{"id":27765,"date":"2020-05-22T16:29:29","date_gmt":"2020-05-22T21:29:29","guid":{"rendered":"https:\/\/salesv4.aligntoday.com\/blog\/new-salesforce-integration-and-action-item-email-alert\/"},"modified":"2023-08-08T07:24:27","modified_gmt":"2023-08-08T12:24:27","slug":"new-salesforce-integration-and-action-item-email-alert","status":"publish","type":"post","link":"https:\/\/aligntoday.com\/blog\/new-salesforce-integration-and-action-item-email-alert\/","title":{"rendered":"New Salesforce Integration & Action Item Email Alert"},"content":{"rendered":"

Align-Salesforce Integration<\/h2>\n

\u00a0 \u00a0 \u00a0 \u00a0\"salesforce_logo\"\u00a0 \u00a0\u00a0\"align-logo-1809-rgb\"<\/p>\n

The Align-Salesforce integration is available now to all users! For more information on how to connect, and to watch a demo video, check out the\u00a0FAQ Page<\/a>.<\/p>\n

Critical Numbers are your company\u2019s heartbeat; they should be accurate, up-to-date and highly visible.\u00a0The Align-Salesforce integration feeds your Critical Number updates directly from your Salesforce reports.<\/p>\n

<\/center><\/p>\n
    \n
  • Sync any Critical Number to any Salesforce report metric. Keep your dashboard metrics automatically updated and transparent for your team.<\/li>\n
  • One Salesforce user authentication unlocks all your reports for your whole Align team. No new licenses or reports needed.<\/li>\n
  • The integration is flexible enough to handle almost any report and metric type in Salesforce, and takes into account all existing filters on reports in the Public Folder.<\/li>\n<\/ul>\n

    New Email Alert<\/h2>\n
      \n
    • We overhauled the Weekly Status Priority Update email to be more personalized and actionable. The email now includes the following info:\n
        \n
      • How many Tasks you completed last week, how many you have due this week, and how many are overdue<\/li>\n
      • The color status of all your Priorities<\/li>\n
      • How many outstanding Stucks you have<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

        <\/center>This email will continue to be sent on Monday mornings. It was previously called “When a Weekly Status Priority Update is ready<\/strong>“, and is now called “A weekly summary of my action items and progress<\/strong>” in your alert settings.<\/p>\n

        <\/center>Your alert settings can be configured on your Profile page<\/p>\n

        Minor Improvements and Bug Fixes<\/h2>\n
          \n
        • \n

          Fixed a problem with survey results where multiple choice answers with very long text lengths break the results visual.<\/p>\n<\/li>\n

        • \n

          Fixed bug where Task-driven Priorities don\u2019t get included in the \u201cPriorities Behind\u201d Personal Alert based on the new Color Status logic<\/p>\n<\/li>\n

        • \n

          Increase the width of Team dropdown on dashboard and OPSP<\/p>\n<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":33,"featured_media":17054,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[272,124,352],"tags":[],"class_list":["post-27765","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-management","category-product","category-release-notes"],"yoast_head":"\nNew Salesforce Integration & Action Item Email Alert<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Salesforce Integration & Action Item Email Alert\" \/>\n<meta property=\"og:url\" content=\"https:\/\/aligntoday.com\/blog\/new-salesforce-integration-and-action-item-email-alert\/\" \/>\n<meta property=\"og:site_name\" content=\"Align\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/alignme\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-22T21:29:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-08T12:24:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/05\/Align-Release-Blog-Post-Header.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2240\" \/>\n\t<meta property=\"og:image:height\" content=\"1260\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Haley Pegg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@aligntoday\" \/>\n<meta name=\"twitter:site\" content=\"@aligntoday\" \/>\n<script 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