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Release Notes on Data Residency for Salesforce

Three-model package releases

In this section you can find information about the recent releases of the InCountry Data Residency package supporting the redaction, restriction and replication data regulation models.

Release 2.7.0

Release date: April 10, 2024

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added support for filters in list views. Now you can specify the default list view in the "Filter" field when opening the Object tab.
  • Added support for email templates in the InCountry Chatter email composer. Now you can compose emails and use your pre-configured email templates.

Improvements in this release

The current release includes the following improvements:

  • Improved the user interface across various InCountry components.

  • Other minor stability and operation improvements.


Release 2.6.0

Release date: March 01, 2024

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced the file preview functionality, enabling users to preview files and attachments stored on the InCountry platform.

Improvements in this release

The current release includes the following improvements:

  • Improved the user interface across various InCountry components.

  • Introduced a new Apex SDK method enabling the deletion of the Record History records stored on the InCountry platform. Now, as a developer, you can efficiently manage the record history by removing unnecessary entries, enhancing control over data maintenance within the InCountry platform.

  • Improved the Email Message detail page with enhanced support for additional UI components, ensuring closer alignment with the native Salesforce interface.

  • Implemented support for non-regulated fields history tracking, expanding the capabilities of the InCountry record history tracking component to include tracking for both regulated and non-regulated fields.

  • Other minor stability and operation improvements.


Release 2.5.0

Release date: Feb 02, 2024

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Introduced the upsert operation in the InCountry record import feature, providing users with greater control over data management. Now you have the flexibility to choose the type of import operation needed and define criteria specifically for the upsert operation.

  • Introduced the InCountry statistics tool featuring OAuth authorization support, enhancing administrators' capabilities to monitor records stored on the InCountry platform. Administrator can now seamlessly check statistics using the OAuth authorization flow mechanism, aligning with the established approach within the package.

Improvements in this release

The current release includes the following improvements:

  • Improved performance by incorporating lazy loading support for the Related List Single View All page. This update ensures a smoother user experience by loading content only as needed.

  • Improved the user interface for various InCountry components.

  • Improved the capabilities of InCountry reports by introducing support for non-regulated objects as primary entities. Users can now build reports with non-regulated objects as the primary focus, seamlessly pulling data from regulated objects through lookup relationships.

  • Added support for InCountry frontend validation rules in the UI API. This means that records created or updated through the InCountry UI API can now undergo frontend validations, displaying relevant error messages associated with validation rules.

  • Other minor stability and operation improvements.


Release 2.4.0

Release date: Dec 22, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced a web components library compatible with Lightning Web Security (LWS). Now you can use these components in development to support your data residency requirements.

Improvements in this release

The current release includes the following improvements:

  • Enhanced user experience when working with Files & Attachments. Now you can upload files from your local machine, and those files will be automatically synchronized with the InCountry platform.

  • Added support for Predefined Values in Quick Actions. Now InCountry components, such as Email, can pre-populate fields based on your setup.

  • Enhanced user experience when working with emails and activities. Now when an email is sent from a Case record, it is also reflected on the related contact or person account record as part of the Activity History related list.

  • Improved JS API. When you create a record via JS API, the history record is also created.

  • Improved APEX SDK and added support for relationship fields in SOQL queries. Now you can query records using parent record criteria.

  • Improved the user interface for various InCountry components.

  • Other minor stability and operation improvements.


Release 2.3.0

Release date: Dec 01, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced support for the Salesforce Recycle Bin. InCountry's record deletion and undeletion operations now align with Salesforce's recycle bin behavior.

Improvements in this release

The current release includes the following improvements:

  • Enhanced contact merge experience. When merging duplicate contacts, notes and attachments are now easily transferred from the sub-record to the main record.

  • Improved the user interface for various InCountry components.

  • Enhanced policy configuration experience for objects by introducing logical operators. Now you can configure regulation policies using logical operators such as OR.

  • Other minor stability and operation improvements.


Release 2.1.0

Release date: Oct 27, 2023

Supported models: redaction / restriction / replication

Improvements in this release

The current release includes the following improvements:

  • Added support for the Record History link in the InCountry Related List Quick Links component, so you can now conveniently track your record's history directly from the quick links.

  • Added support for attachments in inbound emails, so now you can receive files as attachments for regulated email messages. These files will be automatically regulated.

  • Improved the user interface for various InCountry components.

  • Improved the data loss prevention mechanism for user interface use cases. Now, if there is an issue with connectivity, we keep the record create/update window open and save the inserted data in the form.

  • Improved Record History configuration, as well as styles and design. Now Record History is configurable as part of the InCountry Related List Single component and not as a stand-alone InCountry Record History component.

  • Other minor stability and operation improvements.


Release 1.16.0

Release date: Sept 29, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced support for the Email Message component. Now you can configure the Email Message record layout and use the component to work with regulated PII data.

Improvements in this release

The current release includes the following improvements:

  • Improved Aura LWC usability.

  • Added support for the Person Account object in the InCountry Record History component. Now you can track a record history for the Person Account object.

  • Improved the user interface for various InCountry components.

  • Added support for the Email Message object in the InCountry Related List Single component. Now you can configure a related list for email messages.

  • Added support for the Open Activities and Activity History objects in the InCountry Related List Single component. Now you can configure related lists for these objects.

