April 26 Release (v21.10)
What’s New in Fusion v21.10 ✨
Fusion v21.10 introduces enhancements to improve Salesforce integration, simplify lookup filter management, and provide better control over workflow messaging. This release adds support for Salesforce managed lookup filters, per task Save Summary visibility control, and a more secure PKCE based Salesforce login flow.
Together, these updates help reduce manual configuration, improve security, and deliver a more reliable user experience.
New Connected App Support for Authentication
Starting with Fusion Core Client v21.10, Fusion has migrated to a new, more secure Salesforce authentication flow. A new Connected “Valorx Fusion v2” has been created using Salesforce’s modern PKCE (PIXY) login flow and is now bundled directly inside the Fusion Managed Package v2.2. This replaces the older authentication setup that Salesforce has marked as insecure and is actively phasing out.
For most users, this change is seamless. The login experience remains the same, with one small difference on first login after the upgrade.
Technical Highlights
New secure Connected App. “Valorx Fusion v2” has been created using the PKCE (PIXY) login login flow, which is Salesforce’s recommended login flow for connected apps.
Bundled in Managed Package v2.2. The new Connected App is included directly in the Fusion Managed Package v2.2, removing the need for separate manual installation.
Updated login flow in Fusion Core Client. The Fusion Core Client has been updated to route authentication through the new Connected App instead of the legacy one.
One-time authorization prompt on first login. After upgrading, users will see a single Salesforce authorization screen asking them to grant access to the new Connected App. This only happens once subsequent logins will proceed as normal.
IMPORTANT: COMPATIBILITY NOTE
If your org is running Fusion Core Client v21.10 or later but has not yet upgraded to Managed Package v2.2, login issues may occur particularly for users on restrictive Salesforce profiles such as Standard User.
Recommended. Install or upgrade to Fusion Managed Package v2.2 or above. This includes the new Connected App v2 and is the simplest path to full compatibility.
Alternative. If upgrading the Managed Package is not immediately possible, your org admin can manually install the required Connected App as an interim measure. For configuration instructions, see Configure Valorx Fusion Connected Apps.
Lookup Filter Sync in Map Screen Configuration
Fusion now introduces a Use Lookup Filter from Salesforce option in the Configure Lookup dialog. When enabled, Fusion fetches the active lookup filter directly from Salesforce and applies it as the field’s filter conditions—removing the need to manually recreate them.
This is an opt-in setting for each lookup field. Once enabled, the filter is managed by Salesforce. You can also use the Sync option to refresh the latest filter at any time. In addition, running full-map validation will automatically re-sync all Salesforce-managed lookup fields across the app.
Example: Customer: Full Name starts with “J”
Technical Highlights
New “Use Lookup Filter from Salesforce” checkbox. Added to the Configure Lookup options dialog. When enabled, Fusion fetches the active Salesforce lookup filter for that field and stores its conditions as the field’s filter criteria.
Opt-in per lookup field with clear sync feedback The feature is disabled by default and can be enabled individually for each lookup field. If existing custom filters are present, a confirmation prompt appears before they are replaced. Sync actions display snackbar messages with success or failure details, including the number of conditions imported or a description of the issue encountered.
Sync button for on-demand refresh. When the checkbox is enabled, a Sync button appears in the dialog. Clicking it re-fetches the latest filter from Salesforce immediately, with no confirmation required.
Auto-sync during full-map validation. Running full-map validation on the app automatically re-syncs every Salesforce-backed lookup across all grids, so your app always reflects the latest Salesforce filter rules.
Cloud-with-check visual indicator. Lookup fields in Salesforce-managed mode display a cloud-with-check icon on the field row in the Grid Map editor, making it easy to see at a glance which fields are locally managed versus Salesforce-managed.
Clear success and failure feedback. A snackbar message reports the result of every sync, including the number of conditions imported on success, or a description of the issue on failure.
This keeps your lookup filters aligned with Salesforce automatically, reduces manual work, and helps avoid configuration errors.
Things to keep in mind.
This initial release covers the most common Salesforce lookup filter scenarios. A few edge cases are not yet supported and are planned for a future release:
Filters referencing the current record. Salesforce lookup filter conditions that use fields from the source record (via $Source) are not yet supported. These conditions will be silently skipped during import.
Filters referencing the current user. Conditions that reference Salesforce user globals (via $User) are not yet supported and will also be skipped during import.
Multi-level relationship field references. Filter conditions that traverse multiple levels of relationships such as Account.Owner.Profile.Name are not yet supported.
Custom filters are not retained when switching modes. When enabling Salesforce-managed filters on a field that already has custom conditions, those conditions will be replaced after a confirmation prompt. Switching back to manual mode starts with an empty filter list rather than restoring the previous custom conditions.
Enable or Disable Save Summary Messages per Save Task
Fusion now allows you to control Save Summary messages at the individual Save task level. With the new Disable Save Summary option, you can choose whether a specific Save task appears in the final summary shown to end users.
Technical Highlights
Per-task setting The Disable Save Summary option is available under Save Options for each Save task.
Default behavior unchanged By default, all Save tasks continue to appear in the Save Summary unless this option is enabled.
No impact on execution Save tasks still run as usual. This setting only controls whether the result is shown in the summary.
Flexible control Each Save task can be configured separately, making it easier to manage messaging in workflows with multiple saves.
This helps keep Save Summaries clean and easy to understand by showing only the most relevant messages, while giving you better control over what users see.
Thank you for using Fusion. We remain committed to simplifying your workflows while giving you greater control over your configurations. For any questions, please contact our support team at support@valorx.com
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