Product Updates

September Improvements

What’s New

Permissions: Granular control for Custom Objects and Custom Activities

We’ve added more precise role permissions for Custom Objects and Custom Activities. Admins can set separate rights to add, edit, and delete, giving teams tighter control without slowing down daily work.

Add, Edit, and Delete are now distinct permissions you can assign per role for both Custom Objects and Custom Activities. Existing restrictions carry over, so users keep their current access; you can add finer granularity as needed.

How to use it

• Go to the Settings of your Custom Objects or Custom Activities.
• Check the box to restrict the object.
• Then assign Add, Edit, and Delete separately to the roles that need them.
• For Activities, choose whether published types can be editable by specific roles, or only in draft.

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Workflows

• You can now trigger a Workflow when an Opportunity stalls. Automate follow‑ups or updates when Close detects that an opportunity needs attention. See Pipeline Guidance for more details on when an Opportunity Needs attention.

• Workflow step icons now have clearer tooltips and improved accessibility, making automations easier to scan and understand at a glance.

AI Enrich

• On Lead and Contact Smart Views, you can quickly start a Bulk AI Enrich run directly from a column header for enrichable fields. If a field has enrich turned on, the bulk enrich modal opens pre‑filled.

Other Improvements

• You can now archive, unarchive, and delete snippets in bulk, the same way you can with SMS and Email Templates.

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