> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# October 2026

> October 2026 releases: Salesforce connects through an External Client App in the package, partners see a payout once it leaves Draft, payout reminders check the partner's portal, reverting a commission import, fixing a submission in place, links in workflow messages, and a rebuilt shared-deal view.

> October is a finishing month. Salesforce connects through an External Client App with no package key, payouts reach partners earlier and nudge them only when they can act, and the review of a form submission no longer stops at Return.

Most of this release is the second pass on September: money that moves, partners who have to set themselves up to receive it, and reviews that have to end in a decision. Setting up Salesforce in minutes is the [time to value](/why/time-to-value) bet, and everything else here is the same bet applied to the weeks after go-live.

### Salesforce connects through an External Client App in the package

Introw now connects to Salesforce through an **External Client App** that ships inside the Introw package, replacing the connected app. Install the package, then choose **Connect to Introw** in the Introw Setup app in Salesforce. There is no OAuth app to approve first, no card key to connect, and Introw refuses an authorization from the wrong Salesforce org. An org on the older connected app moves in place with the same two steps, mappings kept, and you can rotate the package key yourself. Admins connect in minutes, which is the [time to value](/why/time-to-value) bet. See [Connect Salesforce](/features/integrations/crm/guides/connect-salesforce), [Embed Introw in Salesforce](/features/integrations/crm/guides/embed-introw-in-salesforce) and [Salesforce permissions and scopes](/features/integrations/crm/guides/salesforce-permissions-and-scopes).

### Partners see a payout as soon as it leaves Draft

Only **Draft** stays internal now. A payout in **Pending approval**, **Approved** or **Blocked** shows in the partner's Commissions section, and your team's comments on it show too unless you mark them internal. Partners stop asking where their money is, which keeps the portal and your internal stages on the same page, the [CRM-native](/why/crm-native) bet applied to payouts. See [Payouts](/features/commissions/payouts/technical#the-stages-a-payout-moves-through).

### Payout reminders check the partner's portal first

**Remind partner** goes out only when the partner can act on it. If the portal has no **Payout setup** section, or the champion cannot open its tab, the payout offers **Add payout setup** or **Manage tab access** and **Change champion** instead of sending an email that leads nowhere. The email opens the right tab with setup open, which is the [work-where-you-are](/why/work-where-you-are) bet. See [Get partners ready to be paid](/features/commissions/introw-pay/guides/get-partners-ready-to-be-paid).

Payout setup now starts with **Business details**, then the method, then the payout terms. The details prefill Stripe and print in a **From** block on the statement. Bank transfer via Stripe is marked **Recommended**, and PayPal shows **Coming soon**.

### Revert a commission import in one step

**Revert** on the **Imports** tab voids every line a file created, frees its row IDs and keeps the import as **Reverted**. A corrected file can then book the same rows again, instead of skipping rows one by one, which is the [low total cost of ownership](/why/low-tco) bet. See [Import commissions from a file](/features/commissions/commission-plans/guides/import-commissions-from-a-file).

### Fix a submission in place and finish the review

On a form without an approval gate, saving an edited submission resubmits it as **Auto accepted** and sends the corrected values to your CRM. With a gate, the **Accept** dialog opens for the approvers of the current step, and **Accept**, **Decline** and **Return** show only to them. A typo no longer bounces through **Return**, which is the [low total cost of ownership](/why/low-tco) bet. See [Submissions and approvals](/features/forms/submissions-approvals/technical#editing-a-submission).

### Links in workflow emails and chat messages

The variable list has a new **Links** group: the portal link, a collaboration link, a task link, and the form or course links you pick. On a form or course trigger, **Current form** and **Current course** point at the one the run is about. A message sends the partner straight to the right place, which is the [work-where-you-are](/why/work-where-you-are) bet. See [Workflows](/features/automation/workflows/technical#variables).

### A rebuilt view for shared deals

A shared deal opens in one view with a new header: breadcrumbs, **Previous** and **Next** arrows between the rows of the list you came from, and **View in** your CRM. Partners and reps keep their place in a long pipeline, which is the [work-where-you-are](/why/work-where-you-are) bet. See [Collaborate on a shared deal](/features/co-selling/shared-pipelines/guides/collaborate-on-a-shared-deal).

