{"id":3462,"date":"2020-09-17T20:02:34","date_gmt":"2020-09-17T20:02:34","guid":{"rendered":"https:\/\/mbaoutcome.com\/exams-latest-version-helps-you-to-make-better-decisions-automate-processes-and-get-more-from-your-salesforce-investment\/"},"modified":"2020-09-17T20:02:34","modified_gmt":"2020-09-17T20:02:34","slug":"exams-latest-version-helps-you-to-make-better-decisions-automate-processes-and-get-more-from-your-salesforce-investment","status":"publish","type":"post","link":"https:\/\/www.varshabi.com\/MB\/2020\/09\/17\/exams-latest-version-helps-you-to-make-better-decisions-automate-processes-and-get-more-from-your-salesforce-investment\/","title":{"rendered":"ExAM\u2019s Latest Version helps you to Make Better Decisions, Automate Processes, and Get More from your Salesforce Investment"},"content":{"rendered":"<p>[et_pb_section][et_pb_row][et_pb_column][et_pb_text]<\/p>\n<p>Every few months, we carve out the time we need to focus exclusively on the features you\u2019ve been asking us for, put in the R&amp;D, and deliver new features that meet your needs and exceed your expectations. From both a provider and a customer standpoint, one of the greatest things about software as a service is that it keeps getting better. Our latest release is no exception.<\/p>\n<p>This version of ExAM is packed with features that will help you to get the information you need to make better decisions, automate your business processes, and get more from your Salesforce investment.<\/p>\n<p>Specifically, we\u2019ve made it easy for you to:<\/p>\n<ol>\n<li>Scan QR codes and match them to Salesforce records,<\/li>\n<li>Access optical character recognition (OCR) capabilities in the mobile app,<\/li>\n<li>Create better looking documents in the Document Designer, and<\/li>\n<li>Pull even more Salesforce data into ExAM Distributions that can be sent to users, leads, and contacts.<\/li>\n<\/ol>\n<p>These features are now available in our ExAM Salesforce AppExchange app, as well as the ExAM4Inspections.com and ExAM4Enterprise.com mobile apps.<\/p>\n<p><strong><u>ExAM Mobile Application Enhancements<\/u><\/strong><\/p>\n<ul>\n<li><strong>QR Code Scanning: <\/strong>This feature deciphers QR codes and uses that information to check for a matching \u201cLookup Record\u201d within the Salesforce.<\/li>\n<li><strong>Location Check-In: <\/strong>ExAM can now record and configure location check-ins in three ways: for users, assignment managers, and by question type.<\/li>\n<li><strong>Bottom of Section Collapse: <\/strong>Instead of having to scroll to the top of each section every time you want to collapse it, you can simply use a configurable button at the bottom of each section to collapse the assessment field.<\/li>\n<li><strong>Section Completion: <\/strong>We\u2019ve introduced a progress bar to help you monitor the stage of completion for each section in real-time. Each time you fill out a question, the completion rate will be calculated and displayed within the section\u2019s title. Similarly, when you remove or reset a question, the section\u2019s completion rate will be recalculated and displayed within the section\u2019s title.<\/li>\n<li><strong>OCR for Text Area and Comments:<\/strong> Now you can use our Drawing Pad to populate text into the following components: text area questions, question comments, and result page comment fields. Whatever content you save in the Drawing Pad is then read\/converted into digital text and saved to the Answer Record.<\/li>\n<li><strong>Connect to Multiple Orgs: <\/strong>Users who manage multiple Salesforce Orgs can now log in simultaneously and switch between them without having to log in and out of the E4I Application.<\/li>\n<li><strong>Predefined Shapes now include an Arrow: <\/strong>Our \u201cImage Markup\u201d offers a series of drawing, texting, and shaping tools (which now include an arrow) to annotate images.<\/li>\n<\/ul>\n<p><strong><u>ExAM AppExchange Package Enhancements<\/u><\/strong><\/p>\n<ul>\n<li><strong>Lookup Filter Enhancements: <\/strong>Using our new \u201cLookup Filter Tab,\u201d you can either create a new filter or add a question (for either primary or dependent questions) to the assessment template. The streamlined process involves four steps: criteria, search, confirmation, and review \u2013 which are supported in all viewers, including PA, LAV, and mobile.