Version 2.7 — May 2025

Summary: Minor release expanding technographic fields, improving Scan & Match logic, and enhancing Visualforce widget intelligence.

Data Enhancements

• New fields added to RestaurantologyLog custom object:
  • Phone-verified POS detections: Highlights POS vendors confirmed through phone number matching.
  • First-detection software detections: Captures the absolute first verified instance of a technology vendor.
  • No longer detected: Flags technologies absent for 60 consecutive days (note: absence may reflect site changes, not necessarily vendor removal).
  • Top popular dishes: Tracks frequently highlighted menu items.
• New custom object for report results: Enables the capture of results from filtered/saved reports for advanced workflow use cases (coming soon).

Visualforce Account Widget Updates

• Added AI Summary.
• Menu insights (items and offerings).
• Business Model intelligence.

Reporting Enhancements

• Two new reports:
  • First/last technology detection.
  • Top popular dishes.
• Shared reports between Chrome extension and Salesforce

Scan & Match Data Improvements

• New filters added:
  • Top Category.
  • Any Top 3 Category.

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Version 2.0 — April 2024

Summary: Major release introducing automated data enrichment mapping, enhanced multi-unit data management, expanded system controls, and improved UI/UX.

Data Enhancements

• Data Enrichment Mapping for Automated Hygiene: Admins can now create custom field mappings for continuous enrichment during new Account creation, existing Account matches, and monthly data downloads. Supports custom default values for field validation requirements.
• Multi-Unit Import & Data Management: Enables viewing, deduping, assessing, and importing unit-level data—including full address and phone number—into existing Salesforce hierarchies.
• Custom Visualforce Unit & Tech Calls: Allows viewing historical unit counts and technographic data without requiring localized historical multi-unit records.

Matching & Import Enhancements

• Data Matching Helper Improvements: Significant updates to how new Salesforce Accounts are batch-created via the App Center.
• Scan and Match Data Improvements: Added progress bars, removed 25-record import limits (now unlimited), and introduced complete error reporting for DML exceptions.
• App-based Import Permissions: Supports customizing new import tool privileges by User Role or individual User(s).

System Improvements

• Improved System Picklist Support: Admins can set system preferences for Billing Address fields, map picklists for State/Province and Country, and define preferred record types for new Concept, Company, and Unit Account records.
• “Test Import” Settings: Users can now test standard and custom enrichment mappings and general import settings with a single click to diagnose import or update errors.

UI/UX Updates

• Enhanced support for pop-ups in modal applications and improved compatibility with Salesforce Lightning Design System (SLDS) in Visualforce pages.

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Version 1.9 — September 2023

Summary: Minor release introducing a new home screen, enhanced matching filters, improved UI/UX, and expanded task and permission controls.

• New Home Screen providing centralized access to Restaurantology functions.
• GUI enhancements for improved user experience and Lightning compatibility.
• Scan and Match Data improvements with caching and new advanced filters:
  • Service Type, Candidate Match, Urban Area, Ownership, Territory, Lifecycle.
• Hide Elements feature to manage and restore matching suggestions.
• Task Manager for monitoring and controlling background processes.
• Support Services including health status monitoring and advanced logs.
• Predefined Permission Sets to streamline application deployment.
• Bug fixes improving process queue management during Salesforce maintenance.
• Help Center updated with expanded resources.

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Version 1.4 — February 2023

Summary: Minor release adding new fields, a trend insights dashboard, and improvements to matching and troubleshooting tools.

• 13 new fields including % Growth over 6 months, growth/closure trends, and inferred status.
• New Unit Trend Insights dashboard.
• Implementation Setup Wizard for configuring external endpoints.
• Duplicate Tracker to review suspected duplicates by Account Name or Website.
• Data Matching Helper enhancements for reviewing candidate matches and bulk record creation.
• Error Logs for tracking failed updates and enabling internal resolution.

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Version 1.0 — January 2022

Summary: First official release of the Restaurantology Salesforce managed package.

Features

• Core custom RestaurantologyLog
• Core firmographic and technographic insights.
• Initial Visualforce Account widget.
• Core reports and dashboards.