• Ask Chat GPT - Use the new 'Ask Chat GPT' action to have Chat GPT answer prompts with input from selected records. The answers are then stored in the records for further use.
  For example, let Chat GPT assign departments to contacts based on the contacts' job title, so you can tailor communication to different target groups. The possibilities are endless! Read more here.
  Have a look at these videos for some ideas on how you can use this to improve your workflows in Salesforce:
  Assign departments to contacts
  Assign cases to departments

• DAP Job - Applying a DAP Job to records listed in a saved report has been improved.

• Assign Ownership - Open activities could not be transferred along to the new owner for a number of objects.
• Assign Ownership - The Assign Ownership action did not work when used as a macro in a job of flow.
• Find & Replace - The “Street" field can be used again in the Find & Replace action.

• Start Action in Flow - In a Flow, run a DAP Action (preconfigured in a Macro) on one or more records gathered earlier in the Flow. Read more here.
• Start Action from Apex Class - Start a DAP Action from an Apex Class. The actions are provided as Macros for easy configuration. Read more here.

• DAP Job - Apply a DAP Job to records listed in a saved report. The job is applied to records in a RecordID column of the report, so these can also be records related to the report object (e.g. a list of Parent Accounts in an Account report).
  When selecting records for a DAP Job, users can choose from the saved reports they have access to. Read more here.
• DAP Job - When configuring a DAP Job filter, use the Preview Record Selection feature to verify which records will be processed by the job.
• General - DAP is optimized for the Salesforce Summer '23 release.

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapApexApiV1
dapFlowApiJobOnRecordsV1
dapFlowApiSingleRecordV1
dapFlowApiV1
dapPreviewRecordsController
dapReportIntegration

• Run Apex Class Action - Run an Apex Class as an action. Select an Apex Class from the Action Launcher, apply it to a job, create a macro for it, etc. Read more here.

• Exclude fields from editing - In the Mass Update and Find & Replace actions, limit the fields that are available for updating. This way users cannot update certain fields in bulk, but can still edit these fields on single records. Note that the excluded fields can still be set for updating in the Macros of these actions.
• Action Assignment - Determine whether an action is available for a certain object, per user or profile.
• DAP Job - Optimized filter logic.

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapApexClassInfoService, dapCustomApexActionInputV1, dapCustomApexActionOutputV1, dapInterfaceCustomApexActionV1, dapJarvisClient, dapJarvisHttpMock, dapLicenseApiKeyStore, dapPlautiSecretStore, dapRunApexClassAction, dapRunApexClassController, plautiLicenseClient, plautiSobjectLookupService

Assign Ownership - The Assign Ownership action sometimes assigned records via an incorrect split when license and process limits were reached.

DAP Job - Scheduled jobs could fail if zero records were selected.

Find & Replace - Replacing a field value by using a field variable did not work if the variable returned no value.

Mass Update - In some cases it was possible to insert a field variable into a restricted picklist.

• Run A Flow - Use the new 'Run A Flow' action to execute your flows as a DAP action.
  - Apply a flow to multiple records in one go.
  - Let you end users run the flow, dependent on their action assignment settings, instead of needing an administrator.
  - Monitor flow data in the Audit Log.
  - Run a flow in DC job results, for example to extend the options for master record rules.

•  Scheduled Jobs - Run a scheduled job once, independent of its schedule, with the ‘Run Once Now’ option.
• Create Task - Set a due date that is relative to the date of creation of the tasks, such as a week later or a specific number of days later. Relative due dates are useful in Scheduled Jobs or Macros.

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapHelperPicklist
dapRunFlowAction
dapRunFlowController
dapSfFlowService
dapSfRepository

• Assign Ownership - The Assign Ownership action sometimes assigned records via even split when a percentual split was set.
• Mass Update - Picklists that are dependent on each other could not be updated, even though the dependency criteria were met.

• DC or RV results in DAP - Apply a DAP action to the results of a Duplicate Check or Record Validation Job. Select DC or RV Job results in a DAP action, or open the DAP Action Launcher in DC Job results.
• Feedback Platform - We’d like to hear from you! Share your ideas for improvements for DAP on the Plauti Feedback Platform.

If you are not using the DAP permission set, add the following classes to the applicable profiles:

dapAppIntegrationService
dapDupcheckIntegration
dapDCservice
dapFlowApi_v2
dapGeneralAppIntegration_v1
dapHelper
dapIntegrationInterface
dapJobIntegrationData_v1
dapRecordvalIntegration
dapRVservice
plautiFieldVariableParser

• DAP Actions - Date fields can now be used as a field variable.
• Mass Convert - When converting Leads with the Mass Convert action, values of mapped custom fields were not always carried over.
• User Assignment - When assigning users to an action in DAP Setup, sometimes not all available users were shown.

• DAP Access - Assign access to DAP Actions on a user level. User access is complementary to profile access.

• Mass Convert - In Orgs with Person Accounts, you can now create Macros either for converting to Account & Contacts or to Person Accounts.
• Create Tasks - Either create tasks for every selected user, or divide the created tasks between users in round-robin style.
• General - DAP is optimized for the Salesforce Winter '23 release.

• Mass Convert - Please remove any existing Macros for Mass Convert and recreate them. Macros configured for Person Accounts would also convert records with the Company Name field filled to Account+Contact, and vice versa.
• Audit Log - Please check your Audit Log settings. In some cases the Audit Log sub-settings, 'Store Action/Record Audit Logs', were disabled while they should’ve been enabled.
• Create Task - In some cases, selecting a group caused the action to fail.
• Action Launcher - In some cases, non-System Admin users could not use the Action Launcher.
• DAP Create Tasks - Tasks cannot be assigned to inactive users anymore.

• DAP Job - Schedule a preconfigured DAP Job to run at a set frequency and time. Read more...
• DAP Find & Replace - Use the Find & Replace action to find records with a certain (full or partial) value in a field, and replace with a given value or field variable in bulk. Regular expressions can be used to find records. Grant access to this new action in the Action Library.
• DAP Actions - Use variables to add field values of the object and related objects in actions such as Mass Update and Find & Replace.

• DAP Actions - Define a Macro based on an existing action, to execute recurring tasks without having to configure a new action each time. Read more
• DAP Create Tasks - Assign tasks to the Object Owner, the logged-in user (the user that mass creates the tasks), or to specified users.
• DAP Job - Filter jobs so that only Leads or Contacts that are part of a certain Campaign are selected.
• Select List Search - Search for any part of a field value in Select Lists.

• DAP Audit Log - Choose to activate only the Action Audit Log, the Record Audit Log, or both.
• DAP Assign Ownership - The action summary now shows more detailed information.

• If you are not using the DAP permission set, add the following classes to the applicable profiles:
  plauti.dapMacroAction, plauti.dapMacroController, plauti.dapMacroService, plauti.dapMacroActionDefinition, plauti.dapMacroDefinitionRepository

• DAP Mass Update - The Mass Update action did not show any fields for Tasks.