Rosalie Chassat: Good morning, good afternoon, everyone, and welcome to our March Product Update webinar. I’m Rosalie, thanks for joining, we’ll wait a couple of seconds. Hi, Annik!

Rosalie Chassat: Alright, shall we get started?

Rosalie Chassat: Yes. All right, so let’s go to the next slide. All right, so, hi, yes, I’m Rosalie. As always, we’ll be hosting today’s webinars, and we also have Natalie in the chat, and Yannick. Hi, Yannick.

Yanick Abraham: That was a exciting webinar. I’ve told you in one previous webinar on AI that it’s the era of creativity, and let’s say we have highly motivated people, and the pace of innovation is crazy, so, yeah, excited about this webinar.

Rosalie Chassat: All right, and as I mentioned, Natalie is with us too, so feel free to drop questions anytime in the chat or use the Q&A.

Rosalie Chassat: She’ll be able to answer you, and as always, make sure you participate in our polls, and use the reaction button at the bottom of your screens. And as always, let’s start with a little poll, quickly. Alright, so I’ll leave this on the side. We want to know if this is your first client webinar or not. And today, we have a very straightforward agenda. So we’ll talk about our new client community, and then what’s new in 51.8.

Rosalie Chassat: treat.

Rosalie Chassat: Thank you, everyone, for answering. I think we have a lot of people that are usuals that attend every month with us today.

Yanick Abraham: only two… I think it’s only a two-agenda point, but it’s one of the busiest, or the most… the biggest release and showcase of feature we had in a long time, so…

Rosalie Chassat: it’s a good one to join. So, thanks for coming back, and thanks for joining us if this is your first time.

Rosalie Chassat: Alright, so, perfect. Let’s go back there. Okay, so, yes, as you can see on the screen, we have a new home, the Feature Hub.

Rosalie Chassat: So, before we jump in the project, like we mentioned, we want to give you a sneak peek into our new community, which you can see some screenshots of here. Some of you may have seen it already, because we have some links out there that lead to different portions. This is going to change the way you interact with our release notes, how you find your information, and how you share your feedback with us. So we’ll spend a few minutes there.

Rosalie Chassat: And then we’ll jump into the demo for 51.3. Yannick, do you wanna…

Rosalie Chassat: Start by showing us what’s new on that release notes page.

Yanick Abraham: Yeah, we’re gonna start by the release note, but this entire community, it’s been built for you guys, for our customer, to really simplify your onboarding, to make sure that you can learn and you can use the functionality as… you can use them as fast as possible, and make your team use them as fast as possible, so this is what has been put behind this, and the idea is that we remove barriers in terms

Yanick Abraham: communication with you, so you will see later on, there’s a ton of innovation in regards of how we’re going to be sharing comments and ideas across this. But to start, let’s go through the release notes. So, in the menu, you have a link. In that release note, on the left side, you have the breadcrumb of all the different release items we add. One of the key ones that I like is the

Yanick Abraham: workspace, avatar, drag and drop, this one here. Oops, I’ve double-clicked, I’m very sorry.

Yanick Abraham: And this one here, that avatar, so you can scroll through the release notes, and you’ll see on top that there’s a menu, that’s gonna help you as well for searching. You’re gonna be able to, if I’m going back up, to expand all or collapse all the different releases, and there’s gonna be a new way of consuming that information. And Roselli, I’m sure you’re gonna love this, you can share pretty much

Yanick Abraham: everything within this community. You can share it and send it to your colleague through social, or just copying the link.

Rosalie Chassat: Nice.

Yanick Abraham: There’s a ton of things, I guess, for you, Rosalie, that you’re excited about, you want to discuss, maybe the upgrades and the links here?

Rosalie Chassat: Yeah, so a couple of things that are a nice addition that should have been there for a while, but they’re not there. So, when you log in, if you’re logged into the community, it’s gonna tell you which version you’re on, which is very useful. A lot of people are asking us, how do I know which version I’m on? There it is, and with that comes this nice toggle, what’s new since my version, that you can just turn on, and it’s gonna pop all the release notes

Rosalie Chassat: Since that, well, in our case, 51.2.5, but, everything from your current version, you can show just the hot features only, you can show only upgrade consideration, very useful for the admins. On the left side, this menu that is now expanded, you can see, like, all the details, but Yannick, if you go up and just,

Rosalie Chassat: Go up a little bit on the menu on the left.

Rosalie Chassat: if people want to see all the releases, they can see, like, the dates. I don’t know where… oh, maybe that’s hidden. I think it’s because it’s, expanded, the left menu, with all the details.

Yanick Abraham: Which one? You’re on the left?

Rosalie Chassat: Yeah, that one, yep.

Yanick Abraham: I, I give… yeah, I’m sorry.

