As Meeting Assistant is located in Finland, we wanted to get a head start before Winter ’20. This update is all about giving you more granular control. Now all Meeting Assistant -related custom settings can be configured for individual users and/or profiles. Read on to see what’s new in 3.29!
Sharing Meetings in Salesforce
A more granular method for controlling meeting sharing is something our customers have been requesting for a long time. One of the major improvements in version 3.29 enables customers to use Sharing Settings. From now on, meetings do not have to be shared globally or individually. Instead, you can rely on the role hierarchy and sharing rule-based approach that makes meeting sharing effortless, for example, to individual sales teams within large organizations.
User- and Profile-Specific Custom Settings
Enhancing Meeting Assistant user experience is something we continuously strive to do. As custom settings are in some ways central to the way several Meeting Assistant functions work, we decided to create our own view that suits Meeting Assistant users better.
Starting from version 3.29, you can use our own Lightning component-based page to manage all custom settings. This component can be reached using the Configure link displayed next to the package name in the Installed Packages view.
In addition to providing you with a new way to access custom settings, we have made the settings better. Previously, Meeting Assistant-related settings worked only at an Organizational level. Now, you can manage the functionalities also on a user or profile level. Please note that in order to manage settings for individual users and profiles, you need to use the Salesforce custom settings functionality, for the time being. The first version of our custom settings view only covers organizational level settings. We are working on adding the two other layers of functionality.
Better Reporting for Meetings via Salesforce Reporting Tools
We have deprecated the old Meeting Link field that could be used to navigate straight to meetings from Events. It has been replaced by a meeting lookup field.
In addition to providing users with a human-readable field displaying the meeting name, it facilitates using new meeting-related report types.
If you want to better utilize Salesforce reporting with Meeting Assistant, you can also contact our Customer Success Team to ask about ideas as well. We are happy to help!
Assign Tasks to Multiple Contacts
Meeting Assistant provides users with a method to create Salesforce tasks during meetings. Task data can be prefilled based on information gleaned from the meeting.
Starting from version 3.29, if your meeting relates to multiple contacts, you can automatically relate Tasks for all contacts.
This update also fixes some bugs and improves application performance.
Interested in boosting the efficiency of your meetings? Get a free 30-day trial version of Meeting Assistant from Salesforce Appexchange today and try it yourself!
Feeling curious about what Meeting Assistant can do to help your organization? Request a Free Demo from us today. We are always happy to help.