Previous Opti-Time for Salesforce Version notes

Release Notes - History

What have we changed in Opti-Time for salesforce?

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Find out here what has happened over time in the Opti-Time for Salesforce : Winter 2021Spring 2020, 4.6, 4.1-4.4, 4.1, 4.0, 3.5, 3.4, 3.3, 3.2, 3.1.2, 3.1.1, 3.1, 3.0.12.8.12.8, 2.72.5.52.5.42.5.32.5.22.5.12.5, 2.4.1, 2.1, 2.0, 1.9, 1.5, 1.4, 1.3.1, 1.3 versions


 

Version : Opti-Time for Salesforce Winter 2021 (v4.16)

Route optimization

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New optimization engine

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Already present in beta mode in the Winter’20 version, the Winter ’21 version offers more power to search and optimize so results are even more robust and pertinent:

  • Average optimization 3.5 times faster
  • For scenarios with high level constraints, this version offers better customers-visited coverage, plus higher scheduling rates 
  • Period constraint handling

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Figure 1: the ‘new engine’ parameter activated in the Optimization tab on the Administration page 

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New constraints handled

In this version, we have added 2 new optimization constraints to yield results that are more specifically adapted to your scenarios.   

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Figure 2: 2 new optimization parameters accessible in an Accounts page

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Optimizable

As a sales executive, you may need to prevent one of your accounts being included in the optimization, and handle it manually. This is now possible, from the Accounts page in the optimization constraints. 

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Manage seasonal peaks and throughs of business activity

Some periods of the year are particularly intense and require you to review your strategy for business visits (Christmas, or the tourist season in summer). A constraint has been added to enable handling of these peak business times. 

You can now, for example, declare to Opti-Time that a point of sales is to be visited twice as often during a peak activity period. Once the defined time period has elapsed, the constraints for your visits return to standard mode.   

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Figure 3: Defining a ‘Christmas sales period’ for the MONCALMSAS account 

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Figure 4: 2 new optimization parameters accessible in an Account page

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To set this up, simply click on the Period button in the Point of Sale information form before defining a peak or trough period of time. Once created, select the target period and adjust the visit parameters (frequency, or duration for example). 

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Permission sets.

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To protect your scheduling data so it isn’t altered accidentally, we have added authorisations so you allow either read or edit actions on optimization constraints visible in the account form.

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Figure 5: Protecting Scheduling constraints in the Account page   

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To activate this, simply go into the Salesforce configuration, search for Permission sets for Opti-Time Standard User (OPTIM APP ONLY)  or Opti-Time Standard Admin (OPTIM APP ADMIN) and then click on Custom Permission sets. In this way, you will be able to activate authorizations to edit selected elements in the Accounts page.  

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Figure 6: Authorisations are attributed from ‘Permission Sets’ in the CRM configuration.

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 Next intelligent timeslots

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Reminder:

This function, when present and accessible in the Opti-Time tab (Summer 2020 and later versions) suggests appointment timeslots automatically that take into account the following constraints:

  • Start and arrival points for the  resource;
  • Start and finish time for the resource’s day:

    • If there are no events already set up in the calendar, the resource’s working start and finish times are always taken into account
    •  If the calendar does contain any meeting/call appointments, the resource’s start and finish times are not taken into account to give extra flexibility
  • The visit duration
  • The visit frequency and minimum spacing between visits. Note that if no specific spacing has been configured in the account, a default minimum

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Can now be used from standard Account and Contact pages

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We have made the Next timeslots function accessible directly in the Accounts page and also (and this is new!) in the Contacts page. The user simply clicks on a button to apply the action.   

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Figure 7: The Schedule appointment button, accessible from any Account page

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The appointment taking interface has been revised and now includes a list, plus the weekly calendar on 5 or 7 days (with an option to exclude the weekend), or on the daily calendar. 

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Figure 8: List and weekly calendar for next available timeslots

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Can be activated via page presentations in Salesforce

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This function needs to be visible to some – but not all - members of your team. We have made it possible to activate this button via the Salesforce page presentation.   

A Salesforce administrator can now integrate this button in the Lightening experience actions part of the target presentation page.   

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Figure 9: activating the Next visit slot in the Lightening experience section of the Contact object presentation page 

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Configuring Next slots

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We have added parameters in the Administration tab to specify the number of slots to display, the rounded slot duration, and the display order.   


Figure 10: parameter block located in the Administration page showing parameters available for display of the next slots   

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Automatically send an invitation to your contact

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Having taken an optimized appointment, why not send a calendar invite to your contact?

