whilst also ensuring that member Level and Rank calculations are performed correctly, Collective administration tasks are completed successfully and Async Request records are cleaned up and deleted in all scenarios.

Fixed Handling of SuMo Type changes

When SuMo Players are demoted to other user types, e.g. Influencers, we are now ensure that the UI elements and Reward assessment are updated in accordance with this change,

Fixed Manual Rewarding Permissions

Additional permissions have been added to the Manual Rewarding permission set that will ensure users can access the UI and generate Manual Rewards for users in the specified collective.

Fixed Scheduled Behaviour Query Generation

The Scheduled Behaviour query generation has been fixed to support scenarios where no Behaviour Criteria is specified, and when the Scheduled Behaviour is based on the User object.

Fixed Base Behaviour Fixes

Fixes to the Base Behaviour UI include ensuring that a message is displayed when field validation is triggered, Behaviour Criteria picklist values are loaded correctly and Date/Calendar Function button is rendered correctly, and the default option for the Value field is set to 'Medium'.

Fixed Colour Picker Fixes

An issues was identified where null background colours could not reliably be set in the colour picker, and pasting in Hex Values would also not be saved correctly.

Version 3.3 (7.0.7 base app release) | 14th February 2018

New! New NVM Logo

The app now includes the new NewVoiceMedia branding.

Fixed Debug Information

Debugging was incorrectly enabled in the previous release, this needs to be disabled by default to prevent errors from being displayed in customers' orgs.

Version 3.1 (7.0.5 base app release) | 5th February 2018

New! Verified for Salesforce Spring '18

This release is verified to support Salesforce's Spring '18 platform release. It is, therefore, recommended that customers upgrade to this release to ensure they do not experience any problems when using the SuMo application after Spring '18 has been deployed.

Fixed Spring '18 IE11 Issue

In Spring '18 only, a UI issue was resolved on the Administration page that prevented it from displaying correctly in Internet Explorer 11.

Fixed Spring '18 Permission Set

In Spring '18 only, the Motivate Designer (Supplementary) permission set was not being installed as part of the package installation.

Fixed Spring '18 Package Uninstalls

In Spring '18 only, the package uninstallation was failing as a result of additional permissions being granted in the Motivate Designer (Supplementary) permission set. Customers will now need to manually delete this permission set after uninstallations. See Post-Uninstall Steps for further information.

Fixed Async Requests

An issue was identified where a Competition's async requests were not always deleted correctly.

Fixed Competitions subtab - In Salesforce Classic, the "View Details" option for a Competition was not displaying correctly. 

Version 3.1 (7.0.3 base app release) | 11th January 2018

Fixed  Rewarding

A rewarding issue was found, which has now been fixed.

Version 3.0 (7.0.3 base app release) | 11th January 2017

Fixed Reward generation

An issue was identified which, in certain circumstances, resulted in Reward records not being generated correctly. This issue has now been fixed.

Version 3.0 (7.0.2 base app release) | 19th December 2017

Fixed Permissions Change

Object permissions in the Player and Observer permission sets were required to be changed in order to successfully install or upgrade the package when these permission sets were used with certain License types.

Version 3.0 (7.0 base app release) | 1st December 2017

New! Lightning Motivate App

A new Lightning version of the Motivate app is now provided in v3, which is accessible to Motivation Designers who are running in Lightning Experience. The new Lightning Motivate app provides Motivation Designers access to all of the administration pages, such as the Competition Assistant, Base Behaviours, Graphics and the Administration page.

New! Lightning Experience Player UI

An all-new Player UI is provided in this release of Motivate for users who are running in Lightning Experience. The new Lightning Motivate Player UI comprises of a number of Lightning components that are re-usable and context aware, meaning that they can be placed on any Lightning page - whether it be a Home page, App page or Record Page. The new Lightning components consist of the Scoreboard (which includes the 'Switcher' that enabled users to switch between Competitions and Experience Groups), Leaderboard, Trophy Cabinet (which includes recently earned Rewards and a link to all Rewards), Behaviours (see Lightning Record Page Components below) and Behaviour Progress (monitor the progress through available, in-progress Aggregate Behaviours).

New! Lightning Performance Centre

The Performance Centre page is the central hub for Motivate Players running in Lightning Experience. It can be made accessible from any Lightning app and it provides access to all of the new Lightning components that are included in this v3 release of Motivate. From this page Motivate Players are able to view their performance data on a collective basis; therefore, the data that is displayed in each component is scoped based on the Competition or Experience Group that has been selected. The Performance Centre page, therefore, provides Motivate Players with the most complete overview of their performance, and the components themselves will update in real time when Rewards are earned for the viewing player.

New! Lightning Performance Stream

The Utility Bar that is available in Lightning Experience can be configured to use the new Performance Stream component that is provided in this release. The Performance Stream component has been specifically designed for use in the Lightning Utility Bar and, as such, it can be configured for display within any Lightning app, such as the Sales and Service apps. The Performance Stream enables Motivate Players to quickly retrieve key information relating to their performance within Competitions and Experience Groups. Using the Actions that are provided, players can view information Snippets in the stream that are displayed in a timeline. Rewards that are earned in real time will also enter the stream and be displayed in the timeline. As the Utility Bar is persisted, the Performance Stream will always be available to players and, therefore, users can access their performance information wherever they are in an app.

