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Release Notes

Client Offboarding and Client Reonboarding

Related products:Salesforce App
  • July 28, 2025
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This feature introduces Client Offboarding and Client Reonboarding functionality to Salesforce, matching the capabilities in FenX. It includes journey types, modal updates, jurisdiction selection logic, and system tasks needed to facilitate full and partial client lifecycle transitions.

User Guide Reference: Salesforce User Guide > CLient Offboarding and Reonboarding