Rosalie Chassat: Perfect, yeah, so you can see on the left side all the major releases. You can see with the dates as well, so some people, don’t know, like, how old this version is. Well, it tells you right there. So a couple of, things like that, the collapse expand menu, yeah, on the left. So you can really play with that.

Rosalie Chassat: And should be useful for everybody. I think that’s a…

Rosalie Chassat: main thing about this one, and we’ve added a direct link to how to upgrade, so there’s a specific article how to do that. Even if it’s, like, your fourth time doing it, people still wonder how to upgrade, so you have that link right away.

Rosalie Chassat: Yeah.

Yanick Abraham: Right, okay, so under all this, that’s a new revamp of all our documentation. Okay, so this… those release, those are the, last one in that… those specific format that you see here. Moving forward, across the board, we are changing the way that we are creating documentation, and we’re servicing documentation for you.

Yanick Abraham: And this goes with the feature hub, or the feature browser, which we… what we’re seeing here.

Yanick Abraham: So in here, it’s, we’ve broken down our software based on feature and feature categories, so you can see here that we have plenty. This is a sneak peek to next week’s announcement, but we do have other… all our functionality are delivered here, such as, for example, the Snap workspace. Those are functionality within the system. You can see them at

Yanick Abraham: or in a list format. As we saw before, pretty much everywhere in the system, you can search. And when you’re gonna open those, you’re gonna see different format of documentation, depending on your use case.

Yanick Abraham: you’re gonna land on the spotlight. The spotlight is the marketing pitch of the feature. It’s no fluff, it’s what it does, but it’s a marketing business angle, what it’s gonna help you address in terms of performance gain, and some guidance. Key benefits for project manager in this case, the traditional way with Snap’s workspace, what’s gonna be

Yanick Abraham: So, it’s a bit more business-oriented, but it’s giving you really a good highlight, so I’m… this is a good one to share to colleagues if you want to get people excited.

Yanick Abraham: We also have a quick start, so we get things started, so, just to make sure that you understand the feature, so you do 1, 2, 3, 4, 5, and you’re gonna be able to create a snapshot, see your baseline tracking, so this is kind of of our quick start.

Yanick Abraham: We have a full reference guide, so within the Snap Workspace, you can do a lot, as you guys know, but… and those… all those sub-features have been broken down. And if you are interested to understand how the SPI is calculated on the Snap workspace, you can just click on it. It’s going to bring you to that section. It gives you a little bit an idea of what it is used for, and then it gives you

Yanick Abraham: A formula, the formula that is being calculated on.

Yanick Abraham: Okay, so you might see, and this is something we’re gonna go deeper again next week with our first release, but you might see there’s a bubble here showing up.

Yanick Abraham: Meaning that this is a direct way for you guys now to share information, and if, let’s say, you want more detail about, let’s say I want to move to the progress, I want to have more details, you can directly click on this bubble and leave us a comment.

Yanick Abraham: And, as of next week, guess who’s gonna be reading those comments? It’s not just gonna be Roselle and I, it’s gonna be other…

Yanick Abraham: People from the team, so we’re gonna be talking about this later on, but this is a direct communication on our documentation, so please feel free to leave us some comment if you want us to improve stuff.

Yanick Abraham: Across our community.

Yanick Abraham: Documentation ones.

Rosalie Chassat: If it’s missing information.

Yanick Abraham: There’s the admin guide, the release note for that specific feature, listing exactly what’s been delivered, and sometimes there’s an FAQ too, and you will see from the feature browser, when there’s an orange light, it means that the documentation is still a work in progress, and you’re welcome to leave some comments if you find anything misleading.

Yanick Abraham: And we’re gonna automatically create it. This documentation is being created and updated automatically with our friends, the AI.

Rosalie Chassat: And just to mention, like, the…

Rosalie Chassat: we haven’t done all the documentation from the old community, but it’s a work in progress. So if there’s any documentation you don’t find in the new community and you want us to prioritize, like, feel free to let us know as well. We can do that one next.

Yanick Abraham: Cool thing is that Clara is now binded to that, to the newest documentation, so what… what sort?

Yanick Abraham: in the latest release, so you can still talk to Clara to get more information about direct communication, and if you want to dig deeper into the different functionality, you can easily have a recap showing up.

Yanick Abraham: I’m impressed by the speed of all those Asian 4s, so you see they’re going very well.

Yanick Abraham: Yeah, hopefully it’s gonna stay the same for the rest of the demo, but yeah, it’s going very well in terms of all our communication with those agents.

Rosalie Chassat: We have a question, Yannick. Someone is asking if you will see your history of comments, or other users’ comments.

Yanick Abraham: Yes, so this we’re gonna get a bit deeper, but if you just hit that bell, you’re gonna have it. We’re trying to gamify even this. We don’t give goodies yet, but I’m expecting that there’s gonna be a goodies basket available for the people that are

Yanick Abraham: Using the platform, so yes, you’re gonna see that history, we’re tracking it, so.

