Starting with our beta 4 release, we have started posting public release notes. Now, DataTools Pro users can check in to see what new enhancements we have added and issues we have addressed.
Feel free to submit enhancements directly to our team via chat or email. We will happily prioritize and get enhancements into your hands with our monthly releases!
Beta 5 Released 2024-07-29
Beta 5 is our candidate release to deliver on our promise to simplify the user experience, improve onboarding, and create more utility from our existing tools, ERDs in particular. We introduced a new tool into the toolbox for managing organizing, and navigating reports and dashboards.
Entity Diagrams
Clone view
ERD layout auto-save and locking
Manage objects from ERD tool
Dictionary fields loaded into ERD page
ERD Selected Object Focus
Diagram settings (toggle Label vs API Name moved to views)
Metrics Connection Grouping
Reports / Dashboards – NEW TOOL
Filter Reports by – Analytics Type, Folder, User, Created, Modified, Last Usage, Topic, Line of Business, Report Status
Search and filter
Multi-report tagging
Report status
Metrics
Revised user experience
Add Metrics bar re-design
Add metrics from Tableau Pulse
Dictionary
Clone object view
Administration
Enhanced onboarding process for purchased licenses
New video lessons added to help section
Bugs Squashed
Removing purging deleted fields from Salesforce
Deleted and re-added objects in showing as “deleted” fields
Dictionary filter appearing empty
False positive max users reached
Field API to Label Toggle re-activated
Arrow key metric toggle re-enabled
Beta 4.2 Released 2024-5-25
Metrics
Metrics Analytics merge new and existing metrics
Beta 4.2 Released 2024-04-20
Our Beta 4.2 release includes a number of user suggested enhancements and tweaks to make onboarding simpler.
Performance
- Improved performance on dictionary and migration page loading
- Faster end user performance experience for selecting and adding Salesforce objects
Metrics
- Merging new data analyst metrics
- View metrics change history
- Minimized metrics analyst processing will visually notify user on completion
- Metrics info window keyboard arrow navigation – Use keyboard arrow keys to quickly navigate metrics info window without exiting
Dictionary
- Dictionary info window keyboard arrow navigation – Use keyboard arrow keys to quickly navigate metrics info window without exiting
Other Enhancements
Revised guides for onboarding
Revised welcome screen for completed email sign up verification
Beta 4.1 Released 2024-03-08
Our 4.1 release was packed with minor UX tweaks based on feedback and the rollout of our metrics analyst AI feature.
Metrics
- Metrics Analyst AI
- Metrics change log tracking
Data Migration
- Filter by Migration Status
Dictionary
- Filter by Formula
- Field History Tracking enhancements including filtering
Administration
- Tableau cloud connection configuration for our upcoming Tableau pulse import
Beta 4 – Released 2024-02-02
Data Migration
- New configurable SQL Code generation
- Field Auto-matching – Exact match rules
- Static value mapping displayed as static in mapping table
- Static value mapping properly rendered in SQL as a constant
Metrics
- Metric linking overhauled user experience
- Fixed display bugs
- Added linking “influence on” and “influenced by” labeling for clarity
- Custom dashboard URL linking
- Bug- Added auto-dashboard and repot refresh from salesforce on first use.
Dictionary
- Last modified tracking for fields displays per object and field changes that have occurred to your Salesforce schema.
API
- DataTools Pro metrics API revised and finalized for v1
Administration
- First shared user is on us in exchange for feedback.
- Introductory pricing and payment via stripe introduced
- Improved help experience with live chat and context specific help