  • Improved the InCountry frontend validation functionality.

  • Improved performance of the report export functionality.


Release 1.15.0

Release date: Sept 01, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Introduced support for the cascading removal of email messages when deleting a parent case.

  • Added support for the number field in the formula hashing function. Now you can redact numeric values in regulated Salesforce records.

  • Added support for the standard Salesforce duplicate reports. Now you can identify potential record duplicates when using InCountry reports.

  • Added support for the Notes object. Now you can regulate and view this object in the InCountry Related List Single and Related Quick Links components.

Improvements in this release

The current release includes the following improvements:

  • Improved the functionality of InCountry reports and refined the user experience when working with reports, as follows:

    • Added support for the summarization of number fields of the integer type.

    • Improved duplicate record management.

    • Added the capability to perform record aggregation in one regulated country.

    • Improved the overall reporting experience and user interface.

  • Improved the user interface for various InCountry components.

  • Improved the functionality of frontend validations.

    • Added support for lookup fields.
  • Other minor stability and operation improvements.


Release 1.14.0

Release date: July 28, 2023

Supported models: redaction / restriction / replication

Improvements in this release

The current release includes the following improvements:

  • Improved the user interface for various InCountry components.

    • Improved data input experience for the fields in the InCountry components. Now lengthy text snippets are trimmed, like in native Salesforce components.

    • Improved the experience of creating protected fields by introducing a toggle to define if the field must be searchable or not.

    • Added the View All button and View All list view for the Opportunity Products related list.

    • Aligned the title of the record creation dialog box with the record type selected.

    • Aligned the order of record types on the create record dialog screen. Now the default record type of the user’s profile is the first one in the list.

    • Made the title of the InCountry Related List Single Component clickable that opens up the View All list view.

  • Added support for the Accept button for cases and leads for the Custom Queue Based list views.

  • Added support for the dynamic page update for the calculated fields in the Totals section. Now, when a Quote Line item is updated the totals of the Quote record are updated accordingly.

  • Improved InCountry development tools.

    • Improved the JavaScript API toolset so it now works without the Aura component. Added the capability to import the JavaScript API into your LWC component without the Aura layer.
  • Improved the reporting functionality and user experience when building reports.

    • Added a capability to select folders in the Create Report and Save Report dialog boxes.
  • Other minor stability and operation improvements.


Release 1.13.0

Release date: June 30, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Introduced the functionality to re-tokenize data in Salesforce to preserve the consistency of redacted values after switching redaction methods.

  • Added support for contact roles for the Opportunity object.

  • Added support for the drag-and-drop sorting of the list with opportunity products.

Improvements in this release

The current release includes the following improvements:

  • Improved calculation of opportunity amount. For opportunities with products, the amount is the sum of the related products.

  • Improved user experience for validation rules triggered through Path Assistant. Now error messages are fetched from settings of validation rules instead of the prior display of generic messages.

  • Improved user experience for building and running reports. Added a setting that regulates the number of attempts to fetch the next batch of records once the current batch of records has been filtered according with access control lists applied to a Salesforce user.

  • Improved the InCountry search panel. Now you can use non-regulated fields and view their values.

  • Added support for the automatic refresh of record lists outputted with the InCountry Related List Single component when data is changed in Path Assistant.

  • Addedd support for the Path Assistant component for the Quote object. Now you can manage statuses of quotes through Path Assistant.

  • Improved calculation of Quote Total Price, Subtotal, Grand Total and Discount. For quotes with quote line items, fields are calculated from line items data.


Release 1.12.0

Release date: June 2, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added support for the approval process. Now, you can submit a request for approval and approve regulated records.

  • Added support for the Quote and Quote Line Item objects. Now, you can regulate these standard Salesforce objects and save their sensitive data to the InCountry platform.

  • Enhanced the JavaScript API by introducing wire adapters and functions. Now, you can work with data stored on the InCountry platform more efficiently and use less code.

  • Added support for a formula hashing of the URL type fields.

Improvements in this release

The current release includes the following improvements:

  • Implemented various security improvements to enforce the package and meet the best security practices from Salesforce.

  • Improved the InCountry Record History component. This component renders information related to the record history and attachments.

  • Added the capability to aggregate data in reports for the integer type fields (numbers) by using operators such as SUM, MIN, MAX, and AVG.

  • Improved the user experience when configuring the Path Assistant component. Now, you don't have to insert the Path API name manually but select the Path name from the picklist.

  • Other minor stability and operation improvements.


Release 1.11.0

Release date: April 28, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added a capability to merge duplicate records into a single record.

  • Added the onboarding checklist with initial steps to quickly and efficiently set up the InCountry Data Residency for Salesforce package.

Improvements in this release

The current release includes the following improvements:

  • Improved the Path Assistant component.

    • Path Assistant has become a separate component with its own settings and was extracted from the Highlights Panel component.

    • Added support for multiple closing stages of the Case object (Closed, Finished and so on).

  • Improved the user experience when using the Campaign Member management functionality.

    • Added the Choose a Campaign modal screen when clicking the Add to Campaign button on the Campaign History related list.

    • Added the New Campaign Member modal screen when clicking the Next button on the Choose a Campaign screen.

  • Improved the user experience when using email attachments.

