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Status Card

Providing personalized record status management

Overview

Just specify the List View. The setup is very simple and easy. You can start using it just right after installation. No additional setting is needed. By setting the range value for each user, you can manage the personalized records.

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  • Users can immediately notice the information that they need to respond to.

  • You can set a range of values based on the number of records and notice by the color change of the panel.

  • Personalized record status management by allowing individual user settings.

By placing a Status Card on the home screen or utility bar, you can create a list view listing across objects. ・Users can immediately notice the information that they need to respond to. -Easy to access the frequent list views ・You can set a range of values based on the number of records and notice by the color change of the panel. -You can visually see how many records you have for monthly opportunities, daily leads, and unresolved cases. ・Personalized record status management by allowing individual user settings. -Configuration information can be retained for each user. ==========★★★★★==========★★★★★==========★★★★★========== 作成したリストビューを指定するだけ、設定はシンプルで直感的、とにかく簡単。 初期設定不要でインストール後すぐに使用できます。 ユーザーごとに閾値を設定することで、パーソナライズ化されたレコードの状態管理が行えます。 ホーム画面やユーティリティバーにStatus Cardを配置することで、オブジェクトを横断したリストビューの一覧を作成できます。 ・ユーザがすぐに自分が対応しなければならない情報を取得して気づきを得られる -よく見るリストビューにすぐアクセスできる ・レコード数を条件にしきい値を設定して、パネルの色の変化で気付きを得られる -今月の商談や本日のリード、未対応のケース等、何件のレコードがあるのか視覚ですぐ把握できる ・ユーザー個別で設定が行えるので、パーソナライズ化されたレコードの状態管理が行える -ユーザ毎に設定情報を保持することができる

Categories

Business Needs
Data Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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