The 21/08 release of the Digital Sales Platform includes the following key updates: 1. A rebranding of the platform and improvements to the user experience, including skeleton loading and an optimized configurator UI. 2. New self-registration functionality that allows commerce portal users to sign up directly. 3. Enhancements to quoting and salesforce integration, including improvements to product comparison, account searching in quotes, and pre-built integration between salesforce and the platform.

1. Digital
Sales
Platform
21/08 Release Brief

2. What is new in
21/08 Release?
Features-at-a-Glance
§ Commerce
§ Re-Branding
§ Self-Registration (BETA)
§ UX Improvements: Skeleton Loading & Configurator UI
§ CPQ
§ Salesforce Integration
§ Seamless, Pre-built, Adaptive, Instant UI integration
§ Data integration via MuleSoft
§ Configuration experience
§ Assistive Selling - Product comparison
§ Technical specification view switch
§ UI Profile / Group Profile to hide/disable dynamic attributes
§ Various UI enhancements (New button to save, Date Control, Launch
Point to access help, Placement of Micro Action, Notification
Harmonization, Update Round Trip, Default Profile Settings)
§ Quoting Convenience
§ Account search enhancement
§ Edit custom fields in quote line-item table
§ BOM Quantity Update with only minimum user input
§ Copy Quote in Background, Report generation in background
§ CRM
§ Collaboration & Notes
§ Various activity enhancements: Additional Fields including Unique Activity
ID, Upcoming Tasks Widget, Additional Filter Params (Partner Function
User / Partner Function Role), Permissions
§ Additional Fields on BO (Sales Group & Sales Office)
§ Widgets - Max Number of Records
§ Pipeline View - Additional Enhancements

3. UX Enhancements
§ Rebranding
§ UX improvements
§ Skeleton Loading Re-Order Screens,
Product Catalog, Search/Result Screens
§ Configurator UI Enhancements
§ Less White Space, Theming changes
Commerce
§ Self-Registration (BETA)

4. New In Mind Cloud branding
With this brand update, we want to demonstrate that we do not only strive to continuously improve
our product, but also to evolve our services as a company. Our new brand is designed to better
communicate our manufacturing expertise, values, and vision to the market.
Audience
Benefits
• Our platform is dedicated to ‘creating
consistently remarkable sales
experiences.’ The new branding reflects
that in user experience.
• With new branding we have moved to flat
design creating soft visual interface that
stays consistent throughout the entire
product. The main benefit of going
leaner is the strong visual hierarchy by
putting usability at a higher podium than
the mere aesthetics.
• This calls for using subtle contrast,
minimal play of shadows and few pops of
color directing clear call to actions.
Features
• New font type: Basis Grotesque
• New logo
• New colors
Sarah Hong
Sales Rep
Mick Jones
Service Rep
Font Type:
Logo

7. Self-Registration
New commerce portal users can now sign up on their own!
The email entered will be subject to system checks to ensure:
- Email is valid
- Email domain is not blacklisted domain
- Email is not tied to an existing User
- Contact is added/linked to an existing Account if the email domain matches
- A new Account is created together with the contact if it is a new email domain
Audience
Benefits
• Effortlessly onboard new prospects
• Leverage Commerce as a new channel
for inbound leads
Features
• Light registration starting with business email
validation
• Verified business email address to maintain /
increase data quality within CRM.
• Built-in logic to use email domain to
associate the right account, to avoid
creating duplicate accounts.
Additional Notes
• Enable Self-registration, Maintain default
values for Sales Organization, Distribution
Channel, division, currency for new accounts
• Maintain list of blacklisted domains; for
example, you may not want users to register
with personal or fake emails
• Implementation tip: List of disposable email
provider domains
https://gist.github.com/michenriksen/8710649
• Maintain domain field on Account for better
match
Sarah Smith
Customer /
Distributor
End User

8. Enable the Self-
Registration feature
Restrict email domains – only
allow business emails to improve
email to account matching

