BauCore V8.8383 Release Notes

Opportunity Management V2

Major Updates

1. Role Configuration Changes
   • “Our Company” role has been excluded from the following settings:
     • Roles for Automatic Opportunity creation
     • Project Phase to Opportunity Role mapping
     • Project Status to Opportunity Stage and Roles Mapping
2. Probability Management
   • Project Probability can now be set to 0 and same will be propagated to related active opportunities if sync setting is active
   • Project Probability with Null value will disable synchronisation to related active opportunities
3. Data Mapping
   • Now Opportunity Management properly considers mapping with multiple values from Project Phase to Opportunity Stage and Project Status and Role to Opportunity Stage
   • Opportunities Amount is now properly synced between related opportunities, by ignoring opportunities marked as donotoverride
   • Now opportunities marked as Closed Won will show correct probability and forecast category
4. Field Synchronization
   • Opportunity Contact Role is now correctly created when a participant with contact is added to a project, and vice versa

Field-Sync Enhancements

1. Cross-Opportunity Synchronization
   • Added “Reflect change on all opportunities” toggle that propagates edits to synced fields across every active and inactive ones

Lead → Opportunity Management

1. De-duplication
   • Lead conversion now re-uses the opportunity generated during conversion instead of creating a duplicate “participant” opportunity

Automatic Stage & Forecast Logic

1. Participant Status-Driven Updates
   • Participant status now drives Opportunity Stage and ForecastCategory:

Note:

• When Opportunity gets activated or inactivated the ForecastCategory is automatically updated:
  • Active → mapped value
  • Inactive → Omitted
• Set ForecastCategoryName to default value when Opportunity is Activated
• Set Opportunity ForecastCategoryName to ‘Omitted’ when Opportunity isActive is False

Opportunity Stage Configuration

1. Admin Controls
   • New admin table lets you map “Closed Won”, “Indirect Closed Won”, “Closed Lost”, and “Cancelled” to any Salesforce stage

Default Configuration

1. Streamlined Setup
   • Participant-role defaults, phase-role defaults, and exclusion of Our Company role are prefilled on fresh installs

Data Mapping

1. Field Mapping Enhancements
   • Added Lead to Opportunity field mapping and included in package
   • Documentation added with steps in article
   • Pre-populate Fields on Project Mask - Pick which Lead or Opportunity fields feed Name and Address in the New Project search

Contact Role Management

1. Bi-directional Synchronization
   • Contact roles are now created/updated in both directions when participants or opportunities are added

For extended documentation please check: Link

Project Match

UI Enhancements

1. Field Sorting in Configuration lookup fields
   • In Component configuration now lookup selection display fields in ascending order
2. Notification Enhancements
   • Added Toast Messages
   • Added German Translations
   • Added spinner to display upon link and unlink of Project/Project Lead/Main Project via project match
3. Functional Improvements
   • Fixed Project Match component to properly close selected Project/Lead when creating a new Project
   • Fixed issue where deselecting Project/Lead wasn’t selecting back the Main Project
   • Automatic address population on Project Match mask now properly loads the map

Project Creation Improvements

1. Filtering Options
   • Record-Type Filter – optional filter that shows only matching Projects/Main Projects with the same record type
   • Picklist Filter – optional filter that narrows duplicate detection to the picklist (and multi-picklist) values a user chose on the template, excluding Status

For extended documentation please check: Link

Project Management

UI Improvements

1. Project Lead Conversion
   • Improved “Confirm” modal popup UI
   • Created custom label with German translations
2. New Project Template
   • Improved “Address Selection” modal popup UI with cleaner design and no more auto-skip
   • Hidden main project lookup field from page layout for new project creation
   • Modified Project Decision form to display spinner on save button click for better user feedback
3. Salesforce For Outlook
   • Improved scrolling to Record Edit Form on click of Next button on Object Type / Record Type selection
   • New Project Template (Outlook) - Sub text field value is now displaying for participants
   • New Project Template (Outlook) - Address entered in the address field is now properly stored in the fields

Address Handling

1. International Support
   • UK cities and non-US state values are now auto captured
   • Redesigned Address Selection modal with cleaner UI and removed auto-skip functionality
   • Enhanced language support in address lookup and maps functionality

UI/UX Enhancements

1. Interface Refinements
   • Main Project lookup hidden for new records
   • Dropdown panes stay anchored while choosing values
   • “Create a New {0}” label fully translated to German
   • Save button and validation messages are always visible on the New Account/Contact/Lead pop-up
   • The Dynamic Record Edit Form launched from lookup field using create button will now have a fixed footer
   • Translated custom label (general_create_new_record_label) in German language
2. Participant Management
   • Improved UX: Edit button now replaces Tree grid view with Edit Participant screen for better workflow on Account pages
   • Fixed visibility of Edit button for main project records on Account pages
   • Added contextual help text explaining New button unavailability on account, contact, and lead record pages
   • Resolved issue with participant creation form when lead field access is missing

Maps Component

• Added language support: Maps now display according to user language settings
• Fixed address lookup to show recommendations in the user’s language
• Improved Maps aura component to correctly pass values to filter variables
• Fixed bug where maps weren’t showing the current record when Primary ObjectFilterSOQL was used
• Updated Maps aura component design file with deprecated label information
• Added Secondary Object SOQL filter Dynamic, to allow for example on Main Project Lightning record page show the Project records that belong to that Main project record. Filter (ibsbaucore__Hauptbauobjekt__c = ‘{recordId}’)

The Maps Aura component has been marked as deprecated. Going forward, please use the map LWC component, which offers similar configuration options.

