Major CRMJetty Portal Update: 6 New Features and 10 Key Enhancements for Salesforce Users!

Your CRMJetty portal for Salesforce has just received a major upgrade. Shaped by your feedback and tailored to your needs. The release is all about giving Salesforce CRM users a better way to manage and scale their portal operations. It offers them more control, stronger security, and streamlined workflow. 

This update brings six new features and ten powerful enhancements to existing functionality. In simple terms, these updates are designed to optimize your Salesforce CRM portal for flexibility, performance, and user experience. So, whether you want to manage user access or run multiple brands, or analyze data, you can enjoy all the new features with CRMJetty’s latest update. 

6 New Features to Supercharge Your Salesforce Portal

These new additions are built to address challenges Salesforce users have shared with us, from managing roles to simplifying configuration workflows.

1. User Activity Management: Transparent Portal Auditing

Portal admins can now monitor all user activity, including logins, logouts, file views, edits, deletions, and more, from a single admin panel. Each activity is automatically logged with the timestamp, user ID, and action type. Additionally, a searchable activity log further eases audit report generation. 

This feature is perfect for:  Salesforce users working in regulated industries or handling sensitive data.

2. Role-wise Redirection Post Login: Smarter Navigation

With this feature, you can now configure role-based redirection using the login page widget. Customers, vendors, admins, and custom roles are automatically directed to the appropriate landing page after logging in. It drastically reduces help desk queries and improves navigation across the portal.

This feature is ideal for: Salesforce users managing different stakeholders. 

 3. Multisite Support: One Platform, Multiple Brands

Organizations that operate across several brands, regions, or business divisions can now manage everything from a single interface. Each branded site can have its own domain, content, and access rules, all managed from a single admin interface. It enables exceptional operational efficiency without hassle. 

This feature is for: Salesforce users scaling across regions or managing distinct business units.

4. Global Filter: Unified Data View Across Dashboards

With the new global filter, any applied filter syncs across all dashboard components, including lists, charts, KPIs, and counters. This reduces the time required to manually adjust the views and makes data analysis more efficient. It helps companies enable faster decisions and cleaner reporting. 

This feature is especially useful for: Salesforce users with data-heavy dashboards.

5. Import & Export: Smooth Configuration Migration

The CRMJetty solution integration also simplifies portal configuration migration, which includes user roles, pages, and workflows between the sandbox and production environments. It offers role-based access controls, so only authorized users can perform these migrations. The solutions also eliminate manual duplication and ensure consistency.

This feature is perfect for: Salesforce teams following structured dev-deploy workflows.

6. Custom Widget Builder: Tailor-Made UI Components

Do you need something beyond standard widgets? Don’t worry! Admins can use HTML, CSS, and JavaScript to develop custom widgets with real-time CRM data connection using the Custom Widget Builder. 

This feature is for all Salesforce users who seek custom widgets for their industry-specific dashboards, special processes, or custom reporting requirements. 

10 Enhancements to Existing CRMJetty Features

We’ve also improved your favorite features to make portal management more productive and user-friendly within the Salesforce environment.

1. Download Control in Document Widget

Control document access at the widget level. A simple checkbox will allow your admins to enable or disable downloads based on user permissions.

2. Multi-Language Admin Panel

Your admins can configure and manage label translations for the admin panel. You can enter the translations manually, import them, or auto-generate them using Google Translate. What’s more, admins can also assign languages per user for further ease in understanding and operations. 

3. Interactive Counter Widgets

Counters now do more than just display numbers. Well, they’re now clickable and redirect users to relevant records or pages. All it needs is for your admins to configure behavior based on entity and field data.

4. Advanced Data Card Customization

You can also enhance how you display data with updated Data Card Widgets. These now offer control over image placement, icons, labels, downloads, and interactivity, along with added support for sorting, pagination, and customizable fields.

5. Flexible List Widget Views

Your admins can now toggle between List View and Card View for List Widgets. This will offer ample flexibility to design better data presentation based on UX preferences.

6. Enhanced Workflow Email Notifications

You can also configure email notifications for form creators and contacts linked via lookup fields, improving communication and response times.

7. Expanded Chart Types

Visualize CRM data more effectively with new chart types. This includes horizontal/vertical bar, donut, and line charts. All configurable using your Salesforce CRM data.

8. Smart Workflow Variables

Workflows can now use contextual fields like portal user name, portal name, or account information, adding personalization and flexibility to automation logic.

9. File Attachments in Forms

Users can now attach files during form submissions, ideal for ID proof, documents, or media uploads at record creation.

10. Enhanced Button Customization

You now have complete control over buttons. Change text labels, select icons, and adjust alignment to improve branding and UX.

Why This Update Matters for Salesforce CRM Users

These enhancements directly address operational pain points raised by Salesforce users, such as the need for improved audit tools, flexible brand management, speedier configuration procedures, and more tailored user experiences.

The update allows Salesforce users to engage their customers and partners better with complete transparency, configurability, and scalability without increasing overhead or complexity. All 16 updates are now live in your CRMJetty portal to eliminate any additional wait time.

If you're running a Salesforce customer portal or Salesforce partner portal and want to scale, streamline, and secure your operations, this release was built exactly for you. Try it out today!