Help Company Grow By Empowered Employees Suggestions
This app empowers your employees to give needful suggestions related to their work and needs if they feel like, they can share it helping in the overall growth of the organization to achieve a peaceful & happy working environment.
Collaboration is the key to success for any organization. The company grows faster if the employee is happy and with this app, you can give your employees opportunities to participate in decision making at work. As a result, they feel empowered and assume more ownership of their work which in turn helps to reduce the overall workload thereby helping everyone contribute more.
This app is simple and natively designed on the salesforce platform. This app can be used by small size organization to large enterprises. There is no industry-specific barrier to using this app. This would be helpful for companies working in any domain.
- Easy to Use.
- Natively designed on the Salesforce Platform.
- Simple Collaboration App.
- Built-in Reports and Dashboard.
Installing “Suggestions Box” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, Performance Edition).
Please enter login details of your salesforce administrator if you are presented with the login screen
Once you are presented with the installation screen, you are required to select which of your users should be granted access to the app including all its components.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.
Now Suggestions Box is Installed in your System.
You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.
From App launcher, search for Suggestion and Click Suggestion Box to open the app.
Once the app is open. You can click on the Suggestions Tab to view the suggestion entered by any user or add a new suggestion for your company.
Click on the New button from the right to create a New Suggestion.
Now Enter the details for your suggestion like Suggestion Name, Suggestion Category, Description, etc. and click Save.
Now, the concerned team or department can go this tab to see the suggestions entered and take the necessary action as required. They can edit to add their comments in the description, change the status to capture the progress, and also enter the Implemented date if the suggestion has been implemented.
Access Reports and Dashboard
Suggestions Box comes with out of the box Reports and Dashboard to analyze the suggestions and help to take action more effectively.
There two pre-built reports within this app.
- Suggestions: By Status
- Suggestions: Status of Open Suggestions.
You can go to Reports Tab, Navigate to All folder and Click Managed package folder to access the reports.
Sample Report - Suggestions: By Status
It gives all the Suggestions data group by status and shows the Number of Days it’s open in a nice tabular format.
Share Report to other users in the organization.
By default Reports and Dashboard is accessible to Admin users but you can share it any user within your organization. Follow these steps to share the Reports or Dashboard.
Click on the Reports Tab, From All Folder Navigate to Managed package folder.
From the drop-down menu on the right side of the folder click on the Share button.
On the Next Screen, Search for any user and click on share button. Now, Name will appear on the below tab with the Access level.
Now Click on Done to close the screen.
Selected user now can view any report within this folder.
Please follow similar steps to share the Dashboard folder.
Click on the Dashboard Tab from the Suggestion Box app and From All folder navigate to managed package dashboard folder.
On this folder, you can click on Suggestions Dashboard to view the dashboard.