9. Set default Sales Area on Prospects
and Contacts to ensure accurate ERP
pricing & order processes.

11. UX Enhancements
Providing a state-of-the-art shopping experience is imperative to a high adoption of
the digital sales channel, improve conversion rates and thus increase the wallet share.
Various enhancements are shipped to delight Commerce users in terms of screen
loading, data representation and enhanced theming for the configurator UI.
Benefits
• Overall enhanced user experience to drive
higher digital adoption rates
• Ability to better align the commerce
experience with corporate branding
guidelines.
Features
• Skeleton Loading Re-Order Screens,
Product Catalog, Search / Result Screens
• Optimized API calls for faster active UI state
• Optimized space for config UI
Audience
• Commerce
Users
Joe Wills
Customer / Distributor
Biz Admin
Sarah Smith
Customer / Distributor
End User

12. Configuration
Experience
• Assistive Selling - Product comparison
• Technical specification view switch
• UI Profile / Group Profile support
• Various UI enhancements
Quoting Convenience
• Search and select account
• Edit custom fields in quote line-item table
• BOM Quantity update with only minimum user input
• Copy Quote in Background
• Report generation in background
Salesforce Integration
§ Seamless, Pre-built, Adaptive, Instant UI
integration
§ Data integration via MuleSoft

13. Seamless Integration
Pre-built, Adaptive, Instant
Connecting Salesforce CRM with
In Mind Cloud Quoting capabilities
1. SFDC Managed Package for pre-built UI
components
• Create and Edit quotes from SFDC, through
Accounts and Opportunities.
• View Quote list and detail view within SFDC.
• External Opportunity reference in Quote
• Flag to indicate the Primary Quote
2. MuleSoft Connector for Account &
Contact sync
• Message-based integration using
state-of-the-art middleware
• Delta & bulk update for scalability for
Accounts, Contacts

14. Opportunity
Update opportunity header &
Items
Items
Items
Items
Opportunity
Push to ERP
Mashup in SFDC
(with groovy scripts
to update API calls)
Account /
Contacts
Account /
Contacts
Delta
Upsert
/
Delete
Passing SFDC
Opp ID, Account ID
Quote List
Quote Action:
Update CRM
Items
Items
Items
Quote Create,
update
With External Opportunity
reference
Add Products, configuration,
pricing, proposal…
ID
Mapping*
URI /
External ID
mapping
Full
Load
Master data /
External ID
<demo screenshots>
* ID Mapping for following picklist is loaded Partner functions (Account Team roles), account types,
account source, contact source, Industry, countries, country regions, Person Title, Employees

15. MuleSoft Connector
Unidirectional Integration from SFDC to DSP for Account (including address and account team) and Contacts

16. SFDC Managed Package for pre-built UI components
Quote list view
Quote detailed items view
In the embedded mode, uiModeEmbedded=true
à Left navigation, Logo & Favourite icons are hidden
Also applicable for SAP Sales Cloud integration

17. Note:
Our managed packages are Custom Lightning Page Template Components that have been created by our engineers.
The screenshots of SFDC are current as of 21/08 release. Please refer to documentation on the Salesforce website for ongoing updates.
Lightning App UI Installation
https://help.salesforce.com/articleView?id=lightning_app_builder_overview.htm&type=0
https://help.salesforce.com/articleView?id=lightning_page_components_custom.htm&type=0
https://help.salesforce.com/articleView?id=lightning_page_components_use_expressions_for_labels.htm&type=0
https://help.salesforce.com/articleView?id=lightning_page_getting_into_salesforce1.htm&type=0
Add and customise
tab for Quotes on
the SFDC interface
Please note when
selecting Form Factor
that we support
Desktop, not Phone.

