Your Salesforce Homepage is, after the receptionist, the coffee machine, and that cute motivational cat poster beside your desk, the first thing you see when you get to the office every morning. And front and center are your custom Dashboards showing you the numbers that keep you up to date on the business and motivate you to succeed. But you can only have three. Three Dashboard elements to tell you the story you need. You want more, be prepared for heavy development and complicated maintenance. Or check out this new, free app, Custom Dashboard!
The Custom dashboard package helps you to create and show more than 3 report charts on your home page. Easy to use drag and drop features to build your customized dashboard. You can add unlimited report charts on your dashboard.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Winning Opportunities is crucial to success, but it can be difficult to really understand what steps and how many touch points are necessary to move sales through the pipeline. You need real data to know where to target your efforts, and Salesforce Labs has a fantastic solution to help streamline your sales process, Track Opportunity Stage on Activities!
This app allows you to track which and how many activities (tasks/events) your sales team is logging at each stage of your sales cycle. A custom field on each activity called “Opportunity Stage” gets automatically updated whenever an activity is logged on an opportunity.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Fire up the grill, pop the cork, and get your (legal) fireworks ready! It’s almost Independence Day here in the good ol’ USA. If you’re a Salesforce user, you know that every day is a day to celebrate your independence from IT and developers. Need a new Report? How about a new field? Updates to your automation? Salesforce’s “clicks-not-code” interface gives anyone with basic computer skills and an internet connection the power to become a Salesforce superhero in just a couple days! In celebration of the holiday, here are 4 great tricks for the aspiring admin.
4. Reporting on Reports:
Did you know you can run Reports on Reports in Salesforce? If you’re trying to clean up your Reports folder or help your team identify what’s already available for them, this can be a fantastic feature. You can even see when a Report was last run. Check out this cool use case for supercharging your Report Reports!
3. Use List Views to drive prioritization:
What Lead should you call next? What Case needs your attention? Which Opportunities should you try to close today? Create a couple list views using fields like Stage, Rating, Last Activity Date, and Last Modified Date to create targeted call lists. Once they’re set, you can get a bit fancy with this intermediate level code!
2. Create a custom Follow-up Date field:
Did a client ask you to call back in a week? Do you need to give a customer time to think about your latest proposal? Create a custom Follow-up Date field on any object and use it as part of your list view criteria to weed out the people who don’t need to hear from you just yet.
1. Leverage the community for free help on anything:
Stuck on your latest customization? Can’t figure out why the cool thing you’re trying to do won’t work? Tweet #askforce or log on to the Salesforce Community forums to get free help with anything. As your skills grow, the community will go from being your source for basic how-to guides on stuff you feel too embarrassed to ask to a crew of knowledgeable developers the world over ready to help you figure out why you’re getting an error in your latest integration!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
The goal of this blog is to help you get the best return on investment from your Salesforce instance. Typically, that means introducing newcomers to tools they may not be aware of while giving more experienced readers little tricks to help hone what they already know. This week is no different, though some of you in the experienced camp might find yourselves in a different position this week. There’s a sneaky field a lot of people don’t realize is hiding in the corner of your Salesforce org that can play a huge role in your day to day operations.
Even though you can’t add it to your page layouts, the Last Activity field is available for Accounts, Contacts, and Leads in Reports, List Views, Formula Fields, and Apex. Last Activity tells you the last time an Activity was logged for a record – whether it was an in person meeting, call, or email. If you’re trying to set up a call list for your team, Last Activity can be used to help isolate clients or prospects who haven’t heard from you in a while or report on who got your attention recently. Creating a simple formula field called Days Since Last Touch with the value of:
sweetens the pot with an easy way to see who needs to hear from you. For more details on how Last Activity is calculated, check out the details here, and enjoy leveraging this oft forgotten, powerful tool!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
If you caught the season 5 premier of Game of Thrones, you saw the incredible flashback that kicked off the episode (no spoilers or leaks here, so no worries). This epic scene gave viewers an insight into the background of one of the least understood characters and gave us a glimpse into why they are the way they are. Flashbacks are a fantastic narrative device that allow us to better understand the present by looking back into the past, and they’re not just for books and TV shows. A report showing historic data can be a window into the world of what makes your company tick, who keeps the pieces moving, and how you can improve your processes to increase revenue. Salesforce has a feature called Analytic Snapshots that opens this window with just a few clicks.
There are a few simple steps involved in generating an Analytic Snapshot in Salesforce. First decide on what historical data is important to you – maybe you want to know what Cases were open, who owned them, and their status and age, or maybe you need information on the stage of Opportunities, the Accounts, and amount. Create a new Report (your “Source Report”) with those fields and make a list of the fields you included – you’ll need this in a moment. Keep in mind there is a limit of 2,000 records in an Analytic Snapshot run, so choose your filters wisely. Next, create a custom object (the “Target Object”) with a clear name, make sure Reporting is allowed, and create a field for each column in your Report. Go to Setup -> Data Management -> Reporting Snapshots, choose your Source Report and Target Object and save. Map the columns to the fields and schedule your snapshot to run. Once you’ve done this, you can kick back, relax, and watch the video below to get some ideas of the awesome Reports and Dashboards you can create after the first run!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
