Release Notes

UX Consolidation + Guided Onboarding — Major usability overhaul. App Builder cleaned up from 58 visible components to 13 core components. New 5-step Founders Onboarding Wizard guides first-time setup. Conversation Intelligence engine wired into batch pipeline. MCP Quickstart guide published.

🧹 UX Consolidation

All Tiers

• App Builder cleaned up — 13 core components visible (★ prefixed), 69 internal components hidden from page builder
• Core components: Revenue Command Center, Deal Scorer, Account Health, Pipeline Inspector, Conversation Insights, Pre-Call Briefing, Competitive Battle Cards, Champion Tracking, Whitespace Analysis, Settings Hub, Setup Wizard, Ask StratoForce, Revenue Alerts
• Internal components still functional — accessible via Flows and embedded in parent composites

🚀 New: Founders Onboarding Wizard

All Tiers

• 5-step guided setup — License activation → AI provider config + connection test → Permission set assignment (live counts) → Initial data scan (DealScoringBatch + progress polling) → Success page
• Zero-confusion first run — New installs guided through setup instead of dumped into App Builder
• Custom premium UI — 2,538 lines, no SLDS dependency, modern design

💬 Conversation Intelligence Engine

Starter+

• Batch pipeline wired — Participant activities + platform events now fire during bulk ingestion
• 7 webhook adapters — Dialpad, Zoom, Teams, RingCentral, Gong, Outreach, SalesLoft
• ConversationAdapterFactory — Single registry for all adapters, adding new sources requires 1 class update
• Bulk-optimized — 50-record batch costs 1 SOQL + 1 EventBus.publish regardless of size

🔗 MCP Server

All Tiers

• 15 AI tools — Score deals, query pipeline, forecast, briefings, battle cards, and more via natural language
• Dual mode — Streamable HTTP (Cloudflare Worker) + stdio (local)
• Works with Claude, Cursor, and any MCP client — Setup in 2 minutes
• $0 hosting — Cloudflare Workers free tier

🐛 Bug Fixes

• Settings Hub navigation fixed — Namespace-qualified tab reference (stratoforce__AI_Settings_Hub)
• SOQL LIMIT fix in bulkSmartMatch() — Dynamic query no longer hits governor limits
• Flaky test fix — ConversationIngestServiceTest assertion order stabilized
• enqueueJob error handling — Try-catch wrapper with auto-retry and Pending_Analysis status on failure

Sprint 3: Conversation Intelligence + First Managed Release — The platform's first promoted managed package. Added 7 conversation adapters, pre-call briefing, revenue alerts, and platform event integration. 144 new tests across Sprint 3.

💬 Sprint 3: Conversation Ingestion Engine

Starter+

• 7 webhook adapters — Dialpad, Zoom, Teams, RingCentral, Gong, Outreach, SalesLoft
• Pre-Call Briefing — AI-generated meeting prep pulling from deal context, past conversations, and engagement history
• Revenue Alerts — Real-time notifications via Platform Events for deal movements, risk signals, and coaching triggers
• Conversation Insights — Sentiment analysis, talk ratio, keyword extraction, competitor mention tracking
• 144 new tests across all Sprint 3 components (100% pass rate)

Sprint 2: Competitive Intelligence — Three new components for competitive positioning, revenue expansion, and champion engagement tracking. The platform now includes 17 AI components, ~240 Apex classes, 74 LWC components, and 155 new tests across both sprints. Zero "Coming Soon" badges remain.