New! Lightning Toast Notifications

When Rewards are earned by Motivate Players in Lightning Experience, they will now be notified of the Reward via Toast Notifications. Toast Notifications are displayed in the same format as standard Salesforce Toast Notifications and, therefore, will appear seamlessly in Lightning Experience alongside other notifications.

New! Lightning Record Page Components

The Behaviour and Trophy Cabinet components are context aware, meaning that they can be placed on supported Object Record Pages. When the Behaviour component is displayed on Record Pages, Nudges will be displayed that will advertise specific Behaviours that are available to Motivate Players based on the record that is currently being viewed. Each Behaviour Nudge that is displayed will include information around how that Behaviour can be completed and, if it is an Aggregate Behaviour, progress information will also be displayed. Similarly, when the Trophy Cabinet is displayed on Record pages, Rewards will be displayed that have been earned on the record that is currently being viewed, grouped by Badge Type.

New! Lightning Behaviour Pacing

Pacing can now be configured for Aggregate Behaviours for Motivate Players who are running in Lightning Experience. When pacing is set on Aggregate Behaviours, Motivate Players are able to visualise the pacing path that they should follow in order to hit the target set on the Aggregate Behaviour. KPI information is also displayed alongside the pacing chart, relating to how far ahead or behind they currently are, as well as Actual vs Target and Completion deadline information. The pace, therefore, serves as a mechanism to help players achieve or exceed their targets, on or ahead of time. When configuring Pacing on Aggregate Behaviours, Motivate Designers can choose from a number of different Pacing Types, each of which have a unique pacing path and cadence. Motivate Designers can, therefore, use the most appropriate Pacing Type based on the nature of the Aggregate Behaviour.

New! Salesforce1 UI

The new Lightning Motivate Player UI components are now available in the Salesforce1 app. Customers can, therefore, configure the Performance Centre page, or any other page, to use the new components so that they are accessible in Salesforce1. Motivate Players in both Classic and Lightning Experience can take advantage of the new Salesforce1 UI, and the components support both mobile and tablet devices.

New! Intelligent Nudging

Behaviours can now be configured with Nudge Critieria that specifies the condition when the Behaviour is to be displayed in Behaviour Nudges, both in Salesforce Classic and Lightning Experience. The Intelligent Nudging functionality provides Motivate Designers with the facility to tailor where Behaviours are displayed as Nudges on Object Record Pages. As an example, Nudge Criteria can be configured on Opportunity based Behaviours to only show for Opportunities that are in a specific Sales Stage. This means that customers can align their Behaviour Nudges to Winning Way Steps that are used in Opportunity Insight, so that Motivate Players will only see the targetted Behaviours that should be completed for the specific Sales Stage of an Opportunity.

New! Manual Rewarding

Customers now have the ability to designate Motivate users the permission to give other users Rewards via the new Manual Rewarding UI. Manual Rewarding allows Motivate users, such as Competition Managers, to give thanks to users within Competitions or Experience Groups for activities that they have completed outside of the Behaviours that are being tracked in a competition. Using the Manual Rewarding UI, managers can simply select the user they wish to award, select a Badge, enter a message if required and assign a number of Points that will be added to the user's total for the competition. The Manual Rewarding feature is a simple yet powerful tool that enables users to recognise the achievements and hard work of other users in a Competition or Experience Group, via the giving of Motivate Badges and Points.

New! External Events Support

A new External Events object is provided in this release of Motivate, that enables customers to generate Rewards for Motivate Players for activities that they have completed in external systems outside of the Salesforce. The External Events object includes the ability for Rewards to be generated based on the date and time that the associated activity was completed in the external system. This means that Rewards can be generated with pre-dated completion date/time stamps for reporting purposes, thus ensuring that Rewards are maintained in a chronological order for Motivate Players.

Improved Transparent Badge Backgrounds

Previously when a Badge was created without a background colour, the image within the Badge did not occupy the full area that was available within the tile, which in turn made the Badge look smaller in comparison to those that had a background colour set. However, when a Badge is created without a background colour the image will fill the full area of the tile and thus be comparable to other Badges that use background colours.

Improved Time Limit Configuration Settings

The '24-Hour' Business Hours option in the Time Limit Configuration settings has been removed, because it is no longer relevant as the '00:00' option provides the same functionality. Customers who were previously using this option will be automatically migrated to the '00:00' settings when upgrading to this release and the 'Business Week End' value will be incremented in order to maintain a 24-Hour business period.

Improved Automated Setup

The Automated Setup routine has been re-architected in this release and now makes use of Salesforce's new Metadata API for the deployment of metadata when configuring Motivate. In the future it is therefore expected that it will be easier to update certain aspects of Motivate using the Automated Setup, instead of the customer having to perform manual post-install steps.

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