<\/li>\n<li><strong>Answer Flow for Types of Lookup Question: <\/strong>A \u201cPrimary Lookup Question\u201d may now be configured with a dependent next question (i.e., modal and inline). For this, a trigger button will be displayed once the question is filled out and, after it is clicked, the dependent question will be displayed. Note, the trigger button text is configurable and can be set at the user&#x27;s      discretion.<\/li>\n<li><strong>Document Designer \u2013 Header\/Footer in Rich Text: <\/strong>Now you can add a header or footer to a document using the \u201cDocument Designer\u201d feature. Simply insert the following information: top margin, right margin, bottom margin, left margin, page height, header HTML, and footer HTML.<\/li>\n<li><strong>Single Question Mode &amp; Pre\/Post Message Supported by LAV: <\/strong>The \u201cLightning Assessment Viewer\u201d now offers the following functionality:<\/li>\n<\/ul>\n<ol>\n<li><u>Single Question Mode<\/u>: Display one question at a time.<\/li>\n<li><u>Pre-Assessment Message<\/u>: When the assessment is launched, you can leave a custom message for the assessment taker.<\/li>\n<li><u>Post-Assessment Message<\/u>: Upon submission of the assessment, the ExAM administrative user can leave a custom message for the assessment taker.<\/li>\n<\/ol>\n<ul>\n<li><strong>Messages for Event-Based Distribution Supports Object Field Data: <\/strong>Users      have the ability to configure an assessment based on changes in object      data (e.g., closing a case or a status change). The content builder\u2019s functionality      has also been updated to allow you to add object field data to the message\u2019s      subject line and body text.<\/li>\n<li><strong>ExAM Command Console Section Option Updates:<\/strong> The following updates have been made to the Assessment\u2019s \u201cSection Options\u201d:<\/li>\n<\/ul>\n<ol>\n<li>The \u201cCancel\u201d button was updated with the text \u201cClose.\u201d<\/li>\n<li>A Rich Text Editor was added to the \u201cSection Description Field,\u201d within the       \u201cSection Option\u201d making it easy to add more information and have it look       good too.<\/li>\n<li>The PA Viewer now respects the Rich Text Formatting entered in the \u201cSection Description\u201d (e.g., color, alignment, and indention).<\/li>\n<\/ol>\n<p><!-- strchf script --><script>        if(window.strchfSettings === undefined) window.strchfSettings = {};    window.strchfSettings.stats = {url: \"https:\/\/exam.storychief.io\/exam-s-latest-version-helps-you-to-make-better-decisions-automate-processes-and-get-more-from-your-salesforce-investment?id=1728695610&type=2\",title: \"ExAM\u2019s Latest Version helps you to Make Better Decisions, Automate Processes, and Get More from your Salesforce Investment\",id: \"a0e79b4e-ffdc-475d-9228-7dbdb102d7bb\"};            (function(d, s, id) {      var js, sjs = d.getElementsByTagName(s)[0];      if (d.getElementById(id)) {window.strchf.update(); return;}      js = d.createElement(s); js.id = id;      js.src = \"https:\/\/d37oebn0w9ir6a.cloudfront.net\/scripts\/v0\/strchf.js\";      js.async = true;      sjs.parentNode.insertBefore(js, sjs);    }(document, 'script', 'storychief-jssdk'))    <\/script><!-- End strchf script -->[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Check out the latest features coming in the latest and greatest version of ExAM hitting the AppExchange now!<\/p>\n","protected":false},"author":5,"featured_media":3467,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rank_math_lock_modified_date":false,"footnotes":""},"categories":[19],"tags":[42],"class_list":["post-3462","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-exam-release"],"_links":{"self":[{"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/posts\/3462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/comments?post=3462"}],"version-history":[{"count":0,"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/posts\/3462\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/media?parent=3462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/categories?post=3462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.varshabi.com\/MB\/wp-json\/wp\/v2\/tags?post=3462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}