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# Enrich Agent - Release Notes

## Version 1.3 - November 2025

### 🎉 What's New

#### Improved Page Layouts

We've enhanced the user experience with optimized page layouts across Person Profile objects:

- **Combined Date Fields**: Start Date and End Date fields are combined in a formula field for better visibility
- **Enhanced Company Lookups**: Experience and Education records now display Account lookups for quick navigation
- **Streamlined Layout**: Reorganized fields to follow a more logical flow, reducing scrolling and improving data comprehension

#### 🔍 Company Matching (BETA)

Introducing intelligent company matching to help you connect enriched data with existing records in your org:

- **Smart Matching Algorithm**: Automatically finds matching Account/Company records based on:
    - Company name
    - Website URL
    - LinkedIn URL/ID/Slug
- **Flow Action**: New "Enrich Agent: Find Matching Company (BETA)" action available in Flow Builder
- **Confidence Scoring**: Returns match confidence scores to help you make the right connection
- **Flexible Configuration**: Supports custom objects and field mappings beyond standard Account object
- **Record Type Filtering**: Optionally filter matches by specific Record Types

**Use Cases**:

- Link employment history to existing Accounts
- Match education records to School/University accounts
- Find the right company before creating relationships

#### ⚙️ Granular Control with New Options

Fine-tune your enrichment process with expanded configuration options:

**New optionsJson Parameters**:

- `disableSkillCreation`: Skip creation of skill records when you don't need them
- `disableLanguageCreation`: Skip creation of language records
- `disableEducationCreation`: Skip creation of education history records
- `disableExperienceCreation`: Skip creation of employment history records
- `disableCompanyMatching`: Disable automatic company/school matching

**Benefits**:

- **Faster Processing**: Skip unnecessary record creation for better performance
- **Storage Optimization**: Save storage by excluding data you don't use
- **Flexible Workflows**: Different options for different use cases (e.g., create skills for candidates but not for leads)

**Example Usage**:

```json
{
    "PersonProfileRecordCreator": {
        "disableSkillCreation": true,
        "disableLanguageCreation": true,
        "disableCompanyMatching": false
    }
}
```

### 🔧 Improvements

- **Performance**: Optimized record creation logic for faster processing
- **Error Handling**: Enhanced error messages provide clearer guidance when issues occur
- **Documentation**: Expanded inline documentation and help text on fields

### 🔄 Upgrade Instructions

To upgrade to version 1.3:

1. **Contact Support**: Email support@pipelaunch.com for upgrade installation links
2. **Install Core Update**: Install the Core package update first
3. **Update Addons**: Install updates for any addons you're using
4. **Review Options**: Consider implementing the new granular control options in your Flows
5. **Test Company Matching**: Try the new Company Matching Flow Action in your Sandbox

**Note**: Upgrading from v1.2 to v1.3 is a seamless process with no breaking changes. Your existing Flows and configurations will continue to work as before.

---

## Version 1.2 - October 2025

### 🎉 What's New

#### Architecture Refactor

- Migrated to **Core + Addons** architecture for better modularity
- Separated Person Profile addon from Core package

#### Enhanced Flow Actions

- New Flow-friendly request/response models
- Improved error messages and summary information
- Better handling of edge cases and validation

### 🔧 Improvements

- Removed interfaces in favor of convention-based design
- Simplified record creator signatures
- Enhanced JSON parsing with better error handling

---

## Version 1.1 - September 2025

### 🎉 What's New

#### Duplicate Prevention

- Introduced `duplicationBehavior` option to control duplicate record handling
- Default behavior prevents creating duplicate profiles
- Option to allow duplicates when needed for specific use cases

### 🔧 Improvements

- Better error handling in wrapper classes
- Optimized SOQL queries for duplicate checking

---

## Version 1.0 - August 2025

### 🎉 Initial Release

#### Core Features

- **PersonProfileWrapper**: Parse PipeLaunch Person Profile JSON
- **CompanyProfileWrapper**: Parse PipeLaunch Company Profile JSON
- **Record Creation**: Create enriched profile records in Salesforce
- **Flow Actions**: Invocable methods for no-code integration

#### Objects

- `EnrichAgentPersonProfile__c` - Main person profile
- `EnrichAgentPersonProfileEducation__c` - Education history
- `EnrichAgentPersonProfileExperience__c` - Employment history
- `EnrichAgentPersonProfileLanguage__c` - Languages
- `EnrichAgentPersonProfileSkill__c` - Skills with endorsements

#### Permission Sets

- **Enrich Agent**: Full access for record creation and management

---

## Support & Feedback

We'd love to hear from you! Share your feedback, request features, or report issues:

📧 **Email**: support@pipelaunch.com

Include:

- Package version numbers
- Feature requests or bug descriptions
- Use case details
- Salesforce org type (Production/Sandbox)

---