⚔️ New: Competitive Battle Cards

Enterprise

• AI-generated competitive positioning — Pulls from Competitor_Intel__c records, deal history, and conversation mentions to build real-time battle cards
• 4-tab dashboard — Overview (threat matrix), Head-to-Head (side-by-side), Win Themes (what's working), Battleground (active competitive deals)
• 600-line service with win/loss analysis per competitor, pricing intel aggregation, and deal-level threat assessment
• 32 test methods — Covers competitive overlap, empty states, multi-competitor scenarios

🔍 New: Whitespace Analysis

Enterprise

• Revenue expansion intelligence — Compares product catalog vs. purchased products per account to reveal cross-sell/upsell gaps
• 4-tab dashboard — Account Whitespace, Portfolio View, Product Adoption rates, Expansion Pipeline
• 312-line service with product penetration scoring and expansion opportunity ranking
• 18 test methods — Full coverage including zero-product accounts and complete adoption scenarios

🏆 New: Champion Tracking

Enterprise

• Engagement scoring (0-100) — Weighted composite of recency (0-30), frequency (0-25), seniority (0-20), role importance (0-15), trend bonus (0-10)
• Dark contact detection — 14-day threshold flags contacts as "Dark," 7-day as "At Risk." Pipeline-wide view shows $ at stake
• 4-tab dashboard — Champion Status (per-deal), At Risk (pipeline-wide), Engagement Timeline (180-day), Leaderboard (top contacts)
• 530-line service, 29 test methods — Includes 3 custom Comparator classes for sorted views

🔧 Improvements

• "Champion Left" alert activated — Last "Coming Soon" badge removed from AI Settings → Alerts. Now powered by Champion Tracking engine.
• Zero Coming Soon badges — Every feature on the platform is now live and functional (except Data Residency region in Guardrails, planned for multi-region release)

Sprint 1: Enterprise Analytics — Three major new components that directly compete with Clari and Gong's core revenue intelligence features. The platform now includes ~230 Apex classes, 70 LWC components, and 50 custom objects with 1,314+ tests at 100% pass rate. The Revenue Command Center grows from 11 to 14 components.

📊 New: Win/Loss Analysis Engine

Enterprise

• 9 analytical engines — Win rate trends, loss reason breakdown, competitive displacement, stage-level conversion analysis, deal velocity comparison, seasonal patterns, rep performance, recovery opportunities, and executive summary
• 4-tab dashboard — Overview, Trends, Competitive, Details — each with interactive charts and drill-down
• 310-line service with dynamic SOQL, configurable time periods, and bulkified aggregate queries
• 27 test methods — 100% pass rate with full edge case coverage

💧 New: Revenue Waterfall

Enterprise

• Pipeline flow visualization — Starting pipeline → New deals → Upsells/Downsells → Closed Won → Closed Lost → Current pipeline, with stage-level distribution
• Pipeline Snapshot-powered — Uses daily Pipeline_Snapshot__c records for accurate historical comparison (no field history limitations)
• KPI cards — Win rate, avg deal size, pipeline growth %, conversion rate — with trend indicators
• AI insights — Auto-generated narrative analysis highlighting key pipeline movements and risk areas
• 320-line service, 20 test methods — Configurable time periods (monthly, quarterly, yearly)

🧠 Upgraded: Buyer Intelligence v2

Enterprise

• Influence Scoring — Weighted stakeholder power analysis: title seniority (0-30), activity engagement (0-25), role importance (0-25), recency (0-20). Ranked buying committee visualization. Competes with Gong's stakeholder mapping at 1/10th the cost.
• Cross-Deal Intelligence — Track contacts across all opportunities. "This champion has been on 5 deals with a 67% win rate." Win/loss history per stakeholder — a Clari core feature.
• Engagement Benchmark — Compare deal activity vs. won/lost deal averages. "This deal has 140% of typical won-deal engagement." Percentile ranking across your entire pipeline.
• Buyer Signal Analysis — Aggregate, categorize, and trend buyer signals over 4-week windows. Velocity tracking, strong signal ratio, category breakdown (email, meeting, call, web).
• 5-tab LWC — Stakeholders, Risks, Engagement Trend, Signals, Cross-Deal Intel — with lazy-loading for performance
• 955-line service (4.5x growth), 29 test methods, fault-tolerant aggregator

🔧 Improvements

• xAI Grok provider — 6th AI provider added (OpenAI, Anthropic, Google, Cohere, Hugging Face, xAI)
• Proxy serialization fix — 13 LWC components patched with c/utils cloneForDispatch()
• Feature gating — All 3 new components use c/featureGate for tier-based visibility

Version 1.3.0 delivers GOD Status upgrades across three major components, Slack "Ask the Force" integration, FOUNDER tier licensing, and the full Ask the Force cheat sheet with 14 built-in intents. The platform now includes 218 Apex classes, 67 LWC components, and 50 custom objects with 1,229 tests at 100% pass rate.

