Salesforce Partner Community Changelog

Salesforce Partner Community Date: 11.03.2025

Improvement

[IT-4041] - sfpc: improved the Billing on Behalf activation process

The updates include: 

• When activating the Billing on Behalf option, you now need to enter the start date.
• You can review subscription prices before finalizing the Billing on Behalf setup.
• UI/ UX improvements for a more intuitive experience. 

Note: The option is available for US Partners only. 

Updated documentation: Customer Billing via Salesforce Partner Community on Behalf of a Partner

Salesforce Partner Community Date: 06.03.2025

Improvement

[IT-3004] - sfpc: updated the logic in case of HWaaS cancellation during Change Order process, so that HWaaS cancellation case is created before the order is confirmed 

Updated documentation: Submit a Case via Salesforce Partner Community

Salesforce Partner Community Date: 03.03.2025

Improvements

[IT-147] - sfpc: added possibility for Partners and Resellers to manage their PBX in Salesforce Partner Community

Note: 

• Partner / Reseller can have only 1 Demo PBX.
• Added possibility to initiate Fast Change Order for Partner and Reseller accounts, to add/ remove extra services. The standard set of licenses cannot be changed.
• Added possibility for Partners / Resellers to create a WMS Network. 

Documentation: Change Order and Fast Change Order Process in SFPC

[IT-3927] - sfpc: added email validation when creating a Customer account in Salesforce Partner Community, to ensure that valid business emails are used

The following email addresses are not allowed: 

• Emails with domains like @gmail.com, @yahoo.com, etc.
• Emails containing such words as "test", "example", or “dummy”.

Salesforce Partner Community Date: 25.02.2025

Improvements

[IT-2548] - sfpc: updated the logic of providing address during order confirmation process

• Now, the Shipping Address is required only for orders that include devices.
• In the address section you need to select the contact the order should be shipped to. When contact is selected, the shipping address is automatically populated from the contact’s details.
• If the contact does not have a saved address, you can add it during Order Confirmation. This address will be stored under the selected contact for future use.

Documentation: Change Order and Fast Change Order Process in SFPC

[IT-3577] - sfpc: added the logic to check if there is a completed W-FE Prerequisite training when raising a Tech Support ticket for UK market

Documentation: Submit a Case via Salesforce Partner Community

[IT-3949] - sfpc: updated the Bonus Pipeline logic so that the responsible Area Manager needs to set the field “Approved by AM”  to “Yes” within 30 days after the Opportunity was created

Documentation: Salesforce Partner Community Guide

Salesforce Partner Community Date: 13.02.2025

Improvement

[IT-2887] - sfpc: added possibility to cancel CLASSOUND DIDs via Change Order process

How-to:

• In change order Quote -> Active Subscriptions section, remove the necessary DIDs and  with the order confirmation.

Documentation: Change Order and Fast Change Order Process in SFPC

Salesforce Partner Community Date: 06.02.2025

Improvement

[IT-3661] - sfpc: simplified the Bonus Pipeline logic, so that it is no longer necessary to move an Opportunity to the “Demo” stage and fill out the Demo Answers Section to participate in the Bonus Pipeline incentive. 

The only requirement now is that the responsible Area Manager sets the field “Approved by AM”  to “Yes” in 30 days after the Opportunity was created.

Documentation: Salesforce Partner Community Guide

Salesforce Partner Community Date: 05.02.2025

New Feature

[IT-177] - sfpc: added possibility to submit RMA CAPEX Cases via Salesforce Partner Community

Documentation: How to open an RMA request for CAPEX, Submit a Case via Salesforce Partner Community.

Salesforce Partner Community Date: 27.01.2025

New Feature

[IT-1465] - sfpc: implemented the following improvements to Accounts in SFPC:

• Added the option to change the PBX DNS name
• Enabled support for Static IP assignment (available only with CDS purchase)
• Added functionality to update the Account name

Updated documentation: Salesforce Partner Community Guide.

