2023-08-01 — ISVapp Blog

August Feature Update

Feature Update Currency Fields Product Version LMA
In August, the product team added several small but useful improvements to ISVapp. Among them: more export options, current product version support and currency fields.

Table of contents

Product Version in Feature Matrix

The feature matrix (under Product Insights > Feature Matrix) can now display the currently installed product version of your customers. In the case of multiple active licenses per account, the displayed version belongs to what we call main license. That is the license identified by the highest seat count.

Version in Matrix

Support for Currency Fields

ISVapp now supports syncing and formatting currency fields from your Partner Business Organization (PBO). The feature - which is set up via our Salesforce Sync feature - automatically formats currency values according to the specified currency.

In Salesforce, currency values are stored in fields that have the Currency type. The field type alone however is not sufficient to identify the actual currency used for formatting - e.g. US Dollar or Euro. The currency is being derived via one of two methods:

  1. In case the Salesforce Multi Currency feature is enabled, all records automatically contain the CurrencyIsoCode field which will be used by ISVapp to format currency values. That mechanism allows you to specify different currencies on a per-record level.

  2. In case you only use one corporate currency and never enabled Multi Currency in Salesforce, ISVapp will derive the currency used for formatting from the Organization default specified under Setup > Company Information.

A common use case for this feature is to show the account ARR/ACV in ISVapp along other account details.

Account Browser Export

ISVapp users can now export search results from the Account Browser into a Microsoft Excel file via the Export button on the top right:

Account Browser Export

Record Counts Export

Similar to the new Account Browser Export feature, you can now export record counts from the dashboard and Account detail page by tapping the Export button on the top right of the Custom Record Counts box.

Record Counts Export

Support for SOQL and SOSL Read Types in Feature Management

In line with a recent update that Salesforce has made to the App Analytics data, ISVapp now supports two additional operation types within the feature management.

Quoting the release note:

Previously on package usage logs, when the operation_type field was READ, an operation_count equal to 1 represented a read on a record, a SOSL query, or a SOQL query. Now you can retrieve distinct counts for reads or queries with new operation_type values. Filter on operation_type by READSOSL_QUERY, or SOQL_QUERY, and view the corresponding operation_count for each custom_entity.

In ISVapp, you'll notice two additional operation types when refining a custom object:

New READ types

You can use these checkboxes to specify or filter out certain read-operations. Within the feature reporting under Product Insights, all of the available three read operation types will still roll up into a single Reads category with the exception that you now have the possibility to decide what constitutes as a read operation.

Try ISVapp now for free

No credit card required, no obligations

Share this post