To display Primary Marker records, please populate the following field:

Primary location field: ibsbaucore__Location__c

If records need to be filtered:

Primary object SOQL filter (dynamic): Any condition needed to filter the records (optional)

Behavior:

When the page loads, the component displays the current record with a **green **marker by default.When the map is zoomed out or moved, the Primary Markers are displayed in **red **by default.If the Primary object name (optional field) is left blank, the component automatically uses the object name of the record page where it is placed.

For displaying Secondary Markers, please populate the following fields:

Primary location field (required): ibsbaucore__Location__cSecondary location field (required): ibsbaucore__Location__cSecondary object name (required): Object API NameSecondary object SOQL filter (dynamic): Add any filter conditions as needed (optional)

Behavior: Secondary markers will be displayed when the component loads and will be shown with a **blue **marker by default.

**Note:**If you want to substitute the current page recordId in the filter condition, use it as follows:Example: ibsbaucore__Bauobjekt_Phase__c = ‘Tender’ AND Id = ‘{recordId}’  use Primary object SOQL filter (dynamic) and Secondary object SOQL filter (dynamic) fields for filtering records, instead of “Primary object SOQL filter” and “Secondary object SOQL filter”. ie. to display in the Main Project Lightning record page the Project’s that belong to that record Secondary Object SOQL Filter Dynamic: ibsbaucore__Hauptbauobjekt__c = ‘{recordId}’.

Task Management

Process Enhancements

1. Sync Task Processing
   • Updated processing logic to set status to In Progress or Completed to efficiently process the records and to avoid latest updates during sync process
   • Added new picklist values to status picklist of Sync Task object

Bug Fixes

Project Creation & Selection

1. Record Type Handling
   • Record Type selection popup now displays properly when “Create a New Project” is clicked and the same object type is selected again
   • Switching to different object type by clicking “Create a New Project” now works perfectly even with objects that have record types
   • Clicking “Create a New Project” and selecting Main Project now properly removes the existing Main Project record selection
2. Field Behavior
   • On New project screen, required lookup fields now reflect properly as per the configured page layout
   • The Project Creation associated with Main Project page will not auto skip the address selection popup
   • During Project creation, now city field is correctly populated when UK or CZ addresses are selected
   • Main Project Creation from Outlook now properly stores the address
   • In New Project Creation from Outlook, Email address is now automatically mapped to existing contacts in Salesforce

Project Match

1. UI and Loading
   • Added spinner to display upon link and unlink of Project/Project Lead/Main Project via project match
   • Project Match component now loads properly when placed in flexi record page
   • Automatic address population on Project Match mask now properly loads the map
2. Record Display and Filtering
   • Filter matching records based on Record Type has been fixed, ensuring Main Projects display properly even if set to off
   • In New Project Creation, the Participant Management list now shows refreshed results when existing Project/Project Lead/Main Project is selected
   • Participant Name no longer shows raw record IDs or ”@@@@”
3. Data Refresh
   • When Project/Project Lead/Main Project are created via “Create a New Project,” their counts and data are now correctly refreshed in the accordion

UI & Data Entry Improvements

1. Form Behavior
   • The Dynamic Record Edit Form launched from lookup field using create button will now have a fixed footer

Salesforce For Outlook

1. Data Handling
   • New Project Template (Outlook) - Sub text field value is now displaying for participants
   • New Project Template (Outlook) - Address entered in the address field is now properly stored in the fields

Project Lead Conversion:

• The Project lead conversion to Main project now works properly

Translations

• Added German Translations across multiple components

Required Steps for This Release

1. Remove Obsolete Fields (once per org)

Please switch to Salesforce Classic before proceeding with the following steps:

1. Navigate to Setup → Customize → Opportunities → Fields

   • Search for and delete the field “Do not override amount from project” (Field Name: ibsbaucore__DoNotOverrideAmountFromProject__c).

2. Navigate to Setup → Create → Objects → Click on Bauobjekt

   • Search for and delete the field “User Entered Probability Percentage” (Field Name: ibsbaucore__UserEnteredProbabilityPcnt__c).

Important: Before deleting each field, ensure you remove it from all page layouts and reports.

2. Sync Task Status Picklist

• Go to Object Manager → Sync Task → Fields & Relationships → select Status field & manually add below picklist values:

3. Map Lead Fields to Opportunity Fields

• Go to Object Manager → Lead object
• Go to Fields & Relationships → Click Map Lead Fields
• Click Opportunity tab
• Map Lead Project field to Opportunity Project field
• Map Lead Project Lead field to Opportunity

Related

• BauCore Release Notes (all versions)
• Newer: BauCore V9.190201 Release Notes
• Older: BauCore V8.8372 Release Notes
• Upgrade the baucore Managed Package