#About MyBiz

MyBiz app is designed to help users manage their Salesforce data in a more convenient way, featuring an intuitive Excel-like interface that enables immediate usability, seamless data sharing, and real-time collaboration on Salesforce data.

Building on the foundation of our Excel-like interface within Microsoft Teams, the app has integrated with the AvePoint Confidence Platform for trusted data reliability, introduces a flexible web portal for seamless access anywhere, and empowers administrators with a centralized admin center.

Additionally, the new MyBiz Salesforce App allows users to access and manage their Salesforce data directly within their Salesforce environment.

Admin Center for Streamlined Control

The Admin center empowers administrators with unified tools to configure, monitor, and secure MyBiz workflows across your organization:

• Granular feature availability: Enable or disable specific MyBiz features for end users, manage user access to the My Biz End user portal and MyBiz Salesforce app, and deploy MyBiz Teams app for end users, tailoring the platform to your team's unique needs.

• Monitor user activities: Track user actions through detailed audit logs, ensuring accountability and compliance.

• Subscription oversight: Access real-time subscription usage reports to optimize licenses and costs.

Common Features in End user portal & MyBiz Teams App & MyBiz Salesforce App

MyBiz Books:

• Familiar Excel actions: Copy & paste, drag & drop, sort, and filter data with the same ease as Excel – No retraining needed.

• Flexible sharing: Securely share workbooks or individual sheets with your team members as needed, ensuring everyone works from the latest version.

Unique Feature in End user portal & MyBiz Teams App

MyBiz Sales:

• Opportunity trends: Visualize sales pipelines with dynamic charts and dashboards to spot trends and forecast outcomes.

• Custom tracking: Monitor critical opportunities in real time with configurable alerts and status update.

Unique Feature in MyBiz Teams App

Exclusive to the MyBiz Teams app, the Notify feature streamlines secure collaboration by sending instant alerts to users after sharing books or sheets with them.

With MyBiz, users can manage their Salesforce data in a simpler and more efficient way. This guide provides detailed instructions on how to get started and use MyBiz.

#Supported Languages

MyBiz supports the following languages: English and Japanese.

#Subscription and Licensing Information

By default, you can trial MyBiz for free for 30 days with 5 user seats. You can contact AvePoint Support team for more subscriptions and licenses.

#What’s New in this Release?

Release Date for the Commercial Environment: April 12, 2026

• You can now add a task/note for a record, or mass add tasks/notes for multiple records in MyBiz. Refer to Edit Sheets for details.

• You can now show chatters for a record in MyBiz Salesforce app. Refer to Edit Sheets for details.

• MyBiz now supports sorting Salesforce fields in bulk. Refer to View Sheets for details.