### Also in this release

**Commissions and Introw Pay**

* **The Pay now invoice is in US dollars, paid by US bank transfer**, also for EUR companies. See [Introw Pay](/features/commissions/introw-pay/technical).
* **Editing a plan's dates shows a Plan period has changed notice** that points to **Recalculate expected commission**. See [Build and launch a commission plan](/features/commissions/commission-plans/guides/build-and-launch-a-commission-plan).
* **Fixed-fee commission stays in your company currency** on deals in other currencies. See [Commission plans](/features/commissions/commission-plans/technical).
* **The partner's Getting paid card drops its menu once verified**, and on manual invoicing the Payout setup section warns that partners will not see it yet. See [Choose what partners see in the Commissions section](/features/commissions/payouts/guides/choose-what-partners-see-in-the-commissions-section).

**Forms and workflows**

* **Custom objects match on form fields**, and fixed default values no longer make a match fail. See [CRM automations](/features/forms/crm-automations/technical).
* **Default Account ID to the submitting partner** with **Submitting partner account ID**. See [CRM automations](/features/forms/crm-automations/technical).
* **Partners can clear a CRM object picker.** See [CRM automations](/features/forms/crm-automations/technical).
* **A form automation tells you when it points at deleted fields.** See [CRM automations](/features/forms/crm-automations/technical).
* **Next Month is a rolling date preset** on pipeline and deal filters. See [Report builder](/features/reporting/report-builder/technical).
* **Partner pipeline works as a filter on HubSpot custom partner objects.** See [Connect HubSpot](/features/integrations/crm/guides/connect-hubspot).
* **The field CRM mapping panel only lists object-level problems**, not every read-only field. See [HubSpot permissions and scopes](/features/integrations/crm/guides/hubspot-permissions-and-scopes).

**Salesforce and integrations**

* **Rotate the Salesforce package key yourself** with **Rotate key** in Introw; the old key stops at once. The key only powers the collaboration card. See [Embed Introw in Salesforce](/features/integrations/crm/guides/embed-introw-in-salesforce).
* **Introw Setup shows whether Salesforce is authorized**, even before a card key exists. See [Connect Salesforce](/features/integrations/crm/guides/connect-salesforce).
* **Salesforce record types with no stage on their layout get their stages**, for record types assigned to the integration user. See [CRM integrations](/features/integrations/crm/technical).
* **A contact in several partner accounts keeps every link** when you edit it in Salesforce. See [Sync partners and contacts](/features/integrations/crm/guides/sync-partners-and-contacts).
* **The Slack channel picker lists every public channel.** See [Configure the chat integration](/features/integrations/chat/guides/configure-the-chat-integration).
* **Learn more links open docs.introw\.io** instead of the old help center.

**Portal, courses and notifications**

* **Links to a portal tab land on the right tab**, and a link with no tab opens the first one. See [Portal experiences](/features/portal/experiences/technical).
* **Partners only @-mention the vendor people on their partner team**, plus the collaborators on the deal. See [Collaborate on a shared deal](/features/co-selling/shared-pipelines/guides/collaborate-on-a-shared-deal).
* **A goal with a target of 0 reads Achieved.** See [Goals](/features/reporting/goals/technical).
* **Test announcements always arrive**, even for an address that unsubscribed. See [Announcements](/features/engagement/announcements/technical).
* **Auto-issued certificate emails name the issuer.** See [Certificates](/features/courses/certificates/technical).
* **Finishing a course returns the learner to the portal home.** See [Monitor course progress](/features/courses/progress-tracking/technical).
* **A new case no longer blocks a fund request email**, and new Salesforce fund lists watch **Status**. See [Notifications](/features/engagement/notifications/technical) and [Funds and allocation](/features/mdf/funds-allocation/technical).
* **Folder-imported files are searchable by the partner agent.** See [Build the asset library](/features/content/asset-library/guides/build-the-asset-library).
* **Publish and notify says you updated the partner experience.** See [Build and publish a portal experience](/features/portal/experiences/guides/build-and-publish-a-portal-experience).


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