    • Added a capability to attach regulated and non-regulated files to emails.

    • Added a capability to insert images into emails and their further saving to the InCountry platform.

  • Improved the delete method in the Apex SDK.

    • Introduced a new method to delete multiple records in the Apex SDK.

Release 1.10.0

Release date: March 31, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added support for the Email-to-Case functionality.

    • linking contacts to the Case object.

    • adding regulated policies for the Email Message object.

    • creating regulated records for outbound emails.

  • Added support for the InCountry Record Duplicates component.

  • Improved user experience when configuring the package on the Settings page.

Improvements in this release

The current release includes the following improvements:

  • Made the hashing mechanism publicly available in JavaScript API.

  • Improved the duplicate check mechanism by allowing to save a record if duplicated records are found.

  • Added support and synchronization proccess for the CaseComment object as well as adapted the InCountry Related List component to display the CaseComment’s records on the Case detail page.

  • Improved user experience in list views for the Task object by deactivating the Select Fields to Display button when adding fields to a standard list view.

  • Other minor stability and operation improvements.


Release 1.9.0

Release date: February 24, 2023

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced a new package configuration experience.

Improvements in this release

The current release includes the following improvements:

  • Added support for more field types and filter operators for reports.

  • Improved APEX SDK by exposing the redactField method.

  • Added the skeleton loading (instead of progress bars) for the InCountry components to improve user experience.

  • Improved user experience for the frontend validations.

  • Renamed the InCountry components for better configuration experience.

  • Other minor stability and operation improvements.


Release 1.8.0

Release date: February 1, 2023

Supported models: redaction / restriction / replication

Improvements in this release

The current release of InCountry Data Residency for Salesforce includes the following improvements:

  • Added support for regulated fields and PII data in the Add to Campaign LWC component.

  • Added support for PII data in the Add Contacts/Leads to Campaign modal component.

  • Improved the user experience when using the Add to Campaign LWC component by adding the Next button.

  • Added support for the Campaign Members related list that includes a donut chart showing the number of campaign members with each campaign member status.

  • Added support for the Campaign Members related list that includes vertical and horizontal diagrams showing the number of campaign members with each campaign member status.

  • Enhanced the security level of deterministic tokenization.

  • Improved the user experience when using the InCountry Related List Single component by making the Child's Object's Field Set API Name field optional (or read-only).

  • Improved the performance of rendering the InCountry Highlights Panel (former InCountry Record Header container component) when using buttons.

  • Improved report load time by optimizing internal methods.

  • Added the logic to prevent synchronization of validation rules with unsupported fields and formula functions.

  • Added support for the report folder management functionality.

  • Other minor stability and operation improvements.


Release 1.7.0

Release date: December 23, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added support for the logical conditions in policy configuration.

  • Introduced a new user interface for package configuration.

Improvements in this release

The current release includes the following improvements:

  • Added support for the relationship fields in policy configuration for JS API.

  • Added support for the Owner.ID filter for data in list views.

  • Implemented the Notes and Attachments synchronization method in JS API.

  • Added support for the multi-select picklists in dependent picklists for the Path Assistant component.

  • Optimized naming convention and representation of the InCountry Lightning web components.

  • Improved the representation of the related list component.

  • Other minor stability and operation improvements.


Release 1.6.9

Release date: November 30, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added support for the Person Account object and common use cases such as account creation, lead conversion and list viewing.

  • Improved the user experience when using the Related List Single component for the current and parent records.

  • Introduced frontend validations.

Improvements in this release

The current release includes the following improvements:

  • Added support for the View All link in the related lists.

  • Added support for the Path Assistant component.

  • Added the ability to configure the batch size for report export which improves performance.

  • Added support for a duplicate check during the lead conversion.

  • Added the Add to Campaign button on the record list view for the Lead, Contact, and Person Account objects.


Release 1.6.8

Release date: October 28, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced the Controlled by Parent parameter to enable the inheritance of policy configuration from the parent object.

Improvements in this release

The current release includes the following improvements:

  • Added the ability to create the New Contact button on the Account record and custom buttons in the detail and list view for various objects.

  • Added support for dependent picklists and validation rules in the Path Assistant component.

  • Added support for the Related List Quick Links component.

  • Added support for the list view sharing functionality.

  • Other minor stability and operation improvements.


Release 1.6.7

Release date: September 23, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added Chinese translation for custom labels.

  • Added support for rendering checkbox fields in the list view.

  • Improved support for the EQUAL {EMPTY} / NOT EQUAL TO {EMPTY} operators in reports against regulated fields (keyN and range_keyN).

  • Added support for the EQUALS and NOT EQUALS TO operators for single and multi-select picklists in report filters.

  • Added support for the Mailing Address fields as regulated fields in reports.

  • Added export of reports to CSV and Excel.

  • Optimized operation of the Lead Convert component.

  • Updated the file upload error message.

  • Improved the user experience when using the “Change Status” button.

  • Renamed the Change Status button to Change Picklist Values.

  • Added supports for the dynamic range of keyN and range_keyN fields.

  • Added Tooling API for HTTP requests in the Path Assistant component.

  • Introduced the tool to execute resident functions after converting a lead.

Improvements in this release

The current release includes minor stability and operation improvements for buttons, record management, and reports.


