Cloud Powered Business Blog

CloudFactor Release Notes – July 2012

Standard Apps

SFDC Contact App

  • SUMMARY: When receiving an email from a sender that doesn’t match an existing Contact or Lead in Salesforce, in addition to the Create a Contact and Create a Lead buttons, the user will see all the other standard action buttons e.g. Record Email, Log a Call, and Create Task.
  • TO CONFIGURE: n/a, the buttons now appear by default.
  • TO USE: click to activate buttons as in other CloudFactor contexts.

Business Actions Sidebar App

  • SUMMARY: Business Actions sidebar now includes a Go button to activate the choice in the picklist.  This change is being made to support the use case where a user selects a Business Action, returns to his/her Inbox and then wants to activate the same Business Action again.
  • TO CONFIGURE: n/a, the Go button now appears by default.
  • TO USE: to activate a Business Action, click the Go button.


Platform

Add CloudFactor apps as custom buttons on Case and Contact app header bars

  • SUMMARY: to make it easier to surface CloudFactor apps such as Create Account or Create Contact, it is now possible for administrators to configure buttons that call CloudFactor apps.
  • TO CONFIGURE: in the CloudFactor admin console, the Administrator can add custom bottons to the Case, Contact, and Contact (No Contact Found), and Sent Email.  To do this:
    • Navigate to the Applications tab and select the App Buttons page on the left navigation bar.
    • Select an application to configure buttons for.
  • Select an application to expose as a button.  Note: this must be an application that requires no email context e.g. Create XXX applications or custom apps that do not require any email context are candidates for this feature.
  • Optionally, override the default Button Label which is the same as the application name.
  • Save the changes.
Note: there are a few configuration limitations to be aware of:
  • You cannot disable standard action buttons currently.
  • You should not choose any application that requires email context to function correctly e.g. Case, Contact, and Reply to Chatter for instance, all require the email sender email address or some element in the email subject or body to work correctly.
  • Applications copied from standard CloudFactor apps will inherit the buttons on the original app.
  • CloudFactor will automatically add buttons until the width of the app is filled and then add a row below the action buttons and include more buttons as needed until all buttons are added.  Recommended approach is to add no more buttons than will fill one row.
  • TO USE: users will see and be able to interact with the buttons as other buttons.  This provides a good alternative to having the application configured under the Fixed Applications list in the CloudFactor more options menu.

Dependent Picklists

  • SUMMARY: CloudFactor page layouts may now include dependent picklist fields.
  • TO CONFIGURE: in the CloudFactor admin console, the Administrator can add picklist fields to the application page layouts.  To do this:
    • Navigate to the Applications tab and select the Applications page.
    • Click the green gear on any standard app to configure the page layout for the application e.g. click the green gear on the Case application.
    • Select the controlling picklist field and the dependent picklist field and add both to the page layout.  Important – the controlling field must be placed above the dependent field in the page layout.
    • Save the changes.
  • TO USE: users will be able to use these picklists like any other field in CloudFactor apps when creating or editing records.  The controlling field will determine what is selectable in the dependent field.

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