Improvement

[IT-2647] - sfpc: implemented validations to prevent manual status changes for Orders and Case, ensuring process consistency and eliminating discrepancies

Salesforce Partner Community Date: 22.01.2025

Improvement

[XBS-4852] - int: improved Opportunity navigation for Salesforce Partner Community integration with x-bees

• Replaced sections with tabs for improved usability
• Updated the interface with new styles for a more intuitive UX

Documentation: Salesforce Opportunity Integration in x-bees.

Salesforce Partner Community Date: 12.12.2024

Improvements

[IT-2856] - sfpc: improved the CDS ordering process on Salesforce Partner Community

• The CDS (10 GB) bundle is now automatically selected by default when generating a Quote for a potential customer
• User can exclude the default bundle if needed by selecting "No extra storage under" Company data storage bundle section

Documentation: Salesforce Partner Community Guide, Company Data Storage Flow.

[IT-3075] - sfpc: added possibility to order new mobile DIDs for Austria, Brazil, Colombia, Estonia, Finland, France, Ireland and the Netherlands via Salesforce Partner Community

The new mobile DIDs can be used:

• For calls, both in Collaboration and x-bees
• For 2-way SMS in x-bees

Documentation: Salesforce Partner Community Guide.

Salesforce Partner Community Date: 06.11.2024

Improvement

[IT-1621] - sfpc: added possibility to order CLASSOUND in Salesforce Partner Community via a dedicated CLASSOUND Ordering tab

Documentation: CLASSOUND Activation Request.

Salesforce Partner Community Date: 09.08.2024

Improvements

[IT-159] - int: moved the PBX Configuration process (PBX Model, Region, Name) and Service Licenses to Order Confirmation, to speed up the process 

During Order Confirmation, you can:

• Validate PBX name
• Create WMS Network
• Add different PBX models
• Enter and validate Master PBX Name and Client PBX Name

[IT-559] - int: added possibility to manage records (create a project, a quote and an order) on behalf of a Reseller

How-to:

1. Create a Project
2. On the Project page, fill out the field "Managed by Reseller" choosing the reseller name

When you create a quote for this project, the chosen Reseller's name automatically appears on the quote.

[IT-869] - int: added the Logistics and Open Master Box fees to the process of Order to Stock 

Documentation: Salesforce Partner Community Guide

[IT-988] - int: updated the logic of converting CAPEX into HWaaS and HWaaS devices transfer 

Documentation: How to convert CAPEX into HWaaS via Salesforce Partner Community, How to transfer HWaaS devices to another Customer via Salesforce Partner Community

Salesforce Partner Community Date: 30.07.2024

Improvements

• Added possibility to specify Preferred Porting Date during the process of ordering CLASSOUND Full Porting 
• Added new address type "Reseller Address" which can be chosen when submitting HWaaS replacement or cancellation cases

• Added possibility to submit HWaaS Upgrade requests via Salesforce Partner Community

• Added possibility to access WMP via Salesforce Partner Community. To log in, click on the WMP button in the top panel. 

Documentation: Salesforce Partner Community Guide, Submit a Case via Salesforce Partner Community.

Salesforce Partner Community Date: 03.05.2024

Improvements

• Added possibility to Request assistance (POC, Pre-Sales, Feature Request) via the Project page
  Documentation: Submit a Case via Wildix Partner Community.
• Made updates to New Fast Pipeline, New Project and Order Confirmation process
  Documentation: Wildix Partner Community Guide.

Salesforce Partner Community Date: 29.01.2024

Improvements

[CRM-1197] - crm: added possibility to manage HWaaS (replace or cancel devices) via SFPC

Documentation: Submit a Case via Salesforce Partner Community.

Wildix Partner Community Date: 16.01.2024

Improvements

• Added display of availability of items in Wildix stock during quote creation and order confirmation
• Added possibility to order CAPEX products to Partner stock, to give possibility to order items anytime and use them with new or existing PBX
  How-to:
  1. Go to the Order tab and click on the Order to Stock button
  2. Select the desired CAPEX products and click Next
  3. To enter the needed quantity of items, hover the mouse next to the necessary item and click on the Edit button (pencil icon)
  4. Enter the necessary number of items, click Next and confirm your order

Documentation: Salesforce Partner Community Guide.