New Admin Interface Page

    Admin users can manage app configurations by accessing the Inspire Planner Settings tab. To do so, follow the steps below.

    1.Click the All Tabs icon.

    2. This opens the App Launcher window. Click on the Inspire Planner Settings link.

    3. On the Inspire Planner Settings page, activate the feature by swiping the toggle button from right to left.

    The first setting enables sharing of projects to external contacts, which allows users to share their projects to non-Salesforce users.

    Enabling the second setting displays the Start Date dropdown picklist, which displays all available date fields for Saleforce tasks. 

    Third setting enables contact task assignment notification, which is detailed in Enabling Contact Email for Task Assignment


    User Admin & LicensingAdministration

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