9 months ago9/25/2025

[**Salesforce AppExchange Package V3.0 Release**](https://changelog.ovationcxm.com/salesforce-appexchange-package-v3.0-release-2lT06Q)

We’re excited to announce the release of OvationCXM Package 3.0 for Salesforce.

This release introduces **Locations as a core capability**, improves workflow automation, and delivers critical fixes to enhance stability and reliability. Our goal with 3.0 is to simplify setup, extend functionality, and ensure smoother day-to-day use for admins and end users.

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## What’s New

- **Locations as a Core Capability**
  - Manage Locations directly in Salesforce for consistent handling across customers and cases.
  - Automatically assigns a **default contact** when a Location is created, simplifying case association.

- **Customer–Location Mapping Improvements**
  - We’ve split **Customer** and **Location** object mappings in Salesforce.
  - You can now map **multiple Locations under the same Customer**, instead of being limited to a one-to-one mapping.
  - This makes it easier to represent real-world hierarchies when managing large or distributed customer accounts.

- **Smarter Workflows**
  - Location-aware workflow rules let admins build automations that reflect real-world structures.
  - Improved **flow templates** with Location support to speed up automation setup.

- **Enhanced Data Portability**
  - Locations are now included in JSON import/export for easier configuration and migration.

- **Simplified Administration**
  - Location permissions and settings are available by default—no extra setup required.
  - Extended mapping options for cases and contacts.
  - Admin safeguards prevent duplicate object mappings.

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## Fixes & Improvements

- Fixed an issue where contacts from Ovation were not being created in Salesforce.
- Corrected errors when the same object was related to different entities in object mapping.
- Improved mapping for Salesforce custom objects.
- Resolved workflow index errors affecting some environments.
- JSON imports now retain site name fields properly.
- Fixed record synchronization issues between Salesforce and Ovation.
- Restored visibility of workflow fields when object mappings extend beyond Accounts, Cases, or Contacts.

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## 📥 How to Upgrade

Install the latest package version [here](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G5zuwUAB).

Prayas Tiwari