#Appexchange Apps0 discussing

 SurveyVista 3.0 is officially GA on the Salesforce AppExchange! At SurveyVista, our mission has always been to help you turn feedback into actionable insights to drive results. With the 3.0 release, we’ve taken a massive leap forward in helping you collect better data and act on it faster—all 100% natively within Salesforce. 

What’s new in 3.0? Here are the highlights: 

• Smarter Authoring: Build branded, precise surveys faster with new theme controls and Prefill Responses for Enterprise users.

• Better Respondent Experience: We’ve overhauled navigation and mobile previews while doubling down on Accessibility (JAWS & VoiceOver) and stronger spam protection.

• Deeper Analytics: Identify exactly where users exit with new Drop-off & Engagement metrics, plus advanced tracking support for GA4, GTM, and Facebook Pixel.

• Admin & Automation Power: Simplify governance with ZIP Export/Import (including images/translations) and real-time Slack notifications via our Advanced Notifications.

Whether you are running customer feedback, complex inspections, or employee feedback, SurveyVista 3.0 is designed to make your data collection & actions more secure, scalable, and insightful. 

Read the full Release Notes:  

SurveyVista Version 3.0x Release Notes

#Appexchange Apps #FREE SurveyVista #Voice Of The Customer #Surveys #Forms 

I'm trying to implement "Time Warp" (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GXVf4UAH) in my company's Salesforce org and I've been following the instructions in the Configuration Guide here: https://quip.com/ahFCA9VBEKtr. I've installed it, added it to the lightning page from the Account (renamed Company in our org) object, and given applicable users permissions to view it - this has all worked fine, however, the remaining item is to plot one custom object onto the timeline and I can't get it to work.

We use a managed package called "Cloud Coach" for our project management tool, and I want to plot the Cloud Coach "Project" object to the timeline. Using the configuration guide, I have added the following to the timeline configuration in the custom metadata : 

However, the projects are not showing on the timeline and I don't get any error message - screenshot below of an example company I've been using for testing:The screenshot also shows that there are 3 projects linked to this account, one of which is within the timeframe of the timeline shown, so would be showing if it was working.

Detail of the managed package and objects (referenced in the configuration) are:

Cloud Coach namespace: 

Project Object API

Detail field API

Position Date Field API

I've gone over the configuration guide multiple times but can't see what piece is missing / done wrong.

#Appexchage Apps

#Appexchange Apps  #AppExchange

#Salesforce Admin  #CRM Configuration

#Salesforce Labs

Hello, 

We have a MEDDIC app installed in Salesforce. It was long ago when this app was installed and the original users who were involved are not part of the company anymore. There is no documentation of how the app works and the formula calculations are hidden in the setup. Does anyone know how to navigate this situation? I have tried serching for the app on appexchange and generally on Google as well but nothing which matches is coming up. I have attached a screenshot of the app. Is anyone aware or using this?

Any help would be appreciated. Thanks! 

#Appexchange Apps

Hi, I am a Salesforce administrator, and I have installed "Cloud Coach Starter - NO COST Project Management for Salesforce" on Salesforce (see the link: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GYYlxUAH).

But after I uninstalled the package, I found these custom objects still remain there, and I couldn't delete any of them. Could you please help out please? Thank you so much!

#Appexchange Apps

Hi all,

I am looking to implement what appears to be a pretty flexible and powerful app from Salesforce Labs called TimeWarp.

My organization keeps thorough records and it can be a challenge for someone not familiar with an Account to sift through our various objects and pick out the highlights.  My org wanted a way to pull together the most critical records to give our management team a quick summary of an Account all in one place.  The first Order from a customer, when a Contact joined the company, a Call about a challenge a customer had, a Note on why a decision was made etc.  I believe TimeWarp can satisfy our need.

Since we keep so many records, we want to be selective with what appears on the Timeline.  The Inclusion Field works great to achieve this result.  I have added a checkbox field to the pertinent Objects called "Highlight <ObjectName>" which is referenced in the Inclusion Field for each associated Custom Metadata Type.

The only records I am struggling with are the Logged Calls from the action found in the Activities Lightning Component.  I was able to get the NewTask and NewEvent actions working by creating the Highlight field on the Activity and Event sObjects and then editing the Global Action Layout for NewTask and NewEvent to include that field.  Then adding that field to the Custom Metadata Type for Account_Tasks and Account_Events.  When users check the box, Tasks and Events are displayed/hidden on the Timeline accordingly.

The LogACall action, however, does not respond when Highlight_Task__c is true.  And all Tasks created using the Log A Call feature are shown on the Timeline.

I can see that the LogACall action has the Target Object "Task" when drilling down on it, same Target as the NewTask action.  And I kind of expected they would work together as the Highlight_Task__c field was added to both Action Layouts via the Activity sObject.  And, as I understand it, all the Log A Call feature does is create a Task with a different layout.

The Target Object on the summary overview of Global Actions is however, blank.  And I am wondering if there may be something I need to do differently.

Anybody know how to setup a Custom Metadata Type for Log A Call actions with an Inclusion Field using TimeWarp?

Maybe that isn't even the right question, since the Calls already appear on the Timeline using their own icon.  When I toggle the filter for Account_ActivityHistory, all of the Logged Calls show up and drop off.  But adding the Highlight_Task__c field to the Account_ActivityHistory Inclusion Field does not give the desired effect.

Which Custom Metadata Type controls the Log A Call records that appear on the Timeline?  And can I use an Inclusion Field of data type Boolean to control which Calls appear on the Timeline?

Thank you so much for any help!!

#Appexchange Apps