If the contact’s email address has been stored, the contact will receive an email with information about the appointment and a .ical file to add this invitation to their agenda. 

For contacts using Gmail and Outlook messaging, you can take this a step further and synchronize the contact’s agenda with yours, to receive confirmations/rejections, for example.   

To do this, simply activate the Use Lightening Sync for calendar invite emails function (cf previous Figure) in the Administration page. 

Figure 11: Email address features in one of the contacts for an account on which you want to plan an appointment

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Figure 12: After an appointment is taken, the contact receives a confirmation email    

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Figure 13: calendar invite email received by the contact, who can in turn accept or refuse   

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A step-by-step help application to guide you to find out more about all new features in Opti-Time

*only available for French-speaking users

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This new version of Opti-Time features an animated tutorial to guide the user step-by-step, so each task can be completed rapidly by anyone using the application. The guide opens when you click on the Opti-Time Guides button at the bottom left of Opti-Time for Salesforce screens (note this button is not visible in standard pages). 

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Figure 14: the button at bottom left of Opti-Time for SalesForce screens provides access to the menu

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In this version there are 16 guides: note that those you can access will depend on the level of license purchased.   

Figure 15: the menu opens to display 16 guides classified by OT4SF tab

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Improvements in Human resources page

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Moving toward a native Salesforce design

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In this version we have revised the design  of this page, bringing it closer in line with the native Salesforce design. Why, you might ask? 

This is to help users operating in a known environment, who are already familiar with Salesforce behaviours and tools. No need to learn how to navigate or to use a new interface!

More precisely, we have added the following:

  • A Salesforce type presentation page, composed of:

    • a ribbon bar;
    • rapid actions.
  • A list button to show additional actions available;
  • Display of the number of elements selected.

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Figure 16: table of human resources

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Additional fields

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As administrators, we have added 5 additional fields in the resources table, so you can identify, sort, select, or edit useful information more rapidly than before when managing your resources and your optimizations.   

We have also added the following fields:

  • Town;
  • Geocoded;
  • Number of hours worked daily;
  • Number of work sessions/days per week;
  • Number of nights away.

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Improved one-off geocoding

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Until now, running geocoding on a single address did not allow you to verify the result found. Now, this action is followed by display of a screen with a map allowing you to identify and check that the address found is the right one.

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Figure 17 : Example of the map display following a one-off geocoding action

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Improvements made to the Events page

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Overview

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Events in Opti-Time for Salesforce allow you to position appointment times or unavailabilities in the agenda that will then be taken into account by the optimization engine.   

In addition, the events allow you to edit or add series of localized appointments and unavailabilities, in bulk if required.  

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Moving toward a native Salesforce design

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In this version we have revised the design  of this page, bringing it closer in line with the native Salesforce design. Why, you might ask? 

This is to help users operating in a known environment, who are already familiar with Salesforce behaviours and tools. No need to learn how to navigate or to use a new interface!

More precisely, we have added the following:

  • A Salesforce type presentation page, composed of:

    • a ribbon bar;
    • rapid actions.
  • A list button to show additional actions available;
  • Display of the number of elements selected.

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Figure 18: Events table with 4 elements selected

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Improved experience of event creation

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We have also improved the experience of creating events, speeding up data input and including messages to help prevent errors. In practice, this means you will find:

  • A group of fields organised thematically;
  • Highlighting of mandatory fields to fill;
  • The Start and finish date and Start and finish time fields now have a default value that corresponds to today’s date and time;
  • We have added explicit error messages to flag up incorrect input.

Figure 19: Events creation screen

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Figure 20: Error explanation message 

Improved events search function

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Finally, we have reviewed the way events are searched, and enriched the search function to include:

  • 2 new criteria: the list of users and users themselves;
  • A group of fields by theme;
  • Highlighting of mandatory fields.

Figure 21: Search interface

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Improved search around

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You can now prioritise a search around action so it only displays the accounts that are strategic ones for you! We have added a parameter to the Administration page so you can select the relevant field to prioritize the object of your choice.

This means you can now, for example, prioritize the revenue field.

Figure 22: Priority parameter for search around action in the Administration tab

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Version : Opti-Time for Salesforce Spring 2020 (v4.7)

Publication date on AppExchange: 2020/04/24

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

 Administration 

It is now possible to create color classes to display legends of different classes on the map: Turnover, frequencies... You can now name your labels and choose the ones to display on the map!

 Administration

You no longer have to be an administrator to validate sectors! Users can now validate their own sectors if they are authorized to do so.

