Release Notes

Release Date: October 16, 2024

Features

• Enhanced Field Validation in Mapping Interface:
• We have introduced additional field validation in the mapping interface to ensure that all minimally required fields for QuickBooks are accurately mapped. This enhancement helps prevent data discrepancies and ensures smoother synchronization with QuickBooks by validating critical field mappings upfront.
• Expanded Filtering Options in Log Viewer:
• The Log Viewer now includes an expanded filter functionality, allowing you to filter by any column displayed in the table. This provides greater flexibility and efficiency when searching and reviewing log entries, making it easier to analyze and troubleshoot issues.

Bug Fixes

• Resolved Sync Issue with Optional Line Mappings:
• We have fixed a bug that previously blocked synchronization of records with optional line mappings that were not technically required. Attempting to sync these objects without any mapped lines would trigger the error message: “The child object configuration was incorrectly configured.” This fix ensures that records with optional lines can now sync seamlessly, even when no lines are present.

Release Date: August 27, 2024

Query Component

We added another method of querying and returning the data from QuickBooks. Now, you can get the results to represent each row within a parent object. For example, each row will be an invoice line item and the details from the invoice will just be duplicated so they can be matched.

Release Date: February 20, 2024

Feature

• Added a parameter to the “Send to QuickBooks” flow action to specify the type of Object in the event that multiple Accord Sync Object Configuration records exist for the same Salesforce Object without a defined filter.

Bug Fixes

• Fixed an issue with buttons being set to the brand color with new kinetics feature in Salesforce’s latest release (Spring ’24)
• Fixed a bug with sync dependency action to prevent extra syncs when a record is first synced from QuickBooks.

Release Date: February 5, 2024

Bug Fixes

• Fixed an issue with lack of permissions for some of the flow invocable actions, specifically when a guest user from community triggers a sync.
• Fixed a DML exception that can occur in the “Delete from QuickBooks” when triggered by a data load.

Release Date: January 29, 2024

New Features

We’re excited to roll out our latest update with Sync Dependencies, which introduces sequential and conditional syncing. These updates streamline the synchronization process between Salesforce and QuickBooks, ensuring efficient and accurate data management. Dive into our updated documentation for detailed guidance and make the most of this powerful new feature!

Bug Fix

• Fixed an issue with adding permissions to Accord generated custom fields by creating a new Permission Set which gets titled “Accord Sync Additional Admin Access”

Release Date: January 24, 2024

New Features:

1. Quick Accord Fields Creation: Say goodbye to manual efforts! Whenever you change a Salesforce Object, we now automatically generate the necessary Accord fields in the mapping interface. This feature is all about saving you time and reducing errors.
2. Retryable Error Handling: We’ve added a new retryable error code to tackle those pesky sync failures caused by simultaneous access token refreshment. This means fewer interruptions and a more reliable sync process.

Improvements:

1. Query QuickBooks Enhancements:
   1. Column Filtering: You can now filter columns and select multiple filtered columns at once, giving you better control over your data.
   2. Column Sorting: Organize your data more effectively with our new column sorting feature.
   3. Bulk Queries: We’ve implemented bulk queries for more efficient copying, reducing the time you spend waiting for data transfers.

Bug Fixes:

1. DML Statements Issue: We’ve fixed a problem that caused an excessive number of DML statements during ‘Send to QuickBooks’ or ‘Sync From QuickBooks’ actions.
2. Static Mapping Typing Restriction: The frustrating issue of being able to type only one character at a time in the Static Mapping section? It’s now history.
3. QB Id Recording Error: We’ve corrected the error where the QB Id was inaccurately recorded in the Accord Record Status during a sync error, especially when syncing a deleted Salesforce Record.

Release Date: November 27, 2023

Permission Set Enhancement

New Addition: “Accord Sync Monitor” Permission Set: This comprehensive permission set has been introduced to enable users to effectively monitor and manage the state of Accord Sync. It provides all necessary access to identify and resolve any errors that might arise, ensuring smoother operation and maintenance.

