This training will enable you to build more useful reports and dashboards in Salesforce combining your SalesLoft and Salesforce data to deliver the data you need right now!
This document summarizes Salesforce's use of sales development representatives (SDRs) and business development representatives (BDRs) to fuel company growth. It describes how the sales development team has expanded over time, from 17 SDRs and 2 BDRs in 2004 to over 500 employees in 2016. The sales development organization is responsible for generating leads and opportunities through outbound prospecting. Representatives are expected to qualify leads and create opportunities to contribute to the company's global pipeline. The document outlines the roles and responsibilities of customer intelligence trainees, SDRs, and BDRs within the sales development process. It also provides examples of the types of questions representatives ask to qualify leads and examples of common qualification hurdles.
The document provides an agenda for a 5-day admin workshop covering topics like organization setup, user interface configuration, standard and custom objects, and data management. Day 1 covers organization setup, global user interface, and standard/custom objects. Day 2 covers user setup, security, and workflow automation. Later days cover additional topics like reports, mobile configuration, and the AppExchange. The document also includes introductory information and instructions for various setup and configuration exercises to be completed during the workshop.
1. Salesforce's Red Account Program aims to identify and manage their most serious customer-impacting issues to drive effective resolution and ensure renewal and healthy relationships. It provides visibility across teams and leverages executive support.
2. The program has key elements like defined processes, cross-functional team support, roles and responsibilities, communication, analytics, and root cause analysis. It aims to create a culture where escalations are handled properly.
3. There are four types of Red Accounts: precautionary, core, Marketing Cloud, and incident outreach. The program looks to resolve issues threatening renewals, risking executive escalations, delaying go-lives, or needing multi-team involvement. Customer escalations
The document describes a framework for conducting customer-centric discovery. It involves 4 stages: KNOW, BE, CONNECT, and CREATE.
In KNOW, salespeople analyze the customer's industry, corporate goals and initiatives, and key contacts. In BE, they learn about the experience of the customer's employees, customers, and value chain.
In CONNECT, salespeople share insights about the customer, visualize their current reality, and co-create a vision. In CREATE, they develop a case for change, storyboard potential solutions, and create a mutual plan.
The goal is to understand customers deeply, connect authentically, and collaboratively develop solutions that meet their needs and priorities.
This document provides an overview of integrating Salesforce with SAP ERP using Magic xpi Integration Platform. It discusses how the platform can automate processes running between Salesforce and ERP like opportunity to order conversion, inventory availability, and more. It then covers considerations for integrating SAP and Salesforce like integration methods, objects, metadata, bulk jobs, and replication. The document concludes with an overview of Magic xpi's features like visual development, orchestration, monitoring, security and its use for mobile integration.
Salesforce Cloud Services offers different levels of support to help customers achieve business value from Salesforce faster. Their offerings include Accelerated Success products for adoption and advancement, Consultative Success plans like Premier and Premier Plus for expertise and resources, and Transformational Success for complex challenges. Customers report increased performance, adoption, and success from working with Cloud Services experts.
This document provides a safe harbor statement for any forward-looking statements made in salesforce.com presentations. It notes that actual results could differ from forward-looking statements if risks and uncertainties materialize or assumptions prove incorrect. It lists various risks and uncertainties including those associated with new products and services, operating losses, fluctuations in operating results, service interruptions, intellectual property litigation, mergers and acquisitions, and the company's relatively limited operating history. The document states that additional information on risk factors is included in salesforce.com's annual report.
The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
This document summarizes Salesforce's use of sales development representatives (SDRs) and business development representatives (BDRs) to fuel company growth. It describes how the sales development team has expanded over time, from 17 SDRs and 2 BDRs in 2004 to over 500 employees in 2016. The sales development organization is responsible for generating leads and opportunities through outbound prospecting. Representatives are expected to qualify leads and create opportunities to contribute to the company's global pipeline. The document outlines the roles and responsibilities of customer intelligence trainees, SDRs, and BDRs within the sales development process. It also provides examples of the types of questions representatives ask to qualify leads and examples of common qualification hurdles.
The document provides an agenda for a 5-day admin workshop covering topics like organization setup, user interface configuration, standard and custom objects, and data management. Day 1 covers organization setup, global user interface, and standard/custom objects. Day 2 covers user setup, security, and workflow automation. Later days cover additional topics like reports, mobile configuration, and the AppExchange. The document also includes introductory information and instructions for various setup and configuration exercises to be completed during the workshop.
1. Salesforce's Red Account Program aims to identify and manage their most serious customer-impacting issues to drive effective resolution and ensure renewal and healthy relationships. It provides visibility across teams and leverages executive support.
2. The program has key elements like defined processes, cross-functional team support, roles and responsibilities, communication, analytics, and root cause analysis. It aims to create a culture where escalations are handled properly.
3. There are four types of Red Accounts: precautionary, core, Marketing Cloud, and incident outreach. The program looks to resolve issues threatening renewals, risking executive escalations, delaying go-lives, or needing multi-team involvement. Customer escalations
The document describes a framework for conducting customer-centric discovery. It involves 4 stages: KNOW, BE, CONNECT, and CREATE.
In KNOW, salespeople analyze the customer's industry, corporate goals and initiatives, and key contacts. In BE, they learn about the experience of the customer's employees, customers, and value chain.
In CONNECT, salespeople share insights about the customer, visualize their current reality, and co-create a vision. In CREATE, they develop a case for change, storyboard potential solutions, and create a mutual plan.
The goal is to understand customers deeply, connect authentically, and collaboratively develop solutions that meet their needs and priorities.
This document provides an overview of integrating Salesforce with SAP ERP using Magic xpi Integration Platform. It discusses how the platform can automate processes running between Salesforce and ERP like opportunity to order conversion, inventory availability, and more. It then covers considerations for integrating SAP and Salesforce like integration methods, objects, metadata, bulk jobs, and replication. The document concludes with an overview of Magic xpi's features like visual development, orchestration, monitoring, security and its use for mobile integration.
