Matthew Rawls
Articles
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Salesforce: File Upload and Download Security Settings
With natively hosted (Simpplr/Salesforce) files, App managers are able to control file upload and download permissions for specific users. You can restrict upload of HTML in documents, as well as f...
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User Syncing with Microsoft Entra ID (formerly Azure Active Directory)
■ Note that Microsoft Azure has recently renamed to Microsoft Entra ID. Check out this article for more info. Connect your environment’s people data to Entra ID Note: In order for the integration...
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User Provisioning and Syncing with Google
■ Make sure Simpplr has whitelisted your Simpplr service account in Salesforce before getting started. Connect your environment’s people data to Google System admins can perform the following steps...
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Whitelisting Simpplr Deep Links for Best Mobile Experience
■ Simpplr uses deep links for the mobile app. The links are simpplr.link and links.simpplr.com. We recommend having your IT team whitelist these domains in order to keep your users on the mobile ap...
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Best Practices: Embedding Google Maps into Tiles
■ With the HTML tile, you're able to embed custom widgets to your home or site dashboards. One practice we often see customers use in location-based sites is a Google My Map highlighting places to ...
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Best Practices: System Hygiene and Account Cleanup
■ As you continue on your Simpplr journey, it's important to remember that intranets can easily get cluttered with non-applicable, outdated information. While the platform is designed in a way to p...
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Best Practices: Content Planning Questions to Ask
■ Below are some common questions our customers consider during their Simpplr implementation. Use these as a jumping off point to help plan what content you want to go live with, or how you want to...
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Best Practices: Governance Framework
■ Table of Contents Governance Layers Questions to Ask Regarding Governance Create Your Governance Plan Create an Inappropriate Use Plan Create a Process for Archiving Sites and Content Setting a...
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How do I see which version of Simpplr my organization is on?
■ System admins and App managers can log into your Simpplr Salesforce backend to view which release you're currently on. To do so: Go to Salesforce by removing everything after .com from the Simpp...
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Salesforce: Bulk update content authors using the Salesforce Developer Console
When someone leaves the organization, Simpplr will deactivate them as per your SSO/HRIS system settings. However, their content will stay authored by them by default. You can use the Salesforce De...