Rosalie Chassat: If Bobby leaves a comment, will he see a Johnny from another company’s comments as well in the…

Yanick Abraham: Yes, it’s a community that everybody sees what the others are doing, absolutely.

Rosalie Chassat: Perfect, so disclaimer, if you have any private question you want to ask or mention, don’t use the.

Yanick Abraham: This is public stuff, this is crowdsourcing, but this is all public stuff, and the ideology behind it is that we can help each other grow, so that’s the concept.

Rosalie Chassat: Perfect. And then for the last tab that we want to show, and then you can explore all the other tabs afterwards, but we want to chat a little bit about the Idea Exchange tab.

Yanick Abraham: All growing, yeah.

Rosalie Chassat: I’ve been, very annoying to the whole team about this one, so I’m glad it’s there now. So this ideas section, just to be very clear, as of now, you can kind of forget about the old ideas section and the old community, and this is the one we’ll be using moving forward. So it’s a brand new way to submit, track, vote on your ideas, going forward. So if you have an idea, you just hit the share your idea button.

Rosalie Chassat: You type it in, you submit it, and then the idea’s gonna populate on this page. So you can see right now there’s 29 ideas.

Rosalie Chassat: And then when you click on an idea… yeah, let me just see… if you click on an idea, let’s say the Snap workspace,

Rosalie Chassat: you can vote on it, so you just click the vote button. You can add comments as well, so there can be a whole discussion about this. You can share it using the QR code that we’ve seen, or that button on the top right corner. So, ideally, you submit your idea, use the share button, share it with all your colleagues.

Rosalie Chassat: And then all your colleagues vote, very easy. And then if you get 20 votes or more, then it gets, developed. I think it’s 20, I don’t know if that…

Yanick Abraham: There’s a disclaimer around that one, but yes.

Rosalie Chassat: That’s the idea. And what’s really nice as well is once you’ve voted, which we didn’t have in the old community, you can track what you’ve submitted. So, my ideas, which show all the ideas you submitted, then my votes, all the ones you voted for, and at any time you can see the progress.

Rosalie Chassat: Like, if it’s in development, you can see as well if there’s more votes, if there’s some comments, so much easier to track that,

Rosalie Chassat: And, I think we’ve dropped… yeah, we’ve dropped the link in the chat for that. If you’re worried that your ideas from the previous community have all disappeared, don’t worry, we’ve already added all of those here. And after the webinar in the next weeks or so, I’ll be sharing the links to all of these for the people that already voted, so nothing is lost, and you can make sure you continue following those.

Rosalie Chassat: up and sharing them. And yeah, as I mentioned, I don’t… was there anything else? Yeah, there’s a couple of these filtering options, you can sort.

Yanick Abraham: No, that was really ideas, there were some good ones.

Rosalie Chassat: So you can look… something useful, you can search as well, so if you’re interested in a SNAP specifically, you can search for SNAP, and then it’s gonna pop all the specific feature requests related to that. So it’s just much faster to look for info, especially because we expect a lot of people to submit ideas, so the search function will get handy there.

Rosalie Chassat: Yeah, I think that’s, that’s it for that section.

Yanick Abraham: Yeah, I think, just so you know, if you guys are interested, with the help of our partners, this is a completely Salesforce product. It’s the evolution of a Salesforce community. It’s an experienced cloud based on LWR, if you wanted to be a technical community.

Yanick Abraham: And it’s based on LWC components, so there’s some techie in the group. This is very exciting stuff. You can definitely build some of those yourself, or have one of our partners, or we can… we’re happy to guide you as well with our recipes.

Rosalie Chassat: have a look after the webinar, everybody’s gonna be clicking around everywhere, and then I’m sure they’ll reach out if they want to set something up like this. And we’re, curious, of course, you can go and click on all the buttons. You’ll see some sections are still in progress. We’ll share more updates on that moving forward, but in the meantime, we just wanted to know which… if there’s a section you’re excited to check out here, everything, nothing, or some of these we mentioned, so I’ll just leave the poll on the side.

Rosalie Chassat: And then we’ll move on to the demo of version 51.3.

Yanick Abraham: Yeah, I should have started… Go back to the deck. Already, made some,

Yanick Abraham: Show already, sorry about that.

Rosalie Chassat: Good news, Yannick, at least nobody, yet has answered. They’re not interested in looking anything up. So they’re excited about something. Nobody answered nothing for what they want to explore in the community, so…

Rosalie Chassat: Alright, okay, so let me end the poll.

Rosalie Chassat: Perfect, thanks. Yeah, so for 51.3, we have 4 upgrade considerations, mostly around the integrations, and the Kanban that we’ll just briefly mention. Again, very easy way to filter these, out afterwards.