Salesforce Cloud Services offers different levels of support to help customers achieve business value from Salesforce faster. Their offerings include Accelerated Success products for adoption and advancement, Consultative Success plans like Premier and Premier Plus for expertise and resources, and Transformational Success for complex challenges. Customers report increased performance, adoption, and success from working with Cloud Services experts.
This document provides a safe harbor statement for any forward-looking statements made in salesforce.com presentations. It notes that actual results could differ from forward-looking statements if risks and uncertainties materialize or assumptions prove incorrect. It lists various risks and uncertainties including those associated with new products and services, operating losses, fluctuations in operating results, service interruptions, intellectual property litigation, mergers and acquisitions, and the company's relatively limited operating history. The document states that additional information on risk factors is included in salesforce.com's annual report.
The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
The document provides guidance on best practices for reports and dashboards in Salesforce. It contains forward-looking statements and discusses risks related to the company's financial and operating results. These risks include general economic conditions, the COVID-19 pandemic, foreign currency exchange rates, the company's business strategy, international expansion, and evolving government regulations. The document directs readers to SEC filings for additional information on factors that could affect the company's financial results.
The document discusses sales funnels and the customer journey. It begins by defining a sales funnel as a step-by-step process used to analyze a customer's shopping journey and bring them closer to an offer through strategic sales and marketing tactics. It then discusses why sales funnels are important for acquiring customers profitably, consistent revenue, and improving business processes. The document outlines the typical stages in a sales funnel - awareness, interest, decision, action - and provides examples of tactics used at each stage. It concludes by discussing the seven steps in a typical sales process - prospecting, preparation, approach, presentation, handling objections, closing, and follow-up.
This document summarizes a presentation about Salesforce's sales onboarding and culture. It discusses how Salesforce uses Salesforce Work.com to enable consistent and outstanding sales performance. Specifically, it highlights how Work.com allows Salesforce to provide meaningful coaching, recognize top performers, and hold all sales reps accountable to drive better performance outcomes. The presentation then demonstrates Work.com's capabilities.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
The document outlines a 6-stage sales enablement plan to develop and implement a sales enablement strategy. Stage 1 involves getting project approval, including assessing organizational readiness, building a business case, and creating a strategy scorecard. Stage 2 prepares the company by surveying sales, aligning sales and marketing, and auditing assets. Stage 3 implements enabling solutions like CRM and marketing automation. Stage 4 builds a sales playbook. Stage 5 launches the strategy to sales. Stage 6 measures results and evolves the strategy. The plan provides templates, tools and resources to execute each stage.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
This document summarizes the key aspects of Salesforce's sharing architecture discussed in a study group meeting. The sharing architecture includes:
1. Implicit sharing rules that provide access based on record ownership, such as a parent record's owner seeing related child records.
2. Organization-wide defaults that set the base level of access to records.
3. Role hierarchies that extend access to records owned by subordinates in the role hierarchy.
4. Additional layers like public groups, sharing rules, manual sharing, and team sharing provide more granular control over record access and sharing.
The document discusses how brands can use data and technology to deliver personalized customer experiences across channels. It emphasizes that customers now research purchases online and expect consistent, relevant interactions from brands. The Salesforce Marketing Cloud allows companies to gather customer data from various sources, understand individual customers, and personalize communications at every stage of the customer journey to improve engagement and sales. Case studies show how Trunk Club and Volvo Construction Equipment use the platform to drive higher conversion rates and revenue through personalized digital marketing.
This presentation examines how you can manage & grow sales with a sales pipeline set up with the proper sales pipeline stages and how to master sales pipeline management.
Resources & Links:
iDeal Sales CRM: https://idealcrm.app/
Sales Pipeline Full Article: https://idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/
Sales Pipeline Excel Download: https://idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx
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One of the best ways to keep track of sales is with a sales pipeline - an important tool that helps you manage and grow sales.
What We Cover:
- Sales Pipeline Definition
- Sales Pipeline vs Sales Funnel
- Sales Pipeline Management Best Practices
- Sales Pipeline Stages
- Sales Pipeline Stages Example
- Sales Pipeline Software
- Sales Pipeline Excel Template - free download
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
This document announces an Einstein Analytics presentation for the Farmington Hills Salesforce Developer User Group on October 20, 2018. The presentation will be given by Rikke Hovgaard, an Einstein Analytics Solution Architect, and will cover key Einstein Analytics concepts, building a first dataset, using compare tables, custom maps, actions, and embedding dashboards. The goal is to provide hands-on experience with these Einstein Analytics features.
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
The document provides an overview of the sales lifecycle in Salesforce, including campaigns, leads, and opportunities. It discusses how campaign member status can track whether individuals responded to marketing campaigns. Leads contain information about potential customers and need to be qualified before being converted to opportunities. Opportunities allow companies to track revenue projections and forecast sales. The presentation emphasizes having a well-defined lead process and fewer opportunity stages to simplify tracking in the sales pipeline.
Whether you're an SDR, Account Executive or Customer Success Manager, SalesLoft Snippets allow you to easily insert dynamic, small pieces of content to personalize your emails at scale. Learn how to use snippets with this SalesLoft U Lesson.
Salesforce and SAP Integration with Informatica CloudDarren Cunningham
Webinar recorded in July 2010. Available for viewing at http://www.informaticacloud.com. Focuses on SAP and Salesforce.com application and data integration best practices
This document summarizes Salesforce's new Partner Program for ISV Partners, which aims to provide more transparency, clarity, and standardized benefits. Key aspects include:
1. A new tiering structure (Registered, Silver, Gold, Platinum) that provides increasing benefits based on annual contract value.
2. Simplified and standardized technology access, development support, marketing support, and go-to-market resources across tiers.
3. An implementation timeline over June-October 2015 for partners to comply with the new program.
Join our webinar to learn best practices for maximizing user experience and productivity in Service Cloud. Learn from our Salesforce PM and UX service leads on how you as an #AwesomeAdmin can create engaging experiences for your agents and help them solve cases faster with pre-built apps and automation.
This presentation template contains over 35 slide layouts for creating Salesforce presentations. It provides guidelines on typesetting, imagery, and icons to maintain a consistent brand style. Editable elements like maps, devices, and line art icons allow for customizing slides directly in PowerPoint.
