These are the release notes for Experian Data Validation for Salesforce Lightning:
28th October 2024
Bug fixes
Populating Phone Value in the Phone Validation (Flows) component no longer prevents the country code picklist from loading correctly.
Country code picklist in the Phone Validation (Flows) component honors the default country code setting.
Phone field labelling in standalone EDQ components now mirrors the default and EDQ Record Detail components.
Phone validation status no longer losing additional detail when record is converted from a Lead to a Contact or Account.
Click-to-Dial feature now works without Phone Validation also needing to be enabled.
3rd October 2024
New features
EDQ Record Detail component updated to be URL-Addressable.
Bug fixes
When creating or saving an EDQ Profile Setting without Click-to-Dial enabled, a potential duplicates error is no longer displayed.
19th September 2024
Bug fixes
Compound fields on Contact object no longer cause an error when displaying Accounts when Person Accounts are enabled.
19th September 2024
New features
Improved display of the what3words licensing warning when configuring Touchpoints.
Bug fixes
Field list for certain objects when creating or editing a Touchpoint no longer fails to load and error.
Parent fields in New records no longer displaying as unpopulated, read-only fields.
Phone numbers that result in a Bad format response from the Phone Validation API now correctly show the Unverified status.
Phone fields now handle invalid text entry in the same way as invalid numbers.
3rd June 2024
New features
Ability to look up and store what3words 3 word addresses, as well as the associated geocodes (United Kingdom only).
Support added for Change Record Type feature when the Edit button is overridden.
Added additional support for computer-telephony integration (CTI) systems with the option to enable the lightning-click-to-dial component in EDQ components on a per-profile basis.
Bug fixes
Improved handling of Number and Location fields in the EDQ Record Detail component containing more decimal places than their settings allow.
"Set to default country" button in address components correctly sets manually updated flag when address is cleared.
22nd April 2024
New features
Support for formatted_number output from the Phone Validation API.
New Touchpoint setting for configuring a field to store the validation status directly in the record if required.
Additional button enabled to quickly set the default country when country-only addresses have been allowed.
Improved handling and messaging for 403 Forbidden responses from all three validation APIs.
Update to Reference-Id header sent to Experian APIs to improve consistency of usage reporting.
Bug fixes
Multi form field validation popup correctly appears and includes hyperlinks to fields.
Passive address validation of unlicensed countries no longer silently fails nor prevents email and phone validation from executing.
Passive address validation of a previously enriched address now correctly clears the enriched fields.
New Contact now correctly populated with Account address in additional scenarios.
EDQ Record Detail component now available for Experience Cloud templates based on Lightning Web Runtime (LWR).
7th March 2024
New features
Automated free trial functionality enabled for Australia and New Zealand.
Added tooltip to Record ID field of EDQ Record Detail component to clarify its use.
Bug fixes
Guest users now able to save EDQ Log objects allowing validation status to be stored against records.
29th January 2024
New features
Support for Experience Cloud, including the ability to use the EDQ Record Detail component within Experience Builder.
New configuration option in LEDQ Settings Custom Metadata Type to control the line endings for multi-line fields.
EDQ Record Detail component now supports the defaultFieldValues query string parameter to auto-populate fields in the New Record modal.
Improved error handling when EDQ Permission Sets have not been assigned and when a user assigned to the EDQ Non-admin Permission Set accesses the Touchpoints section.
Bug fixes
Read-only fields no longer invoke the inline editing function when double clicked.
New Record modal launches correctly within Experience Cloud sites when the New button is overridden with the EDQ component.
12th December 2023
Bug fixes
License for a Customer Community Plus Login no longer incompatible with the permissions expected by the EDQ Non-admin Permission Set.
6th December 2023
Bug fixes
The + symbol is now always appended in the Phone Validation (Flows) component when the + symbol feature is enabled.
A modified EDQ State Setting no longer causes the post-install script to fail.
A modified EDQ State Setting record no longer has a new version added with default values after upgrade preventing the creation of a duplicate.
Legacy Touchpoints set up prior to there being multiple types now work with passive validation enabled following an upgrade.
29th November 2023
New features
Phone Type added as an output attribute of the EDQ Phone Validation (Flows) component.
Bug fixes
Disposable number status correctly recorded when using the EDQ Phone Validation (Flows) component rather than being recorded as Verified.
An invalid phone number status is now stored correctly for the Phone Validation (Flows) component when the + symbol feature is enabled.
An invalid number message is no longer shown for the Phone Validation (Flows) component when navigating back and forth in a Screen Flow and the + symbol feature is enabled.
17th November 2023
New features
Added option for passive validation of address, email and phone fields in the background with no user interaction.
Added support for the Premium Location Insights Enrichment dataset.
