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May '23 Release Notes

This release includes enhancements for Email, Events, Permission Scanner, Prospect Scoring, Recruitment Manager, Retention, Surveys, and TX Forms, and defect fixes for Email, Events, and TX Forms.  For details on the benefits of upgrading, see Why should I upgrade? 

New Features and Enhancements

    Application Review

Version 2305.2

  • The Application Review tool is updated to meet WCAG 2 AA contrast ratio thresholds for foreground and background colors.
    Email

Version 2305.1

  • Accessibility updates for Email.
  • Numerous Visualforce pages are available as Lightning components, so administrators can include them using the Lightning Page Builder. For additional information, see the Salesforce Help & Training article Lightning Pages:
    • ind_activity_contact_vf
    • ind_activity_lead_vf
    • broadcast_intelligence_vf
    • campaign_intelligence_vf
    Events

Version 2305.16

  • Appointment Scheduler displays staff members’ names in Appointment details so that users can see who the meeting is with when viewing team member calendars.
    Permission Scanner

Version 2305.0

  • Permission Scanner is updated to correct accessibility issues with form elements, labels, and page content standards.
    Prospect Scoring

Version 2305.0

  • The Prospect Scorecard visualforce page (Prospect_Scorecard) is available as a Lightning component, so administrators can include the component using the Lightning Page Builder. For additional information, see the Salesforce Help & Training article Lightning Pages.
    Recruitment Manager

Version 2305.0

  • The Activity Relationship visualforce page (ind_activity_relationship_vf) is available as a Lightning component so administrators can include the component using the Lightning Page Builder. For additional information, see the Salesforce Help & Training article Lightning Pages.
    Retention

Version 2305.7

  • Student Success Center is updated to meet WCAG 2 AA contrast ratio thresholds for foreground and background colors and ensure buttons, links, and menu items have accessible names.
  • The Student Success Score visualforce page (StudentSuccessScore) is available as a Lightning component so administrators can include the component using the Lightning Page Builder. For additional information, see the Salesforce Help & Training article Lightning Pages.
    Surveys

Version 2305.1

  • Surveys are updated to correct accessibility issues with form elements and page content standards.
    TX Forms

Base Version 2305.9

  • TX Forms are updated to correct accessibility issues with the School Picker for text contrast, labels, and keyboard access.
  • You can generate a form pre-fill URL that contains predetermined keys and values. This link can be shared with students, allowing designated fields to be automatically filled in for questions or hidden fields. For additional information, see Creating TX Forms.
    Documentation

The Upgrade articles were updated with clearer starting and ending versions for upgrade packages. This allows you to easily select the packages you need when updating to the latest versions of TargetX products. For Upgrade documentation, select Upgrade Guides in the TargetX User Community.

    TargetX Resolved Defects

Email (Version 2305.1)

  • (CL-1285) You can now build Condition Sets based on all fields. Previously, users were limited to fields based on their permissions.
  • (CL-1861) The Enhanced Domains Email Template URL Update scan runs without error. Previously, the scan failed for the EmailTemplateEnhancedDomainUpdaterBatch job with the error "Apex CPU time limit exceeded."
  • (PD-5400) If text fields and Advanced Expressions are left blank in an Email condition, they will be auto-populated with a NULL value. Previously, conditions with a blank value caused broadcasts and test messages to fail.

Events (Version 2305.16)

  • (CL-1877) Appointment Scheduler will remove availability for events marked as Busy or Out of Office, regardless of the Public checkbox value. Previously, appointment availability was removed anytime a Salesforce Event was created.

TX Forms (Base Version 2305.9)

  • (CL-1886) TX Forms using reCAPTCHA will load properly using embedded code in an iframe. Previously, reCAPTCHA was not loading properly.

Why Should I Upgrade?

Recommendation

Product and Notes

Recommended

Base:

  • Recommended for clients using TX Forms.
  • New Feature: TX Forms URL Prefill.

Events: 

  • Recommended for:
    • Clients using Appointment Scheduler.

    • Clients using TX Forms.

Email: 

  • Recommended for all clients using Email.
Optional

Application Review:

  • Staff facing accessibility updates.

Engage:

  • SMS rates messaging update.

Online Application:

  • Staff facing accessibility updates.

Permission Scanner:

  • Staff facing accessibility updates.

Retention:

  • Staff facing accessibility updates.

Surveys:

  • Staff facing accessibility updates.

Upgrade Instructions     Edit section

For Upgrade instructions, select Upgrade Guides from the TargetX User Community.

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