Salesforce: Integrate Capital Preferences

Capital Preferences – Revealed Preferences for Salesforce

Release Notes • Version 1.0 • 22 July 2025

Purpose These notes accompany the first managed‑package release of the Capital Preferences integration for Salesforce. Share them with admins and stakeholders before installing or upgrading.

🎉 Highlights of this release

· Initial GA Launch: First AppExchange‑ready managed package with namespace cprefs.

· Canvas App: Visualforce page CP Revealed Preferences Overview embeds the Capital Preferences decision‑tool inside any Lightning page.

· Connected App: Preconfigured OAuth 2.0 app supports Refresh‑Token and Client‑Credentials flows with Admin users pre‑authorized.

· Settings Page: Lightning page Capital Preferences Settings stores API Key and optional Region in package‑protected Custom Metadata.

· Data Capture: Custom objects ** cprefs__EFP__c, cprefs__Risk_Preference__c, cprefs__Values_Preference__c** record real‑time webhooks for reporting and automation.

· Permission Set: Capital Preferences Admin grants Customize Application and Manage Custom Metadata Types so admins can configure settings.

· Security: All HTTP callouts use TLS 1.2+. Tokens encrypted at rest; no customer PII stored outside Salesforce.

🆕 What’s new

· Canvas UI integration – Drop the VF component anywhere; inherits page context.

· Dual authentication choices – Per‑org option to use perpetual refresh token or assign a non‑human integration user via Client Credentials.

· Settings wizard – One‑screen setup; no custom code required.

· Webhook framework – Pushes end‑user preference data back to Salesforce.

· Managed metadata protection – API key stored in a protected Custom Metadata Type, ensuring only the settings page (or Apex with proper perms) can modify it.

📄 Documentation & support

· Install/Configuration Guide v1.1 – see separate document.

· Support: support@capitalpreferences.com