Release 1.6.6

Release date: September 9, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Improved the opening of records in a new window or tab in Experience Cloud.

  • Added support for the EQUAL {EMPTY} / NOT EQUAL TO {EMPTY} operators in reports for regulated fields (keyN and range_keyN).

  • Added support for rendering checkbox fields in reports.

Improvements in this release

The current release includes minor stability and operation improvements.


Release 1.6.5

Release date: September 2, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added Chinese translation for custom labels.

  • Added filtration of records by the record type name in reports and list views.

  • Added the GREATER THAN operator for filtration of records by regulated fields with date/time values.

  • Added support for relative filters in list views for non-regulated fields with date and date/time values.

  • Added support for storing date values in the range_keyN fields in the UNIX timestamp format.

  • Added support for filtration of records in reports by multiple values from the single- and multi-select picklists treated as non-regulated fields.

  • Added support for roll-up summary fields and filtration by these fields in reports.

  • Added support for filtration by constituent parts of the compound Address field in reports.

  • Added the filter logic by regulated and non-regulated fields in reports.

  • Added the Refresh button in reports to generate updated views of report.

  • Increased Salesforce timeout to fix synchronization issues.

  • Integrated new related lists wire adapters. Related lists are now fully automated.

Improvements in this release

The current release includes minor stability and operation improvements.


Release 1.6.4

Release date: July 31, 2022

Supported models: redaction / restriction / replication

Improvements in this release

The current release includes the following improvements:

  • Introduced support of Quick Actions on the record detail page’s header:

    • Added support and ability to create record actions in the detail view.

    • Added the Aura custom quick actions in the detail view.

  • Introduced support for some of the InCountry Lightning web components and features for Experience Cloud:

    • Support for the Notes & Attachments Component for the key objects.

    • Support for the InCountry Related List Single component.

    • Support for the InCountry Search component.

    • Support for the Lead Convert component.

  • Added support for the queues ownership filtering in the list view.


Release 1.6.3

Release date: July 1, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added support for formula fields that process regulated data on the client side (in the browser) using JavaScript in the list view.

  • Added support for the core Salesforce objects (Opportunity Product, Product and Price Book).

Improvements in this release

The current release includes the following improvements:

  • Improved the record search experience by adding the Advanced search panel.

  • Addressed the issue with the incorrectly working lead convert functionality. Now, you cannot convert a lead to a regulated record if the user does not have access to it.

  • Addressed the issue with the error occurrence when adding a filter against the checkbox type field in reports.

  • Addressed the issue with the list view filter not working when adding the Amount field on the Opportunity object.

  • Changed the data write flow for compliance purposes.


Release 1.6.2

Release date: June 10, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Introduced policy configuration and support for the Person Account object and its related features such as:

    • InCountry reports display both person and business accounts.

    • Person and business accounts can be synchronized from the Settings page.

    • Person and business accounts can be configured simultaneously.

    • Simultaneous export of person and business accounts.

    • The headers of person and business accounts are set according to their configuration.

    • Support for the Global search feature.

    • Support for the detail view and the list view.

    • Support for the related list component.

    • Person account is supported in the Apex SDK.

    • Ability to create/edit/delete the person account records.

Improvements in this release

The current release includes the following improvements:

  • Implemented logging to debug the batch synchronization errors.

  • Addressed the issue with the absence of the delete button in the detail view of a non-regulated record.


Release 1.6.1

Release date: May 18, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Added support for the Email message component in the package supporting the redaction, restriction, and replication data regulation models.

Improvements in this release

The current release includes the following improvements:

  • Improved the performance of the InCountry Search component by restricting the minimum number of characters that can be entered in the search box: 3 for alphabetical characters and 1 for hieroglyphs.

  • Improved the user experience when logging into Experience Cloud as a Partner Community User. Now, the country where the user’s login is performed can be identified by querying LoginHistory SOQL.

  • Addressed the issue with duplication rules preventing users from creating/updating a record via the InCountry component.

  • Addressed the issue with inaccessible converted leads presented on a list view. Now, leads are loaded properly.


Release 1.6.0

Release date: April 15, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following feature:

  • Implemented a fast fuzzy matching algorithm when performing a search by using the Find in InCountry tab. Now, you can search multiple objects (records) by typing only one word.

Improvements in this release

The current release includes the following improvements:

  • Addressed the issue with the failing download of CSV/XLS files when one of the PII fields has no value.

  • Addressed the issue with an error occurred when searching for the record by the Salesforce object, key and value on the Find in InCountry tab.

  • Improved the user experience when working with the list view filter. Addressed the issue with the List view filter not working when sorting records on the standard Objects tab by creation date and then switching to Objects in the InCountry menu.

  • Addressed the issue with an error occurred when the user tries to change owner in the Contact object.

  • Addressed the issue with duplicate fields (Status, Date, Subject) in the Activity panel when clicking the Collapse all button.


Release 1.5.1

Release date: April 8, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added the ability to download and view files through the Find In InCountry tab.

  • Added the ability to create a copy of the report with a different name using the “Save as” button.

  • Added the capability to add new columns and reorder columns and groups on the report layout with drag-n-drop.

Improvements in this release

The current release includes the following improvements:

  • Addressed the issue with the inability to create a new record in the dialog window by clicking the New button on the related list with standard and custom objects.

