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Release Notes - November 2023

Matt Szczurek avatar
Written by Matt Szczurek
Updated over a year ago

Table of contents

Feature/Functionality Updates
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New Slack control: messages

If you use the Slack integration, you can now toggle to not be notified when documents are downloaded. Take control of your alerts - get notified for what matters most, and reduce some noise. Stay tuned for more slack controls in upcoming releases πŸŽ‰ .


Slack notifications for auto-approved requests

With auto-approve enabled you can see which requests were approved, directly in your Slack!

Webhooks: Salesforce integration

Events triggered in Salesforce for any account activity (such as NDA signed) will automatically generate account updates to SafeBase. This means real time, instead of relying on periodic syncs. This can be used by all enterprise customers. To get started, you will need to configure the "Salesforce Events Trigger" and "Salesforce" integration to the same instance (done in "Settings" > "Integrations").

Webhooks: Conversation replies

Newest event type supported! The event, portal.conversation.commented, is sent when anyone (account member or your org member) comments on any card in your Trust Center. To configure this webhook, navigate to "Settings" > "Integrations" > "Webhooks" and either "Connect" if this is your first webhook, or "Configure" (gear icon) to get started. And of course if other events would be helpful, please let us know. We are always expanding our webhooks library. Learn more about our webhooks here.

New 'Share' Trust Center button

We know you take pride in your Trust Center and want to share it far and wide. Now, sharing is even easier. Simply select the "Share" button at the top of your Trust Center and select how you want to share (link, via LinkedIn, or email).

Data Warehouse Sync

Enterprise orgs can now get key SafeBase data directly to their warehouses - such as Snowflake, BigQuery, Redshift, AWS, etc. Learn more about what data is currently supported (for example - access requests, page views, documents downloaded, etc.) and how to sync your data in this article.

Knowledge Base (KB) bulk actions

Quickly favorite, delete, or change access levels in bulk. Navigate over to your KB to begin!

Rename files after upload

Instead of having to remove a file, rename it in your directory, and re-upload. Now, simply edit directly, hovering over the current doc name to make any changes (in edit mode).

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