18. Assistive Selling – Variant Comparison
Making a fast and reliable decision is crucial for improving the speed, effectiveness and precision
in quoting. What if, the material variants could be previewed before selecting or using them for
the existing quote configuration? Here it is, the product variant comparison allows to compare up
to 5 product variants before taking any action:
Benefits
• Quickly access relevant information (i.e
specs, etc.)
• Compare and select variant
• Reduce time taken to make comparisons
and consider choice of configuration.
Features
• Selection of 2-5 product variants for side-
by-side comparison with detailed
specifications.
• User assistance to highlight what values are
already configured
• One-click action to continue configuration
work.
Audience
• Sales Reps
• Business Admins

19. Specification View for Configuration
In the manufacturing world, technical specifications consist of data sheets and drawings. Having a
simple tabular view of the material configuration while compiling it, gives the user the most
natural way of looking at the summary of the configuration. Need to copy & paste? Simply copy
the configuration and paste it into email, or other documents…
Benefits
• Give a fast overview of data, in a different
view
• Clean tabular overview of the configured
options
• Cross-check the configuration summarized
like a read-only data sheet
Features
• Switch configuration UI to a read-only mode
• Specification view gives a better summary of
selected options in one scrollable printer
friendly view.
Audience
• Commerce
Contact
• Sales Reps
• Business Admins
Configuration UI for user interaction, focused on the actual
work defining the material configuration (data entry)
Condensed and simple view of current configuration work.
View (data read & copy) in data sheet form as traditional view
in manufacturing
View Switcher
Same data, different view

20. User control & performance
Configuring quickly through the quote is enhanced by further support of having the option that
the configuration will call the back-end system only on request. It may be useful that once several
fields have been edited, that the user will trigger the roundtrip call collectively by choice. Either
because the entire configuration should be reloaded or because the field is the only field that
needed an update after coming back to the configuration. Configuration update may now be
controlled by the user on demand.
Benefits
• Speed up configuration process with always
accurate ERP-backed data
• Reducing round-trips for many items
individually
• Save time for the user and improve
productivity
Features
• Labels each attribute as Edited if it has been
changed and no round-trip happened
• User can trigger an update of workspace to
send all UI changes in one go.
• Decreased amount of backend calls, make
also complex models fast and safely
configurable
Audience
• Commerce
Contact
• Sales Reps
• Business Admins
User gets information
about edited values
Config Update on
Demand

21. Control Config UI based on business
role or process
Business processes require controlling dynamically the view of standard-designed configuration
models based on role, specific expressions profiling. Entire configuration groups may be hidden
from users to hide sensitive or not required configuration segments. On the other hand,
configuration fields may be hidden or disabled based on the business need.
Benefits
• Users only see what they need to see, or
have clearance to configure
• Hide sensitive or restricted configuration
parts from certain user (roles)
• Manage who may enter information (allows
to set technical approval schemes directly
onto the configuration)
• Hide entire configuration parts with one
look-up entry
Features
• UI Profile Support:
• Hiding dynamic attribute on
configurator
• Making dynamic attribute read-
only/editable
• Hiding/Showing tools and button
actions on configurator
• Group Profile Support:
• Hide/show (sub)groups based on
lookup tables
Audience
• Business Admins
• Sales Reps
• Quotation
Manager
Sales
Rep
Config UI View
Quotation
Manager
Config UI View
E.g. Business Admin adapts standard KB for
business use cases on the right hand side
Biz
Admin

22. Various UI enhancements
Business admins and sales users experience a bunch of enhancements providing more flexibility
in customizing the UI. Sales users will find a further evolution of the UI with easier navigation,
consuming information more intuitively and optimized screen usage.
Benefits
• Overall increased user experience
during configuration
• Providing a more responsive experience
• Ability to better align the commerce
experience with corporate branding
guidelines
• Better representation of currency with
adequate decimal support
Features
• Default profile settings for new user creation
• Complete settings for UI customization
• Hiding / Disabling tools and items
• Calendar week on Date Control
• Overall space and font harmonization
• Help panel control, access and information
• Config navigation with clear separation
between invalid and incomplete
configuration
• Various alignments
Audience
• Commerce
Contact
• Sales Reps
• Business Admins
Calendar
week
Alignment
micro
actions
Error vs
Mandatory
Space optimization &
help launch points
Error message
Tools
provisioning

