Latest Salesforce Release
- Recorded Thursday, October 29, 2020
Winter ’21 has just released and comes up with some exciting features like Dynamic forms/actions and some exciting reporting features. Join our speaker Neeraj Garg, COO at Aplusify, as he discusses the most valuable insights of both these release boxes and what nonprofits and associations should do to make the most out of the latest updates both in Winter 21 and Summer 20.
In this webinar, you’ll learn about:
How multi-factor authentication (MFA) can help you prevent most prominent types of attacks such as phishing, vishing, keyloggers, credential stuffing, brute force attack, man-in-the-middle (MITM), etc.
Different verification methods for MFA that Salesforce supports, such as Salesforce authentication mobile app, third-party authenticator app, security keys, etc.
How single-sign-on (SSO), when used in combination with MFA, can reduce the risk of password hacking and keep your data secure.
Ability to add custom fields in your custom report type layouts.
How you can now opt into the Reporting Subscription Attachment (Beta) version, where you will get the information you need right in your inbox.
Tap in the new advanced ways to export heavy reports that otherwise take a significant amount of time to get processed. It will save you time and allow you to play with rows & columns and generate member-specific reports for your organization.
Get access to specific profiles to work on your page layouts without creating multiple user logins using dynamic forms and dynamic actions. Combining the new dynamic form & dynamic action features will let you manage your page’s fields and sections in the lightning app builder without disturbing the page layout editor. However, these features are only available on custom objects for now and not available for mobile interface.
Newly launched split-view panel for standard navigation that can help you multitask, go through the records in sequence, skim through the ‘not so important ones’ and prioritize your task accordingly.
Now you can set up “Big Deal Alerts” for sending automated email notifications for donations that reach a threshold of amount and probability without switching over to Classic.
Speakers/Moderators
Neeraj Garg, Aplusify
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Neeraj Garg is the Chief Operating Officer at Aplusify. For 20 years, he has worked alongside a multitalented team to help associations and nonprofits drive digital transformation within their organization, enabling them to be more innovative, agile, and donor/member-centric. As Aplusify’s COO, he leads an internal task force that shares lessons learned, best practices, and practical applications that specifically relate to associations and nonprofits.
Vinnu Deshetty, Director of Sales and Marketing
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As Director of Sales and Marketing, Vinnu Deshetty brings your organization over 20 years of experience working with nonprofits and associations. Vinnu is an advocate of technology, promoting the most up-to-date tools and effective ways to add capacity to teams, streamline processes, and improve stakeholder experiences. Whether it’s membership, conferences, events, fundraising, or volunteer management, Vinnu believes technology alleviates administrative burdens so organizations can focus on the people they serve. She holds that “it’s always important to remember the humanity in what we do.” Raised as a coal miner’s daughter in western Kentucky, Vinnu stays true to her Southern roots by valuing community and staying solutions-focused with her work. She obtained a Bachelor of Science degree from Vanderbilt University and a Master of Public Administration. Vinnu now works and resides in the Washington, D.C. area.
About Aplusify
Aplusify provides associations, nonprofits, and higher education institutions with the capability and capacity to maximize their Salesforce platform. Our team of Salesforce-certified experts alleviates the technical weight of implementing and managing Salesforce so you can focus on strategy and organizational mission. Find out how we can save you time, money, and stress with our Salesforce Managed Services.
