Red Line Agent + Bug Fixes and Enhancements
Fixed
- Actions tab spinner no longer hangs — loads immediately on setup open
- Too many query rows (50001) governor error in insight engine — LIMIT 200 guard added
- Amount field no longer shows dash when standard Amount is blank
New
- Red Line Agent — AI-powered contract review: Mode A pre-signature red line analysis, Mode B post-signature extraction
- Custom amount field mapping — configure any Opportunity currency field in BYOM Settings
- Multi-currency display — shows record currency with corporate converted value when currencies differ
- Compliance report auto-downloads on generation — no more hunting for file IDs
- Org theme inheritance — ATF components now inherit your org's Themes and Branding colors
Install v10.2.0
NL-to-SOQL, Cost Accuracy, Bug Fixes
New
- Natural Language to SOQL — ask questions in plain English, get accurate SOQL
- Cost tracking accuracy improvements across all BYOM providers
- Enhanced error messages with actionable guidance
Fixed
- Resolved DML-before-callout on provider fallback paths
- Context cap for large orgs prevents heap limit errors
- Actions spinner hang on slow BYOM responses
- Error sanitization — no raw stack traces in user-facing messages
Install v9.3.0
Provider Override per Prompt Template
- Override BYOM provider per prompt template — GPT for analysis, Claude for writing, Gemini for code
- Scoped activities to record context for more relevant responses
- Eliminated random record cards from fallback paths
Security Hardening + Stability
- GPT-5.4 Pro peer review security findings addressed
- Context cap for large orgs — prevents heap overflow
- Actions spinner no longer hangs on slow providers
- Error messages sanitized for end users
Agentic Query Engine
- QueryPlannerService — plan, execute, and cache complex multi-step queries
- IntentRouter — 5-intent classifier routes questions to the right handler
- SmartFallbackService — org-aware suggestions when queries fail
- ContextService + QueryGuard — enterprise security guardrails
- HOW_TO interceptor — natural language help system
SmartFallback + Org Intelligence
- SmartFallbackService — when a query fails, ATF suggests related objects and fields
- Org profile detection — ATF learns your org's schema automatically
Intent Classification Engine
- IntentRouter — classifies user questions into 5 categories for optimal routing
- Separate handling for data queries, how-to, analysis, commands, and chat
Prompt Template Library
- 25 pre-built prompt templates for common Salesforce questions
- Custom template builder — create org-specific prompts
- Template sharing via BYOM_Template__c object
xAI Grok + Multi-Provider BYOM
- xAI Grok integration — 6 BYOM providers now supported
- Provider auto-detection from Named Credential URL
- Improved setup wizard — 5-minute install to first query
Initial Release
- Ask the Force — conversational AI for Salesforce
- BYOM architecture — bring your own LLM provider
- Support for OpenAI, Anthropic, Google Gemini, Azure OpenAI, Mistral
- Zero data egress — all processing stays in your Salesforce org
- 5-minute setup with Named Credentials
USER_MODE Security + Stability
- USER_MODE enforcement across all SOQL queries — data respects org sharing rules
- Pipeline Inspector performance improvements — faster load on large orgs
- Deal scoring recalculation on Opportunity field changes
- Forecast Grid rollup accuracy for multi-currency orgs
- Pipeline Changes — stage regression detection edge case
Install v2.1.0
God Mode — 19-Component Suite
- Pipeline Inspector — interactive deal table with inline editing and risk indicators
- Forecast Grid — Clari-style rep × category matrix with team rollups
- Deal Scoring — multi-factor AI scoring with engagement, champion, and competitive signals
- Coaching Alerts — 7 pattern detectors for stale deals, stuck stages, and single-threaded risk
- Pipeline Changes — track every deal movement: amount, stage, close date, probability
- Deal Velocity — cycle time analytics and stage duration analysis
- Account Health — proactive churn risk detection
- Gamification — leaderboards, achievements, and team challenges
- AI Analytics — token usage and cost tracking per user
- Settings Hub — 18 admin panels for complete configuration
Initial Release — Revenue Intelligence Foundation
- Pipeline Inspector — first Salesforce-native pipeline view with AI risk signals
- Deal scoring framework — configurable dimensions and weights
- Next Best Action — AI-generated action items per deal
- Salesforce-native — no data leaves your org, no iFrame, full platform security