May '25 Release Notes
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This release includes enhancements for the Communication Planner, Payment Connector, Recruitment Manager, and TX Forms and defect fixes for Application Review, Engage, Events, Online Application, Payment Connector, Retention, and TX Forms.
TargetX Enhancements
Administrative
- Multiple packages have been updated to Salesforce API version 62:
- AddressPlus
- Applicant Dashboard
- Application Review
- App Tracker
- Base
- Communication Planner
- Communities
- Engage
- Events
- HEDA Toolkit
- Online Application
- Payment Connector
- Permission Scanner
- Prospect Scoring
- Recruitment Manager
- Retention
- Survey
- Telemarketing
Communication Planner
Version 2505.0
- New fields have been added to the Contact and Lead objects to track bounced emails for primary, alternate, and lead email addresses. Note: TX email bounce fields are not used for emails sent through Communication Planner.
- Comm Planner Has Alt Email Bounced (TX_CommPlanner__Has_Alt_Email_Bounced__c)
- Comm Planner Has Alt Email Bounced Date (TX_CommPlanner__Has_Alt_Email_Bounced_Date__c)
- Comm Planner Has Email Bounced (TX_CommPlanner__Has_Email_Bounced__c)
- Comm Planner Has Email Bounced Date (TX_CommPlanner__Has_Email_Bounced_Date__c)
- Email recipient details are now available in the Activity Center, helping you assess your campaign's effectiveness and reach. For details, see Navigating Communication Planner.
- Transfer Images settings allow you to copy existing images directly into the TargetX Communication Planner Images file library, eliminating the need for manual transfers. For details, see Configuring Communication Planner Settings.
- Batch jobs can be managed from the settings page to simplify the process of running and scheduling Apex jobs. For more information on how to use those scheduled jobs, see Configuring Communication Planner Settings.
- Test Lists have been enhanced with features like full list deletion and the ability to edit Test List Members, making it easier to manage your testing process. For details, see Creating Email Test Lists.
- You can send test SMS messages directly from the Element configuration settings and validate them before sending to recipients. For details, see Creating Campaigns.
- Quick Messages are accessible in the Activity Center, allowing you to monitor and troubleshoot your messages. For details, see Navigating Communication Planner.
- The Inquiry object is available for use as a merge field and in conditional content.
Payment Connector
Version 2505.0
- A new payment connector for Nelnet Campus Commerce Checkout is available. For more information, see Configuring Payment Connector Vendors.
Recruitment Manager
Version 2505.0
- The Recruitment Manager package no longer includes an installation script for updating access keys. Previously, this script caused issues with data rollups from Source to Master, as well as errors in Flow, Process Builder, and Workflow, or validation rule failures. You can run the script manually from Base Custom Settings, with options to limit it by object and create dates. For details, see Configuring Base Custom Settings.
TX Forms
Base Version 2505.1
- Custom URL redirects let you define the destination for an embedded form, enabling you to tailor the redirect for forms placed on your website.
- Newly added questions now appear expanded in the builder view, making it easier to create and configure your form elements.
- Saved Responses allow you to view responses collected on your form(s), related to the specific form version. This enables you to review an original response to a form and resubmit a form if needed. For details, see Creating TX Forms.
- A new object, Form Response (TargetX_Base__Form_Response__c), was added to support the Saved Responses feature.
- New fields were added to the Configuration object to support the display of the Forms list view information:
- Form List Created By (Form_List_Created_By__c)
- Form List Created Date (Form_List_Created_Date__c)
- Form List Modified Date (Form_List_Modified_Date__c)
- Last Modified Version Rollup (Last_Modified_Version_Rollup__c)
- Most Recent Publish Date (Most_Recent_Publish_Date__c)
TargetX Resolved Defects
Application Review (Version 2505.0)
- (CL-2322) Picklist (Dropdown) field types retain their selected values when you exit and return to an Application Review. Previously, Picklist (Dropdown) field types did not retain and display the selected value.
- (CL-2328) Score fields cannot be updated after clicking Submit. Previously, if you modified a score field after submitting but before being redirected, the updated score would be saved.
Engage (Version 2505.0)
- (CL-2231) Engage rooms with thousands of event records for a specific advisor display without errors. Previously, attempting to access Engage rooms from Salesforce for a specific advisor with 50,000+ event records caused an error.
Events (Version 2505.0)
- (CL-2290) Redirect links to other event registration pages now display correctly. Previously, these links failed to load.
- (CL-2331) Registering for an event with sub-events on an iPhone allows the selection of all sub-events. Previously, users could not select more than three sub-events.
Online Application (Version 2505.0)
- (CL-2316) You can edit an application form with more than twelve reusable forms in an Org with hundreds of reusable forms without error. Previously, updating a master (non-reusable) application form in Form Builder under these conditions caused an error.
- (CL-2337) You can now start a new application for Application Forms using the form migration tool. Previously, after upgrading to the February '25 release, this was not possible.
- (CL-2343) An application cannot be submitted without completing all required fields. Previously, it was possible to submit an application if an incomplete required field with a visibility condition was displayed on a card.
- (CL-2351) Application forms with reusable cards save data correctly when the Erase Hidden Fields setting is disabled. Previously, data in hidden fields was not saved under this setting.
Payment Connector (Version 2505.0)
- (CL-2338) The Nelnet HPP payment connector now processes payments without error. Previously, selecting Pay Now would result in an error.
Retention (Version 2505.0)
- (CL-2057) The Retention Settings Visualforce page includes an example with a valid field API name. Previously, the example referred to a non-existent field.
- (CL-2300) Email options for creating an advising record in the Student Success Center display correctly. Previously, when a large number of email templates existed, an "Apex CPU time limit exceeded" error would occur.
TX Forms (Base Version 2505.1)
- (CL-2332) The Address Widget in TX Forms supports selecting a subset of fields. Previously, all address fields were required to be included.
Upgrade Instructions
For Upgrade instructions, select Upgrade Guides from the TargetX User Community.