Rename Cards and Items, Salesforce App, and More (12/14/22)

📇 Rename Cards and Items

Greater customization of card and item names? ✅ Growth and Enterprise customers can now rename cards and items! By popular request (in fact, our most up-voted post in Canny, our feedback tool) - you can now communicate your trust posture in language your customers, prospects, and team will understand. Simply enter edit mode and make direct edits to card and item names. To note: If you do update names, you will notice these titles change across the app (for example, how its displayed in the dashboard). Additionally, a few items cannot be renamed - for example 'Compliance' items or 'Security Grade' Items, as these are trademarked.


1️⃣ Single Entry into Knowledge Base (KB)

Streamlined management and more control over your Knowledge Base (KB)? ✅ No longer needing to create a CSV file just to upload entry 😮 Add a single entry to the Knowledge Base - quickly add new questions, answers, and comments on an individual level to your KB. To get started, navigate to 'Knowledge Base' on left-hand navigator, and select the 'add' button.


🚀 But Wait, There's More!

→ Salesforce App - for our Enterprise customers using Salesforce, we have made major app improvements with the account invite flow. Now, the process of adding someone straight from Salesforce is just as slick as adding them within the SafeBase app 🎉.


For additional information on Salesforce Managed App and configuring above - check out this article, or overall setup guide here.

→ Detail on why request was not auto-approved - view the❓icon within the Access Request table to learn why. Reasons displayed can include: email domain require manual approval, multiple appropriate accounts in SafeBase or Salesforce, conditions not met, etc.

Example below: Conditions for auto-approval were not met. You may still manually approve the request.


🗓️ Coming Soon

→ Reorder cards and items - can't get enough customization? Beyond renaming (detailed above), soon you will be able to reorder! This will give you even more control in how to tell your security story.

→ Public Knowledge Base (KB) - enables organizations to disclose certain KB entries to external users. Admins will be able to mark each question / answer / comment as either public, private, or internal - to further control who has access to what information.

→ HubSpot integration - supports syncing activities on the SafeBase app to HubSpot records. Now, for customers who use HubSpot - you will have greater visibility into accounts' activities, without leaving the platform!

📥 SafeBase News

As we look back over 2022 - we want to take a moment to celebrate the success of our customers. That is why we’ve created the first SafeBase-Wide Year in Review (you bet we made a ‘SafeBase Wrapped!’). In it, we’ve highlighted the many ways our customers demonstrate their commitment to transparency, efficiency, and proactivity.Check out the full blog post and infographic here.