Trove Release Notes

Trove Release Notes – Version 2.11.0

New Features:

  1. Trove now includes support for Cases, in addition to support for Accounts and Opportunities.  Note:  Cases must be associated with an Account.
  2. This version includes a bug fix which prevents users from selecting a file for upload for Salesforce versions which have Content Sniffing protection enabled.

Known Issues:

  1. Files for Accounts and custom objects are stored in the same document library in SharePoint in a folder named by the object Name.  As a result, files for Accounts and custom objects which have the same name will be stored in the same folder in SharePoint and will be combined when viewed from the Trove UI in Salesforce.  This potential for overlap can be eliminated by limiting your usage of Trove to either Accounts and Opportunities or only one custom object.
  2. The user interface for Trove does not include paging or scrolling. You will need to be sure that scrolling is enabled when you add the Visualforce page for Trove to the layout page for Accounts and Opportunities. See the installation guide for more details.
  3. If the name of an Account or Opportunity is changed after documents have been uploaded using Trove, the folder name(s) where the files are stored in SharePoint will need to be manually renamed.
  4. Trove uses an application principal for access to SharePoint instead of using the account for the current user.  As a result, the listing of files which appear in Trove are files which are accessible to the Trove application principal.  Further, the Created and Modified fields in SharePoint will be set to the Trove application principal for files which are uploaded using Trove.

Other Notes:

  • If you use the following special characters \/:*?”‘<>|#% for Opportunity or Account names in Salesforce, Trove will change the special character to the dash symbol (-) when creating the folder in Office 365.
  • Any periods which are at the end of an opportunity or account name are removed.
  • Trove requires IE 10 or above, Firefox 31 or above, Safari 7 or above and the latest versions Chrome. A message will appear if the browser is not recent enough to support file uploads.
  • Trove uses the File API provided by most internet browsers. Users can browse to the following URL to determine if their browser of choice provides this capability (http://caniuse.com/#feat=filereader). Browsers listed in red are not supported by Trove.
  • Trove will not appear on the mobile rendering of Salesforce. By default, Salesforce renders as “Salesforce One” for mobile clients. Trove will not appear in this mode. Users can configure their browser to request the Desktop version of a site in order to view Trove via mobile.
  • Uploading files with a long file name may result in the following message, “The length of the URL for this request exceeds the configured maxUrlLength value.”  To resolve, you will need to either shorten the name of the file you are uploading or navigate directly to SharePoint to upload the file.

Trove Release Notes – Version 2.4.0

New Features:

  1. Trove now includes support for custom objects.  See Appendix A in the Installation Guide for configuration steps.

Trove Release Notes – Version 2.3.0

New Features:

  1. Fixed file size upload limit.  The previous limit was 512K and now the limit is 300MB.  Enjoy uploading large files directly from Trove!

Trove Release Notes – Version 2.1.0

New Features:

  1. We are no longer using the Account ID or Opportunity ID for the names of folders. We are using the Account Name or the Opportunity Name for the folder names. This makes Trove easier to use in Office 365. If you have used previous versions of Trove you will need to update the folder names – please reach out to us if you would like help with this.
  2. Because we are no longer using the Account ID or Opportunity ID for the names of folders, there is no longer a need to show the Title column on the default view.
  3. We are now displaying folders inside Salesforce. You can click on a folder and this will open the folder up in Office 365 on another tab. You can tell something is a folder because it has no file extension.

Known Issues:

  1. Trove limits the file size upload to 512K. This is because of a reproducible issue with opening files in Office Web Apps. We will address this issue as soon as the underlying issue is addressed by Microsoft. The workaround for this issue is to upload files larger than 512K directly from the Office 365 user interface.

Trove Release Notes – Version 1.3.2

New Features:

  1. We’ve needed to change how we save files to Office 365 based on a new issue that we found through testing. We’re working closely with Microsoft to address this. In the meantime, we have a limitation of saving files up to 512K in size. A work around for this issue is to initially add a file less than 512K to the Account/Opportunity and then add larger files directly through the Office 365 interface.

Trove Release Notes – Version 1.2.2

New Features:

  1. Trove’s installation is more simple than ever with a companion app in the Office App Store – https://store.office.com/trove-WA104379593.aspx?assetid=WA104379593&sourcecorrid=1ddf0889-100d-4aa3-b07e-56e644a1caf6&searchapppos=85. This version supports installing Trove into Developer and Production Salesforce environments (Sandbox version coming soon).
  2. The installation instructions have been updated with details on how to use the companion app in the Office App Store.
  3. The installation instructions include legacy instructions on how to install if you cannot install apps from the Office App Store from your Office 365 tenet.

Trove Release Notes – Version 1.2.0

New Features:

  1. The installation wizard for Trove will create and configure the document library for storing files in SharePoint.

Trove Release Notes – Version 1.1.1

New Features:

  1. Trove now supports use of an application principal for authentication from Salesforce to SharePoint. This means that Trove does not need to use an Office 365 user account (and license) for making calls into SharePoint on behalf of the current user.
  2. Users can now delete SharePoint files that are attached to an Account or Opportunity via the user interface for Trove.
  3. A link is now available which allows users to navigate to the folder in SharePoint which stores documents for the selected Account or Opportunity in Salesforce.
  4. A link is available which allows users to navigate to a search center site in SharePoint. This is an optional feature. The link will only appear if the Search Center Url setting is defined.
  5. Existing users of Trove should repeat the installation steps after upgrading to version 1.1. See the installation guide for more details.

Known Issues:

  1. The user interface for Trove does not include paging or scrolling. You will need to be sure that scrolling is enabled when you add the Visualforce page for Trove to the layout page for Accounts and Opportunities. See the installation guide for more details.

Trove Release Notes – Version 1.0.1

Known Issues:

  1. The user interface for Trove does not include paging or scrolling. You will need to be sure that scrolling is enabled when you add the Visualforce page for Trove to the layout page for Accounts and Opportunities. See the installation guide for more details.
  2. Known Issues 2-5 from version 1.0.0 were addressed in this release.

Trove Release Notes – Version 1.0.0

Known Issues:

  1. The user interface for Trove does not include paging or scrolling. You will need to be sure that scrolling is enabled when you add the Visualforce page for Trove to the layout page for Accounts and Opportunities. See the installation guide for more details.
  2. Trove will allow uploading of a file where the file name contains an ampersand (‘&’), but the document cannot be viewed or downloaded once it has been uploaded.
  3. File uploads which do not succeed due to a browser timeout or other issue will leave a corrupted file in the SharePoint document library. Please be sure to re-upload documents which failed to upload successfully.
  4. Trove will incorrectly attempt to open documents created for older versions of Microsoft Excel using Office Online. If excel documents for older versions of Microsoft Office are uploaded, users will need to navigate to the document library in Office 365 to download these.
  5. Trove does not allow users to delete files from the Salesforce UI. This feature will be included in a future release.
Danny RyanTrove Release Notes