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Release Notes

Latest release is: 2.17.0 - August 22nd, 2022

How to Install an upgrade ?

Please follow our installation guide, which is the same in case of upgrade too: Update

We will be happy to receive your feedback.

Release 2.17.0

Release Date: 2022-08-22


  • Limit the days the emails sent and their recipients are synchronized backwards

Release 2.16.0

Release Date: 2022-02-02


  • In case of errors during create, update or deletion of records, the error log now contains information regarding the affected records

Release 2.15.0

Release Date: 2021-10-11


  • Removed special characters from translations: compatibility with Salesforce Release Winter '22

Release 2.13.0

Release Date: 2020-05-05


  • Improvements in error logging

Release 2.12.0

Release Date: 2020-05-05


  • Access issues for components in newer salesforce orgs (from version Spring '20) fixed

Release 2.11.0

Release Date: 2019-11-29


  • Resolved error logging dependencies

Release 2.10.0

Release Date: 2019-10-16


  • Removed a field from the permission set which prevented the installation in some cases

Release 2.8.0

Release date: 2019-09-04

New Features

  • Campaign level blacklist under Cleverreach Accounts

  • CleverReach Email Histories related list in Lead and Contact

Release 2.6.0

Release date: 2018-06-26

New Features

  • Support of GDPR compliant Automatic deletion Function in CleverReach for unsubscribed/deactivated/not (double-opt-in) activated recipients.


  • German, English, Problemhandling

  • New CleverReach member status for not activated recipients

  • Renaming of 'Global Attribute' to 'Intergroup Fields' to match new naming in CleverReach


  • Deactivation Button for Campaign Members

  • Sync of Email Reports

  • Some CleverReach member statuses were shown wrong

Known Issues

  • Campaigns in Salesforce that have the auto sync checkbox enabled but were deleted in CleverReach can lead to sync problems.

How to Install the Upgrade?

If you were using API 3 already, you can just go to the AppExchange and install it over the existing installation in your Org.

Release 2.3.0

Release date: 2018-01-09

New Features

In this version we have the following new features:

  • Import campaign from CleverReach

  • Synchronizing email and recipients from CleverReach to Salesforce

  • Deleting campaign members

  • Update email of lead and contact from Salesforce

  • CleverReach Report and Overview in Salesforce Campaigns

Configuration settings for CleverReach API Version 3

Hint: → Since we have migrated to CleverReach API Version 3, existing users need to go through the authorization configuration settings again.

Release 1.5.2

Release date: 2017-08-17

In this version we have some improvements:

Known Issues and Problems

  • Problem with synchronizing big campaigns

The contacts or leads are not fully transferred from Salesforce® to CleverReach®. The Salesforce connection is properly connected, but the contacts or leads are not synchronized. User facing an issue while sending large amounts of Salesforce data to CleverReach, resulting in Salesforce data not fully updated in CleverReach (eg: 20.000+ records).


Improved the transaction issues while transferring large amount of data from Salesforce to CleverReach. Salesforce user can process bulk amounts of data to CleverReach. While increasing timeouts and decreasing the chunk size this data transaction issue is resolved.


  • Increased timeout for faster transactions.

  • Decreased chunk size for processing batches and loading records.

Release 1.5.1

Release date: 2017-05-22

In this version we have two main features and a support feature developed:

New Features

  • CleverReach global attributes with formula field: We have now added the formula fields of the objects in the available fields to be transferred from Salesforce to CleverReach

  • Deactivation of Campaign Members from Salesforce: You have now the ability to deactivate a campaign member in Salesforce and then synchronize this change to CleverReach.


  • Synchronization logs: This Feature will log and show under the CleverReach account in Salesforce all the issues that can happen during the synchronization between CleverReach and Salesforce. This will decrease the response time of our customer service because we will have the logs in order to have better understanding of what happened.

Release 1.4

(initial release 2017)

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