Next slot

To help you respond quicker and plan appointments easier, we have added the "next slot" function. This function is accessible from the Opti-Time tab, and allows you to offer your accounts a time slot that takes into account the frequency, time of the visit, departure and arrival address of the employee and the account, time window available to the customer, as well as other events already integrated into your calendar.

 Administration 

OT Solver is available in beta. This release allows the user to define user profiles, so that you can customize your planning by setting up working time costs and costs for unplanned visits (which can vary from unimportant (cost = 0) to very important (cost x10)).

 Geoscheduling 

Change in cost calculation when the "ignore last visit date and frequency" feature is used: late costs are no longer taken into account

 Geoscheduling 

The columns available in the geoplanning history are customizable (add the number of resources per optimization, the number of unrealized visits, etc.) to quickly find your best optimization!

 Geoscheduling 

Unavailability now appears in the summary of optimizations, so you can get a better understanding of the proposed routes.


Version 4.6

Publication date on AppExchange: 2019/12/11

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Geocoding

Locate well to optimize your tours! It is with this in mind that we have created a new geocoding page that will allow users to perform interactive geocoding with more possibilities to correct errors, such as: the application of correction on the spelling of an address; or the manual repositioning of a point from the map.

Geographic sectorization

The sectorization page is changing with a more ergonomic design, new selection methods and the display of a theoretical sector center.

Geographic sectorization In this version, we are able to provide an indication of the distance of each of your points of sale from their own neighbours. This index can be integrated as a balancing criterion during your sectorization. This improves the calculation of workload.
Report

To optimize well, it is often necessary to understand your data and the associated constraints. An example: if your 100 visits are to be carried out in the morning while your 2 representatives can be mobilized mainly in the afternoon, it is highly probable that a significant number of visits cannot be carried out.

To give you a clear overview of these phenomena, we have produced reports on: the total number of points of sale by opening time slot, the most frequently used visiting frequencies or the number of visits by visiting time category.

                           

Events

A seminar arrives in your resources' agenda? this unavailability will impact the planning of several people in your team. With this version we allow to add this type of unavailability to all the employees concerned.

It is also possible to add all the other types of objects that can already be modified, i. e. appointments, important appointments or even trips.

Geoscheduling

This version will allow you to program your optimizations! ex: one optimization per day, every first Wednesday of the month etc. the possibilities are complete. It will also be possible to automatically validate your schedules on a specific date.

Administration On request and in Beta version, you can discover our new route optimization algorithm

Versions 4.1 to 4.4

Publication date on AppExchange: 2019/06/02

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Salesforce compatibility Compatibility with Salesforce Einstein 

Events Creation of the ‘Cancelled’ status for events, with a manual edit function to invalidate the timeslot for this visit during a later geoscheduling session.

Events

Two new types of events are available: Journeys and Important Appointments (when an appointment is planned while ignoring frequencies and dates of the last visits).

Events

Option to apply bulk changes to event assignment and address.

Geoscheduling Activating the "Ignore last visit date and frequency" option does not update the date of the latest account visit

Resources

Option to define the daily or weekly durations of working times for resources


Version 4.1

Publication date on AppExchange: 2018/11/12

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Salesforce compatibility Compatibility with Salesforce Winter'19 
Geographic sectorization Geographic sectorization service coverage now extends to the following geographic zones:

  • SOUTH AMERICA AND THE CARIBBEAN

  • JAPAN

Administration Providers tab: user configuration of the geographic zone is now an alternative to having just a single zone option for all users, the user list can now be filtered according to country of affiliation.

Administration Results layout tab: new parameter for defining the default tab to display when loading the Opti-Time page
Opti-Time On initialization of the Opti-Time page, the Optimize a route tab is loaded by default
Opti-Time On initialization of the Optimize a route tab, Today’s date for the current user is loaded by default
Opti-Time Opti-Time: improved default display in the map of accounts assigned to the current user, plus improved advanced search
Opti-Time Optimize a route > agenda import: pre-filling by default of Today’s date for the current user
Opti-Time New layout for the upper part of the window: Access to actions and input fields, or searching on a single line
Opti-Time New layout in the user interface: retractable left-hand pane, map on the right
Opti-Time Optimize a route: new function to reset all time windows entered
Opti-Time Optimize a route > Save: pre-filling of the date with the date of the day being edited at the time of saving
Opti-Time Optimize a route > Save: after saving, forced refresh of the pane outside the map
Opti-Time Saving of the context following switching between the Optimize a route tab and the other functions on this page
Opti-Time Optimize a route: the table at the bottom of the page can now be minimized
Opti-Time Optimize a route > Data pane: the hooks on the visiting times displayed have been deleted