This webinar will help you build reports to better understand which SalesLoft Cadences, Email Templates and Channels are the most effective at driving business results.
Bowling Green Dev Trailblazers Jan 2024.pptxLaysonline
The document discusses how dynamic interfaces in Salesforce can be customized for different user roles to simplify overloaded forms. It provides examples of customizing the account object record page for a customer service agent focused on cases, a sales manager focused on opportunities, and a salesperson focused on leads and products. The presentation demonstrates how to identify use cases, upgrade to dynamic forms using field visibility, and customize record details, tabs, and related lists for different users to revolutionize the Salesforce experience.
The document provides guidance on best practices for reports and dashboards in Salesforce. It contains forward-looking statements and discusses risks related to the company's financial and operating results. These risks include general economic conditions, the COVID-19 pandemic, foreign currency exchange rates, the company's business strategy, international expansion, and evolving government regulations. The document directs readers to SEC filings for additional information on factors that could affect the company's financial results.
The document discusses sales funnels and the customer journey. It begins by defining a sales funnel as a step-by-step process used to analyze a customer's shopping journey and bring them closer to an offer through strategic sales and marketing tactics. It then discusses why sales funnels are important for acquiring customers profitably, consistent revenue, and improving business processes. The document outlines the typical stages in a sales funnel - awareness, interest, decision, action - and provides examples of tactics used at each stage. It concludes by discussing the seven steps in a typical sales process - prospecting, preparation, approach, presentation, handling objections, closing, and follow-up.
This document summarizes a presentation about Salesforce's sales onboarding and culture. It discusses how Salesforce uses Salesforce Work.com to enable consistent and outstanding sales performance. Specifically, it highlights how Work.com allows Salesforce to provide meaningful coaching, recognize top performers, and hold all sales reps accountable to drive better performance outcomes. The presentation then demonstrates Work.com's capabilities.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
The document outlines a 6-stage sales enablement plan to develop and implement a sales enablement strategy. Stage 1 involves getting project approval, including assessing organizational readiness, building a business case, and creating a strategy scorecard. Stage 2 prepares the company by surveying sales, aligning sales and marketing, and auditing assets. Stage 3 implements enabling solutions like CRM and marketing automation. Stage 4 builds a sales playbook. Stage 5 launches the strategy to sales. Stage 6 measures results and evolves the strategy. The plan provides templates, tools and resources to execute each stage.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
This document summarizes the key aspects of Salesforce's sharing architecture discussed in a study group meeting. The sharing architecture includes:
1. Implicit sharing rules that provide access based on record ownership, such as a parent record's owner seeing related child records.
2. Organization-wide defaults that set the base level of access to records.
3. Role hierarchies that extend access to records owned by subordinates in the role hierarchy.
4. Additional layers like public groups, sharing rules, manual sharing, and team sharing provide more granular control over record access and sharing.
The document discusses how brands can use data and technology to deliver personalized customer experiences across channels. It emphasizes that customers now research purchases online and expect consistent, relevant interactions from brands. The Salesforce Marketing Cloud allows companies to gather customer data from various sources, understand individual customers, and personalize communications at every stage of the customer journey to improve engagement and sales. Case studies show how Trunk Club and Volvo Construction Equipment use the platform to drive higher conversion rates and revenue through personalized digital marketing.
This presentation examines how you can manage & grow sales with a sales pipeline set up with the proper sales pipeline stages and how to master sales pipeline management.
Resources & Links:
iDeal Sales CRM: https://idealcrm.app/
Sales Pipeline Full Article: https://idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/
Sales Pipeline Excel Download: https://idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx
-------------
One of the best ways to keep track of sales is with a sales pipeline - an important tool that helps you manage and grow sales.
What We Cover:
- Sales Pipeline Definition
- Sales Pipeline vs Sales Funnel
- Sales Pipeline Management Best Practices
- Sales Pipeline Stages
- Sales Pipeline Stages Example
- Sales Pipeline Software
- Sales Pipeline Excel Template - free download
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
This document announces an Einstein Analytics presentation for the Farmington Hills Salesforce Developer User Group on October 20, 2018. The presentation will be given by Rikke Hovgaard, an Einstein Analytics Solution Architect, and will cover key Einstein Analytics concepts, building a first dataset, using compare tables, custom maps, actions, and embedding dashboards. The goal is to provide hands-on experience with these Einstein Analytics features.
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
The document provides an overview of the sales lifecycle in Salesforce, including campaigns, leads, and opportunities. It discusses how campaign member status can track whether individuals responded to marketing campaigns. Leads contain information about potential customers and need to be qualified before being converted to opportunities. Opportunities allow companies to track revenue projections and forecast sales. The presentation emphasizes having a well-defined lead process and fewer opportunity stages to simplify tracking in the sales pipeline.
Whether you're an SDR, Account Executive or Customer Success Manager, SalesLoft Snippets allow you to easily insert dynamic, small pieces of content to personalize your emails at scale. Learn how to use snippets with this SalesLoft U Lesson.
Salesforce and SAP Integration with Informatica CloudDarren Cunningham
Webinar recorded in July 2010. Available for viewing at http://www.informaticacloud.com. Focuses on SAP and Salesforce.com application and data integration best practices
This document summarizes Salesforce's new Partner Program for ISV Partners, which aims to provide more transparency, clarity, and standardized benefits. Key aspects include:
1. A new tiering structure (Registered, Silver, Gold, Platinum) that provides increasing benefits based on annual contract value.
2. Simplified and standardized technology access, development support, marketing support, and go-to-market resources across tiers.
3. An implementation timeline over June-October 2015 for partners to comply with the new program.
Join our webinar to learn best practices for maximizing user experience and productivity in Service Cloud. Learn from our Salesforce PM and UX service leads on how you as an #AwesomeAdmin can create engaging experiences for your agents and help them solve cases faster with pre-built apps and automation.
