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9 July 2026
- 07:5407:54, 9 July 2026 diff hist +1,975 N 3B Onboarding version 9.x changelog Created page with "== Version 9.0 == Requested Documents - This feature allows us to identify what documents are assigned to a person to complete. This feature introduces the following new fields on the Document Assignment object: * All Documents Completed - Boolean - Checked if all documents requested have been submitted and market as "Approved" * All Documents Submitted - Boolean - Checked if all documents requested have been submitted * Outstanding Documents - Number - Shows a c..." current Tag: Visual edit
- 07:4107:41, 9 July 2026 diff hist +5,875 N Requested Documents Created page with "== What's new in Version 9 == The Document Assignment (<code>b3o__Document_Assignment__c</code>) now shows live counts of the documents requested from the contact, so admins and flows can see onboarding progress at a glance without opening the portal. === New fields on Document Assignment === {| class="wikitable" !Field !Type !Meaning |- |Requested Documents (<code>b3o__Requested_Documents__c</code>) |Number |How many documents of the pack are currently visible/required..." current Tag: Visual edit
8 July 2026
- 23:5423:54, 8 July 2026 diff hist +718 WFM Changelog v10.X →Version 10.1 current Tag: Visual edit
- 23:0423:04, 8 July 2026 diff hist +303 App Loaders →Available placeholders (merge fields) current Tag: Visual edit
- 07:2107:21, 8 July 2026 diff hist +80 WFM Changelog v10.X →Link Tag: Visual edit
- 07:1007:10, 8 July 2026 diff hist +1,778 WFM Changelog v10.X No edit summary Tag: Visual edit
- 07:0307:03, 8 July 2026 diff hist +12,505 App Loaders →Scheduler Tag: Visual edit
- 06:5006:50, 8 July 2026 diff hist +6,372 N Advanced Filters Created page with "The V10 release adds '''advanced filters''' to the Scheduler filters panel. Unlike the existing checkbox filters, an advanced filter presents one or more '''input fields''' (text, dropdown, slider, date, time, address search…) and only applies when the user clicks '''Execute'''. Five ready-made filters are included. == What's new for users == * Advanced filters appear in the filters panel (right drawer) alongside the existing checkbox filters. * Fill in the inputs, c..." current Tag: Visual edit
- 06:4606:46, 8 July 2026 diff hist +11,974 Filters Metadata Definition No edit summary current Tag: Visual edit
- 06:3806:38, 8 July 2026 diff hist +240 Matching and Compliance Engine →Compliance Rules current Tag: Visual edit
- 06:0106:01, 8 July 2026 diff hist +134 WFM Changelog v10.X No edit summary Tag: Visual edit
- 05:5905:59, 8 July 2026 diff hist +8,931 N Apex Filter Plugins Created page with "Filter scheduler and component data with Apex when a SOQL clause can't express the filter. == Admin Guide == === Why this exists === App definitions and loaders normally filter records with SOQL <code>WHERE</code> clauses (<code>selectionClause</code> in an app definition, <code>filterRecordsBy</code> in a loader). SOQL has hard limits though — most notably, a semi-join can only cross '''one''' relationship level. This clause is rejected by Salesforce: <code>b3s__Wo..." current Tag: Visual edit
7 July 2026
- 03:3603:36, 7 July 2026 diff hist +374 WFM Changelog v9.X →Version 9.11 current Tag: Visual edit
3 July 2026
- 03:2403:24, 3 July 2026 diff hist +2,181 N WFM Changelog v10.X Created page with "DEV-1422 - Add support for contextUser.Email DEV-1389 - WFM - Reverse Matching in Schedule DEV-999 - Fix no records when filter returns no data, hides filter DEV-1390 - Add special dates support DEV-1377 - Support repeating merge tags in WFM DEV-1373 - Add quick actions to mobile app, Scheduler DEV-1441 - Shift Invitations - native Added clear all filter & fixed bug with closing filters DEV-1300 - File Upload immediately DEV-1300 - Add record files component DE..." Tag: Visual edit
1 July 2026
- 03:2503:25, 1 July 2026 diff hist +99 WFM Changelog v9.X →Version 9.10 - General Use 2GP Tag: Visual edit
- 03:2303:23, 1 July 2026 diff hist +1,047 N Migrate to Event Alert V2 Created page with "Version 9.11 of the WFM package introduces a new object Event Alert (b3s__Event_Alert_V2__c). This is necessary as we are moving to a native way of calculating the count of Penalty Alerts (i.e. those where the Penalty number field is with a value that's negative). The change is required for speed and volume optimizations of the planner. Migration Guide for Existing Customers: # Move all Reports and Automations (APEX/FLOW) as well as customizations (Workflow Rules, Emai..." current Tag: Visual edit
- 02:2402:24, 1 July 2026 diff hist +128 WFM Changelog v9.X →Version 9.9 Tag: Visual edit
29 June 2026
- 09:1309:13, 29 June 2026 diff hist +97 WFM Changelog v9.X →Version 9.9 - General Use 2GP Tag: Visual edit
- 06:4306:43, 29 June 2026 diff hist −73 WFM Changelog v9.X →Version 9.9 - General Use 2GP Tag: Visual edit
- 05:4705:47, 29 June 2026 diff hist −127 WFM Changelog v9.X →Version 9.5 Tag: Visual edit
- 05:3605:36, 29 June 2026 diff hist +75 WFM Changelog v9.X →Version 9.5 Tag: Visual edit
