Salesforce Release Update 2.1: Advisor Driven Feedback – DCA Distinction and “Ready to Invest” Logic Enhancements

Published On: January 23, 2026Categories: GVA Salesforce

Following the Salesforce Release Update 2.0, we received feedback from multiple users requesting additional clarity and automation within the investment task process. Based on this feedback, the following enhancements have been implemented.

Dollar-Cost Averaging (DCA) Indicator

A new Dollar-Cost Averaging (DCA) field has been added to the Investment Task layout. This field allows users to clearly indicate whether an investment should be processed using a dollar-cost averaging or lump sum strategy.

  • When the DCA field is selected, the Trading Team will process contributed funds using a dollar-cost averaging approach.
  • When the field is not selected, contributed funds will be invested pro rata.

This enhancement provides greater visibility and ensures investment instructions are executed as intended.

“Ready to Invest” Task Logic Update

We have also enhanced the logic for converting a General Task to an Investment Task when the status is set to “Ready to Invest.”

  • When a General Task is updated to Ready to Invest and saved, users will now be prompted to confirm whether they would like to notify the Trading Team.
  • If Yes is selected, the task will automatically convert to an Investment Task and notify the appropriate Trading Team.
  • All relevant fields, including comments and due dates, will carry over from the General Task to the Investment Task.

Please ensure any notes or comments intended for the Trading Team are finalized before updating the task status to Ready to Invest.

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