This presentation template contains over 35 slide layouts for creating Salesforce presentations. It provides guidelines on typesetting, imagery, and icons to maintain a consistent brand style. Editable elements like maps, devices, and line art icons allow for customizing slides directly in PowerPoint.
This webinar will help you build reports to better understand which SalesLoft Cadences, Email Templates and Channels are the most effective at driving business results.
Bowling Green Dev Trailblazers Jan 2024.pptxLaysonline
The document discusses how dynamic interfaces in Salesforce can be customized for different user roles to simplify overloaded forms. It provides examples of customizing the account object record page for a customer service agent focused on cases, a sales manager focused on opportunities, and a salesperson focused on leads and products. The presentation demonstrates how to identify use cases, upgrade to dynamic forms using field visibility, and customize record details, tabs, and related lists for different users to revolutionize the Salesforce experience.
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~270 slides) summary of the features developed.
For more info please check:
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
Implementing salesforce for B2C - Salesforce #DUGFabrice Cathala
The document contains an agenda for a presentation on implementing Salesforce for business-to-consumer (B2C) use cases. The presentation will include discussions on not basing designs on rumors, understanding how Person Accounts work, making the right design choice between Person Accounts and alternatives, tips for implementing Person Accounts, and the Salesforce roadmap for Person Accounts. There will also be time for questions.
Salesforce CRM helps manage sales activities by allowing users to search for contacts and accounts, take notes on calls, and create follow up tasks from within the CRM. It also allows users to manage tasks and coordinate activities with other team members. Additionally, emails can be linked to accounts and opportunities within Salesforce for organized tracking and visibility across the organization.
Salesforce Innovation: Advanced Tips for Maximizing SalesforcePerficient, Inc.
This document provides an overview and best practices for configuring Salesforce for mobile use and optimizing reports and dashboards. It discusses Perficient's expertise in Salesforce implementations and certifications. Tips are provided for organizing page layouts, using publisher actions, and leveraging features introduced in the Summer '14 release like opportunities to log events from a mobile calendar. Recommendations are made for maintaining dashboards, utilizing filters and charts across reports and dashboards, and addressing common troubleshooting issues.
Jax, FL Admin Group Presents: Accounting Seed Overview & Pardot vs Marketing ...Marc Lester
This document summarizes an agenda for a virtual Trailblazer Community meeting focused on comparing Pardot and Marketing Cloud and providing an overview of Accounting Seed. The agenda includes introductions, presentations on the topic areas, breakout rooms for socializing, and closing remarks including prize giveaways and community updates. The document outlines the meeting goals of learning, connecting, and having fun for the Trailblazer Community.
This document provides an overview of supporting references functionality in Oracle Subledger Accounting. It begins with introductions to supporting references and the presenter's background. It then discusses a case study where supporting references will be used to track revenues by product, branch, and project in Oracle AR. The building blocks needed to set up supporting references are explained, including descriptive flexfields, value sets, supporting reference configurations, and subledger accounting setup. The document outlines the Oracle process for using supporting references when entering invoices and running accounting. It provides details on viewing supporting reference balances and discusses key considerations and limitations. Contact information is included at the end.
The document discusses controls and technical features in Salesforce, including S-Controls and formula fields. It provides examples of how Kaplan Financial and Tacpoint Technologies used custom objects, formula fields, roll-up summaries, and custom links to build automated sales reports and improve their lead conversion processes. The key lessons are to be careful with master-detail relationships and formula size, and that technical features can enhance users' experience and make processes more efficient.
Transform your Account Analysis and Drilldown using User-Defined Views in R12Prithis Das, PMP, OCS ☁️
The document provides information about the Account Analysis and Drilldown form in Oracle R12, including its key features and how to customize it. The form allows users to analyze account balances and drill down into journal details in a personalized interface. Users can create views to save commonly used search parameters and results layouts for quick access. System administrators can also create views and assign them to all users for standardization. The document highlights limitations, personalization steps, how to create and use views, and important considerations around security and data access.
This document provides an agenda for a breakout session at Dreamforce 2014 on building a point-and-click app in Salesforce. The session will guide attendees through creating an app to manage Salesforce requests, including creating a custom object, fields, page layouts, record types, and workflows. It will also cover adding logic with workflow rules and analyzing data with reports and dashboards.
Learn MOAR Salesforce Winter '20 Event Frankfurt, GermanyAlan Thomas Payne
The document promotes a Salesforce trail that teaches volunteers how to use their Salesforce expertise to help nonprofits. For every person who completes the trail, Salesforce will donate $1 to Kiva, up to $10,000. The trail teaches how to volunteer expertise to help nonprofits make the most of Salesforce and do more good in the world. Participants are encouraged to take the trail and share about it on social media to help raise funds for Kiva.
Barcelona Administrator Study Group-5oct2019animuscrm
Welcome & Introductions
Today’s Sponsors & Mentors
Administrator Exam Guide & Strategy
Trailhead - how many badges have you earned until now?
Practice, Practice, Practice!
Let’s earn new badges!
Today - “Build a suggestion box app” (Time-boxed 60 minutes)
Automation tools for Admins
Exam Preparation: Quiz & Flashcards
“Org Confessions” (source: Elements Cloud)
Presenting like a Champion!
Present your solution approach
Voting for Today’s Champion #freevoucher
8 Tips for Success
With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important – your customers.
This presentation provides the highlights of the new functionality of Dynamics CRM 2013.
The document summarizes a Salesforce Admin Group event in Barcelona, Spain. It provides an agenda for the event including welcome, sponsor presentation, two live demos on custom settings in Flow Builder and useful Developer Console tips for admins, a quiz with prizes, and time for food and networking. The live demos will be presented by Katalin Jordans and Simon Purnell. There will also be a discussion on the purpose of automations in Salesforce and when to use different automation tools like Flow Builder. The event aims to bring the Salesforce community together to learn, share knowledge, and build professional connections.
Revolutionize Financial Services with AI-driven intent + SFMC JourneysDemandbase
Welcome to the world of digital transformation for financial services, where cutting-edge technologies are reshaping customer journeys, demand generation, and scoring strategies. In this era of innovation, we dive into the realm of SFMC journeys, leverage the power of Demandbase intent, and simplify scoring buckets to fuel your organization’s growth and success.
