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We are so excited to partner with the best in the CRM business, because their releases help you too! The "Summer '21" release for Salesforce is currently rolling out, and below are some of the key enhancements we want to highlight as your Salesforce partner.
For this release, there are two key updates we are excited about, and you can review Salesforces's Summer '21 release notes here.
Salesforce is bringing the power of inline editing to reports! Now, if a record is out of date, you can update certain fields (text, numeric, and checkbox) without leaving the report view. For example, if an advisor is viewing a Client report, they can update the Segmentation field from the report and the report will automatically refresh.
Since this is in Beta, you will need to enter a ticket with our Support Team, who will enter a ticket to Salesforce on your behalf.
You can now download a dashboard as a PNG file that can then be embedded in documents, presentations or anywhere else!