Winter 2026 (Version 2.16) Release Notes
Table of Contents
2.16 is the latest version of HomeKeeper at this publishing. This update includes new reports, bug fixes, and new fields. Updating to 2.16 requires no manual steps. This release is required for those interested in our new Online Application Templates, which will be available in the coming weeks.
The release notes below include the latest HomeKeeper feature highlights, the link to use for upgrading, and instructions on completing relevant manual updates.
CAUTION: Permissions for new features, objects and fields
As part of version 2.9, we delivered Permission sets that contain all the security permissions necessary to operate HomeKeeper as a user to ensure smooth transitions to the newer security-reviewed version.
These permission sets are still relevant with each new release, including HomeKeeper version 2.16. Contact HomeKeeper support to coordinate the deployment of the most recent Permission Sets.
NOTE: HomeKeeper Testing Group
Shout out to our testing group, including staff from State College Community Land Trust, City of Bridges Community Land Trust, Housing Resources Bainbridge, Open Communities, Habitat for Humanity Rice County, Trinity Habitat for Humanity, City of Cambridge, MA, and A Regional Coalition for Housing! These users kindly volunteered their time to test and provide direct feedback. Email support@myhomekeeper.org if you're interested in joining in on pre-release testing and get early access to installing new features!
Access Link to Upgrade Here:
**How to Upgrade to Access New Features and Capabilities of Version 2.16
The HomeKeeper team will receive an automated notification when your Salesforce organization uses the upgrade link.
Want to schedule a push upgrade? We recently made it possible to schedule a push upgrade, where your HomeKeeper will be automatically updated. Please submit a support ticket to support@myhomekeeper.org, with at least 48 hours notice, and include a few times that would work for your organization to be upgraded to 2.12. We will confirm your upgrade window in our response.
Learn how to upgrade a new version of the HomeKeeper package in your Salesforce:
While logged into Salesforce where your HomeKeeper app is installed, click this link to upgrade to version 2.16 of HomeKeeper.
(Note: If you are installing into a sandbox organization, replace https://login.salesforce.com/ with http://test.salesforce.com)
Version 2.16 Updates
New Validation Rule - On the Counseling/Education object, an error message will appear if users attempt to Report to HUD with a custom Purpose of Visit:
New Validation Rule - On the Counseling/Education object, an error message will appear if users attempt to Report to HUD without at least one Outcome selected:
Validation Rule Update: The validation rule “Session Start Date Before End Date on C/E” was causing issues when being applied to Group Education records. The rule has been updated to only apply to 1-1 Counseling records.
New Report: We have added a new report, “Application Contacts with Service Files.” This report can be used to easily send mass List Emails by using Campaigns. To use Campaigns, ensure that Marketing User is checked on the user's settings page (see: User Management for more information)
Updated Report: “Financial Checkpoints by Service File” has been updated to display changes in financials over time. Previously, the report summary showed totals (i.e. total assets, total income, etc.). Now it shows the change in those metrics over time.
Page Layout Update: The field Effective Purchase Price has been added to the Service File on the Lightning User Home Purchase Page Layout. This change is only effective for new installations.
Technical Updates & Bug Fixes
These are advanced updates responding to bugs reported by users through support or additional administrative control tools for Salesforce Administrators.
New Fields - Three fields have been added to support the upcoming release of the Online Application Template and File Upload tool. These are Add-ons to be released later this month. These fields are:
- Fee (Group Session) - The amount client paid for counseling or group education. The value represents only portion of the fee that was paid by the client if such is applicable. This field can be used outside of the Online Application Template, if you wish to track fees. Previously, this was only available on the Counseling/Education record.
- Show Session (Group Session) - This field displays a Group Session on the Group Education Registration form. It is not useful unless you are using the Application Templates, and has been left off the page layout by default.
- File Upload Link (Service File) - Generates a custom file upload link URL for the Service File. It has been left off the page layout by default. The standalone File Upload Link flow is not included in this release and will require you to contact support to have it added to your HomeKeeper.
Custom Settings Update - There a new hierarchy Custom Setting for HomeKeeper Custom Settings, designed to improve backend functionality. As part of this, a new Custom Setting has been added for the File Upload URL. This setting is also available on the HomeKeeper App Settings page.
The previous Custom Setting has been marked as Legacy for future deprecation, but no changes are needed at this time. The code will continue to reference both settings until a future release.