Accord Record Sync Update

New Custom Permission: “Accord Record Sync Access”: This update introduces a specific permission for accessing the Accord Record Sync component. With this change, the component is now conditioned to render only for users who possess this permission, thereby preventing the occurrence of errors for users without appropriate access.

Accord Super Admin Improvements

Enhanced QuickBooks Query Performance: Significant improvements have been made in the way QuickBooks queries are processed. These performance enhancements are particularly beneficial for handling large queries, reducing the time taken to retrieve results. Additionally, a series of quality of life improvements have been implemented to improve overall user experience.

Bug Fix

• Fixed an issue that resulted in certain static values containing periods to be treated as lookups by the sync engine.

Release Date: November 8, 2023

Dual Sync

We updated the dual sync feature to allow deleting of any line items that have been excluded/ignored by QuickBooks during a sync from Salesforce to QuickBooks with the Dual Sync feature enabled.

Error Toasts

We made all error toasts sticky to make it easier for users to capture the error details and send it to their administrators or our support team.

Bug Fixes

• Fixed an issue where a delayed Create webhook would cause a duplicate value exception because it was trying to create a record in Salesforce even though it’s already been synced.
• Fixed an issue with the company selection on the scheduler component.

Release Date: October 26, 2023

Delete From QuickBooks

New flow action which makes deleting records from QuickBooks when deleted from Salesforce even easier.

Record Sync Component

We added an option to disable the duplicate validation of the record in QuickBooks.

Change Data Capture

We included a change data capture event for Accord Record Status by default in the package now. Whenever syncs occur, the record sync component will update the page live.

Bug Fixes

• Fixed a bug where an error wasn’t thrown during a DML exception when the final Accord Record Status was updated to complete a sync which resulted in the record showing as still “Syncing”.
• Added one retry of errors where refreshing the access token failed, which is most often due to another sync having already refreshed it.

Release Date: October 3, 2023

Retryable Syncs

We’ve improved our system’s resilience by identifying and adding more scenarios where, if an error occurs during syncing, the process will automatically try again. This should help ensure smoother data synchronization for you.

Bug Fixes

• Resolved an issue where our webhook service faced a hiccup if it received information about records that have been deleted or aren’t integrated with Accord.
• Fixed a SOQL query exception when using the Send to QuickBooks action with 100+ records in a single transaction.
• Addressed an issue with the ‘Send to QuickBooks’ action which had trouble when verifying filters on accounts that use person accounts feature.

Release Date: September 19, 2023

Improved Security Features

We’ve enhanced our connection with the Accord API! By adopting the latest security practices, we’re ensuring your data remains as safe as possible.

Webhook Settings Update

Introducing new settings for webhooks! Now, you can filter the webhooks sent to your Salesforce organization, which means no more unnecessary API requests. This ensures smoother operations and better resource management for your Salesforce org.

Release Date: June 29, 2023

Sales Receipt

We added the Sales Receipt object to the list of supported QuickBooks objects available for syncing.

Release Date: June 26, 2023

Sync Actions

We added all new sync actions available in flows which simplify creating sync automations and prevent infinite sync loops from occurring.

Bug Fix

• Updated the sync engine to update the Accord Record Status sooner with a new QuickBooks Id to reduce the chances of a race condition issue.

Release Date: May 22, 2023

Reinstated the previous mapping modal component to resolve errors that occurred during package upgrade. 

Release Date: May 16, 2023

• New Feature: Sales Form PDF Support. Added capability to fetch and download PDFs of Sales Form items like Invoice, Credit Memo, Estimate, etc. from QuickBooks into Salesforce. Enable this feature in the Accord Record Sync component, situated on a Lightning Record Page, or via automation with Flow. 