Rosalie Chassat: And then we have quite a lot to cover on this release. It’s one of the most jam-packed. It’s all little UI things, mostly, but all super useful. So, we’ll get started, Yannick, with our timesheet-related ones, which I think that’s the biggest piece of 51.3, to be honest.

Yanick Abraham: Yeah, in terms of look and feel, we have a new and improved, so without further ado, this is the new My Timeshaked look.

Yanick Abraham: So it’s really… we’ve streamlined it, in terms of, remove some of the clutter that we had. If you see here, you only see comments bubble for the hours that you have. In the past, you had comments bubble everywhere.

Yanick Abraham: The color coding, we’ve been playing with this, and some of those are configurable within your parameter, but you unify the look, so you have your My Timesheet, your utilization, and your logar area on top.

Yanick Abraham: You have your bottom part as well that’s our color coded. When you’re taking vacation or time off, you can see it’s all purple in this one. We have an underline here, or a line on top of the today’s date, so this is today, so we can easily situate and locate ourself.

Yanick Abraham: That’s my favorite one.

Yanick Abraham: I’m sorry, was that it?

Rosalie Chassat: Today is my favorite one. Often you forget which day.

Yanick Abraham: DMI.

Yanick Abraham: And you can also note that there is a lot less button in here. We’ve moved some of those buttons here directly from that gear icon. You can still do our copy from schedule directly from here.

Yanick Abraham: to add your different line, you can refresh and easily move around. If we’re looking as well as in the comment mode, we’ve also revamped the look and feel of that comment mode, and we’ve added a functionality in the fact that you can add rows and you can edit some of those rows.

Yanick Abraham: So if I want to just, let’s say, lug some hours on my face to prep.

Yanick Abraham: 2 hours of prep, I can just go ahead and do this. And, yeah, so we’ve bonafide that comment.

Yanick Abraham: Is it common mode?

Yanick Abraham: Let me revert back, and let me just, as well, toggle the calendar. So if I want to add the calendar, I can just easily add the calendar at the bottom, and you can see that, again, I have some of that Phase 2 planning stuff that maybe I want to add to my timesheet, so…

Yanick Abraham: Let me just select exactly the same task as just before. I’m gonna add this as a line.

Yanick Abraham: And bear with me a second, I’m gonna do the exact same thing for this specific line, too.

Yanick Abraham: So now I have those 3 lines that are being showing in my time, and you can see they’re all different lines, so this has been bothering some of you guys, because you can end up with a lot of lines, including Roselli, when you’re using our time and start timers, or stop clock. So now, you can easily group, so you can see that we have that icon here on the left.

Yanick Abraham: that can easily allow me to group. Let me just remove the calendar.

Yanick Abraham: So you can now see that, for example, I have my tree lines around those tasks that one I’ve just saved, the other two are not saved yet, they’re in yellow. They’re all grouped, so you can easily expand and group as well from within those two components.

Yanick Abraham: So hopefully that’s gonna help you out in terms of figuring out what is happening and where you’re logging your hours, instead of doing manual calculation.

Rosalie Chassat: These are just all excuses that… we’re just trying to remove all the excuses for not logging time, so we’re adding all these, so now there’s no more.

Rosalie Chassat: No more excuse. I know the comment mode, the editing on the comment mode was one that a lot of people asked for, and it was up for voting, so…

Rosalie Chassat: Happy that one got in, and for those of you that were looking at the calendar that Yannick was showing and have no idea how that ended up there, probably you’re an older version, but since January, you can integrate my timesheet with Microsoft or Google, so if you want that, you just need to make sure to upgrade and you have to set that up.

Rosalie Chassat: No.

Yanick Abraham: There’s a lot to unpack just in that small demo we just did.

Rosalie Chassat: Alright, so, timesheet, we’re good, and I think we can move on to resource management side. Two small things.

Yanick Abraham: Resource Planner…

Yanick Abraham: Let me go back… so there’s two things, so a group by role, sort by role, and display density on the resource planner page.

Yanick Abraham: Alright, just gonna reload my page, just give me a sec.

Yanick Abraham: Okay, so, standard view here, nothing.

Rosalie Chassat: bar.

Yanick Abraham: of the ordinary in that view to show the two different items we’re talking about. One is within that group by, so we’re gonna be able to group by role now.

Yanick Abraham: Meaning that you can have your different roles and the total of hours, and you get your different people underneath every one of your roles, so if you want to see your project in that your bench or your utilization within that way, you can do so.

Yanick Abraham: So this is one new mode that you can group by. We’re gonna evolve that as well, because you can see that here on top, the color coding is not there yet, so we haven’t applied any rules for those color coding, but we’re gonna soon add those in. Plus, you can sort with multiple, multiple ways in terms of your,

Yanick Abraham: Your, your different role.

Yanick Abraham: What was the other one, wasn’t it?

Rosalie Chassat: The Compact and Comfy, that’s my favorite one. Yeah, compact and Comfy.