Geoscheduling

Geoscheduling according to an organisation of resources by role (by type of resource), via possible filtering on one or several roles:

  • Possibility for an account to be visited by several resources depending on their role
  • Possibility to define different geoscheduling options (visiting frequency, duration, …) depending on the type of resource

    • Utilization of the list of "roles" or "types of resources" (through association with a Salesforce "PickList" type field storing this information)
    • Administration > Optimization parameters: definition of default geoscheduling options by "role" or "types of resources"
    • Accounts: definition of default geoscheduling options by "role" or "types of resources " for each account
  • Optimization: Handling for "roles" or "types of resources" in the definition of the perimeter to optimize
Geoscheduling New option allowing you to ignore the latest visit and the visit frequency when sending an optimization request
Geoscheduling

Optimization results > Map: addition of an eye icon at the top of the list to display or hide all routes

Hide all, or everything over and above a particular threshold for a number of routes to display

Geoscheduling Optimization results > planning: application of conditional colouring to map markers in the cells of a Gantt diagram
Geoscheduling History: access to the list of unplanned visits via the optimization engine
Geoscheduling Optimization: access to unplanned objects during recent geoscheduling events so as to be able to re-run an optimization on these objects
Geoscheduling History: possibility of reoptimizing unplanned elements (all, or by user/day)

 Mobile version (Salesforce mobile app for Android and iOS)

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Version 4.0

Publication date on AppExchange: 2018/06/18

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Salesforce compatibility Compatibility with Salesforce Summer'18 
Geographic sectorization

New geographic sectoring module for market sectorization enabling analysis, automated or assisted sector balancing, reassignment of portfolio clients to sales executives (by updating assignment of individual accounts).

Geographic coverage for the geographic districting service currently available at the version 4.0 release date:

- EUROPE

- NORTH AND CENTRAL AMERICA

Other continents will be covered progressively (Summer 2018)

Geographic sectorization Geographic sectoring simulations can be saved and reloaded to facilitate analysis prior to validation of the sectorization, through reassignment of accounts to individual sales accounts.

Geoscheduling

New presentation of route optimization results via an interface in three modes:

- list view, summarising the main indicators for each route, with details of route stops where needed

- map view, presenting the interactive map of optimized routes

- planning (or scheduling) view, showing routes in a Gantt diagram, with details of route steps if needed

 Mobile version (Salesforce mobile app for Android and iOS)

Map Handling for the route button under iOS, to enable linking to an external route calculation/navigation

Version 3.5

Publication date on AppExchange: 2018/02/13

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Salesforce compatibility Compatibility with Salesforce Spring'18 

Opti-Time Optimize a route: access to Salesforce views to add individual objects to today’s route
Events Integration of the Optim version Events tab in the Tour version
Opti-Time Optimize a route: clock icon coloured when a visit time or a time slot have been fixed
Opti-Time Optimize a route: closed padlock icon coloured when a visit at the start or end of the day is locked

Geoscheduling Option to use Salesforce reports in geoscheduling: utilisation of reports rather than list views to define the perimeter to optimize.
Administration + Geoscheduling > History Optional access to history and optimization summaries by sales forces (users of Salesforce) for partial or total accepting or refusal of geoscheduling results.
Administration Option enabling the addition of Journeys in agendas events (following geoscheduling)
Geoscheduling > Summary Overall acceptance of the optimization: addition of a warning on the creation timescale for events in Salesforce

 Corrections

Geoscheduling Lunch break handling problem
Opti-Time Incorrect display of multi-picklist field values
Opti-Time > Optimise a route Checkbox display problem
Opti-Time > Optimise a route Non-geocoded point handling problem
Opti-Time > Optimise a route Problem using colours on optimization of the route
Opti-Time > Optimise a route Under certain circumstances, problem with display of the add event function in the infobox on the map


Version 3.4

Publication date on AppExchange: 2017/11/28

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Administration > Batch geocoding Task enabling scheduling of serial batch geocoding operations for resources
Geocoding Country handling (country name or 2-character ISO code) during geocoding
Languages New language available in the user interface: Spanish
Languages Updates to the Japanese and Chinese languages in the user interface

Accounts In the Lightening Design version, addition of a custom button to "Optimize a route", available from a view of accounts, short-cut to the Opti-Time tab > Optimize a route