With SFMC (Salesforce Marketing Cloud) journeys, we unlock the potential to create personalized and seamless experiences for your customers. By mapping out intricate paths, we guide individuals through tailored interactions, nurturing them at every step of their financial journey. Whether it’s onboarding, cross-selling, or retention, SFMC journeys empower you to deliver the right message to the right audience at the right time.
But what if you could take it a step further?
Enter Demandbase intent, a game-changer in B2B marketing. By harnessing intent data, we gain unprecedented insights into your target accounts’ interests and behaviors. This powerful tool allows us to prioritize and engage high-intent prospects, accelerating your sales pipeline and driving revenue growth.
Of course, in the realm of financial services, not all customers are created equal. That’s where easy scoring buckets come into play. By simplifying the scoring process, we categorize prospects based on their engagement, propensity to convert, and lifetime value. With this data-driven approach, we enable your sales teams to focus their efforts where they matter most, optimizing resources and boosting conversion rates.
Now, imagine the possibilities that arise from this seamless integration of SFMC journeys, Demandbase intent, and easy scoring buckets. The result? A digital transformation that revolutionizes the way financial services connect with their customers. From personalized experiences to data-driven targeting, your organization becomes a catalyst for growth and a trailblazer in the industry.
So, are you ready to embark on this transformative journey? Together, we’ll navigate the complexities of digital transformation, unlocking the true potential of your financial services organization and shaping the future of customer engagement. Let’s embark on this exciting adventure and redefine what’s possible in the world of finance.
Lightning Experience is Salesforce's new, modern user interface that provides an intuitive and intelligent experience. It features an app launcher, navigation menu, and action-oriented workspaces. Key components include the home page, opportunity boards, sales path guidance, and customizable dashboards. Users can switch between Lightning Experience and the previous Salesforce Classic interface. Admins should assess customizations and develop a rollout strategy to transition users to the new experience. Resources like Trailhead guides can help with learning and adopting Lightning Experience.
Similar to SalesLoft Advanced Reporting - User Activity Metrics (20)
This session is dedicated to discussing the core Dos and Don'ts of cadences as well as breaking down different cadences and how they differentiate from each other. From sales to account management examples, you will definitely walk away with ideas to integrate your client's lifecycle even further.
In this webinar you will learn the following:
- How to make the most of cadence strategies
- How to optimize the different cadence types
- Why it's important to think outside the box with cadence structure
Increasing sales efficiency with SalesLoft Automation RulesSalesLoftTraining
Personalized sales engagement paired with automation rules, allows your reps to focus their energy on prospective customers and selling rather than menial, manual tasks.
n order to successfully create and utilize Automation Rules, we must first identify repetitive tasks that threaten to dominate your work day and then automate! We’ll outline the Dos and Don’ts of Automation Rules and share a few key examples.
In this webinar you will learn the following:
-How to make the most of your automation rule strategy
-How to optimize the foundation of automation rules
-Why it's important to gather feedback from your team before over automating
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.
The Buyer Journey - Closing the Gaps Using SalesLoft CadencesSalesLoftTraining
In today's world, buyers expect an exceptional customer experience from their vendors. In this webinar, SalesLoft Certified Partner, InStereo, will show us how to better understand our buyers' journeys and create a better buying experience using SalesLoft Cadences. In this training you will:
In this training you will:
* Gain insight on how to focus sales efforts on the right prospects
* Learn importance of understanding your buyers experience with your brand
* Discuss how to use Cadences to deliver a better buying experience for your customers
This document discusses Team Cadences in SalesLoft, which allow admins to control and distribute communication processes to all users. Key points covered include:
- Creating a Team Cadence is similar to a personal cadence but requires selecting the cadence as a team cadence.
- Personal cadences can be converted to team cadences by copying the cadence and changing the share setting to team cadence in settings.
- People can be assigned to team cadences and steps can be assigned to other team members.
- Permissions for team cadences include viewing, running, and managing cadences and determining ownership.
SalesLoft's Calls tab lets you easily see all of your sales engagement calls in one place. Use the robust filtering and sorting options to view just the calls you want to focus on, and access their recordings with a simple click.
This document discusses Twitter's Smart Panel feature for SalesLoft companies, which allows sales teams to access a company's Twitter feed directly in their SalesLoft company dashboard. It provides real-time social insights to help salespeople better understand, connect with, and engage target accounts and customers. The document instructs users to authenticate their Twitter account within their SalesLoft profile settings in order to connect the Twitter Smart Panel to company profiles in SalesLoft.
Disposition and sentiment are powerful ways to collect the important results of your sales calling process. SalesLoft allows you to customize dispositions and sentiments and make them required before logging a call.
This document provides instructions for using Connect for Salesforce, which integrates SalesLoft's functionality within Salesforce. It describes how users can run cadences, send one-off emails, and use an integrated dialer directly from Salesforce. It also explains how to configure the connection, view cadences and prospect profiles, send emails and place calls, and get more information on SalesLoft features.
SalesLoft's automation rules allow you to automate manual, repeatable steps in your sales process so your reps can spend more time focusing on selling. Get started implementing automation rules with this SalesLoft U Starter Kit!
This document provides instructions for creating an automation rule in SalesLoft that is triggered when a "Success" is recorded for a prospect. The automation rule can remove prospects from cadences, remove all people from a company from cadences, and update prospect fields. The steps include selecting "Automation Rules" from the team settings, creating a new rule, selecting triggers and actions like removing prospects from cadences and updating fields, and saving the rule.
Launch Your Streaming Platforms in MinutesRoshan Dwivedi
The claim of launching a streaming platform in minutes might be a bit of an exaggeration, but there are services that can significantly streamline the process. Here's a breakdown:
Pros of Speedy Streaming Platform Launch Services:
No coding required: These services often use drag-and-drop interfaces or pre-built templates, eliminating the need for programming knowledge.
Faster setup: Compared to building from scratch, these platforms can get you up and running much quicker.
