How is data displayed in Salesforce reports?
Salesforce data can be displayed in reports in rows or in columns (or both), and users have various access levels available to them. Salesforce reports live inside report folders, which can be public, shared, or hidden, and can be enabled with either read-only or editing access.
What is an account in Salesforce?
In Salesforce, an Account is any business with whom you have some kind of relationship. An Account is an umbrella term, and is where Contacts live. Every Contact must be tied to an Account; an Account can house multiple contacts from the same company. Each Account also represents an Opportunity within Salesforce.
What is a Salesforce report and why should you care?
A Salesforce report on sales activities can provide an excellent snapshot into your team’s sales productivity to better optimize their workflow. Your lead-to-opportunity ratio is the percentage of leads that you successfully convert to opportunities. This metric will help you understand how effective your lead-nurturing strategies are.
How do I log a call in Salesforce?
To log a call, go to the record that the call relates to (an account or lead record, for example) and follow these steps: Scroll down to the Activity History related list and click the Log a Call button.
How do I run a report of accounts in Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
What happens to reports when a user is deactivated in Salesforce?
For account records, manual and team shares are deleted right after user deactivation. Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously.
How do I report accounts and opportunities in Salesforce?
Create a Report using the Account objectClick Reports | New Report.Select the Accounts Report type, then click Create.Select the All Accounts and Date fields per your requirements.Drag the Opportunity Count field in the filter and add the Criteria as Opportunity Count equals to 0.
Can you report on activity history in Salesforce?
The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.
When a user account is deactivated what will happen to its associated license?
When a user is deactivated in your organization, it will continue to count against the available licenses associated to managed packages that were previously assigned to the user.
What is the difference between freeze and deactivate in Salesforce?
Freezing a user in Salesforce means that only stops the user from being able to login. In some cases, you can't immediately deactivate a user (such as when a user is selected in a custom hierarchy field or a user that's assigned as the sole recipient of a workflow email alert).
How do I run an account report in Salesforce lightning?
0:253:49How to Build a Report in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click new report then choose report type be sure to choose the right report type because itMoreAnd click new report then choose report type be sure to choose the right report type because it determines which records your report returns like accounts or opportunities.
How do I create a report in Salesforce?
To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.
How do I create an opportunity report in Salesforce?
Create an Opportunities ReportClick the gear icon. ... Enter Users in Quick Find and select Users.Click Edit next to your name and change Role to CEO.Click Save.Click the App Launcher. ... Click the Reports tab.Click New Report.More items...
How do I track user activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
How do I make an activity report?
Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.
Can you report on Salesforce tasks?
The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.
How to create a report in Salesforce?
Creating a custom Salesforce report is simple using the following steps: 1 Go to the Reports tab. 2 Click New Report. 3 Select the custom object you’d like to create a report on. 4 Click Create. 5 Add Filter, Properties, and Fields as needed to show your data. 6 Select your report type. 7 Click Save As. 8 Click Run Report.
What are the different types of reports in Salesforce?
There are four main types of Salesforce reports: Tabular, Summary, Matrix, or Joined. Each report format offers a unique way to represent data depending on your analysis needs.
What is a summary report?
A Summary report is similar to a Tabular report, but more powerful. With a Summary report, the user has the ability to group rows of data and create charts. Summary reports are the most commonly used type of report.
What is Salesforce technology?
Put simply, Salesforce is a technology for managing all of your company’s relationships and interactions with customers and potential customers. It is designed to help businesses be successful by facilitating and creating meaningful connections with their clients and prospects.
What is Salesforce CRM?
Salesforce is one of the world’s leading customer relationship management (CRM) software platforms. Salesforce software is used by sales teams all over the world to: Engage and nurture customers with highly relevant, personalized content and customer service.
How much of a salesperson's time is spent on selling activities?
In fact, only 36% of a salesperson’s time is spent on selling activities. A Salesforce report on sales activities can provide an excellent snapshot into your team’s sales productivity to better optimize their workflow.
