RSOE Changelog
The Revenue Strategy, Operations & Enablement (RSOE) Changelog keeps a running log of changes related to RSOE functions. The log is organized by fiscal year/quarter and sub-organized by the bi-weekly RSOE release milestone/epic. It was started in Q3-FY22 and is organized by newest updates at the top.
To learn more about Field Ops releases, see the RSOE Release Schedule handbook page.
Q1-FY25
2024-04-01 Release (epic)
Update to Closed Lost/Downgrade Reason Fields
Updated Sales Stage Definitions
2024-03-18 Release (epic)
Clari Pipeline Gen Tab Updates
2024-02-26 Release (epic)
Naming Convention Guidelines - GitLab Duo Pro
Clari Forecasting - Net ARR + PS Summary Tab
Q4-FY24
2023-12-18 Release (epic)
Customer Reminders to Link SaaS Subscriptions
Ultimate trials for SaaS Premium Customers
2023-12-04 Release (epic)
Update to Clari Session Timeout Configuration
2023-11-07 Release (epic)
Sales Tech Stack Strategy & DRI
Sales Tools License Usage Policy
Clari Product Update - Forecasting Quick Submit
Q3-FY24
2023-10-16 Release (epic)
New Process for Free Support During a Trial
2023-10-02 Release (epic)
Account Creation Policy: Converting Leads into Accounts in Salesforce
2023-09-18 Release (epic)
New Slack Channel for Sales Tool Support
2023-09-05 Release (epic)
FY25 Planning Data Review – Account Information Changes
2023-08-21 Release (epic)
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
2023-08-07 Release (epic)
Renewal Ops: Renewal Auto-Closure Update
Digital Customer Programs: Improved Onboarding + CI Email Experience
Online Sales & Self-Service: Startup Program Opportunities Update
Q2-FY24
2023-07-10 Release (epic)
Renewal Ops: Renaming Clari fields in Salesforce
2023-06-26 Release (epic)
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
2023-06-12 Release (epic)
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
2023-05-01 Release (epic)
Sales Ops: SFDC Sales Stages Workflow Change
Sales Ops: Professional Services Bookings Forecasting for Sales Managers
Q1-FY24
2023-03-20 Release (epic)
Sales Ops: Resume Creation of Google Marketplace Add-on Private Offers
Alliance Ops: Google Cloud Marketplace Listing Improvements
2023-02-06 Release (epic)
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
Q4-FY23
2023-01-09 Release (epic)
Quote Approvals Update - PAO Approvals
2022-12-19 Release (epic)
Changes to Salesforce Address Fields
2022-12-05 Release (epic)
Clari Launch and SFDC Forecasting Enhancements for Partner Teams
Channel Sales Permission Update for Changing Opportunity Ownership in Salesforce
2022-11-07 Release (epic)
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
Q3-FY23
2022-10-17 Release (epic)
Sales Ops: Chorus Data Retention Policy Extension
Sales Ops: Update to Changing Opportunity Ownership in Salesforce
2022-10-03 Release (epic)
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
2022-09-06 Release (epic)
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
2022-08-22 Release (epic)
Sales Ops: New Forecast visibility and requirements in Clari
2022-08-08 Release (epic)
Sales Ops: New Restricted Party Field & Process in SFDC
Sales Ops: Late Renewal Exception Process Automation
Q2-FY23
2022-07-12 Release (epic)
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
2022-06-27 Release (epic)
Sales Ops: Auto population of ISR fields on Accounts and Opportunities
2022-05-31 Release (epic)
Sales Ops: Update to Chorus Playlist Approval Process
2022-05-02 Release (epic)
Sales Ops: Quarterly Review - Account & Opp Ownership Updates
Sales Ops: Forecasting Updates in Clari
Deal Desk & Order Management: Quarterly CSAT Survey
Q1-FY23
2022-04-18 Release (epic)
CS Ops: SaaS Free/Trial Account Data in Salesforce
Sales Ops: Chorus Support Slack Channel
Sales Ops: Chorus New UI
2022-04-04 Release (epic)
Sales Ops: Chorus Scheduler
Sales Ops: Chorus License Change for Managers & Field Operations
2022-03-21 Release (epic)
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
2022-03-07 Release (epic)
CS Ops: Customer License Utilization: Salesforce App
Customer Programs: Expand Criteria for Required Contact Role “GitLab Admin” to all customers
2022-02-22 Release (epic)
Sales Ops: Chorus Privacy Control & Handbook Updates
2022-02-07 Release (epic)
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
Q4-FY22
2022-01-24 Release (epic)
Sales Ops: FY22-Q4 Cannonball Run Completed
Customer Programs: CSM-Assigned Customer Enablement Enrollment
Marketing Ops: New Outreach Sequence Fields in SFDC
2021-12-06 Release (epic)
Channel Ops: Partner Operations Case Alias
Channel Ops: Partner Business Plan Module Launch
2021-11-15 Release (epic)
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
Q3-FY22
2021-10-25 Release (epic)
SOPS: Autopopulate Billing Address on Account
2021-10-11 Release (epic)
Channel Ops: Google Cloud Revenue Share Change
2021-09-27 Release (epic)
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
2021-09-13 Release (epic)
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
2021-08-30 Release (epic)
Channel Ops: GCP Marketplace Private Offer Portal Migration Complete
SOPS: Salesforce: Command Plan Button - Open in New Tab
SOPS: LinkedIn Developer Count
2021-08-02 Release
Launch of Field Operations Changelog
Partner Program and System Changes
Sales Ops FY22 Q2 Account Moves
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