Release Notes – Version v66.0 Sprint 26

Overview

We are pleased to announce version v66.0 Sprint 26 of Axy7 Currency Updater for Salesforce.

This release introduces major improvements across four key areas:

A completely redesigned Setup Experience
A new public API to initialize historical Custom Dated Exchange Rates (DER)
Strengthened security around Connected Apps and OAuth
A new Plan & Billing configuration model with clear edition features and limits

This release focuses on simplification, transparency, and enterprise-grade governance.

New Guided Setup Experience

Version v60.0 introduces a fully redesigned Setup wizard.

The new experience is:

Faster to configure
Clearer in structure
Aligned with Salesforce best practices
Fully ISV-security-review compliant

Two-Click Authorization

After clicking Authorize, a single click on Apply Default Configuration automatically configures:

Currency Type = Both (Corporate + Dated)
Currency Source = CurrencyLayer (recommended and most complete source)
Frequency = Daily
Start Time = 1:00 AM

This ensures:

Corporate exchange rates are updated
DatedConversionRate entries are maintained (when Advanced Currency Management is enabled)
A scheduled job is created automatically
The system is fully operational with production-ready defaults

Manual configuration is no longer required for standard use cases.

New API – Initialize Historical Custom Dated Exchange Rates

We are introducing a new global API method that allows administrators and developers to initialize or reprocess historical Custom Dated Exchange Rates (DER) on supported objects.

This API enables:

Bulk initialization of legacy records
Recalculation of records where DER is null, zero, or outdated
Controlled execution from Apex or integration contexts
Full alignment with existing Custom Dated Exchange rules

The API reuses the same trigger-safe and batch-safe logic used by the internal engine, ensuring:

Bulk safety
FLS compliance
Proper handling of DatedConversionRate
Controlled error logging

This feature is especially useful for:

Data migrations
ACM activation after go-live
Backfilling historical reporting accuracy
Post-installation initialization

Security Enhancements – Connected Apps

v60.0 introduces security improvements around Connected Apps and OAuth handling.

Enhancements include:

Hardened OAuth validation flow
Improved token lifecycle management
Reduced surface exposure of authentication parameters
Clearer separation between internal services and user-level authorization
Additional internal validation to prevent misconfiguration

These changes improve compliance posture and align with evolving Salesforce security standards.

No customer action is required.

New “Plan & Billing” Configuration Model

We have introduced an improved Plan & Billing configuration layer inside the application.

This enhancement provides:

Clear display of your active edition
Visibility into enabled features
Explicit feature limits per edition
Centralized edition-based governance logic

The UI now adapts automatically depending on the selected edition.

Examples:

Frequency options limited based on edition
Data sources enabled or restricted per tier
Historical initialization API availability governed by edition
Custom Dated Exchange Rules controlled per subscription tier

This prevents unsupported configurations and simplifies administration.

Edition Structure and Limits

With v60.0, edition capabilities are more clearly defined and enforced:

Free Edition

Designed for lightweight use cases and evaluation.

Includes:

Limited currency support
Limited to 10 users
Restricted update frequency
Single supported data source
No historical DER initialization
Limited advanced automation

Professional Edition

For most small and mid-sized organizations.

Includes:

Daily automation
Multiple currency sources
Corporate and Dated support
Custom DER rules
Historical initialization API

Enterprise / Unlimited Editions

For large or highly regulated environments.

Includes:

Advanced scheduling options
Extended currency limits
Full automation capabilities
Enhanced governance controls
API and integration flexibility

Edition-based enforcement now occurs at the UI and logic levels.

Internal Improvements

Additional refinements include:

Cleaner Setup flow logic
Improved recursion handling in DER processing
Better logging consistency
Performance optimizations in historical reprocessing
Stronger metadata-driven configuration

Installation and Upgrade

Version v60.0 has been pushed to existing customers automatically.

New customers may install from AppExchange and immediately benefit from the new Setup Experience and edition clarity.

Thank You

Thank you for your continued trust in Axy7 Currency Updater.

If you have questions about the new Setup Experience, historical DER initialization API, or edition features, our support team is available to assist.

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