- 05:3405:34, 29 June 2026 diff hist +437 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
26 June 2026
- 10:3810:38, 26 June 2026 diff hist +15,708 N WFM Object Structure Introduced in 2GP Created page with "Implementor guide to the objects introduced when the WFM scheduling app was decoupled from the 3B Onboarding package, and how they drive '''scheduling''' and '''compliance'''.<blockquote>'''Compatibility.''' Existing clients on the 3B Onboarding objects may keep using them indefinitely. '''All new implementations must use the native objects documented here.''' The two models are wired in identically — only the loader <code>objectName</code> / <code>filterRecordsBy</cod..." current Tag: Visual edit
- 10:3210:32, 26 June 2026 diff hist +168 WFM Changelog v9.X →Version 9.8 (2GP) Tag: Visual edit
- 10:2410:24, 26 June 2026 diff hist +8,449 N Working Patterns Created page with "Generate recurring shifts for contacts from a reusable, rotating weekly template. Available in version 9.8+ == End-User Guide == <blockquote>⚠️ The UI for this feature is delivered by the managed package and will change significantly once fully implemented. This describes the concept and the data, not the final screens.</blockquote> === What is a Working Pattern? === A '''Working Pattern''' is a repeating weekly schedule. Instead of creating shifts one at a time, y..." current Tag: Visual edit
- 10:2310:23, 26 June 2026 diff hist +290 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
25 June 2026
- 10:2910:29, 25 June 2026 diff hist +7 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
- 10:2810:28, 25 June 2026 diff hist +7 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
24 June 2026
- 06:1506:15, 24 June 2026 diff hist +158 Whatsapp Integration Changelog →Version 1.0 current Tag: Visual edit
- 06:0706:07, 24 June 2026 diff hist +254 Changelog 3B CLM v8 →PDF Sercice Notice current Tag: Visual edit
- 04:3004:30, 24 June 2026 diff hist +38 3B Portals & Mobile App version 9.x changelog →Version 9.5 2GP Transition Package current Tag: Visual edit
23 June 2026
- 09:1109:11, 23 June 2026 diff hist +93 Main Page →About 3B current Tag: Visual edit
- 09:1009:10, 23 June 2026 diff hist +4,767 N Category:Whatsapp Integration Created page with "Native Salesforce integration with the '''WhatsApp Business Cloud API''' (Meta Graph API). System admins can send freehand text, template, and media messages to Contacts from '''Screen Flows, Record-Triggered Flows, Scheduled Flows, or Apex''', and receive inbound replies + delivery statuses via a webhook. Modelled on the n8n "WhatsApp Business Cloud" node. Ships inside the <code>b3w</code> managed package. ==One-time setup (per org / post-install)== #'''Meta side:''' c..." current Tag: Visual edit
- 09:1009:10, 23 June 2026 diff hist +138 N Whatsapp Integration Changelog Created page with "== Version 1.0 == Link https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000LUNGIA4 Category:Whatsapp Integration" Tag: Visual edit
- 09:0809:08, 23 June 2026 diff hist +77 Main Page No edit summary Tag: Visual edit
- 04:5004:50, 23 June 2026 diff hist +1,430 3B Portals & Mobile App version 9.x changelog →Version 9.5 Tag: Visual edit
- 04:0904:09, 23 June 2026 diff hist +1,435 Changelog 3B Forms v9.x (Abel) →Version 9.9 current Tag: Visual edit
- 03:1603:16, 23 June 2026 diff hist +241 Changelog 3B Forms v9.x (Abel) →Version 9.8 Tag: Visual edit
- 02:5302:53, 23 June 2026 diff hist +768 N Enabling Recaptcha v3 for Forms Created page with "To enable Recaptcha V3 for 3B Forms, the Google Site Admin will need to thumb|Recaptcha Site Onboarding # Go to Google Admin Console and (https://www.google.com/u/1/recaptcha/admin/create as of June 2026, check specific instruction/url at time of onboarding) and start the new Site onboarding procedure. Note that you will need admin rights for this operation. # Create a new Site, and whitelist the salesforce public site(s) where 3B..." current Tag: Visual edit
- 02:4702:47, 23 June 2026 diff hist +25 N File:Recaptcha Site Onboarding.png No edit summary current
19 June 2026
- 08:3708:37, 19 June 2026 diff hist +1,392 Changelog 3B Forms v9.x (Abel) →Version 9.7 Tag: Visual edit
- 08:3008:30, 19 June 2026 diff hist +14 N File:Auto-translate.png No edit summary current
- 08:2608:26, 19 June 2026 diff hist +18 N File:AI Chat with Forms.png No edit summary current
- 05:1305:13, 19 June 2026 diff hist +93 Changelog 3B Forms v9.x (Abel) →Breaking Changes Tag: Visual edit
- 04:3804:38, 19 June 2026 diff hist +302 Changelog 3B Forms v9.x (Abel) No edit summary Tag: Visual edit
- 03:5203:52, 19 June 2026 diff hist +1,095 Changelog 3B Forms v9.x (Abel) →Breaking Changes Tag: Visual edit
4 June 2026
- 10:3910:39, 4 June 2026 diff hist +85 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
- 08:5408:54, 4 June 2026 diff hist +145 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
- 08:3108:31, 4 June 2026 diff hist +4,866 WFM Changelog v9.X →Version 9.6 Tag: Visual edit
- 06:0706:07, 4 June 2026 diff hist +26 WFM Changelog v9.X →Tasks Tag: Visual edit