All-in-one solutions: Many services offer features like content management systems (CMS), video players, and monetization tools, reducing the need for multiple integrations.
Things to Consider:
Limited customization: These platforms may offer less flexibility in design and functionality compared to custom-built solutions.
Scalability: As your audience grows, you might need to upgrade to a more robust platform or encounter limitations with the "quick launch" option.
Features: Carefully evaluate which features are included and if they meet your specific needs (e.g., live streaming, subscription options).
Examples of Services for Launching Streaming Platforms:
Muvi [muvi com]
Uscreen [usencreen tv]
Alternatives to Consider:
Existing Streaming platforms: Platforms like YouTube or Twitch might be suitable for basic streaming needs, though monetization options might be limited.
Custom Development: While more time-consuming, custom development offers the most control and flexibility for your platform.
Overall, launching a streaming platform in minutes might not be entirely realistic, but these services can significantly speed up the process compared to building from scratch. Carefully consider your needs and budget when choosing the best option for you.
Enterprise Resource Planning System includes various modules that reduce any business's workload. Additionally, it organizes the workflows, which drives towards enhancing productivity. Here are a detailed explanation of the ERP modules. Going through the points will help you understand how the software is changing the work dynamics.
To know more details here: https://blogs.nyggs.com/nyggs/enterprise-resource-planning-erp-system-modules/
WhatsApp offers simple, reliable, and private messaging and calling services for free worldwide. With end-to-end encryption, your personal messages and calls are secure, ensuring only you and the recipient can access them. Enjoy voice and video calls to stay connected with loved ones or colleagues. Express yourself using stickers, GIFs, or by sharing moments on Status. WhatsApp Business enables global customer outreach, facilitating sales growth and relationship building through showcasing products and services. Stay connected effortlessly with group chats for planning outings with friends or staying updated on family conversations.
Do you want Software for your Business? Visit Deuglo
Deuglo has top Software Developers in India. They are experts in software development and help design and create custom Software solutions.
Deuglo follows seven steps methods for delivering their services to their customers. They called it the Software development life cycle process (SDLC).
Requirement — Collecting the Requirements is the first Phase in the SSLC process.
Feasibility Study — after completing the requirement process they move to the design phase.
Design — in this phase, they start designing the software.
Coding — when designing is completed, the developers start coding for the software.
Testing — in this phase when the coding of the software is done the testing team will start testing.
Installation — after completion of testing, the application opens to the live server and launches!
Maintenance — after completing the software development, customers start using the software.
Top Features to Include in Your Winzo Clone App for Business Growth (4).pptxrickgrimesss22
Discover the essential features to incorporate in your Winzo clone app to boost business growth, enhance user engagement, and drive revenue. Learn how to create a compelling gaming experience that stands out in the competitive market.
GraphSummit Paris - The art of the possible with Graph TechnologyNeo4j
Sudhir Hasbe, Chief Product Officer, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Takashi Kobayashi and Hironori Washizaki, "SWEBOK Guide and Future of SE Education," First International Symposium on the Future of Software Engineering (FUSE), June 3-6, 2024, Okinawa, Japan
SOCRadar's Aviation Industry Q1 Incident Report is out now!
The aviation industry has always been a prime target for cybercriminals due to its critical infrastructure and high stakes. In the first quarter of 2024, the sector faced an alarming surge in cybersecurity threats, revealing its vulnerabilities and the relentless sophistication of cyber attackers.
SOCRadar’s Aviation Industry, Quarterly Incident Report, provides an in-depth analysis of these threats, detected and examined through our extensive monitoring of hacker forums, Telegram channels, and dark web platforms.
AI Pilot Review: The World’s First Virtual Assistant Marketing SuiteGoogle
AI Pilot Review: The World’s First Virtual Assistant Marketing Suite
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-pilot-review/
AI Pilot Review: Key Features
✅Deploy AI expert bots in Any Niche With Just A Click
✅With one keyword, generate complete funnels, websites, landing pages, and more.
✅More than 85 AI features are included in the AI pilot.
✅No setup or configuration; use your voice (like Siri) to do whatever you want.
✅You Can Use AI Pilot To Create your version of AI Pilot And Charge People For It…
✅ZERO Manual Work With AI Pilot. Never write, Design, Or Code Again.
✅ZERO Limits On Features Or Usages
✅Use Our AI-powered Traffic To Get Hundreds Of Customers
✅No Complicated Setup: Get Up And Running In 2 Minutes
✅99.99% Up-Time Guaranteed
✅30 Days Money-Back Guarantee
✅ZERO Upfront Cost
See My Other Reviews Article:
(1) TubeTrivia AI Review: https://sumonreview.com/tubetrivia-ai-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
Introducing Crescat - Event Management Software for Venues, Festivals and Eve...Crescat
Crescat is industry-trusted event management software, built by event professionals for event professionals. Founded in 2017, we have three key products tailored for the live event industry.
Crescat Event for concert promoters and event agencies. Crescat Venue for music venues, conference centers, wedding venues, concert halls and more. And Crescat Festival for festivals, conferences and complex events.
With a wide range of popular features such as event scheduling, shift management, volunteer and crew coordination, artist booking and much more, Crescat is designed for customisation and ease-of-use.
Over 125,000 events have been planned in Crescat and with hundreds of customers of all shapes and sizes, from boutique event agencies through to international concert promoters, Crescat is rigged for success. What's more, we highly value feedback from our users and we are constantly improving our software with updates, new features and improvements.
If you plan events, run a venue or produce festivals and you're looking for ways to make your life easier, then we have a solution for you. Try our software for free or schedule a no-obligation demo with one of our product specialists today at crescat.io
Hand Rolled Applicative User ValidationCode KataPhilip Schwarz
Could you use a simple piece of Scala validation code (granted, a very simplistic one too!) that you can rewrite, now and again, to refresh your basic understanding of Applicative operators <*>, <*, *>?
The goal is not to write perfect code showcasing validation, but rather, to provide a small, rough-and ready exercise to reinforce your muscle-memory.
Despite its grandiose-sounding title, this deck consists of just three slides showing the Scala 3 code to be rewritten whenever the details of the operators begin to fade away.
