Document Extractor Built for Salesforce platform™ logo

Document Extractor Built for Salesforce platform™

Release Notes

Faster stopping of the service during SharePoint changes evaluation. Removed browser console warnings and errors to improve the user experience. File size filters now support kB. Updated Salesforce Package. Changed the log level for preview creation failures from Debug to Warning. General security improvements. Users are now warned or blocked when the configuration cannot be started due to license limits. Fixed SharePoint connection management. Automatically excludes Template, DocuSign, and Conga objects. When activating a license, the selected configuration ID is now displayed. Saving a configuration without a license now updates its status to "No License.". Updated the missing grant message when SharePoint requires admin permission. The Coso Scheduled Downtime message is now displayed when downtime is active. Upgraded product to .NET 10. Updated Salesforce API to version 66.0. Fixed a parsing issue for high TotalSpaceSaved values. Fixed an issue where the "Rename Company" option was not displayed in the Document Extractor navigation bar. Fixed an issue that prevented users from signing out successfully. Improved communication with the database. Enhanced SharePoint update performance through batch processing. The SharePoint connection UI now consolidates all Modern Authentication methods into a single tab with a dropdown menu. Optimized the algorithm for processing SharePoint data. Resolved an issue where SharePoint connection popovers displayed inconsistently, especially when multiple connections were configured. Fixed an issue where updates to the configuration name were not saved when editing an incomplete configuration. Fixed SharePoint URL validation. Redesigned the "Recent Files" page by introducing new filters and combining the "Not Stubbed Files" and "Recent Files" sections. The SharePoint "Test Connection" feature now provides accurate error messages. Added a confirmation prompt when removing an email address from the notifications email list. Fixed configuration state issues related to Port of Trust (PoT) activation. User and Organization Salesforce objects are now automatically included in the stubbing. Fixed issues with the backup attachment checkpoint process. The Revert operation now checks for a valid license and the appropriate permissions before proceeding. Corrected the information displayed in the "Send follow-up emails with sharing links" pop-up window. Fixed the configuration status handling when cloning a configuration. Prevented unauthorized edits by redirecting to the view page when a started configuration is opened via the Edit URL in a new tab. Improved resilience of SharePoint notification handling. Added disclaimer and confirmation when setting default SharePoint connection. Improved things in the background to make your experience better, now and in the future. Fixed SharePoint URL validation. Fixed “Active email” behavior and UI refresh in Notifications tab. New backup configuration option. Improved hashing algorithms for better security. Restored settings after package installation. File inspection configuration verification improvements. Show size information in preview popover. Editing a started configuration now shows an error message. Handle large file volumes in the "Not Stubbed Files" page. Fixed full iteration scheduling issue. Added an option to enable or disable stubbing of attachments. Added option to schedule Full Iterations on selected weekdays. Added a confirmation pop-up when deleting a secondary or additional SharePoint connection. Inactive alert receivers are now deleted when saving a new email. Changed user group link to use domain instead of instance name. Fixed error alert disappears after a successful connection test. Save button is enabled even if the port of trust field is blank, allowing other changes to be saved. Improved missing grant consent handling on SharePoint Modern Authentication connection testing. The default SharePoint connection is now correctly indicated visually in the View Mode. Alerts are now highlighted on the Inspect File page. Fixed SharePoint field mapping visualization issue on "Map Document Field" functionality. Error messages related to connection failures will contain the reason reported by the target system (SharePoint or Salesforce). Improved reliability of CB_Url field population in case of big data sets. Made multiple worker coordination more robust against service failures. Automated Folder creation loop fixed. Introduced automated folder creation. Improvement in license evaluation for Revert operation. Introduced possibility to deactivate partial iterations. Improved error indication on empty files in Sandbox environment. Light mode experience improved in the file inspection page. UX improvement in file inspection page. Fixed accessibility compliance issues. Configuration status updates are more reliable. Improved data consistency on Document Library selection. Improved error message in case of Salesforce connection testing failure. Implemented distributed logout to improve security. Improvements to the Update Manager. Improved processing speed for SharePoint changes. The "Ignored Files" message now displays the User IDs being ignored. Improved speed when testing the Salesforce connection. Implemented security enhancements for the Apex Package. Improved email cloning reliability by introducing smaller APEX job scopes. Improved stabily of the revert process. Enhanced reliability of sending follow-up emails. Document Library selection now persists after re-authentication. Made pre-deletion processing more robust against unexpected failures. Fixed an issue with folder creation using entity ID. Supports light theme. Notification Menu Updated. Confirmation dialog in all menu actions. Basic authentication support for Revert operation. Improved security by introducing CSP headers with nonce. Removed obsolete warning related to preview creation failure. Possibility to create small document previews. Improved SharePoint communication speed. Show details menu for Warnings. Added possibility to analyze file stubbing eligibility. Using Modern Authentication with Site.Select Permission. SharePoint Basic authentication will be discontinued. Fixed issue with stubbed file renaming synchronization on multiple renames in short time. Improved logging of library fetching failures while editing configuration. Fixed duplication of logs . Fixed failure on start of a full