Yanick Abraham: We’ve added a button here on top, display density, compact confit, so let’s move to the standard way of doing things is what we’re looking at now, but so let’s me switch to confit. So confit, what it does, it’s confit, but for me, it’s also complete, because it’s really telling you everything that is showing. So if you want to make sure that you are not… there’s no specific filter.

Yanick Abraham: Or if you really want to just easily switch between your representation instead of going through a menu. Let me just go back to my,

Yanick Abraham: What did they change?

Yanick Abraham: Sorry, let me just revert back to my NPS team.

Yanick Abraham: If I wanna go back and confi-

Yanick Abraham: And if I want to display, for example, just my hours, simply, if I want to sort my… and it made me figure it out that we do have functionality or sort that I wasn’t aware of, so if I want to sort by hours, total hours, you can do that directly from here, too. And you can easily switch between, and let’s say I don’t want to see my placeholder, I can just remove my placeholder right from here as well.

Yanick Abraham: So, yeah, this is the comfy mode, where you can easily see what’s, being shown, what we’re showing in the,

Yanick Abraham: In the interface.

Rosalie Chassat: Just wanna launch a quick poll, don’t wanna…

Rosalie Chassat: people to fight or anything, but I’m just curious to see which mode you prefer from looking at it. And a few, disclaimer, just keep in mind, again, this red little star on the preset, anytime you change one of those buttons, just make sure you save it so it saves as a preset. And also, if you are sharing your resource planner presets with others, when they open up

Rosalie Chassat: this menu is much clearer what they’re looking at, so that’s also… I’m facilitating the whole sharing. So it looks like, oh, majority of people, Yannick, prefer the comfy mode. Well, now you can choose!

Yanick Abraham: Yeah, I love it too. That’s, it’s a great…

Rosalie Chassat: We added it.

Yanick Abraham: right in front of you. I love it too.

Rosalie Chassat: Alright.

Yanick Abraham: Okay, that’s, customer ideas, right? So, this is great.

Yanick Abraham: Oh yeah, that’s a lot of text, so let’s move out of that slide and go, and go into the details.

Rosalie Chassat: There’s always a lot happening in the workspace every release, I mean, that one as well, but…

Yanick Abraham: Okay, so, we’ll,

Yanick Abraham: We’ll send you the deck afterwards, but so, what we’re gonna start with, it’s, on the workspace side of things, we’re gonna go into, editing one of our projects.

Yanick Abraham: And, we’re not gonna inure this pop-up, so this is gonna be the first feature we’re gonna be looking at. So, nice flashy pop-up, and it’s a nice flashy functionality. You can now do undo and redo on the grid and on the again side of things. So, it’s our first introduction, it’s been a long time coming, a very exciting feature. It’s our first evolution, again, of this feature, because it

Yanick Abraham: doesn’t undo everything. It skips some stuff, and we will be improving those notifications as well of what is being skipped within. We can look at the release note to look at the detail of it. But let me show you a few of those details. So first, you have those, Coach Marks that, that we love.

Yanick Abraham: That’s gonna introduce you to those functionality. If I’m in here in that project, where I’ve logged some of my, my hours a few moments ago, in that Phase 2 prep, let’s say I wanna modify and make this bigger here on the left, on the right side.

Yanick Abraham: And in my… oops.

Yanick Abraham: Estimated hours, let’s say I’m going to change this to 12 hours.

Yanick Abraham: And, those two statuses, we’re gonna… let’s say I’m changing it to just blocked, so we can see the crawler coding. And now I’m hitting on the keyboard, CTRL-Z,

Yanick Abraham: For undo, like a traditional undo stack, you can see, no more red. Again, the 10 has reverted, and here on the right side, again, that timeline and Gantt has updated.

Yanick Abraham: So, pretty neat, pretty cool.

Rosalie Chassat: Looks like magic to me. And I see you sneak into, you sneaked as well the bulk updating functionality in your little demo as well, which we released a couple of releases back, so… combination of all of these makes the workspace now pretty usable.

Yanick Abraham: And, I don’t know why in this release note, the undo is not as a fire…

Rosalie Chassat: Professional shop.

Yanick Abraham: Let me just find it again. So that, undo, redo, stack, but you have the list here. I just want to show you this, because you have the list of what is supported now. Like I said, we’re gonna make it more visual from what you’re not reverting back, so just be careful when using it, because we’re skipping

Yanick Abraham: On top of the thing that we cannot revert.

Yanick Abraham: So just be careful, but those are the things that are not tracked now, and we’re going to be adding up to the undo stack in the next few weeks.

Yanick Abraham: Okay,

Yanick Abraham: I’m gonna show a bunch of stuff, Rosely, and tell me which one I’m missing, okay, from the stats.

Yanick Abraham: I’m gonna now look into the assignee columns from here, and you can see that here there’s the collapse with a plus 2 on top for my assignee.