23. Search and Select Accounts
While creating a quote or assigning a partner relationship to the quote, it is a relief to not only
search the required account via name but find the right account. Finding the right account
details via additional search fields improves the overall speed and precision. Errors can be
avoided while being faster on target.
Benefits
• Additional search fields improves user
efficiency and accuracy
• Find the correct account group / address
via further details
Features
• During Lead, Opportunity, Quote or Contact
creation/copy assigning an account
supports now search across the additional
dimensions: City, Country, Account Group in
addition to Name, ERP ID, ID.
• When selecting a partner the above
functionality is newly supported
• Github tickets:
• https://github.com/in-mind-cloud/release-
testing/issues/1184
• https://github.com/in-mind-cloud/product-
management/issues/53
• https://github.com/in-mind-cloud/product-
management/issues/90
Audience
• Sales Reps
Enter search
across all Columns
Reduced List according
search term

24. Fast entry of line-item specific data
A lot of the information entry is a tedious work for a sales person, but needs to be done. Many
times that information is data entry such as tender specific info to a line item, some additional
flags, and so on. Hence anything that helps the sales person entering this information as easy as
possible is via the quote’s line-item table without changing the screen for each item.
This release will allow users to customise what details they would need shown on the quotation
page. Particularly for unique sales attribute items within product details, such customisation
would be additionally useful. See below some customization examples possible:
Benefits
• Enhanced line-item data entry speed and
readability for overall improvement in user
productivity
• The user may adjust table columns to show
more product details without having to click
into each line item
• Having details shown on the lines allows for
an easier overview of items on the quotation
Features
• Flexibility to change settings of column and
action button.
• Action buttons are now all moved to the left
of each line item.
Audience
• Sales Reps
Sales item information & data
processed by scripts
Mark line items for
additional production
processes, e.g. ETO
Customize line-item view with
any Additional Sales Item
Attribute
Reference tender document
line-item identifier with line-
item position

25. Sales BoM quantities update
Bill of material quantities may end up in extremely complex combinations and calculations. With
this enhancement the user receives much better support and guidance on where and what is
allowed to be updated and which quantities are defined purely by the system. Overall this will
drive down a lot the errors and corrections required during the sales cycle.
A new pop-up drives user efficiency in providing firstly, a summary of the update-eligible line-
items and a quick-to-goal user interface which minimizes user clicks by only looking at ONE
interaction with the system
Benefits
• Rely on the correct quantity calculations and
permissions
• Eliminate errors in accidental changes
• Provide intuitive and supportive QTY control
• Drive efficiency in making the right decision
Features
• Based on the product BOM setup you can
• Auto propose quantities
• Make quantity read-only to prevent
changes
• Use script to calculate quantity
• User pop-up is shown only if a user input is
necessary, else no pop-up is shown.
Audience
• Commerce
Contact
• Sales Reps
• Business Admins
Bill of Material Factors and Permissions are consider
according Product BoM explosion set up and the user
gets assisted

26. Assign long processes into background
Copying quotes and generating Report files may consume a long time and force the user to wait
and lose time in being productive in the system. Therefore such jobs can be executed in the
background. After the task has been stipulated the user shall be able to continue his work and
get notified once the job is done via Email.
Benefits
• The user may continue working while waiting
for smoother productivity
• User receives a notification when process is
finished
Features
• Background processing to connect certain
services to be performed without blocking
user
• Copy quotes in background
• Report generation in background
Notification Email
Issue System notification
Job completed/failed
Audience
• Sales Reps
• Business Admins

27. Outlook Integration
• Rebranding
• LinkedIn, Facebook Search
Activities
§ Collaboration & Notes
• Various activity enhancements
• Permissions
• Additional Fields & filter params
• Activity ID,
• Partner Function User /
Partner Function Role
• Additional Fields on BO (Sales Group
& Sales Office)
Home Page & Pipeline view
§ Table Widgets - Max Number of Records
§ Upcoming Tasks Widget
§ Pipeline View - Additional Enhancements

