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Deal Desk

Focus Deal Overview & Breaking Changes

Aug 11, 2023

The following features or functionality have been scheduled for deprecation over the next 30-60 days. If you or your organization have any concerns about the proposed changes or timelines, please reach out to us a

  • Focused Deal Overview: The Legacy Deal Desk UI will be deprecated on September 15th, 2023, and all customers will be automatically upgraded to the improved Deal Desk. Try the new UI to get better visibility into approval topics & much more.
  • Workflow Support for NDAs: Earlier this month we launched Workflow Support for NDAs. This new functionality represents a big enhancement to the Workflow engine which will be rolled out all organizations on September 15th, 2023. This behavior change will make workflow evaluation consistent across both New Order Forms and NDAs, but may require updates to existing workflows for customers using NDAs.
  • Salesforce CRM Sync: The Salesforce synchronization tool supports two modes of operation: (a) full synchronization including line items and (b) only custom mapping synchronization. The original motivation was to support use cases where users wanted to enrich mapping data but not replace line item information, e.g., to avoid clobbering manual corrections made inside Salesforce.
  • We have received a lot of feedback that this dual mode leads to confusion and, as a result, we will be simplifying the synchronization behavior by deprecating the second mode (only custom mapping data). We will be developing a new feature to enable Sales Operators to disconnect individual Deals from CRM synchronization to better support scenarios where manual corrections are required.
    We expect to release this functionality by October 15th, 2023.

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