Yanick Abraham: We’ve added that now you can expand it, and it’s gonna show you your entire rooster. In this specific project, it’s not a big deal because there was only 3, but when you have a bigger project, when you have a bigger team, you’re gonna be easily be able to move things around.

Rosalie Chassat: If I can add, if you do expand the assignee, column width, this is something, again, you can save on your presets to make sure that if you know this project has a lot of assignee, just save it so that when you’re looking at it.

Rosalie Chassat: It’s capturing that. Yep.

Yanick Abraham: And in our case, for example, another… this is for me, this is my, odd feature. You can now, for example, we have those two, Phase 2 projects that’s starting tomorrow. This is where I log my hours. You can see that nobody’s been assigned on those two tasks at the bottom. So now you can just take a resource.

Yanick Abraham: And you can just drag and drop it on the resource. So, this is wonderful, and while it’s saving, I can then just do the same thing from here, and assign my people like this. So this, for me, this is one of my favorite ones. It also goes end-in-hand with next week’s release about who else we’re going to be able to assign on task.

Yanick Abraham: We have a surprise there for, next week, as well.

Rosalie Chassat: And a couple of things, like, if you just make the width even smaller, you can also click on the plus button, and it’s gonna… you’re gonna have a pop-up of who the plus people are.

Rosalie Chassat: But yeah, if you click on that plus button, then it puts a list of everybody.

Yanick Abraham: When you have a, yeah, a bigger project, and you have your list of everyone.

Yanick Abraham: It’s very snappy, right? Everything we do, it goes fast. Speed is of the essence, and our interfaces are going fast as well. I’m very excited and happy about this. If you find some newness, just let us know.

Rosalie Chassat: If anything on the demos, often customers mention it to me, but if there’s anything you see that Yannick is demoing, like a button, or a column, or a field that you’re like, oh, I don’t have this, take notes and send us a message afterwards, we can help you set this up on your view, because I know it happens a lot, like, I saw this in the webinar, I don’t have this, why? So just let us know.

Yanick Abraham: And that’s also why we are redoing the community and the knowledge article, just to make sure that you’re gonna be able to find it, or at least you’re gonna be able to ask Clara, and she’s gonna tell you what to do and what you have to do, so…

Yanick Abraham: Okay, so which one have we done? Undo, redo, this one, this one is done. Project agent, icon, we’re gonna come to it. Let’s…

Rosalie Chassat: I’m tab. Enhancement.

Yanick Abraham: Let’s just do time tab and the agent. So, let me go in that Phase 2 prep here, and let me open up that right side panel.

Yanick Abraham: And you can see, just for the sake of the next step of the demo, you can see… I’m gonna delete this text here.

Yanick Abraham: And you can see that on the time tab, we’ve added a few components.

Yanick Abraham: To see, and actually… Sorry, run tests in my demo, I was supposed to open up this one here.

Rosalie Chassat: 90 hours, that looks better.

Yanick Abraham: More hours on this one. So, in that time tab, we have all the hours that have been logged, but now we’ve introduced, at the bottom, some tables that’s summarizing by resource, but also by role.

Yanick Abraham: So a little bit the same thing of the timesheet where we’re grouping all your rows from the same task, but now you’re grouping those by role and by resources, so you can get a total instead of having to do some maths as well in your,

Yanick Abraham: So, that time tab is something that we’ll introduce.

Rosalie Chassat: We’ve added all the columns as well on the top, from columns. The… we added the task summary at the bottom, and then the column…

Yanick Abraham: True, let me go back to…

Yanick Abraham: Which one was that? This one?

Rosalie Chassat: I think it’s the resource, role, and notes column that we added there. So if there was any notes as well before, you would have to look.

Yanick Abraham: In the column area, absolutely, yeah, you’re right. Those columns here, we’ve added more columns as well.

Rosalie Chassat: And if you had a custom field that’s shown on your timesheet, like a case, for example, that column is going to show there as well.

Rosalie Chassat: No, you can… no, we’re good.

Yanick Abraham: Okay, let me just… I thought I opened up the next thing…

Yanick Abraham: I’m sorry.

Yanick Abraham: Okay, the next, the next one is the project agent, and I was looking for my prompt…

Yanick Abraham: I didn’t find it there, so let me come back here…

Yanick Abraham: Sorry, it’s one of those demos that there’s a lot of different steps. Okay.

Yanick Abraham: This is cool, this is Agent. We’ve mentioned that we will talk about Agents in every one of our webinars. This is the part with the snippet at the end, but this is the part. So if I press here, that small icon that’s been added, if you have Agent with us, or if you have one of our PS agents, you’re gonna have that tab popping up.

Yanick Abraham: And it’s a contextual tab, meaning that it’s looking at the… that agent is looking at that Phase 2 prep in that project, so it has both contexts. And, let’s say I want to write a nice task description for that prep task that I’ve created. Sometimes you want to have customer-facing description, so you can see, just from that description, it created me that description.

