Service Exchange for Consumers simplifies the interaction between consumers and service providers by offering features like Remote Catalog for seamless service requests and Remote Choice for real-time option selection. It ensures secure and authorized access through Personas and Authorized Users, while Provider Task and Remote Task facilitate transparent and collaborative multi-instance workflows. Additionally, the Transform feature allows both parties to manipulate inbound and outbound data, and makes the whole process flexible and efficient.
- Proactive cases: Providers can collaborate and be transparent with customers by sending Provider Tasks to the consumer instance.
- Provider Task: Providers can send Case alerts proactively to their connected consumers via the Provider task table without setup or configuration for the purpose of being transparent and collaborative.
- Transforms: Enables a provider or consumer to transform inbound and outbound data for Remote Tasks.
- Virtual Fields & Transforms: Enables mapping and transformation of fields not present in both instances.
- ScratchPad: Share name/value pairs between instances as JSON data on Provider Tasks and Remote Tasks.
- Fixed an issue where incident field updates made on the provider after a remote task was recreated were not synced to the consumer's parent record. (PRB2040500)
- Fixed a security issue where certain UI actions could be triggered by users without the required access, allowing unauthorized changes. (PRB2028501)
- Fixed a security issue where some Scripted REST APIs allowed broader access than intended due to an overly permissive default access rule. (PRB2028515)
- Fixed a security issue where two administrative UI pages could be accessed and executed by users without the required access. (PRB2028503)
- Improved the Restart Connection experience — a clear banner now appears on the connection form when a connection is down and repairable, with confirmation messaging on success or a clear error if you lack access.
- No manual dependencies