 Corrections

Opti-Time > Optimize a route Opti-Time tab open via custom button: Search type drop-down list malfunction
Opti-Time > Optimize a route In some instances, disappearance of an unplanned visit from the list following a drag-and-drop
Opti-Time > Optimize a route Problem with resource tracking
Opti-Time > Search around Distance limit value automatically resets to 10 following a click on the Search button


Version 3.3

Publication date on AppExchange: 2017/09/22

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Map Update of the Map component: choice of layer to display as the map background
Salesforce compatibility Compatibility with Salesforce Winter'18 

Events Possibility of duplicating events from one week to another
Optimization Optimization engine: modifications made to optimization settings applied by default to improve response to business needs for optimization of commercial routes
Data model Addition to an Account object of a reference field pointing to the associated scheduling option

 Mobile version (Salesforce1 app)

Map Manual repositioning of accounts from an account’s tracking map
Events Access to the events tab from the mobile app (only on a tablet, for example, iPad)

 Corrections

Resources Geocoding does not centre on the point found


Version 3.2

Unpublished version


Version 3.1.2

Publication date on AppExchange: 2017/08/29

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 Corrections

Accounts Saving problem from a mono-day route using the "Link to Opti-Time" button


Version 3.1.1

Publication date on AppExchange: 2017/07/26

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 Corrections

General Incompatibility of Opti-Time Cloud with URLs to access Salesforce containing upper case characters


Version 3.1

Publication date on AppExchange: 2017/06/16

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Geographic coverage

In addition to the Eurasian, American and Indian continents already covered, extension of geographic coverage to the following zones:

  • Oceania

Administration Providers: addition of the geographic zone of Oceania to the list of zones handled
Salesforce compatibility Compatibility with Salesforce Summer'17

Opti-Time Optimize a route > infobox > clock icon: possibility of defining a second customer visit timeslot (with inherited default settings in the administration)

Opti-Time Cloud Handling of Salesforce "Role Hierarchies" for route optimization
Administration Option to choose the hierarchy mode used for resources
Resources Filtering of resources according to hierarchy used
Geoscheduling Filtering of resources according to hierarchy used
Geoscheduling Perimeter definition: addition of a patience display
Administration Parameter to choose a Proprietary account field (Salesforce field or custom field)


Version 3.0.1

Publication date on AppExchange: 2017/04/27

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Opti-Time Cloud Interface in Opti-Time pages 100% Lightning Design: Geoscheduling, Events, Resources, Accounts, Contacts, with the exception of the Administration module

Mobile version (Salesforce1 app) :

Geoscheduling

On a tablet (iPad), access to the Geoscheduling module from Salesforce1


Version 2.8.1

Publication date on AppExchange: 2017/01/27

This relates to the following version:

  • OPTIM

 Corrections

Geoscheduling Anomaly in the display of the custom list of fields in the list of accounts to optimize


Version 2.8

Publication date on AppExchange: 2017/01/27

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Geographic coverage

In addition to Eurasian, American and Indian continents already covered, extension of the geographic coverage to the following zones:

  • Africa
  • Middle East
  • Japan

Zones of coverage planned for the next software release are in sky blue.

Administration Providers: new geographic zone depending on the new blocks available (Europe / North and Central America / South America and the Caribbean / India / Africa and the Middle East / Japan)
Salesforce compatibility Compatibility with Salesforce Spring '17 

Geoscheduling Customisable fields in the list of accounts to optimize, appearing after having defined the perimeter
Administration Interface for configuring/customising fields to display in the table listing objects to visit after definition of the perimeter to optimize

 Corrections

Administration

Located objects mapping tab: Error message "CPU time limit exceeded" when the user chooses the Account element in the list of objects in the Mapping tab

Opti-Time Map legend: the legend displays as many times as you activate the function

Resources Non-respect of the de-activation of a day in the scheduling options of a resource
Scheduling options De-activation of automated scrolling on fields
Accounts In the Trial versions, dates of the last visits automatically filled in on accounts are defined in November 2017

Mobile version (Salesforce1 app) :

Search around Map of results (on iPad/iOS): white Page on returning to the previous page from the map


Version 2.7

Publication date on AppExchange: 2016/10/24

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Geographic coverage

In addition to the Eurasian continent covered already, extension of geographic coverage to the following zones:

  • North and Central America
  • South America and the Caribbean
  • India

Administration Providers: new geographic zoning according to new blocks available (Europe / North and Central America / South America and the Caribbean / India...)
Administration Batch geocoding: automatic email set to notify the user of termination of a batch geocoding event, and file attachment sent containing any errors present
Administration Located objects mapping: handling of standard "Active" Salesforce objects (Assets)

Optimise a route Infobox / popup for an event: display and modification of the status of the event directly from the infobox  
Optimise a route Rapid adding of the (address) localisation of today's resource in the route (at the journey start or end point)  

Administration Optimization parameters: two new parameters applied to resources: Minimum time for route start and Latest time for route end  
Administration Geoscheduling options: batch fill of default values on all objects to be visited  
Administration Geoscheduling options on an object selection: improved field filling with common values 
Administration Geoscheduling options (accounts): addition of an option to fix a second visit time window on accounts + handling of this second time window during the optimization  
Geoscheduling Prohibition, via the user interface, to run past optimizations  
Geoscheduling New optimization parameter: maximum number of visits per day and per resource. 

