Understanding what your reps are doing and, more importantly, are not doing on a daily basis is crucial for every organization. The same holds true for understanding how your prospects and customers are engaging at each and every touchpoint in the buyer's journey.

3. Housekeeping Items
● All lines are muted
● Use the Q&A box
● Recording will be emailed a few
days after the webinar

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10. Field Creation, Mapping, & Testing:
1. Create custom Activity fields in
Salesforce for the fields your
organization wants to report on
2. Map these Activity fields in SalesLoft to
Salesforce custom and default fields
3. Ensure all Tasks are logged correctly in
Salesforce and field values are
populated
NOTE: Check activity sync errors if
Task is not logged:

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The field you use in your formula
will be dependant on the field
name in your Org.
Two examples are MQL Date and
Created Date.

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VIDEO: Salesforce Reporting Hack:
Power of One
If Call Disposition contains
‘Connected’, set value to 1.
If Call Disposition doesn’t
contain ‘Connected’, leave
value null.

20. Create or Edit Formula: Format Formula:
VIDEO: The Power of One “The
Greatest Formula Ever”
By: Steve Molis, Salesforce MVP

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*NOTE: Opportunity fields not needed to Activity reports, but are used in SalesLoft Opportunity reports

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*NOTE: Opportunity fields not needed to Activity reports, but are used in SalesLoft Opportunity reports

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Resource: Choose a Report Format

29. Salesforce Classic:
Lightning Experience:

30. Salesforce Classic:
Lightning Experience:

32. Article: Salesforce Relative Date
Filter Reference
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33. Article: Salesforce Relative Date
Filter Reference
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Article: Salesforce Relative
Date Filter Reference

37. Article: Salesforce Relative
Date Filter Reference
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Article: Salesforce Relative
Date Filter Reference

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