Yanick Abraham: And it already updated my task details, so you saw me save it before, so it updated right away. So this is an amazing agent to be able to talk to him and to be able to have him interact with your task.

Yanick Abraham: This is the first entry of our project agent in a contextual way, either on the task-by-task basis, but you also have that project agent looking at the project itself, instead of just looking at that

Yanick Abraham: each individual task. So, at the end, they can still roll back and go up, but the idea is to have them in context with a single click. So, this is exciting stuff from that 51.3 release.

Rosalie Chassat: And I think technically, like, you had the name of the task in your prompt, but you don’t need the name of the task, because you’re already on the task, right? So you could have just written the description for that.

Yanick Abraham: But it can do a lot of things, and a lot is to be seen.

Yanick Abraham: Okay, coming back to the deck, now we’re gonna look at Project Analytics and Project Import Wizard, so opening up that specific project.

Yanick Abraham: We’ve added a few,

Yanick Abraham: a new line, or new columns of information, so task summary, so the total number of tasks, the number of open tasks, and completed tasks. So it’s a small update, but this we are,

Yanick Abraham: dedicated to improve that KPI component. I’m not sure if it’s already an idea on the IDEXchange, but having it configurable based on the project type is definitely something that we would be open to do, so this is a small addition.

Rosalie Chassat: You can vote for that idea already.

Yanick Abraham: for it, now that you have a way to do so.

Yanick Abraham: So, this is the first one, and the other one, it’s a simple thing, but if you’re using Project Import Wizard, even within a project now, if you want to add some test template, or add some…

Yanick Abraham: additional project within an existing project, you can use this. And now we’ve added the fact that you can also look at any completed, cancel, or archived projects, so…

Yanick Abraham: You can filter out for those and can look for those, type of project right from the project import wizard.

Rosalie Chassat: Yeah.

Yanick Abraham: Project site.

Rosalie Chassat: Moving on to the Kanban!

Yanick Abraham: Kanban! Okay, so share, save preset, and the other one, and then sorting with additional fields. So, same project. I’m going back here, and I’m opening up that Kanban.

Yanick Abraham: Now, what we have, let’s look at presets first, because, again, we have a nice Coach Mark telling us that, oh, I should create one of my first presets. I didn’t have any, so,

Yanick Abraham: Cool preset, let me save it, and then this is that now you can share it, right? That’s the news, Jose, so that now we can share that preset, and you can share it to the entire company, specific resources, and all our different options that we have in our other interface.

Yanick Abraham: First one. And then the other thing is that we’ve added some, sort…

Yanick Abraham: sort by, filters. I’m not sure exactly which one. Hours low, estimated hours, I’m pretty sure those are the…

Rosalie Chassat: We added name, status, priority, hours.

Yanick Abraham: Yeah, so a bunch. So we have a bunch to sort by, so this way you’re gonna be able to sort your card in different, with different angles. You’ve mentioned that maybe,

Yanick Abraham: You wanted to see some of you… you mentioned, Rosalie, that showing how to add fields on the card might be something of interest.

Yanick Abraham: If you want, I can take two seconds just to show you how to do it. So, those are based on our client tasks, right? So, if you go and setup, and if you look at your client task.

Yanick Abraham: And a lot of our interface use this concept, so you have a concept of field set, and then you can go to your Kanban project Kanban card fields, for example. We might have a different one for global, and then you can decide which field you want to add into, so we had estimated hours before, so if you want to bring those estimated hours in, save it, and then it’s going to be showing in your

Yanick Abraham: cards, so this is as simple as that. If you wanna.

Yanick Abraham: If you want to show some of those additional fields in your Canva.

Rosalie Chassat: Perfect.

Rosalie Chassat: Yeah, and specifically for this one, there’s an upgrade consideration, they need to add those new fields we showed, to the field set for the sorting.

Yanick Abraham: Integration?

Rosalie Chassat: Yeah, last day.

Yanick Abraham: flying by. So, billing and financials, we did a few things. So, QuickBooks now, we, we sync,

Yanick Abraham: the receipt file from QuickBooks to Salesforce, so if you had PDF in QuickBooks, we bring those back over. And we have new project mapping on the expense line. You might have heard, and Rosely might have talked to you about it, but we have a Jira time tracker, so it’s a component in Jira where you can log time in client.

Yanick Abraham: And for being able to sync projects, we added more options, and so there’s a new field. If you don’t use it, you don’t need to care about this one, but we’ve added a few functionality in that regard.

Yanick Abraham: And then,

Yanick Abraham: what I want to show you is that vendor invoice. We don’t show it often, but…

Yanick Abraham: If you didn’t know that you can, for example, if you have an external consultant working, or external resources working on your project, you can use our vendors, and you can use… create vendor bills to create vendor invoice. And what a vendor invoice is.

