Propel Winter 2025 Release
Streamline Product Requirements & Traceability for Enhanced Product Success
Link user needs and requirements directly to products and Items in the BOM, enabling seamless requirement reuse and comprehensive traceability. 
Requirements
& Traceability
Discover how to seamlessly connect user needs to product definitions, accelerate time to market, and gain end-to-end traceability with enhanced capabilities, like:Requirement Reusability; Direct BOM Linkage; and Enhanced Trace Matrix.
‍(Requires Specific License, talk to your CSM for more details)
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Collections / PDX
‍
Strengthen communication across internal and external teams with quick and easy data gathering based on an industry standard format. With a new object and junction object, Propel’s “shopping cart” enables users to combine multiple objects in one area for various use cases such as export.
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UX improvements for Training 
New, intuitive user interface streamlines training processes. Expanded features provide greater accessibility (color patterns, error codes) to elevate your team’s training experience. UX enhancements further existing capabilities, ensuring thorough competency before new releases and revisions are released. 
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Product Spotlight

Fuel collaboration within your organization sharing product data across Salesforce clouds, enabling users to access product information how, and when, they need it.

Tailored Visibility for Sales and Service Teams

Sales Opportunities

Product Spotlight helps sales drive upsell and cross sell with related products. Centralizing product data makes it easy for sales reps to access accurate information every time. Examples include viewing the status of engineer-to-order products; ensuring related accessories are included in quotes; and accessing specifications for product setup and activation. 

Customer Support

Support teams access accurate product details and supporting documents, including assembly instructions, maintenance guides, and user manuals. View quality issues, recall and stop ship information as well as variants and related accessories for faster issue resolution time.

Field Engineer

Trusted specs and documentation allow field engineers to access assembly instructions, maintenance guides, and user manuals. Investigate designated field-replaceable units from engineering, and gather previous quality reports and remediation information

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Propel Product Managers, Michelle Stone, Steve Toukmaji and Grant Bremer Shares Latest Release Benefits
Listen to Michelle, Steve and Grant explain what excites her about this release's new capabilities.
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View All Customer Stories
It’s all about the details
Our release notes page is designed to navigate you through what was delivered in our latest update. 
Release Notes

Watch how it’s done

In addition we have created pre recorded webinars that cover in detail the highlighted features for the release. Allowing you to watch when the timing is right for you. Video will be release in the Propel Community. Join here.
Requirements -  Dec 5th 
You can’t meet market needs when customer and product teams can’t effectively collaborate.
Collections & PDX - Dec 9th
Strengthen communication across internal and external teams with quick and easy data gathering
Training UX - Dec 11th
New Training UX leaves the modal behind for slick, performative, accessible training interface

How to Upgrade your Sandbox

New releases will be pushed to your production instance by Propel

Request link from support or your CSM

Install the package

Perform post-install configs

Help Article
What Does This Mean
For Me?
  • Your Salesforce org can be upgraded starting the week of December 2nd.
  • A sandbox version of the release is available now. If you want to upgrade your sandbox and test the new features, contact your Customer Success Manager.
What Action Do I Need To Take?
  • The push may take up to two hours, and your users can remain logged in and working while the upgrade occurs.
  • Once your org is upgraded, your Propel Admin must perform the Configuration Instructions for each incremental release. We will reach out when your org is upgraded, and your Admin can begin the configurations.
What’s The Impact to my Org?
  • Review the below Configuration Instructions for each release and assets with any IT counterpart.
  • To test the Winter ‘25 release in your Sandbox, send an email to your Customer Success Manager. We recommend you review all materials below.
Validation Summer 24 - Winter 25

This is an outline of the difference for validation from the last release to this one. Please read more details in the release notes

Propel Requirements 
Winter ‘25 release introduces Propel Requirements feature to connect user needs and component requirements natively to user’s bill of materials.
New Reports 
New reports are added to the Winter ‘25 release to support Propel Requirements.
Propel Collection Improvements
Propel Collections was introduced in Summer Incremental ‘24, the new release offers the new ability to configure ExportPDX field sets to identify Additional Attributes to be included in the PDX package exported from Propel Collections.
Training UX Updates 
Propel Training UX is transitioning from the mobile browser platform to move to a more streamlined experience.
Additional Resources
Customer Community
Propel Community helps customers learn best practices - not just from Propel and our partners – but from each other. We highlight webinars, events, articles, questions, and more that are 100% focused on how to use Propel. If you haven’t visited lately we invite you to re-engage!
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Help Center
Your one-stop source for all things Propel. Our Help Center provides links to the User Guide, Release Notes, Support, Cases, and our Customer Community. Be sure to bookmark this link for all your Propel needs.  
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Propel Academy
Our academy is a place where you can learn how to use and administer Propel. Get access to rich content that is aimed at sharing best practices for those who are using Propel for the first time and for advanced users looking to take advantage of new functionality.
Learn More
View our Previous Release
Summer 2024 
Amplify Efficiency & Data Sharing with Secure, Streamlined Business Collaboration
Improve data flow for mission-critical and frequently-performed functions like customer and supplier communication, and product commercialization
Learn More
+
Requirements & Traceability
1
WHAT
Straightforward process for collaboration through design control with user needs and requirements.
2
BUSINESS VALUE
Automate trace matrices into a single-page document to meet FDA CFR 21 pt 820.30 compliance
3
FIND ME
Performance Pro or Quality Pro licenses only: Item > Edit Page> Add Requirements tab> Requirements Component
+
Collections / PDX
1
WHAT
Strengthen communication across internal and external teams with quick and easy data gathering
2
BUSINESS VALUE
Combine multiple objects in one area for various use cases:
- External Collaboration; Technical Data Packages; Design Reviews; Correspondence
3
FIND ME
App Launcher > All Items > Collections
+
UX improvements for Training 
1
WHAT
New Training UX leaves the modal behind for slick, performative, accessible training interface
2
BUSINESS VALUE
More efficient training interface, reduce admin questions, faster onboarding
3
FIND ME
Anywhere you complete your training assignments
+
Product Spotlight
1
WHAT
Additional product details from throughout the org, which are not typically found in a CRM
2
BUSINESS VALUE
Single source of truth providing information to increases opportunities, resolves cases faster and reduces time to market
3
FIND ME
In any standard Salesforce app such as sales, service, commerce, revenue cloud... or any custom app