The following updates were made as part of this release (9/19/2022):
- Introduced Action Plan as a new Squivr Playbook component - see these articles to learn more about incorporating in your Playbook implementation
- New object, Plan Summary, introduced as part of the Playbook offering to support enhanced functionality & reporting capabilities
- New Milestone Template configuration options:
- The Milestone Template End Date can now be set relative to the Start Date (ie, if the Start Date Field value is Created Date you can set the End Date value to be 6 months after the Created Date)
- Recurring Milestone Template support
- Updated the Account and Opportunity Lightning pages within the Squivr App
- Playbook is now supported out of the box and without additional configuration on the Account object
- Tracked Milestone has been relabeled to Objective
- Updated the backend logic that updates Completed Milestone count on Objective and Plan Summary to leverage platform events
Additional Support Documentation
Action Plan
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