The code is my rough and ready translation of a Haskell user-validation program found in a book called Finding Success (and Failure) in Haskell - Fall in love with applicative functors.
2. Jimmy Conley
Sr. Technical Architect,
Professional Services
Meet Your Speakers
Ginger Tranter
Sr. Training Manager, Customer
Education
3. Housekeeping Items
● All lines are muted
● Use the Q&A box
● Recording will be emailed a few
days after the webinar
4. Background:
● 5+ years at Salesforce
● Dedicated Salesforce Consultant for Enterprise Customers
● 2+ years Marketing Automation Implementations
(SMB to Enterprise Customers)
● Georgia State University - Marketing & Economics
Hobbies/Interest:
● Playing guitar and bass
● Avid Atlanta sports fan
● Traveling
● Outdoor activities with my dog, Charlie
● Scuba Diving
Introduction
Certifications:
● Salesforce Advanced
Administrator
● Salesforce
Administrator
● Salesforce Consultant
● Pardot Consultant
● Pardot Specialists
● Salesforce Marketing
Cloud Email Specialist
Jimmy Conley
Sr. Technical Account Manager
Jimmy Conley - Sr. Technical Account Manager
SalesLoft Professional Services Team
5. ● IS: Review options for leveraging SalesLoft data in Salesforce User activity reports
● IS NOT: Provide step by step guidance on building Salesforce User activity reports using
SalesLoft data
Goal of Training Session
Want to become a Salesforce expert?
● Create a FREE Developer Org: https://developer.salesforce.com/signup
● Use Salesforce Trailhead: https://trailhead.salesforce.com/en/home
○ Reports & Dashboards Trail: Introduction to Reports and Dashboards
● Salesforce Help & Training: https://support.salesforce.com/support
● SalesforceBen.com: Very useful site with a ton of Salesforce information
6. ● Data and Processes needed to build reports:
○ SalesLoft Activity Logging
■ Expected Functionality (Completed Tasks)
○ Custom Fields
■ Activity, Lead, Contact, Account, Opportunity fields
○ Salesforce Report Types
■ Standard and Custom Report Types used
● Reporting Examples:
○ All Activities / User
○ All Emails / User
○ Leads & Contacts with Steps Due Today / User
○ Day 1 Steps Completed by User Today
○ Leads & Contacts with Overdue Steps Due / User
○ All Calls / Disposition & Sentiment / User
○ Active & Neglected Leads, Contacts, Accounts, and Opportunities / User
○ Active Account Penetration
Agenda
8. SalesLoft Activities in Salesforce
CRM Integration & Field Mapping
● Ensure all SalesLoft Users with a Salesforce license have their CRM integration
setup
● Ensure all SalesLoft Activity fields are mapped to Salesforce based on your needs
9. SalesLoft Activities in Salesforce
Activity Logging Expected Functionality
● All ‘Lofted’ emails, Cadence emails, and LinkedIn steps are logged to Salesforce
○ If Person is syncing to Salesforce Lead or Contact
● User must click ‘Log & Complete’ or ‘Log’ to log Calls & Other Steps:
○ If Person is syncing to Salesforce Lead or Contact
● SalesLoft syncs activities one direction to Salesforce
○ Creates new Task records
○ Updates SalesLoft created Task records
■ (i.e. View Count, Click Count, Reply Count, Bounced)
● SalesLoft logs all activities as Completed Tasks in Salesforce
○ Tasks not Events
○ Status = Completed
● WhoId and WhatId
○ WhoId = Lead or Contact record that is syncing with the Person in SalesLoft
○ WhatId = Account and OPEN Opportunity associated with Contact syncing with Person
■ Account: Based on standard Account relationship to Contact (Lookup)
■ Opportunity: Based on ANY Opportunity Contact Role (Junction Object)
11. SalesLoft Person Fields - Custom Lead, Contact, Opportunity* Custom Fields:
NOTE: Map each from Lead, to Contact, to Opportunity*
● Most Recent Cadence - Cadence Name
● Most Recent Cadence - Last Completed Step
● Most Recent Cadence - Next Due Date
● Most Recent Cadence - Next Step
Recent Activity Fields
● Active Lead*
○ Field Type = Formula Field (Number)
● Active Contact*
○ Field Type = Formula Field (Number)
● Active Account*
○ Field Type = Formula Field (Number)
● Active Opportunity
○ Field Type = Formula Field (Number)
* Field included in SalesLoft Dashboard package.
Salesforce Custom Fields & Mapping
*NOTE: Opportunity fields not needed to Activity reports, but are used in SalesLoft Opportunity reports
Formula for all four ‘Active’ fields:
IF( TODAY () - LastActivityDate <= 30, 1,0)
What does this return?
Any record with an activity logged against it
in the last 30 days.
NOTE: Replace 30 with whatever date
range your organization prefers. (i.e. 14)
VIDEO: Salesforce Reporting Hack:
Power of One
12. Salesforce Custom Activity Fields & Mapping
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:
Text Custom/Standard SF Field Type
Cadence Name Custom Text
Call Disposition Custom Text
Call Sentiment Custom Text
Cadence External Identifier Custom Text
Cadence Id Custom Text
Email Template Title Custom Text
Clicked Count Custom Number
Viewed Count Custom Number
Replies Count Custom Number
Meeting Assigned To Custom Text
Meeting Date Custom Date
Meeting Duration Custom Number
Meeting Name Custom Text
Meeting Start Time Custom Text
Step Day Custom Number
Step Name Custom Text
Call Duration Standard Number
Type Standard Text
13. SalesLoft Type Custom Formula Field (Activity)
What? A custom Activity formula field to show
the Type for all SalesLoft activities
Why? Automatically define the Type for each
Task record created by SalesLoft in Salesforce
How? Custom Activity formula field based on
the Subject of the Task
Formula:
IF(BEGINS(Subject,'Email:'),'Email',
IF(BEGINS(Subject,'Call'),'Call',
IF(BEGINS(Subject,'LinkedIn:'),'LinkedIn',
IF(BEGINS(Subject,'Meeting Booked:'),'Meeting',
IF(BEGINS(Subject,'Other:'),'Other',
IF(BEGINS(Subject,'Reply:'),'Reply',
IF(BEGINS(Subject,'Note'),'Note',
NULL)))))))
15. What is a report type?
● Like a template which makes reporting easier
● Determines which fields and records are available for use when creating a report
● Based on the relationships between a primary object and its related objects.