Improved handling of errors relating to unintentional mistakes made in the configuration of Named Credentials.
Bug fixes
Validation statuses correctly retained when moving forward and backward in a Screen Flow.
Duplicate EDQ State Settings records are no longer created when the original State Setting has been modified and an upgrade is performed.
No longer possible to click the Save button of the EDQ Record Detail component multiple times and create multiple duplicate records.
20th September 2023
Bug fixes
Fix for component error when trying to create a Contact from the Related tab of Account when BillingAddress isn't populated and "State and Country/Territory Picklists" are enabled.
19th September 2023
New features
global_address_key added as an output variable of our EDQ Address Validation (Flows) component to enable use of our Enrichment API in Flows.
Improved response handling from our Phone Validation API for "No coverage" and "Disposable" statuses.
Addresses can now be added to a new record or saved on existing record with just a country by enabling a new LEDQ Settings option.
Field-level errors for fields not visible in the page layout displayed in the page-level error area for parity with the standard Salesforce component.
Save button on Touchpoints page disabled until changes are made.
Bug fixes
State value no longer lost when using the Custom Address Field within the New/Edit modal when the buttons are overridden.
Clicking Save in the EDQ Record Detail component too quickly after validating an address will no longer fail to populate any additional data configured in the Touchpoint.
An unedited but automatically populated required field in a custom object will no longer incorrectly display a "Required values missing" error message.
Creating a Contact from an Account correctly prepopulates the Phone and Address fields.
7th August 2023
Bug fixes
EDQ Record Detail component now able to correctly save objects with multiple record types that are still assigned the original master record type.
31st July 2023
New features
Improved handling of duplicate errors for standalone Address, Email and Phone Validation components.
All EDQ Flows components now support the ability to display help text in an "i" icon beside the field label.
Bug fixes
All EDQ components now correctly honor field-level security settings for the current profile.
Record Type field no longer misaligned on smaller screen widths when using the EDQ Record Detail component.
EDQ Record Detail component no longer displays an error when the Page Layout contains a controlling picklist which is read-only with a dependent picklist which is editable.
Searching for an address using an unlicensed country now displays a more helpful error message.
Person Account specific fields used in a Touchpoint are now ignored if a Business Account is loaded.
Touchpoints with custom fields that haven't been added to the Page Layout now fallback gracefully and display an error in the browser console.
Changes to Touchpoint mappings can no longer be accidentally lost with a new prompt to save or discard any unsaved edits.
EDQ Email and Phone Validation (Flows) components no longer misaligned with EDQ Address Validation (Flows) component.
10th July 2023
Bug fixes
Fixed issue where saving duplicate Person Accounts with a custom record type resulted in a generic error message.
Clear button for addresses in the EDQ Record Detail component correctly preserves the dataset parameter after being clicked.
EDQ Address Validation component no longer produces an error when configured using custom fields.
29th June 2023
Bug fixes
EDQ Record Detail component loads correctly when used on the Case object with the Case-specific Close Page Layout also activated.
EDQ Record Detail component now uses the correct page layout when multiple Record Type options have been restricted to a single option via profile permissions.
15th June 2023
Bug fixes
LEDQ_Lead_Validation_Retention_AfterTrigger no longer throws exception when triggered by custom Apex Test Classes.
23rd May 2023
Bug fixes
Help icons shown for inline view and edit modes of EDQ Record Detail component.
4th May 2023
New features
Improved the process for customizing the country and state labels.
Added support for new Custom Address Fields introduced in Summer 22 platform update.
Ability to enable/ disable address, phone or email validation component in isolation.
Bug fixes
EDQ Log objects correctly associated when records are cloned using our custom EDQ Clone button.
Error Message field in the EDQ Error Log object no longer truncates messages after 255 characters.
EDQ Permission Sets now allow users to access External Credentials.
EDQ components no longer allow read-only fields to be saved or non-visible fields to be seen.
Increased the size of the Dataset field in LEDQ Countries Custom Metadata Type to support new longer datasets format.
Phone input validation no longer prevents numbers from countries with phone codes of 3 digits or more from being submitted.
Single string validation errors correctly propagated to the New/Edit modal.
All user types able to save records containing required non-string fields e.g. Currency.
24th November 2022
New features
New EDQ Address, Email and Phone Validation components for use within Salesforce Screen Flows with accompanying Apex Action for storing the validation status against associated records.
Setting added to LEDQ Settings Custom Metadata Type to allow the country picklist to be positioned above or below the other address fields.
Improved handling of Touchpoint mappings which involve a custom field that has been removed or renamed.
ported_date Phone Validation property in Touchpoints labelled to explain the additional cost if a date is successfully retrieved.
get_ported_date Phone Validation request attribute only set if the ported_date property is mapped in a Touchpoint.