iteration would prevent partial notifications from happening. SharePoint item update processing made more robust against conflicting item deletion. Fixed "Log in to SharePoint" button. Fixed date limit input made time zone safe. Attachments can be ignored by setting flag in Salesforce. Fixed handling of file upload to document library root. Improved User Access security. Additional logging details in Salesforce. Improved security in the Salesforce Managed Package. The possibility to bypass the Salesforce Permission Set check. A new Salesforce Package. The "Retry All" option will now process the files in the background. The trial page now checks for all the information regarding the Salesforce Authentication before moving to SharePoint. Redundancy was removed from the SharePoint changes for a better and more optimized performance. Fix for the issue that happened when an email contained special characters while verifying if a user account existed or not during the automated trial process. Secondary SharePoint libraries now load correctly. Fix for the root cause of the issue that caused the throwing of the System.CalloutException exception in the partial notification sender job. Fixed email cloning job scheduling failure in case of too many emails to clone. Reverting multiple Service Users. Knowledge article created to explain the CB_Folder and CB_Parent. Increased speed of revert process by introducing parallelism. Improved logging. Retrying All Items will show correct loading message. The "Show Error" button will be visible. Attachment reverting process would try infinitely. Pending deletion evaluation removed from partial iteration. SharePoint Operations have been refactored. Better handling of Pending messages. Database storage optimized. Verifying state fixed. Better traffic consumption report. Resource management improved. Improved SharePoint file name generation. User and Organization Objects are no longer excluded. Fixed concurrent access on iteration initiation. New Salesforce Package. New Landing Page embedded in Salesforce Package. Better checking for new members in Document Extractor User Group. Retry all failed files functionality fixed. Implemented support for reverting files bigger than 2 GB. Node.js version updated to v.20 to keep the Document Extractor UI secure. Improved stability of SharePoint communication. Improved check of SharePoint listener URL. SharePoint Authentication button visibility issue fixed. Asset failed message has better information why the item is not stubbed. Fixed time out query from checking how many files need stubbing. Fixed re-stubbing issue of reverted files in case of using user group. Fixed user removal issue. Fixed stubbed entity mapping reading issue. Fixed file deletion processing for organizations with heavy load. Fixed entity mapping retrieval issue. Fixed SharePoint connection type switching issue. Consent Callback page uses the theme selected by the user. Fixed handling of Unicode characters in file names. Fixed issues in configuration read-only view mode. Sending of notifications from Salesforce was optimized. Improved Salesforce Sandbox notification handling. Preview generation was made more flexible. Improved resource management. Notification sending from Salesforce stablized. Improved feedback on starting configuration without a license. Updated UI for Recent Files and Not Stubbed Files Pages. General architecture improvement for better performance. Improved notification handling performance. Fixed issue in stubbing target folder composition. Re-enabled token activation prompt in case of existing subscription. Improved big size message handling. Fixed input validation issue in user interface. Fixed impersonated modern authentication token handling. Partials have better performance, up to 70% faster than before. Improvement to the Logs UI, exceptions are now hidden inside a button for better user friendliness, and some known errors will have a cleaner and more helpful message. Testing connections and license when Starting or Saving a configuration is 50% faster than before. Added support for sliding date filter to include files to stub Progress Status Bar is now added to the configuration Menu. New warning when license is almost at the limit. Upgrade to .Net8. Improvement in the revert process speed. Fix to traffic calculations. Fixed generic error when activating tokens. Improvements on stubbing speed when checking Document Libraries. Fixing DataProvider is closed recurrent issue. Introduction of CB_Priority to prioritize documents to be stub. Allow the saving of incomplete configurations. Better log information when processing files. Configurations when they reach their salesforce user limit will stop. New logging service. Better handling of files that will be skipped. UI Enhancements. AppSource Support to create new trials. Better support for Community Users Recent Files dates showing in correct timezone. Correction in the Documentation referring to Impersonated Modern Authentication configuration. Better message when restarting configuration and credentials are wrong. Fixed issues with CB_Url Fixed loading excluded list when Salesforce Organization doesn't have libraries Fixed deletion of "pendingdelete" files. Fixed reloading SharePoint Libraries Better handling with stopping configurations stuck in "Processing". Increase in Document Extractor stubbing speed. Clearer logs for rollback errors. Fixed duplication of logs. Fixed public links creation for multiple SharePoint connections. Updated Apex Package. Test Connection to Salesforce checks for "Permission to Query All Files". Better error message when a preview is not available. Pending Delete Files are deleted from Salesforce after 90 days. Files related to excluded objects are ignored during full iterations. Better error message when a selected document library is not accessible. Advanced SharePoint Connection, this allows to create multiple connections to SharePoints New Apex Version Detect changes to CB_Revert and CB_Ignore Using Service Bus Directly Log system migration from Application Insights to Workspace Integration with Lightning File Explorer Map from fields on the parent entity record of files, as well as the file itself Export log messages as csv Support CB_DeclareAsRecord to declare the file in SharePoint as a record after stubbing Reverse sync of new subfolders in libraries is now supported Synchronizing deletion of files in Salesforce now sends them to the Recycle Bin in SharePoint rather than deleting Built on .NET 6.0 instead of .NET Framework Allow sending of push notification messages from Flow automation action Support for community users Ability to restore individual stubbed files through Salesforce custom field Customise the filename in SharePoint using Salesforce custom field Synchronise renames of files in Salesforce to SharePoint Integration with Port of Trust for automatic document sealing (All other files) option for Exclude Object Type Search the list of Recently Stubbed Files CB_Url field is populated when present on records as well as files Populate missing CB_Url field values on files that have already been stubbed Salesforce settings now stored in standard custom settings Improved UI for editing configurations Libraries now appear as options in the Exclude Salesforce Object Types list Revert now supports files in customer sites, subsites and document libraries Synchronisation of SharePoint changes now supports files in customer sites, subsites and document libraries Log viewer allows searching and filtering by date Improved ability to discover newly uploaded files in SharePoint through polling (for full polling iterations) Added option to stub files on existing emails by cloning and replacing them More efficient notification processing to improve support for customer Apex batch scripts Email Messages and Templates now appear as an option in the Exclude Salesforce Object Types list Fixed issue with syncing changes from SharePoint where more than 1000 changes have been made Polling for new SharePoint uploads now also works for large (>5000 item) document libraries Reverting now also works for large (>5000 item) document libraries Salesforce password change occasionally causing endless INVALID_LOGIN failures in log fixed Fixed full iteration stalling when more than 20,000 ignored items are present Sync initial custom field values when syncing newly uploaded files from SharePoint Fix issue when more than 5000 Salesforce records are added or updated in one action Synchronize with file moves, renames and deletes in SharePoint. Ability to restrict stubbing to only process files by specific users. Synchronize with file uploads to SharePoint. Temporary Public Links option to provide access to SharePoint files without a SharePoint account. Maximum File Size configuration setting. Customizable hierarchy through Salesforce custom field. Customizable destination folder, library, subsite, and site through Salesforce custom fields. Customizable ignoring of files through Salesforce custom field. SharePoint URL is now displayed on a custom field of the file (if present). Option to replace Attachments with Files while stubbing. Option to prevent stubbing of files uploaded before a given date. Option to store file previews instead of simple shortcuts. Revert command, to restore files that were stubbed from SharePoint back into Salesforce. Support for custom login endpoint. Email notification of errors. Bidirectional synchronisation of custom file properties to columns. Automatically send follow-up emails with sharing links when Salesforce sends an email with stubs attached. Origin column in Recently Processed Files list indicating Salesforce or SharePoint origin of file. Stubbing of already-existing files is simplified, it no longer requires batch sharing the files with the service user. Better folder and filename sanitization for SharePoint. Field Mapping can now map any custom field on ContentVersion into columns in SharePoint. More efficient polling and push notification support for Attachments. Modern Authentication support for SharePoint. Automatic Detection of disabled required features in Salesforce organisation when using Test Connection. Support for very large (5k) number of files in a single folder/record. Improved support for Salesforce Mobile App. Added support for Salesforce custom fields on ContentVersion. Automatic installation and upgrade of Salesforce Managed Package. Faster and more efficient detection of Salesforce schema changes. Fixed namespace collision incompatibility with Salesforce AppExchange package. Fixed rare bug when stubbing files with multiple versions attached to chatter posts. Fixed bug where a file could be stubbed multiple times. Fixed bug with Salesforce session invalidation. Support for content folders and subfolders. Push Notification system to respond immediately to uploaded files, instead of using polling. Configuration settings to exclude Salesforce objects by type. Adfs federation settings for SharePoint. "Default Folder Name" and "Use IDs for Folder Names" settings added. View mode for running configurations. Apex classes are now easily installed using a Managed Package. Polling Interval default is now 4 hours, as push notifications should be used for immediate response to uploads. Improved performance when stubbing large number of uploaded files. Added support for customizing the test object used by Salesforce Apex test suite. Custom Download Handler for SalesForce to avoid having to download .url files (allow Open in Browser, or Download). Support for stubbing chatter-attached uploads. Support for Salesforce Custom Objects. Adfs federation settings for SharePoint. Proxy server settings for Salesforce. Clone configuration command. Delete synchronization from Salesforce to SharePoint. "Default Folder Name" and "Use IDs for Folder Names" settings added. Added support for customizing the test object used by Salesforce Apex test suite. Automatically assign permission to all user profiles to view our VisualForce pages when uploading Apex classes. Document Library is now picked from a drop-down list rather than entered directly. Column names for mapping fields are now entered as the visible UI name, not the internal API name. Working Salesforce connection is no longer required to test the SharePoint connection. Test Salesforce Connection now reports an error if we do not have permission to upload Apex classes. Fixed bugs with Document Link Integration Plugin. Fixed bugs with Document Link Integration Plugin. No longer stubs Salesforce files with public links, or emailed links. Fixed bug with email attachments would be opened as text files when using Classic Experience. Apex code mismatch no longer prevents the service from running, if we do not have permission to update it. This service has now a configuration wizard. It is a step by step wizard that takes the user from configuring Salesforce and SharePoint to starting the synchonization. You can access it from the Dashboard "Configuration Wizard" button. First version of the service released.