○ i.e. ‘Accounts and Contacts’ ‘Accounts’ is the primary object and ‘Contacts’ is the related object.
● Out of the box, Salesforce provides a set of predefined standard report types.
○ Don’t see all the fields you want? You might need to create a custom report type.
Salesforce Report Types
Objects
17. Tasks & Events Report Types
● Tasks & Events
○ Includes all Tasks fields but limited Lead, Contact, Account, or Opportunity fields.
■ All contact information from Lead or Contact (email, phone, address)
● “Lead” and “Contact” fields:
○ Will display the “WhoId” which is the Lead or Contact related to the Activity
● Account/Company field:
○ If WhoId is Contact: Reference from Contact’s Account
■ Available Account Fields: Account Owner, Account Owner Alias, Account
ID, Parent Account, Parent Account ID, Account/Lead Rating, Account
Type, Account Site
○ If WhoId is Lead: Reference from Lead Company field value
● Opportunity: Will display Opportunity name if Task was logged against a Contact
related to an Open Opportunity via Opportunity Contact Roles
○ Available Opportunity Fields: Opportunity Stage, Opportunity Lead Source
18. Additional Standard Report Types
● Activities with Leads
○ Includes all Activity fields and Lead fields (determined by WhoId)
● Activities with Contacts
○ Includes all Activity fields and all Contact and Account fields (determined by
WhoId)
● Activities with Accounts
○ Includes all Activity fields and Account fields (determined by WhatId)
● Activities with Opportunities
○ Includes all Activity fields and all Opportunity and Account fields (determined by
WhatId)
20. All Activities / User
Report Type: Tasks and Events
Lightning Experience
Salesforce Classic
NOTE: This field uses the ‘SalesLoft Type’
activity field referenced on slide 13
● You can use ‘Type’ if you are
populating this value for all records
21. All Emails / User
Report Type: Tasks and Events
Lightning Experience
Salesforce Classic
NOTE: This report groups based on Task
‘Assigned’ Owner their Role
● You can group based on another
User field if you aren’t using Roles
22. All Calls / Disposition & Sentiment
Report Type: Tasks and Events
Lightning Experience
Salesforce Classic
NOTE: If a Task has a Disposition or
Sentiment value that is null, it will appear in
the report at ‘-’
● You can filter these out if you’d prefer
23. Leads with Steps Due Today / User
Report Type: Leads
Lightning Experience
Salesforce Classic
NOTE: This report groups based on Lead
Owner and Lead Owner Role
● You can group based on another
User field if you aren’t using Roles
Article: Salesforce Relative Date
Filter Reference
24. Contacts with Steps Due Today / User
Report Type: Contacts and Accounts
Lightning Experience
Salesforce Classic
NOTE: This report groups based on
Contact Owner and Contact Owner Role
● You can group based on another
User field if you aren’t using Roles
Article: Salesforce Relative Date
Filter Reference
25. Leads with Upcoming Steps by Cadence
Report Type: Leads
Lightning Experience
Salesforce Classic
NOTE: Most Recent Cadence - Next Step
Due Date is grouped by Month
● You can group date fields by day,
week, month, quarter, or year
26. Contacts with Upcoming Steps by Cadence
Report Type: Contacts and Accounts
Lightning Experience
Salesforce Classic
NOTE: Most Recent Cadence - Next Step
Due Date is grouped by Month
● You can group date fields by day,
week, month, quarter, or year
27. Day 1 Steps Completed Today
Report Type: Tasks and Events
Lightning Experience
Salesforce Classic
NOTE: This report will be accurate if your
first Cadence step is on day 1
● If there are specific Cadences that
do not, you can filter them from
this report or update the criteria
Included in Salesloft Dashboard Package 2.0
Article: Salesforce Relative
Date Filter Reference
28. Overdue Steps by User (Leads)
Report Type: Leads
Lightning Experience
Salesforce Classic
NOTE: This report groups based on Lead
Owner and Lead Owner Role
● You can group based on another
User field if you aren’t using Roles
Article: Salesforce Relative
Date Filter Reference
29. Overdue Steps by User (Contacts)
Report Type: Contacts & Accounts
Lightning Experience
Salesforce Classic
NOTE: This report groups based on
Contact Owner and Contact Owner Role
● You can group based on another
User field if you aren’t using Roles
Article: Salesforce Relative
Date Filter Reference
30. Active/Neglected Leads
Report Type: Leads
Lightning Experience
Salesforce Classic
NOTE: Summarize ‘Active Lead’ field in the
report so display the ‘SUM’.
● See slide 8 in this deck for reference
Included in Salesloft Dashboard Package 2.0
31. Active/Neglected Contacts
Report Type: Contacts & Accounts
Lightning Experience
Salesforce Classic
NOTE: Summarize ‘Active Contact’ field in the
report to display the ‘SUM’.
● See slide 8 in this deck for reference
Included in Salesloft Dashboard Package 2.0
32. Active/Neglected Accounts
Report Type: Accounts
Lightning Experience
Salesforce Classic
NOTE: Summarize ‘Active Account’ field in
the report to display the ‘SUM’.
● See slide 8 in this deck for reference
Included in Salesloft Dashboard Package 2.0
33. Active/Neglected Opportunities
Report Type: Opportunities
Lightning Experience
Salesforce Classic
NOTE: Summarize ‘Active Opportunity‘ field in
the report to display the ‘SUM’.
● See slide 8 in this deck for reference
34. Account Penetration (Active Accounts)
Report Type: Contacts and Accounts
Lightning Experience
Salesforce Classic
NOTE: Summarize ‘Active Contact’ field in the
report to display the ‘SUM’.
● See slide 8 in this deck for reference