• New Feature: Sales Form PDF Viewer. A new PDF Viewer component has been introduced, which can be added to a Lightning Record Page to display downloaded PDFs within Salesforce. 
• Enhanced Validation for Mappings: Added robust validation mechanisms during the mapping process to prevent invalid configurations or errors. For example, all fields are now disabled until a Salesforce object is chosen. 
• Bug Fixes: 
  • Resolved a problem where the filter did not accurately display unmapped fields in the Mapping editor. 
  • Addressed an issue where values did not reset correctly when scheduling multiple jobs. 

Upgrade Steps: 

• For using the PDF Viewer, ensure to update File Upload and Download Security for PDF files to Execute in Browser. 

Release Date: May 1, 2023

Bug Fix: Modified some SOQL queries to dynamic ones in a test class, enabling package installation when Opportunity Name is encrypted. 

Release Date: March 8, 2023

Bug Fixes: 

• Resolved an issue where users could repeatedly remove a company before the original request finished. 
• Introduced validation in the mapping interface to enforce the filling of the Sort Order field if a child object is mapped. 
• Addressed a bug that caused the Accord Log creation to fail if the log message was longer than 255 characters. 

Release Date: February 17, 2023

Automatic Sync Retry Update: Added DML Exceptions like ‘Unable to Lock Row’ to the list of retry-able exceptions for a sync from Salesforce to QuickBooks. 

Release Date: January 31, 2023

• Shipping Cost Support: The Shipping Cost field is now available for syncing on the main Salesforce object on Sales Objects (Invoice, Credit Memo, Estimate, and Refund Receipt). 
• Bug Fixes: 
  • Fixed an issue that resulted in the creation of duplicate Accord Record Status after linking a record that had failed during a Salesforce to QuickBooks sync. 

Release Date: January 4, 2023

Bug Fix: Modified the error listener for the Streaming API events, including a session expiration reconnect and console error transfer to avoid alarming users over session timeout-related issues. 

Release Date: January 3, 2023

Bug Fix: Resolved a 403-handshake error with the emp API. 

Release Date: November 3, 2022

Bug Fix: Fixed an issue related to refreshing related lists when an error occurs. 

Release Date: October 18, 2022

New Feature: Included the Refund Receipt object in the list of supported objects. 

Release Date: October 13, 2022

• New Feature: Integrated a Change Data Capture feature that updates the UI of the Record Sync component in near real-time during a sync operation. 

• New Feature: Implemented a delayed load to the Record Sync component to inhibit user input post-page load and upon record updates. 

Release Date: October 4, 2022

New Feature: Established functionality to send Invoices via Flow in Salesforce using the QuickBooks API. 

Improvement: Updated the Record Sync component to refresh related lists on the record as well. 

Release Date: September 1, 2022

New Feature: Integrated Void webhooks that update the record. 

Release Date: July 12, 2022

• Improvement: Enhanced error messages with detailed information from QuickBooks responses. 
• Bug Fix: Resolved an issue with the Webhook Service when one is received for an object that has been deactivated. 

Release Date: June 21, 2022

Bug Fixes: 

• Fixed an issue in the webhooks service causing a SOQL Query Exception (Too many SOQL Queries) when the payload had over 100 records. 
• Updated some error messages to be more user-friendly. 
• Added the functionality to reprocess any Accord Record Status except ones that are In Sync. 
• Fixed an issue in Sync Integrity Engine when the Sync Token is null on the Accord Record Status. 
• Included a permission set that only allows the use of the Accord Record Sync component on individual records to sync. 

Release Date: June 1, 2022

Improvement: Enhanced the error handling mechanism for the Webhook Service. 

Release Date: May 12, 2022

New Feature: Sync Integrity Validation

• Using Change Data Capture, you can now retrieve the last 1,000 changes to a QuickBooks entity and Accord will verify if the record in Salesforce is up to date or out of sync with QuickBooks.
• Fixed a bug that caused inconsistent deletion of a record from a webhook when multiple configs were set up for a single QuickBooks entity.