28. Collaboration
Complex sales can only be successful with orchestrated and laser-focused collaboration. While
Activities help to deliver on structured tasks and meetings, the collaboration feature in CRM brings
transparency to conversations around specific deals, or updates on accounts, etc. With the ‘Virtual
Team’ representing a group of people in different roles being kept in the loop, it’s now possible to
display the virtual team as well as send reminders of tasks around (e.g. new task assigned, status
update/ change on tasks, etc.).
Audience
Benefits
• Know who is part of the virtual team to
send adequate updates.
• Stay updated when working with
activities or deals in terms of new
assignments or status changes.
Features
• Display the virtual team for all business
objects (including side cards on
activities)
• Auto-add owner / assignees to tasks’
virtual team for regular email updates on
new tasks assigned or tasks closed.
Additional Notes
• n/a
Sarah Hong
Sales Rep

29. Pipeline and Homepage Updates
Searching and filtering pipeline information are essential for Sarah to stay on top of her individual
pipeline as well as her manager, to browse deals for his team. With 21/08, the pipeline view has
been optimized to reduce the number of clicks to filter the pipeline accordingly and a new feature
to display the top/bottom X number of records, widgets like ‘Top 3 Deals This Quarter’ can be
created.
Audience
Benefits
• Make your weekly forecast call more
efficient
• Reduce the number of clicks to get to
the right opportunity
• Home page tables widgets: Improve
focus by looking at the top 5 or bottom 5
records and act.
Features
• Pipeline view has been optimized
• When setting up a table widget, define
the sort order correctly and restrict to
number of records, for example if you
want to see only the top 3 opportunity,
restrict to 3
Additional Notes
• n/a
Sarah Hong
Sales Rep
Mick Jones
Sales Manager
Click to
instantly clear
and search.
Click avatar to
filter based on
rep. or on tag
Restrict number of
records for table tiles.

30. Activities enhancements
Various incremental enhancements across all activities, to help manage different business needs.
Audience
Benefits
• Enriching activities with a more complete
interaction history.
• Categories activities with business contexts (e.g.
Road shows, email campaigns, etc.).
Features
• Dedicated permissions for all activities on a
business role level (CREATE, UPDATE, DELETE)
• ‘Activity ID’ (auto-generated; similar to Quote ID)
• ‘All Day Event’ for meetings
• ‘Category’ - Configurable field on all activities
(except emails)
• ‘Optional’ flag for meeting participant
• Upcoming Task widget to show tasked owned or
assigned to logged in user
• Enhanced filter capabilities (partner function user
and partner function role)
Additional Notes
• Use Master data management for setting up values
for respective category
• Activities created before upgrade will not have ID,
but when any modification is made you will see the
IDs
Sarah Hong
Sales Rep
New flag ‘Add Day
Event’
New flag ‘Optional’
New field ‘Category’
New field ‘Activity
ID’

31. Outlook Integration
Continued effort is focused on enhancing the add-in user experience and functionality. Various
features included, such as:
• New add-in look and feel
• Facebook, LinkedIn search
Audience
Benefits
• Fresh and aligned look and feel
• Find more about contacts and company
on linkedin & facebook
Features
• Re-branded add-in
• Get company logo
• LinkedIn & facebook search
Additional Notes
Sarah Hong
Sales Rep

32. Europe & North America
Rosental 6
80331 Munich,
Germany
+49 89 69 31 447 0
China
A8 Building, No.1002
Keyuan Rd, Tech Zone,
Nanshan District,
Guangdong Province,
Shenzhen, 518057,
China
Asia
35 Ann Siang Rd
Singapore 069714,
Singapore
+65 6908 4350
inmindcloud.com
In Mind Cloud
The scalable digital sales platform
made for manufacturers