Access Request — Release Notes
Built for clarity. What changed and why it matters.
Learn more about the product on the Elevated Access Request AppExchange page.
Version 1
Functional Enhancements
- Display Error Message Only When Needed — The Error Message field now appears only when an Access Request encounters an error, keeping records clean and easier to read.
- Email Alerts for Access Request Errors — When an Access Request hits an error, the system automatically notifies the requester, approvers, and affected user with details and a direct link to review the issue.
Access Management Enhancements
- Assign Permission Sets — Access Request can now assign and revoke Permission Sets in addition to Profiles. The system grants or removes the Permission Set based on the request’s schedule.
- Assign Permission Set Groups — You can now assign and revoke Permission Set Groups with the same automated timing and approval logic as Permission Sets.
- Enforce Maximum Access Duration — Admins can set a max access duration per Access Request Type. Requests exceeding it show a validation error.
Technical Update
- Updated to the latest Data Access Framework. No user-facing changes; existing functionality continues to work as before.
Version 0
Core Objects & Fields
- Introduced core objects: Access Request and Access Request Type.
- Access Request: Includes Status, Access Start/End Date & Time, User Requiring Access, and Type lookup.
- Access Request Type: Includes Type (e.g., Profile), Requires Final Review, Capture Setup Audit Trail, and Approval Queue ID.
- Added Error Details field for admin troubleshooting (see Error Tracking below).
Permission Sets
- Access Request User: Create/view requests with essential access; read Access Request Type.
- Access Request Administrator: Full management of Requests & Types.
History Tracking (Access Request & Type)
- Field History Tracking enabled for both objects for audit and compliance.
- Admins and users can view tracked changes; non-authorized users cannot.
Approval Emails
- When a request enters Waiting for Approval, approvers receive emails with the most relevant request details.
Auto-Revoke Elevated Access
- At the Access End Date and Time, elevated profile is removed.
- Original profile is restored; request status updates accordingly.
Setup Audit Trail Attachment
- On revocation, a Setup Audit Log is attached to the Access Request.
- Includes activity during the elevated access window; view-only for authorized users.
Final Review Workflow
- Admins can enable/disable Requires Final Review per Access Request Type.
- Approval flow moves requests to Pending Final Review, then to Complete or Rejected.
Final Review Email Notification
- When access is revoked and final review is required, approvers receive an email to complete the review.
Error Tracking & Notifications
- New statuses: Error - Pending Review, Error - Resolved.
- Error Details field captures failure info for faster troubleshooting.
- Automatic email alert when an error occurs.
Post Deployment Script
- Added a post deployment script to simplify setup after installation:
new veritech.PostInstallHandler().onInstall(); - Refer to the Installation Guide for steps to run this script.
- Note: The user executing this script must have the System Administrator profile.
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