Bug fixes
EDQ Record Detail component no longer fails to load for users with read-only permissions.
Standalone EDQ validation components now behave appropriately for users with read-only permissions.
EDQ Record Detail component now uses the correct page layout when multiple Record Type options have been restricted to a single option via profile permissions.
Record Type field now correctly populated when multiple record types are available to the user and the default is not chosen.
Record Type correctly displayed in the heading of the new object modal.
Error no longer displayed when performing initial address format with a default country other than GBR.
Section headers or field labels named using non-Latin characters no longer cause a fatal error.
Error no longer displayed beneath a field when it has been externally updated, for example by a Before Update Trigger.
Save button no longer remains greyed out in the EDQ Record Detail component when there are no EDQ validated fields present in the page layout.
An edited address is no longer temporarily captured when the Cancel button is used within the EDQ Record Detail component.
Fields are no longer lost from view when screen width is changed to that of a mobile or tablet.
Removing or renaming a custom field used by a Touchpoint no longer prevents new objects using the Touchpoint from being created.
Access to EDQ Global Settings is correctly restricted to users with the EDQ Admin Permission Set.
A profile that has not been assigned to one of the two EDQ Permission Sets no longer generates multiple error logs with the 'List has no rows for assignment to SObject' message.
Enhanced spellcheck offered by Chrome and Edge disabled by HTML attribute to mitigate "spell-jacking" vulnerability.
12th September 2022
New features
EDQ Record Detail component recreated using Lightning Web Components (LWC) to increase performance and stability, most notably for long records containing many address, email and phone fields.
Email and Phone fields now include a clear button to make it easier to enter a new value and clear any associated metadata fields that had been configured as part of an Email or Phone Touchpoint.
Improved error message display at the bottom of the New/Edit modal when field errors are encountered and New/Edit buttons have been overridden to use the EDQ Record Detail component. Now more closely mirrors the behavior of the default Record Detail component.
Improve handling and clearer error messaging for misconfigured Named Credentials.
More robust parsing of EDQ Validation API JSON files to improve reliability of API attribute retrieval in the Touchpoint Settings UI.
Bug fixes
Converting a Lead into a Contact or Account retains the validation status of any fields validated with EDQ components.
Phone country code no longer stored twice in the number field when the validated number itself includes the country code.
Duplicate record updates are now saved correctly following the duplicate warning and second attempt to save.
View Duplicates functionality now working when a duplicate Account or Person Account has geocodes mapped in its Touchpoint configuration
In Console mode when creating a new Account, the new modal no longer remains visible in a separate tab after the account has been created.
Disabling a country in LEDQ Countries Custom Metadata Type correctly hides it from the picklists for address and phone components.
No match response from Experian Address Validation API correctly handled.
Long addresses typed out slowly no longer result in an unknown error in the UI.
20th April 2022
New features
Touchpoints extended to allow the mapping of additional data from our Phone Validation API to custom fields.
Touchpoints now allow for country-specific mapping to custom fields of the Components from our Address Validation API.
Inline edit mode can now be enabled in the EDQ Record Detail component by double clicking a field.
New JavaScript global functions added that allow for external control of the country picklists in our Address and Phone Validation components.
Bug fixes
Cancelling an address edit when using the Address Validation component now correctly reverts the visible changes.
Timeouts from our Email Validation API are more gracefully handled with an accurate description shown to the user.
Default country settings are now honoured in the correct order: User setting > Component setting > Org setting.
Default value for the Max Address Picklist Suggestions setting of 7 now matches the tooltip wording.
When using State Picklists the State Name is correctly used in both the picklist and the when the validated address is displayed, instead of the Integration Value.
Address component correctly handles countries with custom Integration Values and selects the right country in the picklist when an address is edited, rather than reverting to the default.
8th April 2022
Bug fixes
Fixed bug in which page-level errors would in some cases persist at the top of the form after it is saved.
7th March 2022
New features
Touchpoints extended to allow the mapping of additional data from our Email Validation API to custom fields.
New configuration option in LEDQ Settings Custom Metadata Type to control the preservation of the + symbol when saving phone number fields.
Bug fixes
Record Type field correctly prepopulated in the EDQ Record Detail component if only one Record Type is available to the current profile.
Object Search Layout now accurately determines the fields displayed on the Duplicate Record results modal.
When EDQ Record Detail component is running in a modal (from a create or non-inline edit action) it no longer causes a page refresh on save.
Other Lightning components added to a Record Page correctly refresh their content when the EDQ components are saved.
11th February 2022
Bug fixes
Within the EDQ Record Detail component, clicking Save immediately after entering inline edit mode no longer causes address, email and phone data to be lost.