 Mobile version (Salesforce1 app)

Events  map Actions possible from the map: new presentation (replacement of the infobox with an inset at the bottom of the screen displaying actions that are available and possible)

 Corrections

Administration Conditional colouring of map markers: deletion of conditions is no longer permanent  

Opti-Time Optimise a route: following optimization of a route made up of points added one by one, all events are not listed 
Opti-Time Addition of an error message on the Optimise button when the view selected is empty (does not contain any map components) 
Opti-Time Optimise a route: deletion of all events for the day does not delete the itinerary in the map  

Geoscheduling In some cases, accounts selected for the optimization are not taken into account during the optimization 
Geoscheduling Deletion of a partial acceptance of an optimization when the optimization results are declined

Mobile version:

Events map Info-box from the map: Links to Google StreetView + Link to the form not working
Search around In the map page, the Back button is not operational 
Search around The 'points of interest' option is absent


Version 2.6

Unpublished version


Version 2.5.5

Publication date on AppExchange: 2016/06/20

This relates to the following version:

  • GEO

 Corrections

Administration Batch geocoding: the processing for geocoding is no longer interrupted in the case of an error encountered during processing
Administration Batch geocoding: during geocoding processing memory error messages of the "stack size" type will sometimes occur
Accounts Selection of several accounts and then Optimise: the accounts are not displayed on the map  
Accounts In some instances, a CPU Time Limit error message displays during the map display of account listings  

Geoscheduling Unavailabilities on several days are not fully taken into account
Geoscheduling Optimization > Define perimeter: error messages on map view filters

Mobile version:

Routes In certain instances, non-display of the route itinerary on the map, without a summary and no access to the Optimise / Save buttons  


Version 2.5.4

Publication date on AppExchange: 2016/06/06

Relates to the following version:

  • GEO

 Corrections

Opti-Time Account search: the problem with autocomplete function when searching for an account if one field is not accessible to the user has been fixed. An error occurring when the auto-complete/selection function on an account search has also been fixed.


Version 2.5.3

Publication date on AppExchange: 2016/05/30

Relates to the following version:

  • GEO

 Corrections

Opti-Time Search around: the problem with search around if one field in the infobox is not available has been fixed. The search now takes place and only shows results for those fields accessible to the user.


Version 2.5.2

Publication date on AppExchange: 2016/05/25

Relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 Corrections

Opti-Time Optimise a route > Save button: On saving the events for a day (for example, following notification of an existing day), ALL events for the day saved in the Salesforce agenda are now deleted.  

Unavailabilities The default geolocation for resources is now inherited on creation of unavailabilities, so there is no longer any need to enter the geolocation in the event form when it is created.  


Version 2.5.1

Publication date on AppExchange: 2016/05/23

Relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 Corrections

Opti-Time Optimise a route > Map > Search around: a rogue green map marker at the centre of the screen has been removed, as well as the circle representing the search perimeter  

 


Version 2.5

Publication date on AppExchange: 2016/05/10

Relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Administration Batch geocoding: button has been added to purge the list of batch tasks for all tasks with Completed status
Administration Batch geocoding: automated purge mechanism has been added for lists of batch geocoding tasks for geocoding events completed in the last 7 days 
Administration Batch geocoding: change of status for a batch geocoding task in the event of a Salesforce error  
Administration Facility to apply batch geocoding to certain types of objects: batch geocoding can be applied to a map view
Administration Optimization parameters: new configuration for options, now with options for resources and objects to visit separated into sections 
Administration Conditional colouring of map markers: allows multi-criterion colouring (singe field)  

Optimise a route Import from the agenda: addition of a "<" last day icon, date display (with date picker to change the date) and a ">" next day icon
Optimise a route Search around from the map: facility to search around selected points of interest
Optimise a route Addition of accommodation search around shortcut for a stop preceded by, or preceding, a night away
Optimise a route Save: addition of an option to create or not journeys in agendas, rather then this being applied systematically 
Optimise a route Journeys: improvements to journeys created in agendas (nomenclature, more precise record of kilometers travelled)  
Optimise a route Journeys: addition to the description of a Journey type event of "From" and "To" information enabling description of the link with the preceding and next event 