🏆 GOD Status Components

• Opportunity Scoring GOD — 4-tab deep dive: Score breakdown, Trend analysis, Peer comparison, What-If simulator
• Account Health GOD — 4-tab view: Health metrics, Timeline, Contact map, Churn risk analysis
• Conversation Insights GOD — 4-tab analysis: Conversations, Analytics, Coaching Scorecard, Competitor tracker with keyword cloud and talk-ratio bars

🤖 Slack "Ask the Force"

• /asktheforce — Slash command queries Salesforce pipeline data directly from Slack
• 14 built-in intents — Pipeline, Risk, Stalled, Closing Soon, Forecast, Rep Performance, NBA, Conversations, Leaderboard, Competitors, Account Health, Deal Lookup, Search, Help
• AI fallback — Freeform questions routed to AI for analysis with real pipeline data
• Block Kit responses — Rich formatted cards with deal details, metrics, and recommendations

👑 FOUNDER Tier Licensing

• 4-tier licensing — Trial (14-day), Founder (free forever), Starter ($10/user), Enterprise ($25/user)
• Founder Program — 50 orgs, full Enterprise features, in exchange for feedback + AppExchange review
• License key generator — Format: SFAI-{TIER}-{OrgId8}-{SHA256hash12}
• PostInstallHandler — Auto-initializes 14-day Trial on fresh installs

🔧 Additional Improvements

• Global Filter Bar — Role hierarchy, search, 6 filter categories wired to all 11 components
• Ask the Force cheat sheet — Expanded quick actions (10 chips), polished help card in LWC + Slack
• 6 new Conversation Analysis fields — Talk_Ratio, Call_Score, Follow_Up_Actions, Key_Moments, Keywords, Coaching_Tips

Package: 04ta500000CU0LRAA1 — Install v1.3.0

Version 1.2.0 is a major platform upgrade delivering 15 new features, comprehensive security hardening, and full Settings Hub activation. The platform now includes 207 Apex classes, 72 LWC components, and 40 custom objects with 1,214 tests at 100% pass rate.

🧠 New: 15 Settings Hub Features Activated

Starter

• Velocity Metrics Toggle — Enable/disable velocity tracking per pipeline with trackVelocity config
• Account Health Auto-Score — Scheduled batch scoring with configurable refresh frequency
• Pipeline Stage Config — Target days per stage + overTarget detection in Deal Velocity
• Competition Tracking — AI alerts on competitor mentions across conversations and activities
• Scoring Advanced Settings — Trend analysis, decay curves, and normalization controls
• Forecast Categories — AI-powered auto-suggest for forecast category changes
• AI Weight Multiplier — Configurable score boost when AI confirms deal signals
• Recommendation Engine — Max actions cap + priority algorithm selection
• Timing & Urgency Rules — Config-driven stale deal + close date proximity thresholds
• Factor Weights — Weight__c multiplier for granular scoring control

🛡️ Enhanced: Security Hardening

• stripInaccessible — Proper boundary pattern applied across all data access classes
• API Version Standardization — All 304 metadata files normalized to API v62.0
• LWC Hardening — Locker Service compliance, sessionStorage guards, secure window.open
• Checkmarx Pattern Audit — Zero critical findings (docs/V19_CHECKMARX_AUDIT.md)

📊 New: AI Response Cache

Starter

• AI_Response_Cache__c — Cache AI responses to reduce API calls and improve response times
• AIResponseCacheService — Automatic TTL management with configurable cache duration