After saving a record using the EDQ Record Detail component the page no longer scrolls to the top. Instead it scrolls to the closest section heading visible on the screen.
31st January 2022
New features
Maximum Address Picklist Suggestions config setting allows administrators to set the value to between 1 and 25. This is set on the LEDQ Settings page.
Support added to the EDQ Record Detail component for the Compact Display Density user setting.
Bug fixes
Long formatted address lines now correctly wrap within their container.
If User Value is set for a country this will now be used consistently in all cases.
10th December 2021
Bug fixes
Parent record prepopulation now works when child objects have multiple record types.
3rd December 2021
New features
Extended support for parent record prepopulation to custom fields. There are some limitations.
Bug fixes
"Clear" button in the EDQ Record Detail component now works as expected when no Touchpoints have been configured.
22nd November 2021
New features
Touchpoints now allow for country-specific mapping to custom fields of additional data from our Enrichment and Address Validation APIs.
Bug fixes
Record Type field in the EDQ Record Detail component correctly forced to be read-only as per the default component behavior.
"Change Record Type" flow no longer fails change record type when Edit button is overridden with EDQ component.
Empty dependent picklists no longer marked as mandatory when using EDQ Record Detail component.
Empty "More Info" field in legacy EDQ Log objects no longer causes EDQ component to not load.
25th October 2021
Bug fixes
Creating related object from parent with overridden new button now automatically populates parent details in EDQ Record Detail component. There are some limitations.
Custom field level validation rules now being handled and highlighted correctly in the EDQ Record Detail component.
Reinstatement of empty state picklist fix from 1.7.1 which was missing from 1.8.0.
30th September 2021
New features
EDQ Token Settings replaced by new Licensing tab within EDQ Global Settings, where the user can enter their API Authentication Token or sign up for a free trial.
Replaced error message with a more user friendly and unobtrusive warning when EDQ Profile Settings haven't been configured for a profile.
Bug fixes
"dataset" parameter correctly sent in requests to Experian Address Validation API when configured in the LEDQ Country object.
Save/Cancel panel no longer hidden by Salesforce Utility Bar when editing an object inline using the EDQ Record Detail component.
Country codes are no longer automatically added to existing unedited phone number fields when Phone Validation is activated.
Use of "undo" button for address edits within the EDQ Record Detail component no longer causes a component error.
Field level validation messages now appear beside the field when using the EDQ Record Detail component.
A saved invalid phone number no longer reverts to default country code when edited.
Performing the "undo" action on an edited phone number no longer reverts to the default country code.
Clicking the Cancel button in the New Record modal under Lightning Console no longer causes it to close and reopen repeatedly.
Clicking the Cancel button on the Record Detail component under Lightning Console no longer causes the UI to hang.
Correction to Reference-Id header sent to Experian APIs to improve consistency of usage reporting.
20th August 2021
Bug fixes
Custom field of type "Picklist" used for States in Address Validation no longer empty when "State and Country/Territory Picklists" not enabled.
16th August 2021
New features
Added support for using custom fields which represent an address when using the EDQ Record Detail through a new Touchpoint Settings UI.
EDQ Address Validation component now supports custom fields of type "Picklist" for the State and Country elements.
EDQ Address Validation, EDQ Email Validation and EDQ Phone Validation components upgraded to Lightning Web Components.
Minor UI and behavioral improvements to all EDQ validation components.
Full response from the Address and Email Validation APIs stored in the "More Info" field of the "EDQ Log" object.
3rd August 2021
New features
Added support for 3 letter country ISO codes when configuring Salesforce State and Country Picklists.
15th July 2021
Bug fixes
New record can be created containing a blank address, regardless of SF country picklist integration value not matching the default country value from Address Validation API.
9th June 2021
New features
EDQ Record Detail component now replicates the following features of the default Record Detail component: section headers, edit highlights, undo functionality and fixed save and cancel buttons when editing.
Improved handing of misconfigured Named Credentials during installation and configuration.
A duplicate EDQ Profile Setting now displays a user-friendly error message.
Update to format of Reference-Id header sent to Experian APIs to improve consistency of usage reporting.
Bug fixes
Concatenation Separator settings applied correctly when using <Space>, <New Line> or Custom Separator options.
"Save blank value" button correctly disappears when just the State is populated, using the EDQ Record Detail component.
When editing an Address field in the EDQ Record Detail component the field is now in focus and the page is scrolled to the correct location.
"Suffix" and "Middle Name" fields on Person Accounts now displayed in the correct order.
EDQ Token Settings tab no longer hidden on initial installation.
Fix for component error when performing the "Enable Profiles" installation step and a user is not selected from the drop down.
