Blogs: 27 December 2023

Elevating Partner Communities: Salesforce Introduces In-App Guidance in Spring ’24

Exciting news is on the horizon for Salesforce users, particularly those leveraging Partner Communities built on Aura! In a recent announcement, Salesforce revealed that in Spring ’24, users can expect the delivery of in-app guidance as part of the Partner Tracks, powered by Enablement solution.

This development stems from a user-generated idea submitted on the Salesforce Ideas platform (reference: https://ideas.salesforce.com/s/idea/a0B8W00000GdeZjUAJ/enable-inapp-guidance-for-communities). The community-driven initiative underscores the ongoing commitment of Salesforce to enhance the user experience and streamline workflows for partner communities.

Fore more details feel free to email us at admin@hausseitsolutons.com

Streamlining Public Group Management: Introducing Group Member Reports

Managing public group memberships just got a whole lot easier! With the latest update, Salesforce has introduced a feature that allows you to view public group members effortlessly through custom reports. No more clicking into each group or running time-consuming queries – the process is now streamlined for your convenience.

Here’s how to make the most of this enhancement:

From Setup, in the Quick Find box, enter Report Types, and then select Report Types. Select Group Member as the primary object. After you deploy the custom report type, users can select it when building reports.

For more details feel free to email at admin@hausseitsolutions.com

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Unlocking New Possibilities: Winter ’24 Release Empowers Admins to Report on Permission Sets and Groups

Attention Salesforce Admins! Exciting news awaits as the Winter ’24 release brings a game-changing feature to enhance your administrative capabilities. Now, you can build report types and generate reports specifically focused on Permission Sets and Permission Set Groups.

This significant update opens up a world of possibilities for administrators who are keen on optimizing user permissions and access control within their Salesforce environment. The ability to create tailored reports on Permission Sets and Groups adds a layer of granularity to your insights, enabling you to streamline and fine-tune user access with precision.

With this newfound functionality, administrators can gain deeper visibility into the assignment and utilization of Permission Sets and Groups, ultimately leading to more efficient user management. Whether you’re overseeing a small team or a large enterprise, this feature empowers you to make informed decisions about user access, ensuring a secure and streamlined user experience.

To make the most of this enhancement and explore its full potential, don’t hesitate to reach out to us at marketing@hausseitsolutions.com for dedicated support. Our team is ready to assist you in leveraging these new capabilities to enhance your Salesforce administration.

For a comprehensive understanding of the Winter ’24 release updates related to Permission Sets and Groups, be sure to check out the release notes here. Stay ahead of the curve by staying informed about the latest features and improvements Salesforce has to offer.

Don’t miss out on this opportunity to take your Salesforce administration to the next level. Embrace the power of Winter ’24 and revolutionize the way you manage user permissions with the newfound ability to report on Permission Sets and Permission Set Groups.

Reference: https://help.salesforce.com/s/articleView?id=release-notes.rn_permissions_perm_set_crt.htm&release=246&type=5