🚨 New: NBA Escalation Engine

Enterprise

• NBAActionEscalationService — Automatic escalation of overdue Next Best Actions
• Overdue Status — New pipeline status for actions past their due date

📋 Platform Stats

• 117 production Apex classes, 90 test classes (207 total)
• 72 LWC components
• 40 custom objects, 6 Custom Metadata Types (31 records)
• 3 permission sets, 10 tabs, 5 FlexiPages
• 12 reports, 3 report types
• 1,214 tests — 100% pass rate, 84% org-wide coverage

Version 1.1.0 introduced 5 integrations, bulk data import, risk alerts, AI coaching, historical accuracy tracking, and an expanded 18-panel AI Settings Hub.

🔗 New: Integrations (5 Platforms)

Starter

• Slack — Block Kit rich messages, Deal Room auto-updates, daily pipeline summaries, severity-based alert filtering
• Microsoft Teams — Adaptive Cards, Deal Room channels, daily summaries, severity filtering. Full feature parity with Slack.
• Zoom / Google Meet / Teams Transcript Import — Auto-import meeting transcripts for AI-powered conversation analysis (sentiment, topics, action items)
• Outreach / SalesLoft — Sync email sequence engagement data (opens, clicks, replies, bounces) to enrich deal scoring
• Generic Webhooks — HMAC-SHA256 signed webhooks to any endpoint (Zapier, Make, n8n, custom). Select which events trigger notifications.

12 Remote Site Settings are included for all integration endpoints. Configure via AI Settings Hub → Integrations panel.

⚠️ New: Risk Alerts

Starter

• Nightly Batch Evaluation — RiskEvaluationBatch analyzes all active opportunities for risk conditions
• 5 Risk Criteria — Stalled deals, slipping close dates, engagement gaps, score decline, missing stakeholders
• Multi-Channel Routing — Alerts route to Salesforce notifications, email, Slack, Teams, and webhooks

🎓 New: AI Coaching

Starter

• AI-Generated Coaching Tips — Personalized sales coaching based on rep behavior, deal patterns, and methodology adherence
• Integrated Gamification — Coaching tips tie into badges and leaderboard standings to motivate improvement

📥 New: Bulk Data Import

Starter

• CSV & JSON Support — Upload files with automatic field mapping and validation
• Import Targets — Deal Score History, Pipeline Snapshots, Conversations, Badge Awards
• Error Reporting — Detailed validation with row-level error messages before import execution

📈 New: Historical Accuracy Tracking

Starter

• Nightly Accuracy Evaluation — AccuracyTrackingBatch compares historical predictions against actual outcomes
• Scoring Accuracy — Track how deal scores correlated with actual win/loss results
• Forecast Accuracy — Compare AI forecast predictions to actual revenue attainment

🛡️ Enhanced: Guardrails (6 Sections)

Starter

• 6-Section Governance — Privacy controls, access rules, approval workflows, keyword blocking, rate limits, and AI scope restrictions
• Expanded from the original guardrail rules to a comprehensive governance framework

🎛️ Enhanced: AI Settings Hub (14 → 18 Panels)

Starter

• 4 New Panels — Integrations, Bulk Import, Scheduled Jobs, Reports & Dashboard
• Contextual Tooltips — Every setting now has an info tooltip explaining its purpose and impact
• Setup Wizard Updated — Now 6 steps (was 3), covering integrations, guardrails, and scheduled jobs. Under 10 minutes from install to insights.

