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Sales Rep Pipeline Dashboard

29 Aug Use What You Pay for in Salesforce – Episode 4 – Salesforce Dynamic Dashboards

Posted at 13:41h in Admin, Latest News, Sales Cloud
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Use What You Pay for in Salesforce

Episode 4: Dynamic Dashboards

Dynamic Dashboards allow you to view a dashboard as the running user (rather than the standard static user). So say you need a Sales Pipeline dashboard, which should show an individual just their Opportunities and...

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15 Aug Use What You Pay for in Salesforce – Episode 3 – Salesforce Forecasting

Posted at 13:46h in Admin, Latest News, Sales Cloud
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Use What You Pay for in Salesforce

Episode 3: Forecasting

Forecasts allow you to predict and plan the sales cycle based on a rollup of Opportunities. This rollup is determined by several factors in the Opportunity. As long as those data points are kept accurate, you...

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08 Aug Use What You Pay for in Salesforce – Episode 2 – Salesforce Record Types

Posted at 14:45h in Admin, Latest News, Sales Cloud
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Use What You Pay for in Salesforce

Episode 2: Record Types

Record Types allow you to offer different business processes, picklist values, and page layouts per record, based on criteria in the record, and can be applied to all objects (standard or custom). A common use-case...

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01 Aug Use What You Pay For in Salesforce – Episode 1 – Salesforce Field History Tracking

Posted at 15:26h in Admin, Latest News, Sales Cloud
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Use What You Pay for in Salesforce

Episode 1: Field History Tracking

Field History tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run reports on...

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30 Jul Use What You Pay For in Salesforce

Posted at 13:28h in Admin, Latest News, Sales Cloud
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Use What You Pay for in Salesforce

With all the bells and whistles you get out-of-the box with Salesforce, it’s easy to miss some of the hidden gems that also come standard but aren’t automatically enabled or need a little attention to get up and...

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