  • Addressed the issue with displaying parent record fields as redacted instead of clear-text values in reports.

  • Addressed the issue with custom reports incorrectly showing redacted values instead of clear-text values when the policy is configured and the Person Account feature is activated. Now, users can see the PII values if they have access to them.

  • Addressed the issue with incorrectly sorted records on the Contact object in the list view.

  • Addressed the issue resulting in the creation of a new opportunity with the wrong record type.

  • Improved the user experience when working with the list view filter. Addressed the issue with the list view filter not opening the operator drop-down list.

  • Renamed the reports tab to InCountry Reports (legacy) and InCountry Reports.

  • Adjusted the apex__InCountryListUIController_getListUi method to work correctly with the list view component for all objects.

  • Adapted InCountry functionality and components for Lightning Web Security. Enablement of Lightning Web Security begins with the Salesforce Spring '22 release.


Release 1.5.0

Release date: March 25, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added JavaScript API for LWC and Aura components to give the ability to communicate with InCountry Rest API by current settings through your components.

  • Added a new selector to fetch all the fields of a Salesforce object from a database. This selector provides better performance by supporting JavaScript API.

  • Added support for the Lead Convert component that can not operate in the mixed model setups.

Improvements in this release

The current release includes the following improvements:

  • Improved the record lookup on the Find in InCountry tab. Now, you can search for all records that are stored in countries subject to the redaction, restriction, or replication policies.

  • Addressed the issue with the error occurred when the InCountrySettings.getUserCountryISO code is delivered incorrectly.

  • Addressed the issue with the inability to load records for a user from a non-configured country.

  • Addressed the issue with the failing download of a CSV report after 4 attempts while the pre-defined number of attempts in Salesforce was set as 10.

  • Improved the record lookup by one character for Chinese setups. Previously, the record lookup supported queries containing three or more characters.

  • Resolved the issue with showing error messages when an encryption key is not reset in the InCountry Endpoints section due to an empty certificate name.

  • Addressed the issue with the inability to change the status on the list with opportunities.

  • Added security improvements into export of CSV/XLS files.

  • Addressed the issue with the error occurred when exporting a report. The issue was resolved by adding the ID column.

  • Addressed the issue with the uniqueHash function unavailable for selection during the configuration of the First Name field of the contact Salesforce object on the Settings page.

  • Addressed the issue with the error occurred when creating a new record without filling the country field or migrating a record from the InCountry platform to Salesforce.

  • Addressed the issue with the missing edit icon for compound fields on the layout.

  • Removed a case-sensitive input when adding a column to a report through the search bar. The filtering and grouping by it must not be case-sensitive.

  • Addressed the issue with with the occurrence of the Fields list is empty error when creating a new case record and clicking the record details.

  • Addressed the issue with the inactive pin button next to the name of on the list with leads, accounts, contacts, opportunities, and cases occurred when reloading the page or selecting another list and returning to the pinned list.

  • Addressed the issue with the find by name option available for the account object in global search. The find by name option must be available only for the objects with compound name fields (such as contact/lead).

  • Addressed the issue with the incorrectly positioned spinners appeared when loading the record details page.

  • Addressed the issue with the incorrect display of long text snippets in the subject field (Activity panel).

  • Addressed the issue with the CountryFieldValue__c field not visible in UI (Object Relationship layout).


Release 1.4.0

Release date: March 4, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Created a generic Apex webservice that accepts Salesforce objects in the native Salesforce REST API format. The new webservice handles both regulated and non-regulated records.

  • Added a capability to drag columns to the report layout in InCountry Report Builder.

  • Introduced the Files component for the replication model. Now, you can upload files and link them to regulated records.

Improvements in this release

The current release includes the following improvements:

  • Improved the InCountry reports component to work in Experience Cloud the same way the standard component works. This improvement affected the redacted model only.

  • Improved the performance of reports by creating a new reporting framework based on InCountry metadata that is stored in custom objects.

  • Addressed the issue resulting in the duplicated creation of the object-level settings when clicking Save more than one time.

  • Addressed the issue with not displaying the values of the created_at and updated_at fields due to some missing returnKeys fields when you search for the record by record fields on the Find in InCountry tab.

  • Added the following improvements to the report functionality:

    • User and technical documentation for the new reporting framework.

    • Implemented the first level grouping, filtering and sorting.

    • Introduced authorized access to reports.

    • Implemented integration with InCountry PoP and Salesforce database.

    • Implemented the Report Builder UI & Backend.

    • Reviewed the TestTrail scenarios with QA.

  • Addressed the issue with not displaying the report data when scrolling the report down and up a few times.

  • Added security improvements into the history report functionality. Removed unauthorized access to object's records through the malformed request.

  • Addressed the issue with the wrong header attribute in the InCountry Endpoints component on the settings page.


Release 1.3.1

Release date: February 18, 2022

Supported models: redaction / restriction / replication

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added a capability to convert the regulated Lead record to the non-regulated record of the Opportunity or Account object type. Now, you don’t need to configure data regulation policies for the Account and Opportunity objects to have the Lead Conversion functionality working. If you have only the Lead and Contact objects configured, during the Lead conversion process the PII data will be written to the InCountry platform for the Contact object, Account and Opportunities will be storing all the data in Salesforce, even if some PII data were copied from the Lead.