📊 New: Canned Reports & Dashboard

Starter

• 12 Pre-Built Reports across 3 report types: Deal Scores, Pipeline Snapshots, Forecast Analytics
• Dark-Themed Executive Dashboard — Single-pane pipeline health, forecast accuracy, scoring distribution, risk alerts, and team performance

⏰ New: 8 Scheduled Jobs

• Pipeline Snapshot, Forecast Snapshot, Risk Evaluation, Accuracy Tracking, Badge Evaluation, Account Health Refresh, Integration Sync, Audit Log Cleanup
• All manageable via AI Settings Hub → Scheduled Jobs panel

📋 Platform Stats

• 93 production Apex classes, 74 test classes
• 56 LWC components
• 29 custom objects
• 12 Remote Site Settings
• 8 scheduled batch jobs
• 18 Settings Hub panels

📋 Upgrade Instructions

This is a non-breaking upgrade from v1.0.0.9. Follow the standard upgrade procedure:

1. Install the updated package in your sandbox first
2. Verify the 4 new Settings Hub panels appear (Integrations, Bulk Import, Scheduled Jobs, Reports)
3. Configure integrations via the new Integrations panel
4. Review the 8 scheduled jobs in the Scheduled Jobs panel
5. Deploy to production when verified

New Remote Site Settings, scheduled jobs, and reports are created automatically during upgrade. Existing configuration is preserved.

Version 1.0.0.9 introduces Gamification & Badges, improved pipeline UX, updated license gating, and significant test coverage improvements.

🏆 New: Gamification & Badges

All Tiers

A complete gamification system to drive sales rep engagement and healthy competition.

• Leaderboard with Podium Display — ranked rep performance with visual podium for top 3. Filterable by team and role.
• 8 Starter Badges — pre-configured achievement badges: Deal Doctor, Velocity King, MEDDIC Master, Forecast Sniper, Pipeline Builder, Engagement Pro, Comeback Kid, and Data Champion.
• Badge Hover Tooltips — hover over any badge to see its name, description, and the date it was earned. Provides instant context without leaving the leaderboard.
• Custom Badge Support — create custom badges via Badge_Definition__c with configurable criteria, icons, and descriptions.
• User Badge Tracking — User_Badge__c object records every badge earned with timestamp and associated user.

📊 Improved: Pipeline Intelligence UX

All Tiers

• Pipeline Dropdown Labels — stage filter dropdowns now display human-readable labels instead of API names. Applies to the View As, Time Period, and Territory filter components.
• Consistent Filter Styling — unified visual treatment across all pipeline filter components for a cleaner, more professional appearance.

🔑 Updated: License Gating

All Tiers

• Trial = All Features — the 14-day trial now unlocks every feature at Enterprise level, including Account Health, Custom NBA Flow Mapping, and Custom AI Models. Previously, some Enterprise features were restricted during trial.
• Clearer Upgrade Banners — improved upgrade banner messaging on features gated to higher tiers. Banners now clearly state which tier is required and how to upgrade.
• Account Health available in all tiers — Account Health Scoring is now accessible in Starter and above (previously Enterprise-only).

🧪 Test Improvements

• Expanded Apex test coverage across all service classes
• Added LWC Jest tests for gamification components (leaderboard, badge display, tooltips)
• Improved test isolation — tests no longer depend on org-specific data
• Fixed flaky tests related to async queueable processing

🐛 Bug Fixes

• Fixed: Pipeline stage chart not updating when switching time period filters
• Fixed: Deal score displaying as 0 for opportunities with no description (now correctly evaluates other factors)
• Fixed: Snapshot batch failing silently when encountering opportunities with null Amount
• Fixed: "View As" filter not respecting role hierarchy in orgs with more than 3 levels

⚠️ Known Issues

• Conversation Intelligence analysis may timeout for conversations exceeding 60 minutes when using external AI providers. Workaround: break long conversations into segments.
• Territory filter requires Salesforce Enterprise Territory Management to be enabled. The filter component is hidden automatically if Territory Management is not available.
• Badge tooltips may not render correctly in Internet Explorer 11 or Salesforce Classic. Lightning Experience is required.