Geoscheduling History > Summary: option to apply a partial accept (days/resources) for the optimised route plan (addition of an "Accept" link per day/resource)
Resources List of users: Modification of the behaviour of the Delete button ("Do not optimise" certain resources)
Events Modification of automated fill methods for the "Object" field of the list of events  

 Mobile version (Salesforce1)

Home New Opti-Time Home page + Link to the map and list of events for one day given from Opti-Time
Home 2 new modules: links to the map of events for a given day <-> list of stops for a given day (roadmap) 
Events map Access to all functionalities for manipulating the map of events for a given day, available also in portal mode: addition of events, search around, addition of route stops to the route of the day...
List of events Access to all functionalities for manipulating the list of events for a given day, available also in portal mode: modifications can now be made manually of the route plan) re-sequencing, addition of time constraints...), reoptimization, saving of modifications in the agenda, change of date  
Home On initialisation of the app, possibility of filtering the visualisation of map components on a particular map view  
Map Display of a legend when a map marker colour is applied in the map (depending on the account status...)  
Search around Possibility to search a Salesforce object (account, contact, lead) in addition to addresses or the geolocation
Search around  New user interface for the geolocation function (display of the status of the geolocation process)
Search around Possibility to restart a proximity search from the map (via the tooltip of any map marker)
Search around The "+ Event" shortcut goes to the Salesforce1 New Event page

 Corrections

Opti-Time Problem with the Opti-Time Cloud logo superposing over the rest of the user interface
Opti-Time Search for an address: superposing of the legend icon over the Search button on screens below a certain size

Opti-Time Optimize a route > Infobox > Header: Text superposes over right-hand icons if the name is too long
Opti-Time Optimize a route: following optimization of a route made up of points added one by one, all the events are not listed

Geoscheduling In the list of accounts of the defined perimeter, the Priority column always contains the value "1" (instead of the values of the Priority field)
Resources Simplification of the procedure for address entry/geocoding in the Resources page


Version 2.4.1

Publication date on AppExchange: 2016/02/22

This relates to the following version:

  • GEO

 Corrections

Multi-selection in the administration module


Version 2.4

Publication date on AppExchange: 2016/02/18

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Design Application certified "Lightning Ready" on AppExchange for all packages (Geo, Tour, Optim)
Legend Display a contextual legend on the map (by object/Salesforce colours displayed) instead of a single global legend for all objects
Legend Add default colour to the legend to be applied to drawing pin icons (by default, in blue)
Administration Conditional map marker colouring: add an OK/Cancel icon to the colour selector
Administration Conditional map marker colouring: specifically handle check-box type fields and lists of values
Administration Conditional map marker colouring: enable multi-criterion colouring (mono field)
Administration Conditional map marker colouring: ability to modify a colour applied to a field/operator/value combination
Administration Located objects mapping: make the mapping of certain/all fields optional rather than mandatory
Administration You can now customise the default colour applied to map markers (by default in blue)
infoboxes Fields in infoboxes: handle a specific presentation of Checkbox type fields (instead of putting True / False)
Interface New version of time selector
Tracking Track the place defined in the application to apply an appropriate unit of distance
Tracking Use the user’s current position to adapt the display of dates and times (AM/PM) everywhere in the application

Optimize a route Move Optimize button to the top of the pane next to Save + intelligent handling of a primary/secondary mode for this button
Optimize a route Import from the agenda: add a "Date:" label in front of the date selector + pre-fill with today’s date
Optimize a route Route summary: addition of complementary information
Optimize a route Redesign of Infoboxes
Optimize a route Addition of Journey events in agendas (when saving a route)

Geoscheduling History > Optimization > Status: add Accepted / Refused statuses when the optimization has been accepted/refused in the Summary
Geoscheduling History > Summary > Accept optimization: add an alert if already confirmed + notification of creation of events
Geoscheduling Refuse optimization: add a confirmation message (warning that the summary will be lost)/td>
Geoscheduling Optimization summary (results): addition of short-cuts to calendars of resources
Geoscheduling Optimization summary (results): addition of short-cuts to the Opti-Time tab for visualisation of a day in the map (Optimize a route tab)
Geoscheduling Optimization summary (results): addition of a Back arrow to return to the History page
Geoscheduling Optimization summary (results): intelligent handling of a Primary button depending on actions taken
Events Functional enrichments on actions possible + adaptations of presentation
Geoscheduling Automated purging of the list of optim processes run after a gap (7 days)

