Redesigned Catalog Info Page and Salesforce Integration Now Live!

matekiss
Instructure
Instructure
‎10-21-2024 08:45 AM
2
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We are excited to announce the release of two significant updates in the production environment: the fully redesigned Catalog Info Page and the new Salesforce Integration. Both of these updates are now available to enhance your Catalog experience.

Catalog Info Page Updates:

  1. Complete redesign: The Catalog Info Page has undergone a full transformation, providing a more intuitive and visually appealing user experience.
  2. Flexible enroll button settings: Customize enroll button behavior at the Subcatalog level or inherit settings from the parent Catalog.
  3. LinkedIn Insight integration: Add LinkedIn Insight scripts for advanced user interaction tracking and analytics.
  4. Google Tag Manager (GTM) support: Leverage advanced tracking capabilities using GTM for more detailed user behavior insights.
  5. Optimized setting fields: Settings are clearer, distinguishing what applies to parent and child accounts.
  6. New inheritance option: Simplify Subcatalog configurations with new "Inherit from parent" options for fields like TimeZone, Measurement, and Google Analytics.
  7. Meta description field: Easily manage SEO with this new meta description feature.
  8. Storefront settings reorganization: Storefront settings are now neatly organized into a dedicated tab for easier navigation.

Salesforce Integration Updates:

  1. Sync User-Defined Fields: Sync custom User Defined Fields between Catalog and Salesforce for more flexible data management.
  2. Subcatalog Sync: Choose to sync specific Subcatalogs by connecting directly from the integration tab.
  3. Automated Syncing: Syncing is fully automated for all users, eliminating the need for manual intervention.

These new functionalities were shaped by extensive feedback from our beta testers. We’re incredibly grateful for your input and are excited to bring these new features into production to streamline your operations and improve your Catalog management experience!

For a step-by-step guide on how to integrate with Salesforce, check out the Catalog Guide.

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2 Comments
rpsloan
Community Participant
‎10-21-2024 09:11 AM

Hi @matekiss! I didn't see that Salesforce integration (or the Integrations tab) will become available today, and didn't see it noted in the Catalog Release note. Can I be pointed to a release note or post that shared it will be live today? It's great to see this released as a subcatalog control. I would inform our subcatalog admins first that before integrating, Salesforce would have to be reviewed. I think that's what I was missing is for the root admin to control when it becomes visible to all/specific Catalog sites.

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matekiss
Instructure
Instructure
Author
‎10-21-2024 09:21 AM

Hello @rpsloan,

Yes, the documentation team is about to release the latest notes in a couple of hours. The note will be this. The Subcatalog-only-synch is included in this version.

The only region where the Integration tab won't be available is the YUL region, but if someone wants an integration from that region, we can customize it for the institution. 

If you don't see the Integration tab yet, please wait a few hours as different regions are receiving the updates at different times.

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