v1.37.0.1DM (January 9th, 2024)
- Abraham Lloyd
This documentation captures the customer-facing release notes for the v1.37.0.1 release of Cuneiform® for CRM: Field and Data Management. Please review this – and the release-specific known issues for additional details on release features.
applies to | cuneiform for crm FIELD AND DATA MANAGEMENT
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Release Summary
Feature Release: Profiling Insights and Superset / Subset Record Filtering
This represents our twelfth public release available on the Salesforce AppExchange. In this release, we've introduced a new paradigm for profiling: Supersets and Subsets.
Introducing Supersets and Subsets
Since its inception, Cuneiform for CRM has required that customers profile all records in a Salesforce Object. With this our v1.37.0.1 release, customers can now profile a segment or section of records – and compare those profiling results to a subset of records.
Please note that Superset profiling is a BETA feature that may change in the future. We appreciate any feedback that you may have – and don’t hesitate to contact us if you require support.
As an example, a super-set can be defined as all Opportunities with a Close Date in 2024, and a sub-set can be defined as all Opportunities with a Close Date in 2024 that have a Stage of Closed Lost.
As part of this feature we’ve replaced our Filtered Records / All Records tabs with Superset / Subset tabs in our Profiling Summary, Field Results, and Field Value Results record detail pages.
Please note that the order of these tabs has been changed (Superset / All Records results are now displayed before Subset / Filtered Records results). All existing profiling summary, field, and field value results will be accessible via these tabs.
