What you need for your business is 20/20 insight to steer your business in the right direction. But just where do you want to go? Lauren Parker, Salesforce Solutions Engineer, coaches companies to examine their company goals and then use dashboard reporting services to stay in tune with ...
Chapter 1, Introducing Salesforce.com, provides a basic overview of the Salesforce object model, setup menu navigation, and using Schema Builder to understand objects and fields. Chapter 2, Managing Data in Salesforce.com, starts with multiple ways of backing up Salesforce data, Sandbox, and ...
The best approach to get the most of this book is to get hands-on experience of all the exercises. You will need the following: A Salesforce account. You are advised to use the Enterprise edition and above. But for the purpose of testing, the Sandbox instance and Developer edition are ...
Salesforce is the world’s leading customer relationship management technology (What is CRM?), helping you build and improve your customer relationships. In 1999 we pioneered cloud-based CRM and today we’re helping organisations of all sizes re-imagine their business for the world of AI. How?
The sales process in Salesforce typically consists of the following steps: Lead Generation: Lead generation is the foundation of sales success, as it involves finding potential customers interested in your products or services through various avenues like social media, website visitors, and marketing ...
This Salesforce report type is designed to present data in a simple, easy-to-read table format. Tabular reports offer users a straightforward way to access information by displaying records in rows and specific field values in columns, resembling a spreadsheet. This simplicity allows users to easi...
However, connecting scattered data using sheets is a time-consuming and manual job with a huge margin for error. For Thomas Hasset of TH Results, having one dashboard that pulls data from all their sources is a key to not getting lost in “data purgatory”: We work with a mix of Goo...
A KPI report is a concise document or dashboard that tracks and presents key performance indicators (KPIs) aligned with business goals. Combining data visualizations and context, this report provides insights into progress, highlights successes, and identifies areas for improvement. This report should...
Real-Time Dashboards and underlying KQL databases access separation (preview) With separate permissions for dashboards and underlying data, administrators now have the flexibility to allow users to view dashboards without giving access to the raw data. Reserve maximum cores for jobs (preview) A ...
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