If you have read the SUMO 4.7 release notes then you are already in the know, but just to recap, here we go…

A lot of effort was put in 4.7 to add 5 primary new features. These features are in addition to the 4 primary features we introduced in the 4.6 release. We also have performed a list of patches and upgrades since the last release that we believe creates an even smoother user experience.

Also of note in this release, we upgraded our security exploits as security is always of great importance to us here at SUMO.
Stay tuned, we’ll have another exciting update of release notes later this year.

Features Update

This release of SUMO includes 5 primary new features and a ton of minor enhancements.

  • Round-Robin Assignment Mode
  • Priority-Based with Load-Balance or Round Robin
  • Assignment Mode Optimization for Large Teams
  • Calendar Sync Optimization for Large Teams
  • Improved Security Exploits

ROUND ROBIN ASSIGNMENTS

We’ve added a new assignment mode: Round Robin.  Simply define a pool of resources for a self-scheduling process/site, such as a large sales team or support team and set the Assignment Mode to “Round Robin”.  Now when prospects or customers self-schedule an appointment, our Round Robin mode will assign the appointment to the next person on your team in a round robin fashion, to assure everyone gets an equal assignment of appointments.

PRIORITY WITH LOAD-BALANCE OR ROUND ROBIN

If you like our Priority-Based assignment mode, you’ll love the two new options available to provide COMBO assignment modes.
As a refresher, Priority-Based scheduling allows you to define your “Priority 1” resources to be scheduled with first.  Once these are all scheduled, then we scheduled “Priority 2” level resources.

Priority-Based with Load-Balance
Now you can choose Priority-Based with Load Balance, in which case if there is more than one “Priority 1” resource available, the appointment will go to the resource with the most availability… to load-balance calendars amongst the “Priority 1” resources.

Priority-Based with Round-Robin
Alternatively you can choose Priority-Based with Round-Robin, in which case if there is more than one “Priority 1” resource available, the appointment will go to the next resource in the “Priority 1” list to assure everyone gets an appointment.

ASSIGNMENT MODE OPTIMIZATION FOR LARGE TEAMS

In addition to adding new assignment modes and combo modes, we’ve completely re-designed our Assignment Engine to support a resource pool of 500+ resources.  As a result, SUMO Scheduler can now manage appointment assignments across large sales and support teams to efficiently dispatch appointments fairly and evenly.

 

 

CALENDAR SYNC OPTIMIZATION FOR LARGE TEAMS

We’ve also optimized our calendar sync process to better support large sales and support teams in excess of 500 people as well.  This assures all calendars are in perfect sync with each other and no scheduling gaps or inaccuracies exist.

IMPROVED SECURITY EXPLOITS

We re-ran a number of industry standard code scanners to identify and resolve any and all vulnerabilities, including but not limited to:

  • Stored XSS
  • SOQL SOSL Injection and Sharing
  • XSRF & URL Redirection Attack
PATCHES / FIXES – 4.7.1

Release Date: December 15, 2016

UPDATES

410374670 View State Limit exceeded error resolved for Self-Scheduling Settings VF Page.
322335345 Deletion of custom fields when previously added to Self-Scheduling form will no longer cause errors
409271795 Omitted providers with Currently Working field set to false from the Self-Scheduling Settings Who tab.
409987856 Allow setting hidden and default values for fields on the Register/Guest Mode Self-Scheduling forms.
407448370 Allow time zone to be merged into Text/Voice reminder templates.
414796529 When hard coding an account for the Guest Mode option of Self-Scheduling subsequent loads of the page will show the ID that has been stored.
413721444 Declining via Self-Scheduling site will result in the Appointment being cancelled and the SFDC event being deleted.
412141778 Removed the Record Type clause from Self-Scheduling page controller(s).
409980374 Adjusted the Login/Register pages to show Validation Rule error messages accurately.
414094254 Optimized the Login/Register page to not take 20-30 seconds to return validation rule error when an incorrect email had been entered.
416037756 Services are now sorted alphanumerically.
414318109 Reminder records now appropriately relate to leads.
416811022 Lead Registration page now passes through the Pid page parameter.
412636056 Deleting Events now results in the Appointment Participants records being set as cancelled.
417084914 Removed the Self-Scheduling Provider Search Criteria menu item from Custom Fields drop down.
412254532 Dragging over an area on the Master Calendar to create an appointment will pull in the location based on where you started dragging.
418423466 WF Rules/Field updates no longer cause duplicate appointments when creating events.
420306725 Updated the New/Edit Appointment page to show the Show Time As field and ensured it sync’s properly via Cal Sync.
416506226 Validation Rule Error Message now show up on the LoginRegister page.
413784842 Contact / Leads will have Sync’d Events show in the activities / activity history related lists on their respective page layouts.