📋 Upgrade Instructions

This is a non-breaking upgrade. Follow the standard upgrade procedure:

1. Install the updated package in your sandbox first
2. Verify the new Gamification Leaderboard tab appears
3. Confirm badge tooltips display correctly on the leaderboard
4. Test pipeline dropdown labels show readable names
5. Deploy to production when verified

No data migration required. New objects (Badge_Definition__c, User_Badge__c) and starter badge records are created automatically during upgrade.

The first general availability release of StratoForce AI — a comprehensive AI Revenue Intelligence platform built 100% native on Salesforce.

🎯 AI Deal Scoring

Starter

• Multi-factor configurable scoring engine (0–100 scale)
• MEDDIC-compatible methodology support
• 5 default scoring factors via Deal_Score_Factor__mdt: Close Date, Amount, Description, Account Linked, Large Deal
• Configurable weights and evaluation criteria
• Real-time score recalculation on data changes
• Score history tracking via Deal_Score_History__c
• Scores visible on Opportunity record pages

📊 Pipeline Intelligence

Starter

• Real-time pipeline analytics by stage, team, and territory
• "View As" role hierarchy filter for managers
• Time Period and Territory filter components
• Drill-down into individual deal details
• Pipeline flow visualization and velocity metrics
• Stalled deal detection with configurable thresholds

🔮 Revenue Forecasting

Starter

• AI-powered forecast vs. actuals comparison
• Forecast snapshots captured by SnapshotBatch
• Time-series trending and historical accuracy tracking
• Best/worst/likely case scenario modeling
• Rep and manager forecast views

💬 Conversation Intelligence

Starter

• AI-powered call and meeting analysis
• Async processing via ConversationAnalysisQueueable
• Sentiment analysis, topic extraction, talk ratio analysis
• Automated action item capture

🏢 Account Health Scoring

All Tiers

• 13-factor health scoring via Account_Health_Factor__mdt
• Health grades from A+ through F
• Configurable weights and thresholds per factor
• Categories: Financial, Activity, Support, Relationships, Sales, Usage, Sentiment

⚡ Next Best Actions (NBA)

Starter

• 5 default actions: Create Task, Send Email, Log Call, Schedule Meeting, Update Opportunity
• AI-driven contextual recommendations per opportunity
• Custom NBA flow mapping via AI_Action_Config__mdt (Enterprise)

🛡️ AI Guardrails

Starter

• 6 default safety rules via AI_Guardrail_Rule__mdt
• Max Discount, PII Detection, Prohibit Auto-Close, Prohibit Auto-Delete, Max Recommendations, Min Deal Size Escalation
• Custom rule creation support
• All violations logged to AI Audit Log

⚙️ AI Settings Hub

Starter

• Central admin console with 14 configuration panels
• Panels: Settings Hub, Engine, Scoring, Pipeline, Forecast, Conversation, Guardrails, Coaching, Methodology, Prompts, Alerts, Actions, Account Health, License Management
• Setup Wizard for guided first-time configuration
• Syncs with AI_Provider_Settings__c and AI_RevIntel_Config__c

📸 Pipeline & Forecast Snapshots

Starter

• Daily snapshot capture via SnapshotBatch and SnapshotScheduler
• Pipeline_Snapshot__c and Forecast_Snapshot__c objects
• Schedulable via Apex or Setup UI

📋 AI Audit Log

Starter

• Complete audit trail of all AI actions and recommendations
• Guardrail violation tracking
• Configuration change logging

🔑 License Management

All Tiers

• 3-tier model: Trial (14 days, all features), Starter ($10/user/mo), Enterprise ($25/user/mo)
• LicenseService enforcement with AI_RevIntel_License__c
• Upgrade banners on gated features

🔧 Platform

• 100% Salesforce-native — no external data storage
• Managed package with stratoforce namespace
• Multi-provider AI support: Einstein, OpenAI, Azure OpenAI, Anthropic
• 3 permission sets: Admin, Manager, User
• 9+ application tabs
• 18+ custom objects
• 6 custom metadata types
• Requires: Enterprise Edition+, Lightning Experience, API access, Field History Tracking