The Field Operations Changelog keeps a running log of Field Ops changes related to Sales Ops, CS Ops, Channel Ops & Deal Desk. The log is organized by fiscal year/quarter and sub-organized by the bi-weekly Field Ops release milestone/epic. It was started in Q3-FY22 and is organized by newest updates at the top. Any entries that were included in a Field Ops Release are bolded.
To learn more about Field Ops releases, see the Field Ops Release Schedule handbook page.
New Slack Channel for Sales Tool Support
FY25 Planning Data Review – Account Information Changes
Tableau License Availability to CRO Org
SKUs for Statements of Work (SOWs)
Improvements to Bill To / Sold To Contact Management in CustomersDot
New AE Notifications for Customer MQLs
Renewal Ops: Renewal Auto-Closure Update
Digital Customer Programs: Improved Onboarding + CI Email Experience
Online Sales & Self-Service: Startup Program Opportunities Update
Renewal Ops: Renaming Clari fields in Salesforce
Sales Ops: Change to Clari Forecast Reset Date
Sales Ops: FY24 Q2 QBR Top Asks Tracking
Sales Ops: SFDC Account Creation Policy Change
CS Ops: Scale Engagement Requests in Salesforce
Partner Ops: Filter Invoice Owner in SFDC Quote Studio for Partner Quotes
Partner Ops: Filter Partner account fields in SFDC Quote Studio for Partner Quotes
Sales Ops: SFDC Sales Stages Workflow Change
Sales Ops: Professional Services Bookings Forecasting for Sales Managers
Sales Ops: Resume Creation of Google Marketplace Add-on Private Offers
Alliance Ops: Google Cloud Marketplace Listing Improvements
Sales Ops: Okta Single Sign On Enabled for Clari
Renewal Ops: Subscription Renewal Date field on Renewal Opportunities
Renewal Ops: Updated Renewal Risk Category Dropdown
Quote Approvals Update - PAO Approvals
Changes to Salesforce Address Fields
Clari Launch and SFDC Forecasting Enhancements for Partner Teams
Channel Sales Permission Update for Changing Opportunity Ownership in Salesforce
Sales Ops: Clari New Logo Forecasting Changes
Sales Ops: Account Ownership Rules of Engagement Updates
Sales Ops: Content from Sales Handbook Definitions & Glossary Docs Moved to the Internal Handbook
Alliance Ops: New Google Cloud Listing: GitLab Enterprise Edition Virtual Machine
Sales Ops: Chorus Data Retention Policy Extension
Sales Ops: Update to Changing Opportunity Ownership in Salesforce
Deal Desk/Fulfillment: Quarterly Subscription Reconciliation (QSR) Notifications Now Available in SFDC
Marketing Ops: Marketo Sales Insights Access Removal
Marketing Ops/Sales Systems: Changes to MQL fields
Sales Ops: NEW Required Opportunity Field for Intended Product
Sales Ops: Chorus SSO Login Now Available
Sales Ops: New Field: PTE Likely to Uptier
Sales Ops: PTC Scoring Change
Sales Ops: Potential Users Field Scrub
Sales Ops: New Forecast visibility and requirements in Clari
Sales Ops: New Restricted Party Field & Process in SFDC
Sales Ops: Late Renewal Exception Process Automation
Sales Ops: Chorus Tracker Requests
Marketing Ops/Sales Ops : Outreach Visibility Updates
Sales Ops: Late Renewal Policy Change Enforced in SFDC
Channel Ops: Deal Registration Management Changes
Channel Ops: Channel Operations now able to Create Opportunities in SFDC
Sales Ops: Auto population of ISR fields on Accounts and Opportunities
Sales Ops: Update to Chorus Playlist Approval Process
Sales Ops: Quarterly Review - Account & Opp Ownership Updates
Sales Ops: Forecasting Updates in Clari
Deal Desk & Order Management: Quarterly CSAT Survey
CS Ops: SaaS Free/Trial Account Data in Salesforce
Sales Ops: Chorus Support Slack Channel
Sales Ops: Chorus New UI
Sales Ops: Chorus Scheduler
Sales Ops: Chorus License Change for Managers & Field Operations
Deal Desk: New Quote Approval Requirement for Annually Paid Renewals
Sales Ops: PS-Only Opportunities included in FY23 Opp Holdover Policy
Sales Ops: Chorus Recordings Mass Deletion after 6 months
Sales Ops: FY23 Territories SSoT
Sales Ops + SS&A: Important Fields for FY23 Reporting
Sales Ops: Sales Managers Alerted in #wins-key-deals
Alliance Ops: Introducing the New GitLab Alliance Partner Program
CS Ops: Customer License Utilization: Salesforce App
Customer Programs: Expand Criteria for Required Contact Role "GitLab Admin" to all customers
Sales Ops: Chorus Privacy Control & Handbook Updates
Sales Ops/Sales Systems: SFDC Win Alerts - Migrate Troops to Internal Flow/Code
Sales Ops: Salesforce Inbox Implementation
Alliance Ops: License Distribution Process Update for Deals through AWS & GCP Marketplace
Sales Ops: FY22-Q4 Cannonball Run Completed
Customer Programs: CSM-Assigned Customer Enablement Enrollment
Marketing Ops: New Outreach Sequence Fields in SFDC
Channel Ops: Partner Operations Case Alias
Channel Ops: Partner Business Plan Module Launch
Deal Desk: 6 new Annual True-Up SKUs
Channel Ops: Reseller Name Now Populates on Distributor Order Forms
Channel Ops: GCP & AWS Marketplace Private Offer FAQ
Sales Ops: SFDC Bookings Report Access
Sales Ops: Archiving SFDC Reports Not Used in 180+ Days
SOPS: Autopopulate Billing Address on Account
Channel Ops: Google Cloud Revenue Share Change
Deal Desk: Initial Term Automation for Amend Subscription Quotes
Deal Desk: Approval Matrix Update: <12 Month Subscriptions
Deal Desk: Quote Layout Update: Subscription Name and Type
SOPS: Fortune Ranking automated in SFDC
SOPS: Enterprise ISR Prioritization & Opportunity Tiering
SOPS: Hide shipping address field on Account Object
FOPS: Partner Operations (Channel + Alliances) Chatter Alias
CSOPS: Gainsight Success Plan/Account Plan UI Upgrades
SOPS: Publicly Accessible Chorus Recordings
SOPS: Account Standardization for Merging Accounts in SFDC
SOPS: New process for US PubSec to select preferred co-sell partners for opps
CSOPS: Gainsight Dashboard filtering: added CSM Manager as filter
CSOPS: At-Risk Customer Dashboard, issue and handbook page
CSOPS: Gainsight: License Utilization calculations now use billable_user_count and handbook
Customer Programs: Updated digital onboarding program and CSM playbook to include links to Docs
Customer Programs: Launched Customer Newsletter program highlighting 14.2 release
Customer Programs: Synced Program emails to C360 section in Gainsight
Customer Programs: Launched Customer Webinar Invite - Advanced CI/CD with largest attendance to date
Channel Ops: GCP Marketplace Private Offer Portal Migration Complete
SOPS: Salesforce: Command Plan Button - Open in New Tab
SOPS: LinkedIn Developer Count
Launch of Field Operations Changelog
