This January, we've been working hard to clean up code and complete behind-the-scene technical debts to keep Helper lean and fit! But with the new year also comes a few new Helper features! 🎉Welcome to 2024!🎉 We're ready to do big things this year!
Overall Account Adoption Status
Within each Account Detail, you'll have instant visibility of the overall status of the Product Adoptions. The Product Adoption Status is a color coded badge representing the health of the Product Adoptions as a whole. Hover over the icon to access a detailed reason for displaying green, amber, or red.
Color | Account Contains Product Adoptions with the following Stages: |
Green | All Product Adoptions are within Stages 12 and Stages 14 |
Amber | One Product Adoptions in Stage 12 or 14 with all others in Stages 11 or 15 Or all Product Adoptions are in Stage 11 |
Red | One or more Product Adoptions within Stage 10 or Stage 13 |
NC2 Product Adoption Tracking Improvements
Our NC2 specialists have started using Product Adoptions in Helper as part of their workflows. Unfortunately, Salesforce does not currently track consumption related to NC2 automatically. To help streamline the current manual tracking process of adoption and consumption related to NC2, we've introduced some changes specific to NC2 Product Adoption objects.
We've added the ability to manually update the Nodes Purchased and Nodes Activated quantities on the Product Adoption record to help track these values across customer engagements.
There will be further improvements to this process in the future, and our team is already busy collaborating with others to lay the groundwork for those improvements. We look forward to sharing those with you in the future!
Additional Fixes and Updates
We've updated some labels for fields related to Opportunities to better match changes in Salesforce.
Implementation Plan Reports now properly exclude Opportunities where the Products Included in the Deal field is "No Software."
We've fixed the sub-headings on My Accounts, My Opportunities, and My Product Adoptions to reflect the correct scoping method set by the user.
In the My Team View, we fixed an issue where data was not updating for particular tabs when switching between direct reports.
The Workload Heatmap modal no longer unexpectedly closes when adding or editing information.
We corrected an issue preventing NDB Product Adoptions from displaying properly using the Portfolio Products scoping strategy.
Updated the Portfolio Products scoping strategy to include some legacy products, such as Prism and Files, to show a more complete picture.