This document describes what has been released in the Younium integration package for Salesforce. Instructions and latest download link is available here: Salesforce integration configuration.
September 2023 (1.538)
Edit tiers on saved opportunity products
Pricing tiers on already saved opportunity products are now editable using the "Edit tiers" button on the line items in the Younium product selector.
Configurable dialog for Creating change order opportunities
There is now a new dialog available that can be added using a new action button on Younium Orders. This is a configurable dialog where it's possible to customise what fields are available for the user when creating the opportunity. Fields are configured in "Customer metadata types" in Salesforce.
In the new dialog the user can select what existing products to bring in to the Change order opportunity.
Fixed bug with currency symbol in Product selector
A bug that always presented the home currency in the product selector independent of the opportunity currency.
TCV calculation for all price periods
The TCV calculation on opportunity products now supports also monthly and quarterly price period configurations.
Download Invoice PDF from Younium
There is a button you can add to page layouts for the Younium Invoices object that downloads the invoice pdf and attaches it to the invoice record in Salesforce.
June 2023 (1.534)
Lock tiers in Product selector
There is now a setting that makes it possible to make the tiers read-only in product selector, this means that the user can only change price, not change quantity levels or add additional tiers. This is a setting on Product with the checkbox: "Tiers locked in Product picker".
Support for Tiered and Volume pricing
The new object Younium Volume/Tiered pricing is fully introduced and supports Tiered and Volume price models on Opportunity products. It is also used in the synch of Subscriptions from Younium to Salesforce.
Mapping of Online payment details
It is now possible to map online payment details (Stripe customer ID and Tokens) from Salesforce to Younium in the account synch.
Show effective start date on Product selector
It is possible to add the Opportuntiy (Order) effective start date to the Product selector. This is done in Custom metadata types with the parameter "Show_EffectiveStartDate".
Fully configurable columns in Product selector
In Custom metadata types: Younium table columns, it is now fully configurable what columns to display in the Younium product selector on Opportunity. This includes the possibility to display any field on opportunity products, including custom fields.
Invocable action to send Opportunity to Younium
The synch of opportunity to Younium is now available as an invocable action in Salesforce, this means that it can be triggered automatically with a flow for example when an opportunity is Closed Won.