Salesforce - Version 1.2.4

May 19, 2026

Overview

This release includes improvements to case communication, case management, Rules & Regulations search and navigation, and CART refund request processing. These updates are designed to make customer communication clearer, help staff work more efficiently, improve search usability, and reduce processing errors.


Internal Content

New Features

  • Bulk Updates for Cases: Staff can now update multiple selected cases at once from case list views. The new workflow supports updates to owner or queue, subject, status, and customer email preferences.
Improvements

  • Case Communication: Customers now receive clearer email updates when a case is created, reassigned, or moved to an important status. Automated emails are now better limited to customer-facing situations, helping reduce unnecessary notifications. 
  • Department-Based Case Emails: Case emails can now be sent from the appropriate Stellar MLS department address based on the team handling the case. This helps customers receive communications from a more relevant and recognizable source. 
  • Customer Email Update Control: Staff can now control whether automated customer email updates are sent for a case. This provides more flexibility when a case should not trigger customer-facing notifications. 
  • Rules & Regulations Search: Search results now show a more useful preview around matching text, with search terms highlighted in quick results, full results, article titles, and article content. This makes it easier for users to find the information they searched for. 
  • Rules & Regulations Navigation: Search context is now preserved when opening an article from search results, helping users quickly locate the matching information. Category, article, and legacy link navigation have also been improved so users land in the correct place more consistently. 
  • Bulk Case Update Review Screen: The Bulk Updates screen now shows selected case details before changes are applied, including current subject, status, email update setting, queue, owner, and description. This gives staff a clear review step before making updates across multiple cases. 
  • Case Owner Validation: Owner changes are now limited to approved queues and valid queue members. This helps prevent assignment errors and keeps case ownership aligned with supported workflows. 
  • CART Refund Request Audit History: Audit history handling has been improved when CART refund request sub-statuses change. This helps keep case history more accurate and easier to review. 
  • Case List View Access: CART and T&I case list views now use updated public group sharing to better align access with each team’s work. CART users should only see CART-related cases, while T&I users should only see T&I-related cases, helping staff focus on the cases relevant to their role.
Bug Fixes
  • Fixed an issue in CART refund request processing by checking whether a related CART request exists before attempting updates. This helps prevent processing errors while preserving accurate case history. 
  • Legacy Rules & Regulations links now return users to the correct home page when browsing is needed. 
  • Fixed CART case list views so they show the correct cases by status. The CART Team list view now only shows new cases, and the CART Reopened list view now only shows reopened cases.