 Mobile version (Salesforce1 app)

Search around Redesign of the Search around page

 Corrections

Administration Problem listing fields linked to other objects

Geoscheduling Modification of the sending of accounts with appointments already scheduled/planned to the optimization engine


Version 2.3

Unpublished version


Version 2.2

Publication date on AppExchange: 2015/12/22

This relates to the following versions:

  • GEO
  • TOUR
  • OPTIM

 New features

Search for an address Possibility to search on "My position"
Infoboxes Allows display of Image type fields in infoboxes
Geocoding You can now automate the running of batch address geocoding on all types of objects
Geocoding Enables association (for utilisation) of X,Y coordinates to Salesforce fields when available and when geocoding is not wanted/required
Legend Display a legend when map marker colours are applied in the map
Legend Map legend: replace the tooltip with a popup for improved display handling
Administration Suggest access to an operator on fields used for conditional map marker colour
Geocoding Option to automate running batch address geocoding on Account objects
Geocoding Enable geocoding on a delivery address instead of on an invoicing address
Search around Option to apply a search around to a view (by accessing the list of views to apply a filter)
Geocoding In the absence of a country code in the mapping of fields, retrieve/use the country code of the user geocoding from Salesforce for geocoding

Optimize a route You can now choose the user via which to retrieve agenda content

Geoscheduling Geoscheduling functionalities on several resources and several days, according to a defined perimeter, configurable, route optimization, presentation of results, acceptance/refusal of the route plan and creation of events in the agendas, with history of past optimizations
Resources Definition of resources (users) for whom plannings can be optimized, of their tracking on the map, and of their constraints as associated to geoscheduling
Events Interface for handling events with search, list, typology (appointments, unavailabilities), status (planned, confirmed, fulfilled)
Administration New optimization configuration tab for defining a series of default parameters

 

 Mobile version (Salesforce1 app)

Search around You can now apply search around to a view (by accessing the list of views to apply a filter)

 Corrections

Administration Problem with listing fields linked to other objects

Optimize a route Faulty display of the duration of a route
Optimize a route Importing the agenda fails to work the second time
Search around Modify query button fails to work under certain circumstances


Version 2.1

Unpublished version


Version 2.0

Unpublished version


Version 1.9

Publication date on AppExchange: 2015/10/15

This relates to the following versions:

  • GEO
  • TOUR

 New features

Info box Display of Image fields in the info boxes
Map Conditional colouring of the objects in the map: an operator can be set on the associated fields
Map Legend displayed when the objects have a conditional colouring in the map
Geocoding Possible automation of the address batch geocoding on every object
Geocoding Geocoding on the Shipping address instead of the Billing address
Geocoding Some Location features renamed as "View Map"
Geocoding Possible mapping with Salesforce location fields when available and if no geocoding is wished/necessary
Proximity search Possibility to apply a proximity search on a view
Proximity search Opacity change on the circle around the reference position

 Mobile version (Salesforce1 app)

Map Conditional colouring applied to the objects on the map
Proximity search Possibility to apply a proximity search on a view
Proximity search Opacity change on the circle around the reference position

Version 1.8

Unpublished version


Version 1.7

Unpublished version


Version 1.6

Unpublished version


Version 1.5

Publication date on AppExchange: 2015/07/23

This relates to the following versions:

  • GEO
  • TOUR

 New features

Optimize a route Reoptimization has been made more reliable through utilisation of new event attributes
Route calculation Utilisation of a unified route calculation engine whatever the query
Administration The Administration page listing fields of linked objects has been made secure


Version 1.4

Publication date on AppExchange: 2015/04/30

This relates to the following versions:

  • GEO
  • TOUR

 New features

Compatibility with the Salesforce1 mobile app for smartphones and tablets.


Version 1.3.1

Publication date on AppExchange: 2015/02/25

This relates to the following versions:

  • GEO
  • TOUR

 Corrections

Search around In environments deployed with the managed package, the search fails if you put the Tracking_Longitude, Tracking_Latitude and Class fields in the infobox field list
Optimize a route Distance matrix calculation failure


Version 1.3

Publication date on AppExchange: 2014/11/18

This relates to the following versions:

  • GEO
  • TOUR

 New features

Official version of Opti-Time Cloud Geo and Tour for AppExchange


Version 1.2

Unpublished version


Version 1.1

Unpublished version


Version 1.0

Unpublished version