This update is all about information. We have improved the reporting option and added more ways for admin to put more information to the meeting. These improvements make users be more productive. Read on to see what’s new in 3.25!
Manual Data Retention Processes
If you have collected PII in a customer process of some kind, then unnecessary data should be deleted when it is no longer needed. In some cases, it is even mandatory to delete data after a certain period of time. Especially when GDPR just made everyone’s year a bit brighter in 2018.
How can you be certain that all data from individual events and tasks have really been removed? The answer is two-fold:
- Activate the new Custom Setting that ensures meetings and all related objects are removed when the related Event or Task is removed.
- Using Process Builder or Cloud Flow Designer, create a process that automatically deletes aforementioned data after a certain period of time.
By using automated processes, and the new custom settings, you can rest assured that all meeting-related data is destroyed exactly at the time you want.
More Data for Everyone
One of the hidden features of Meeting Assistant is the so-called Extension Files. As you might already be aware, Meeting Assistant has a blank space on the right-hand side of the user interface. By using a custom setting called MA Extension Files, you are able to display extra and customized information and actions right here.
This custom setting let the user show various pieces of information before, during, and after the meeting. You can find more information in the installation instructions.
If you are familiar with Apex development, you should be able to build a mini page here very quickly. If you ain’t, feel free to ask for a helping hand from Salesforce partner or simply reach out to our Customer Success Team at firstname.lastname@example.org – let’s discuss your needs and make the meetings more meaningful for your organization.
More Options for ReportingOther than the two add-ons above, we have also added several out-of-the-box Lookup Fields for Meeting Assistant. From now on, you will be able to easily build up more powerful reports combining Activities, Meetings, Accounts, Opportunities, Leads, and Opportunities.
- You want to know all the activities that related to an uncompleted meeting? No problem.
- What about meetings related to Accounts that have more than $1,000,000 in annual revenue? Consider it done.
- What about Opportunities that are waiting for the final decision and you would like to receive an alarm from any related meetings that are completed? Well, just a piece of cake!
Simply create a new report type based on your needs, for example, “Activities that are related to meetings with related Opportunities”. As there is a lot of possibilities and use cases we can’t anticipate yet, and we do not want to unnecessarily fill up the report storage in your Org. Thus, we included a group of example report types in the Meeting Assistant package. Please go ahead and create the ones you need.
If you want to maximize the utility of Salesforce reporting function toward Meeting Assistant, you can also contact our Customer Success Team to ask about ideas. We are happy to help!
Catch Those Custom Tasks
Meeting Assistant offers an easy & convenient way to create tasks very quickly during the meeting. It enables the user to relate the tasks to contacts, accounts, etc selectively. If you want to create tasks that have a bit more options, you can choose “Create tasks with more options”. Now, these Tasks are also being tracked in Meeting Assistant, so you can clearly see which were generated from a meeting.
In general, this update will also fix some bugs and enhance application performance. Our Salesforce developers have spent days and nights to ensure that you will have the best user experience with the app. We hope you will enjoy it.
Be curious about what Meeting Assistant can help your organization? Request a Free Demo from us today. We are always happy to help!
Reference: Photo by Ylanite Koppens from www.pexels.com