Latest release
2026 Release 1
Review the latest ERX Core release updates, package URLs, and installation guidance.
Best for teams preparing to install, validate, or communicate new product updates.
Automation
Assignment Manager
Replicate and extend Salesforce lead assignment logic with ERX Core assignment tools.
Ideal for teams routing inquiries, applicants, or records to the right owner.
Productivity
Super Clone
Duplicate complex records with more flexibility than Salesforce’s standard Clone button.
Useful when teams need to copy related data while preserving consistency.
Engagement
Touch Points
Track interactions with constituents throughout the customer journey.
Best for teams that need a clearer view of outreach, milestones, and engagement history.
