For the complete documentation index, see llms.txt. This page is also available as Markdown.

Recent package changes

The main customer-facing improvements in recent versions of the Kernel Salesforce package.

v3.13.0

  • Recent sync history. View recent sync runs directly in Sync Scheduler without digging through Salesforce jobs.

  • Clearer API key errors. Diagnose permission gaps that could make a working API key appear broken.

v3.12.7

  • Lower-privilege integration access. Adds a dedicated permission set for integration users.

  • Safer reverse sync. Stops the default reverse sync from overwriting Salesforce Account names.

v3.12.6

  • Account creation override. Optionally route Salesforce Account creation through Kernel Search Accounts while preserving the selected record type.

v3.12.5

  • Better sync diagnostics. Adds failure summaries for manual, scheduled, and API-triggered syncs, including processed and failed record counts.

v3.12.0

  • Consistent sync filters. Applies saved filters to manual, scheduled, and API-triggered syncs.

  • Accurate job outcomes. Shows when a completed sync contains failures.

v3.11.4

  • Send Kernel Feedback. Standardises the structured feedback action under one clear name.

  • Feedback from any Account. Users can submit feedback from a standard Account without linking it to a Kernel Account first.

  • More scheduling options. Adds hourly schedules and advanced cron scheduling.

  • Duplicate protection. Prevents duplicate Kernel Account records when backfill and account creation overlap.

v3.10.6

  • Upgrade-safe sync configuration. Preserves customer changes to standard sync configurations during package upgrades.

v3.10.0

  • Duplicate Account prevention. Recognises accounts already in Salesforce before users create them through Kernel Search Accounts.

v3.9.0

  • Non-admin sync access. Adds the Allow Non-Admin Sync setting, which grants access through Kernel_Sync_User_PermissionSet.

  • Per-config schedules. Lets admins choose which sync configurations each schedule runs.

v3.8.0

  • More reliable installs and upgrades. Isolates package tests from custom Account automation in subscriber orgs.

v3.7.1

  • Simpler sync direction. Adds the Standard sync direction toggle.

  • Read-only enrichment access. Gives read-only users the external credential access required for enrichment callouts.

v3.7.0

  • Role-based access. Adds permission sets and access controls for different user roles.

  • Account backfill. Adds a guided setup step for linking existing Accounts to Kernel Accounts.

v3.6.0

  • KERN ID on Account. Adds KERN_ID directly to the Salesforce Account.

  • Kernel Search Accounts. Lets users search for Kernel accounts from Salesforce.

  • Fresher enrichment data. Improves enrichment refresh behaviour and logging permissions.

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