  • Added the ability to configure a Salesforce object once synchronization is complete. The user does not need to click the Done button on the completed synchronization job to be able to configure the same Salesforce object.

  • Added the InCountryListViewImportController controller and other Apex classes into the InCountry User Permission Set.

  • Added support for the Activity Panel component and the Related Tasks functionality in the package supporting the redaction, restriction, and replication data regulation models.

Improvements in this release

The current release includes the following improvements:

  • Resolved the issue with displaying hashed field values from the Person Account object instead of clear-text values by adding support for protected fields of the Person Account object in custom reports.

  • Improved the search bar functionality by adding the ability to search using the FULL NAME query. Previously, when searching only the FIRST NAME and LAST NAME values were available.

  • Added security improvements into the certificate names and links on the Remote Site Settings page and InCountry Endpoints page.

  • Improvements for the lookup component. Adjusted the operation of lookup to the Account object to find Person accounts.

  • Addressed the issue with the list view component displaying records for randomly selected list view when having two list views with the same API Name.

  • Improved the attachment handling to correctly display the attached files.

  • Addressed the issue with custom reports incorrectly showing redacted values instead of the PII values when policy is configured and the Person Account feature is activated. Now, users can see the PII values if they have access to them.

  • Improved the rendering of records when importing from XLS/CSV.

  • Addressed the issue with regulated Leads incorrectly shown as redacted in a report for the user from the same country. The solution was to add the logic for correct checking of API name of the address fields on the Lead object.

  • Addressed the issue with the occurrence of the Apex heap size too large error when synchronizing around 300,000 records. The solution was to add the new ENABLE_DETAILED_SYNC_LOGGING flag that should be considered when the user runs the synchronization from the Settings page.

  • Addressed the issue with handling a request containing all record fields instead of the fields that configured at the record policy level when you search for the record by record id on the Find in InCountry tab.

  • Addressed the issue with an error output when creating a new field on any object (Account, Contact, Lead, Opportunity) and adding it as a protected PII field.

  • Addressed the issue with protected PII fields added to the list view filter without the related key value (key1-key20) and added the ability to add non-protected PII fields to the list view filter and filter records by them.

  • Resolved the issue with the Case record saved without filling in the required fields.

  • Addressed the issue with filling the subject field on the activity objects after Call (Activity) is selected in a drop-down list and any custom value is entered in the Subject field.

  • Renamed the app from Replication Demo to InСountry Replication.


Release 1.2.4

Release date: January 21, 2022

Supported models: redaction / restriction

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Introduced an acknowledgement pop-up to avoid overwriting of values with their hashes.

  • Added the ability to add more fields as indexed keys so the customers can use search more efficiently and added the function to change the key values in safe synchronization mode on the InCountry platform.

Improvements in this release

The current release includes the following improvements:

  • Addressed the issue with the component error occurred when changing the modal owner of the Lead object.

  • Addressed the issue with incorrect filling the Hash Function values of Boolean fields which caused the error to appear when synchronizing the records of the Cases and Orders objects.

  • Addressed the issue resulting in the ability to select not only a Boolean default but any key for the Boolean data type in Settings, which caused an error to appear when saving the record.

  • Addressed the issue with the error occurred when the inCountryPathAssistant component loads in Lightning App Builder.

  • Addressed the issue with the refreshing on the Related and Details tabs of the Contact object.

  • Removed the lightning-picklist usage from all components, so they can be loaded.

  • Improved the handling of the ReportManager.runReport() method for different languages.

  • Improved the report export and the visual look of the encrypted fields in the report.

  • Improved the import tool by adding the ability to import a large number of records.

  • Addressed the issue with relationship fields not presented in reports when exporting to CSV or XLS.


Release 1.2.3

Release date: December 17, 2021

Supported models: redaction / restriction

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added the ability to create a record from the lookup field. Now, you can quickly create new records across multiple objects, like Contacts, Accounts, and Opportunities using the “New…” button next to the search field.

  • Added support for compound fields in standard report types. Compound fields group together multiple elements of primitive data types, such as numbers or strings, to represent complex data types.

Improvements in this release

The current release includes the following improvements:

  • Improved the visual look of the icons and labels in AppBuilder.

  • Improved the user experience on the Settings page. Increased the table width for better data readability as well as optimized operation of the country picklist.

  • Addressed the issue with the inability to change the role of "Assigned To" to other roles when creating new tasks.

  • Visual updates of custom buttons added to the layout in the list view. Addressed the issue causing an error message when opening a list view for a Salesforce object after adding a custom button to the page layout.

  • Improved the user experience when working with the list view filter. Addressed the issue with the List view filter not closing after clicking the cross icon.

  • Added security improvements into the export CSV functionality.


Release 1.2.2

Release date: November 19, 2021

Supported models: redaction / restriction

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Added the search bar to the list view of the Name menu to easily find the required list view.

  • Case numbers located on the related lists are now clickable to open the record’s detail view.

  • Added the ability to edit items in the Related List of Activities block.

Improvements in this release

The current release includes the following improvements:

  • Updated logic for processing the Quick Actions component on the List View buttons. Now there is no need to have the Global Action with the specific Record Type defined per Salesforce object to show the New button in the list view.

