New Features: Better Salesforce Integrations

Task Updates in Salesforce

Salesforce users now have the ability to update project progress on their own customized "Today" page within the Salesforce application. Anyone collaborating on the project team without a Salesforce license will instantly see the status updates in the Viewpath application.

 Template Access in Salesforce

Salesforce users can quickly view a drop-down list of available "Templates" when creating new Projects within Salesforce application. This easy-to-use Template feature also provides the option to import Resources and select the start date for a new Project.

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