Matthew Rawls
Articles
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Salesforce: Creating Salesforce Reports to Pull Simpplr Data
Simpplr is built on the Salesforce platform. Currently Simpplr's native analytics don't offer some metrics that customers commonly ask for; however, with a little Salesforce knowledge, you're able ...
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Salesforce: How do I run a report that shows a list of all Expertise and who created them?
While Simpplr allows you see a list of all created Expertise that have been used across the platform, there isn't a way to view or export a report natively in the platform. You can go to Salesforce...
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Salesforce: How do I run a report that shows all Simpplr Site managers and Content managers?
■ Simpplr's analytics do not currently offer the ability to run a report showing all active Site owners and managers. However, you can view this data in Salesforce by setting up a new report type. ...
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Slack 2.0 Migration FAQ
As of the 23.10 release, Simpplr has upgraded our Slack integration to Slack 2.0. This includes a ton of new features and capabilities! Why are we doing this? Simpplr's legacy Slack integration...
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Understanding how SSO works with User Provisioning and Syncing
Single sign-on (SSO) is a technology that combines several different application login screens into one. With Simpplr, there are four ways we can implement single sign-on with different SSO service...
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Use custom syncing fields as People directory filters
The People category is a great tool for managing and sorting users across your intranet. When looking through the main navigation People directory, you can filter by Department, Location and Expert...
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Segment manager role and permissions
■ Note: This article goes into Segment manager permissions. For information on how to enable segments in your Simpplr instance as an App manager, click here. Segment managers have the ability to m...
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Intranet User Perception Survey Template
■ Below is a general example of a perception survey we've seen intranet managers send to their users. You're welcome to use it however you'd like. We also highly recommend checking out the Employee...
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Salesforce: How to log in as another Simpplr user
■ Note: Only users with Salesforce System admin access can log in as another user. This must be done via Salesforce, as Simpplr does not allow you to log in as someone else natively. First we n...
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Best Practice: Intranet Usage Guidelines
■ The goal of your employee experience platform should be to inform, engage, and inspire employees to perform the best work possible and to stay engaged and happy with their colleagues. Your intra...