  • Records are now created properly and the record_key values are not duplicated during synchronization.

  • Improved the report export and sorting in the list view.

  • Visual updates of the task detail page to show the single instance of the Change owner button.

  • Adjusted the padding size for the Activate component on the layout.

  • Improved the View Display Data component within the list with opportunities.

  • Improved the visual look of the icons near the column name in the list view.

  • Unified the format of rendering report data.

  • Improved record sorting by the Created Date field.

  • Improvements in report mapping of the column names and their values when importing in the list view.

  • Improved the migration component that changed the field value "Country field" to "ru" when creating an invoice.

  • Added security improvements into the History Report component.

  • Improved the report rendering when exporting to CSV.

  • Changed the input component that showed incorrect data type in the Time field when synchronizing records.

  • Other minor stability and operation improvements.


Release 1.2.1

Release date: November 08, 2021

Supported models: redaction / restriction

New features in this release

The current release of InCountry Data Residency for Salesforce includes the following features:

  • Support for custom labels to enable localization to different languages. Russian and Chinese translation files can be requested from the InCountry team.

  • Support for the Queue owned records option when filtering cases in the list view.

  • More options (Customer Portal User and Queue) when changing an owner for Case and Lead records.

Improvements in this release

The current release includes the following improvements:

  • Addressed an issue with the disappearance of all activities after a page reload for account records opened in the detail view.

  • Improved the InCountry Search component that did not display the found records matching the user-defined search criteria.

  • Addressed the issue with the Export button not initiating the report export procedure when clicking the Custom Reports tab.

  • Addressed the issue with incorrectly working record sorting by Created Date caused by server-side issues.

  • Addressed the issue causing an error message when opening a list view for a Salesforce object after adding a custom button to the page layout.

  • Addressed the issue with the incomplete report export and inconsistent record order in reports when exporting to CSV.

  • Other minor stability and operation improvements.


Release 1.2

Release date: October 19, 2021

Supported models: redaction / restriction

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

Improvements in this release

The current release includes the following improvements:

  • Showing the Edit and Delete actions in the context menu for related items.

  • Help tooltips for hashing operations when configuring data regulation policies.

  • Improved the visual look of the Related Items block.

  • Support for the button to create new records in the Related Items block.


Release 1.1

Release date: September 10, 2021

Supported models: redaction / restriction

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

Improvements in this release

The current release includes the following improvements:

  • Display of error messages when a new folder is not created in the Reports section.

  • Operational improvements in moving reports between different folders.

  • Reports are no longer displayed on the reports list after their removal.

  • Other minor stability and operation improvements.


Legacy package releases

In this section you can find information about the recent releases of the InCountry Data Residency package supporting the replication data regulation model.

Release 1.5.9

Release date: Jan 13, 2023

Supported models: replication

Improvements in this release

The current release includes the following improvements:

  • Improved performance of record synchronization by sending multiple records in one callout as opposed to one record per one callout.

  • Implemented Apex interface that allows execution of client's code right before DML update in a post-commit transaction to modify records as needed.


Release 1.5.8

Release date: Nov 18, 2022

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

  • Implemented logging to debug the batch synchronization errors.

  • Introduced the new mechanism to perform post-commit requests and update records with clear-text values from the InCountry platform.

Improvements in this release

The current release includes the following improvements:

  • Addressed the issue with the saving of a duplicate record with the enabled duplicate rule.

  • Resolved the issue with showing an error message on the Poller component when an endpoint is not configured.

  • Addressed the issue with the batch delete operation.


Release 1.5.7

Release date: May 13, 2022

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

  • Introduced the storage usage metrics to track information about the number records in breakdown by Salesforce objects.

  • Introduced the tool to synchronize attachments for a particular Salesforce object.

Improvements in this release

The current release includes the following improvements:

  • Improved the record synchronization experience by introducing the ability to add SOQL criteria that define what records should be synchronized.

  • Addressed the issue with an error occurring when sending emails to users. The generateSingleEmailMessage method of the EmailMessageWrapper class has been modified.

  • Improved the error handling experience for the failed synchronization while creating/updating a record due to conflicting duplication rules. Now, a duplication rule alert is displayed.

  • Addressed the batch synchronization issue by introducing a custom setting that allows users to define the timeout period for up to 120 seconds.

  • Addressed the issue with a Salesforce system error occurring when deleting non-regulated records.


Release 1.5.6

Release date: March 11, 2022

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

  • Introduced the new mechanism to cover the failed post-commits by adding the synchronization error notification.

Improvements in this release

The current release includes the following improvements:

  • Addressed the issue with the key_range error occurred when performing the synchronization for the InCountry.WriteRequest class in Apex SDK. The issue was resolved by replacing the JSON.deserializeStrict method with the JSON.deserialize method.

  • Adjusted the handleBeforeInsert method to fix the State field that was always set to true even when the record was not synchronized.

  • Renamed the app from Replication Demo to InСountry Replication.

  • Addressed the issue resulting in the duplicated creation of the object-level settings when clicking Save more than one time.

  • Addressed the issue with the inability to save the First Name field. The replace function worked incorrectly if the first part of the string has "+". The issue was resolved by changing the value hashing logic.


Release 1.5.5

Release date: February 4, 2022

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

  • Introduced the retry mechanism to cover the failed post-commits by adding the manual retry synchronization button to the Poller component.

