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Product Release Notes 6/2023
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v.3.38.0

June 28, 2023 Release

The following Accelerate updates will be available to customers on June 28, 2023.

 

Accelerate Feature Updates: 

 

  • UI Updates to My Team and Manager Dashboard: We have updated the table format so that the tables visually look the same as the My Team format.
  • We've updated the behavior for the "Select Course" button previously released:
    • If a user is enrolled in 1 course, Select Course button will not be visible.

    • If a user is enrolled in more than 1 course, Select Course button appears

    • When course selected is the active course, button state is greyed out (not selectable) and says Active Course.

  • Exported Reports Updates:

    • Client Admin/Supervisor Export - Expiration Date added

    • Coach Page Export - Users with an Expired status now show at the bottom of the export.

  • Tenant Admin Updates:

    • Add the course enrollment Expiration Date to the User show page in the Tenant Admin.

    • Expired course enrollment rule change - Expiration Date cannot be today

👩‍💻 Prosperous Account Strategy for Salesforce is Now Live!

We are happy to announce that our Prosperous Account Strategy (PAS) for Salesforce is now launched, live on the Salesforce AppExchange, and ready for immediate use by clients. As a reminder, PAS for Salesforce provides account managers with tools to execute a repeatable and practical methodology for winning more business in strategic accounts and elevating the level of relationship within those accounts.

 

Additionally, the PAS Tool is Salesforce native, highly visual, and collaborative application designed to support all phases of the account planning process.

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