This release introduces support for Zapier, updates to Slack, and four new Salesforce reporting integrations, which are live and available for use. It will also soon bring enhanced security and user management capabilities, as well as UX improvements and bug fixes.
By introducing support for Zapier, customers will now be able to eliminate manual steps in their workflows between third-party applications and Igloo. Zapier supports over 750 applications. Instead of wasting time filing, copying, and sharing information between apps, Zapier can do this work for you.
Contact Igloo Support to setup access to Zapier. We're in closed beta still, which means we're not yet listed in Zapier's app directory, but are allowing all interested customers to start using our Zapier app today. Head over to the Knowledge Base to get access and help making your first Zap.
We have introduced four new Salesforce reporting widgets that will display a dashboard inside your digital workplace and allow you to view the health of your sales pipeline. These dashboards convey valuable metrics that will allow you to inform and focus your sales and marketing efforts. And best of all, they do not require Salesforce expertise to setup and use.
By giving executives, managers and operational staff access to real-time, self-service Salesforce dashboards, organizations can make better decisions, faster, and can eliminate the need for creating weekly or monthly reports in spreadsheets or other BI tools.
The Salesforce Pipeline Overview widget provides a portal into your Salesforce environment which shows a summary of the value of deals at various stages in your sales pipeline. This real-time view of the pipeline delivers invaluable insight for executives, and sales and marketing leaders, on how they're tracking towards quarterly and annual targets.
The Salesforce Pipeline widget compares your actual vs. target amounts for each stage in your opportunity pipeline. It provides insight into when deals are set to close and if you've got enough pipeline in the right stages to hit your targets.
Lead Conversion Chart
The Salesforce Lead Conversion widget shows the total number of leads generated to date and compares it to those that have been converted into sales opportunities. It is easily filtered by lead source to deliver a real-time view into lead and conversion targets for marketing and demand generation teams by tactic.
Forecast Category Chart
The Salesforce Forecasts widget compares the actual and target amount for each forecast category in your opportunity pipeline. Select your categories, set targets, and quickly access your sales forecasts directly from Igloo.
Security and Compliance
We are also adding additional security and audit capability to the platform. Customers who engage with their workplace via shared terminals can now choose to have sessions end upon browser close, reducing the likelihood of someone forgetting to logout.
To better enable admins to audit workplace activity, we're adding an audit note to Microblog posts when it is edited. This will allow administrators to have full visibility into the changes made to a microblog post, which is especially important when that post may have been edited by someone other than the original author (i.e. site or space level admin).
An update to the Igloo LDAP Sync Tool will allow administrators to enable or disable the synchronization of blank fields in Active Directory. When an Active Directory profile field is enabled with this feature, the corresponding Igloo field will be overwritten and also made blank. When disabled (the default state), the corresponding Igloo field will not be overwritten and cleared.
- Publishing UX: the editor toolbar dropdowns will soon display the full list of options, so you will no longer need to scroll to select your desired option (i.e. Header 3), making for a faster and more enjoyable publishing experience.
- Slack channel picker: the Slack channel picker will now display the channels you are a member of before the alphabetical list of available channels, making navigation easier.
For a summary of the bugs we squashed and other updates we've made, check out the release notes here.