  • Designed a solution to automatically retry the failed post-commits upon the occurrence of the UNABLE_TO_LOCK_ROW error. The user can define the number of synchronization attempts in the package settings available at Custom Metadata Types -> InCountryValue -> POST_COMMIT_ATTEMPTS_NUMBER.

  • Added the ability to preview and download the files stored on the InCountry platform when you search for the record and the related attachment on the Find in InCountry tab.

Improvements in this release

The current release includes the following improvements:

  • Addressed the issue with the occurrence of the "Apex heap size too large" error when synchronizing around 300 000 records. The solution was to add the new ENABLE_DETAILED_SYNC_LOGGING flag that should be considered when the user runs the synchronization from the Settings page.

  • Addressed the issue with the inability to change the value of the hash function for protected fields when editing a data regulation policy.

  • Addressed the issue with the Apex Jobs error occurred when performing the update/insert operation.

  • Resolved the issue with the inability to delete a data regulation policy at the object level until all record-level data regulation policies are deleted. The delete icon was hidden for the object-level policy while the record-level policies have more priority.

  • Improved the Export Audit Report tool by adding the ability to export more than 50 000 regulated data records.

  • Improved the data regulation policy functionality by disabling the Add Policy and Add Field buttons on the Settings page to prevent the user from making any changes to the data regulation policy until the synchronization job has finished.

  • Addressed the issue with the inability to select the value for the fixed hash function on the Settings page.

  • Resolved the issue with fetching the country from the parent object when creating a task. The Select Parent picklist was adjusted by excluding inappropriate values to avoid this issue.

  • Addressed the issue with keeping the Email message records on the InCountry platform once they are deleted in Salesforce. Now, the Email message records are deleted from the InCountry platform when you delete them in Salesforce.

  • Removed the delete button and the confirmation pop up for standard endpoints on the Settings page since the delete button should be available for the updated endpoints only.

  • Improved the user experience when synchronizing the records as well as optimized operation of email notifications.


Release 1.5.4

Release date: January 14, 2022

Supported models: replication

Improvements in this release

The current release includes the following improvements:

  • Added security improvements into the InCountry Email Message component.

  • Addressed the issue with an attachment not shown in the email message. Added functionality to the Email Message component that saves and attaches files when a user clicks the Send button.

  • Addressed the issue with keeping case comments on the InCountry platform once the comments are deleted in Salesforce. Added the ability to delete comments from the InCountry platform.

  • Improved performance of the remove method in the Apex SDK and increased performance when deleting multiple records.

  • Added security improvements into the hashing function used at the pre-commit stage. Added the ability to generate random hash values for different data types.

  • Addressed the issue with the record auto refresh by improving the Poller component stability.


Release 1.5.3

Release date: December 23, 2021

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following feature:

Support for the Lead Convert component

Introduced the Lead Convert component for the replication data regulation model and adjusted its user experience to simulate the native Salesforce component behavior.

Improvements in this release

The current release includes the following improvements:

  • Improved the batch record synchronization when using OAuth2

Corrected operation of the batch record synchronization that was switched to the OAuth2 request authorization flow. The package was terminating the batch synchronization jobs because of missing certificates for batch operations while they were no longer needed for its operation in the replication model.

  • Incorrect record synchronization upon record update

Resolved the issue with the sequential synchronization of updated records between Salesforce and the InCountry platform after changing the field containing the country attribution information. The existing mechanism was adjusted to check the prior record’s country and the new record’s country attribution. If they differ, the synchronization processes all regulated fields of the record, if they remain the same, the package processes only the modified field values.

  • Improvements for the Email component

Adjusted the operation of the Email component to correctly send emails to accounts, leads, and users when using the record identifier in the To field. The problem was that the Account, Lead, and User objects do not have the Related To field which the Email component depends on. For the details on proper configuration of the Email component, please check our documentation.

  • Improper synchronization of records with the same values

Adjusted the synchronization of updated records when applying the same values to the same fields. In the former implementation, only the first record from the set was correctly synchronized between Salesforce and the InCountry platform while other records contained hashed values.

  • Display of registered countries while registering data regulation policies

Adjusted the package behavior to pull the current list of registered endpoints and show only registered countries instead of showing all the countries while adding new data regulation policies for Salesforce objects.


Release 1.5.2

Release date: December 10, 2021

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following feature:

Improvements in this release

The current release includes the following improvement:

  • Improved the user experience on the Settings page

Release 1.5.1

Release date: November 12, 2021

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

Improvements in this release

The current release includes the following improvement:

  • Improved the pre-commit logic on the record update

Release 1.5

Release date: October 15, 2021

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

Improvements in this release

The current release includes the following improvements:

  • Disabling the automatic creation of InCountry triggers for Salesforce objects with protected fields.

  • Improvement in the execution of data communication requests after the inactivity period in Salesforce.

  • Improvement in the hashing of protected fields when its execution was interrupted because of the field-level security. For the workaround, please check our FAQ article.


Release 1.4

Release date: September 1, 2021

Supported models: replication

New features in this release

The current release of the InCountry Data Residency for Salesforce includes the following features:

Improvements in this release

The current release includes the following improvement:

  • Correction of the package behavior for users with External Identity license allowing them to create new records.