Salesforce Release Notes

New: Getting Started tab

A guided setup wizard, added as a new Getting Started tab in the Data8 app.

• Connect Data8 to your org: enter your API keys, confirm the Data8 remote site is active, and give other users access through the Data8 permission set. Each step has a direct link to the right Setup page.
• Choose your services (Email, Phone, PredictiveAddress, Bank, Business Insights) and get a step-by-step guide for each one: create the fields, add the component, then test it.
• Field check: confirms the recommended fields exist on your object and shows their API names.
• Try it: run a live check from inside the wizard to confirm the service is working.
• Short demo animations for each step, plus troubleshooting tips.
• Your progress is saved, so you can leave and come back where you left off.
• Includes setup guidance for batch validation jobs and Flow screens.

Redesigned Data8 Settings

• New layout with clear sections: API Keys, Address Validation, Branding & Display, Business Insights and Field Mappings.
• Setup checks flag common configuration problems, such as an inactive remote site or a missing permission set.
• New Change services button to add or remove Data8 services after initial setup.
• Data8 branding, help links and more accessible on/off toggles.
• Setup reminder that can be dismissed.

Batch validation

• New, simpler screens for creating Batch Validation Jobs and Batch Validation Schedules. They replace the previous “New” page.

Phone validation

• Fix: when only TPS/CTPS checking is enabled (validation off), the component no longer re-runs the check on every save. This avoids using unnecessary credits.
• When validation is off, the result message now reads “callable” instead of “valid and callable”.

PredictiveAddress

• New optional What3Words field: store the what3words location for the selected address in a field of your choice.
• Clearer configuration and error messages.

New Email Validation and Phone Validation components

• The single Data8 Field Validation component has been replaced by two dedicated components: Data8 Email Validation and Data8 Phone Validation.
• Email Validation can now store deliverability, the reason for the result and a suggested correction, and offers a “use this address” option when Data8 suggests a fix.
• Phone Validation formats valid numbers automatically and includes TPS and CTPS screening, with separate on/off options for validation and TPS screening.
• The original component is still installed, now labelled Data8 Field Validation (Deprecated), so existing pages keep working. We recommend moving to the new components when you can.

PredictiveAddress

• New optional Checked Address field. The component now detects when an address has been changed outside it (for example by a direct edit, a Data Loader import or another flow) and resets the validation status so the record shows as not validated.
• Country and state are now handled automatically, using your organisation’s State and Country/Territory Picklists where enabled, or Data8’s country list with the user’s country detected from their IP address.
• Organisation name handling (ignore it, keep it in the address, or place it in a separate field) now works in Screen Flows as well as record pages.
• New Clear button to empty the address and reset its validation status.

Bank Account Validation

• The component now works in Screen Flows as well as on record pages.
• Additional details can be returned, including BIC, IBAN, branch name, bank names, branch address and the payment types the account accepts.

Business Insights

• New Data8 Business Insights Refresh quick action to retrieve the latest data for a linked company.

Screen Flows

• Each component now has its own configuration panel in Flow Builder, with a Record & … section for the main settings and a collapsible Advanced section for optional field mappings.

Settings page

• Separate Client-Side and Server-Side API keys, with a live credit balance shown for each service you subscribe to.
• New Branding option to show or hide the “Powered by Data8” attribution on the components.