Northteq is excited to announce another update for our OFAC Direct product, which greatly improves performance and usability! For more information or to install the update, please contact support@northteq.com.
Product Name: OFAC Direct
Release # 1.46
Release Date: 6/18/2021
Feature List
| Reference # | Feature Name | Feature Description |
| 7 | Sync record deletion with OFAC database | When a tracked record is deleted from Salesforce, a call is made to remove that tracker from the EasyOFAC database. |
| 8 | Reparent SDN Searches on Lead conversion | When a Lead is converted, any related SDN searches are reparented to corresponding Account and Contact. |
| 23 | Search process update | Updated the SDN search process to look for pre-existing record prior to posting a new tracker in the OFAC database. |
| 24 | Moved Status, Tracking Info and buttons to main objects | The Status, Tracked and Datetime Stamp fields are now at the Account, Contact and Lead level for display. A new component was also created to handle the Add Tracker, Remove Tracker and Update status functionality. |
Upgrade Considerations
| Topic | Information |
| Field and Button Move | With the change in above #24, the SDN Search related list now serves as more of a history of searches where you can drill into details returned. The Tracked field should be removed from this page layout along with the Add Tracker, Remove Tracker and Update Status buttons, as this as now handled at the parent level. On each object that you will perform SDN searches on, add the OFAC Manager lightning component to the page and any of the applicable fields. |