Yanick Abraham: It’s some hours that those external resources have lugged, and now you can easily, right from here, select which vendor you want to search for.

Yanick Abraham: And now it’s going to only return those two vendors, and we’ve had… in our case, there’s only a few, doesn’t really matter, but a lot of you that are using that functionality, you have a lot of extra vendors, so it’s difficult to search, so now it’s going to be easier. And you even can do some filtering right from here, so some search, so it’s going to highlight which one.

Yanick Abraham: And you can easily clear it. So, for those of you that are using this interface, it’s going to be really a game changer in terms of usability and how fast you can go to generate your invoice for your external consultant.

Rosalie Chassat: Yay!

Rosalie Chassat: All right, I think that’s what wraps up, 51.3, and I’ll just pull a quick little

Rosalie Chassat: poll, because we’re just curious, always. We are curious, Yannigan, myself, but also the rest of the team, especially the product team, curious to know, like, of all the things we presented on 51.3, are there some of them that you’re really excited, to try out? So I’ll leave the poll on the side, and continue with the rest.

Rosalie Chassat: of the presentation, so…

Rosalie Chassat: All right, just a quick reminder, the version 51.3 currently is not yet available. As of next week, it will be available in beta, which means you can upgrade to it, but it will be generally available on April 15, mid-April. You can already look at all the release notes, though, and review that and decide in advance, game plan what you’re gonna start using or not.

Rosalie Chassat: And okay, so I have the poll. Next thing, quick reminder, the roadmap, as always, you can look at the roadmap, from our community, check what we’re working on. Again, all those emojis of, which one are ideas, which one not.

Rosalie Chassat: That one is available in the new community as well. It’s the same than the old one.

Rosalie Chassat: And I think one thing we wanted to just touch on, before we finish the webinar, Yannick, was agents.

Rosalie Chassat: So we will have a press release coming next week talking a little bit more about agents, and actually, our next webinar on April 23rd, will be fully dedicated to agents, so 51.4 will come later, in May, so we’ll talk about that in the

Rosalie Chassat: webinar after, but April 23rd will be on agents. Is there anything, Yannick, you can already share with us about agents?

Yanick Abraham: Yeah, you had a few sneak peeks, I would say, of what we’re releasing for next week. We are… we’re gonna be next week in Utrech, in the Netherlands, for the Agent Force World Tour. This is where we’re gonna do some of the press release. We have a booth there, so if any of you are in Europe, in the Netherlands, or Benelux, or even the UK, and you want to come and say hi.

Yanick Abraham: We have a booth on the April 1st. We’re also throwing a happy hour the day before, on 31st, so please reach out if you want to come. You are all invited.

Yanick Abraham: This is April 1st, but also on April 29th, we’re gonna be in New York.

Yanick Abraham: So, if any of you are in New York on April 29th, there’s another Agent Force World Tour, and we’re also gonna be there with a boot again that time, and we’re looking for the Toronto one in May, 7th of May, where we’re also thinking of having a boot.

Yanick Abraham: Well, yeah, let’s wait for next week for some nice announcements.

Rosalie Chassat: Oh, that was the slide, you just sneaked it in like that? Alright, so, yeah, let us know in the chat, or reach out to us afterwards if you can make it to any of those events. And then, I’m just gonna launch the very last poll. We want to know, as always, how did you like the webinar, if you liked it or not? Especially if this is your first time joining the webinar, let us know what you think.

Rosalie Chassat: As always, I invite you to register to the next webinar, April 23rd. We’ll send a follow-up email, I’ll send a follow-up email with all the links to the new community in case you missed it in the chat, and everything we talked about, and link to the recording, and all that fun stuff. And otherwise, I hope to see you all on the next webinar.

Rosalie Chassat: And, go check out that new community. Yannick, anything you want to add?

Yanick Abraham: Yes, please try the community. We’ve built that future up for you. This is part of the offering, it’s part… it’s included with your license price. The idea is to make your life easier, simpler. You have ways to reach out to us in terms of the documentation, just by leaving comments.

Yanick Abraham: You can reach out and create ideas and vote on ideas, and you can see we’re developing fast, and we are delivering a lot of those, so…

Yanick Abraham: please, test it, go around, try it out, try Clara as well, because for each case, Clara can spend helping you, then the rest of the team can work on building other cool stuff, so please use Clara as much as possible. She’s improving every week, the documentation is better. If you have problems, tell us, we’re gonna improve her, so this is the mode we are in, we are

Yanick Abraham: We’re continuously improving, improving, improving all our processes.

Yanick Abraham: So, and our agents, so please give us some feedback.

Yanick Abraham: Exciting times.

Rosalie Chassat: Alright, have a great rest of your day, and we’ll see you next time!

Yanick Abraham: Thank you, everyone!

Rosalie Chassat: Bye, bye.

Yanick Abraham: Right?