What is the last report type?
The last type of report is called a Joined report, and is used to compare the data of one or more reports. In other words, a Joined report takes two or more separate reports and compares them.
Remove Duplicates
It’s not very unlikely that you’ll have duplicates of several contacts. This can lead to confusion down the road as you wouldn’t know which contact is the right one that’s still active and you have to go through all the duplicates, wasting more of your time. As soon as you spot a duplicate contact, do yourself a favor and remove it right away.
Regularly Update and Complete Missing Info
Companies tend to update their information quite often, whether it’s just mere little tweaks here and there on their website or completely changing their phone number and address. If you don’t keep up with their changes on crucial information, you’ll be burdened with the hassle of tracing any new information down again.
Remove Lapsed Leads and Inactive Contacts
More often than not, you will have stale leads in your database. What you do with these is not hold on to them in the hopes that they might become active again someday. These stale leads will just sit and unnecessarily crowd up your database. Be sure to regularly de-weed your database of leads that have gone cold.
Find Best-fit Companies and Accounts
The best way to avoid collecting stale and inactive leads is to find contacts that fit the services and products that you offer the most. These contacts are sure to interact with you and be interested in your products and services. This way you don’t clog up your database with contacts that have a slim chance of buying from you.
Identify Relevant Document Management
Document identification is one of the main driving forces when it comes to creating a document management plan.
Conclusion
Keeping track of your Salesforce database is crucial in order to make sure that all your contacts are fresh, up-to-date, easy to access, and nurture. We hope that our tips will help you manage your salesforce database better and more efficiently than before. If you have any more questions, Callbox will gladly help you! Just give us a ring!
If you're not measuring the return of your investment in your digital sales experiences, you might be leaving a lot on the table
Experiences aren’t just about warm and fuzzy feelings. They’re also about cold hard data. Data is the driving force behind great digital experiences because it demonstrates the impact of customer and employee experience strategies. It also pinpoints areas for improvement within your strategy, and determines the next course of action.
Sales as a digital experience
Digital engagement hit a tipping point in 2020, with 60% of interactions between brands and consumers happening online, according to the 4th edition of the Salesforce State of the Connected Consumer report. That’s a huge jump from 42% of interactions taking place online in 2019.
8 Digital sales ROX metrics
Your most fertile ground for sales lives within your existing customer base. A digital sales experience that seamlessly becomes a service, content, and commerce experience can help turn existing customers into prospects for other products.
B2B buying should be as hassle-free as ecommerce
How can you open up new paths for your B2B customers to buy? How can you eliminate buying friction? And how can you learn from customer behavior and really act on it? Here are four strategies to make the shift.
Partner experience metrics
Selling through partners can unlock new streams of revenue. If you sell through partners and create a partner experience, there are some additional metrics you can use to measure ROX, including:
What is the total economic impact of Salesforce Experience Cloud?
According to Forrester, businesses that invest in Experience Cloud see a 342% return on their investment within 3 years. Learn how you can quickly launch digital experiences, save money, and fuel business growth.
How Salesforce Is Organized
In order to get the most out of your Salesforce platform, it’s important to understand the ins and outs of how it’s organized.
How to Set Salesforce Lead Stages
Much like the Stages outlined above for Opportunities, the Lead Object in Salesforce can also be tagged and sorted based on Stages.
Creating a Guided Sales Path in Salesforce
Salesforce Lightning users have the opportunity to cohesively blend the many Stages across the sales process into a guided sales path.
Managing Your Leads, Contacts, and Opportunities in Salesforce
By now, it should be clear that a little bit of organization and customization within your Salesforce account can take your team a long way in mastering a proven, scalable sales process.
Track Sales Activities and Measure Your Progress
Once your team has the architecture in place to adopt and scale your defined guided sales path, you can turn your attention to the day-to-day tasks that will make the biggest difference to your bottom line: sales activities.
February 18th
I reached out to Arnold (the CTO) and he replied mentioning that he had heard really great things about DigitalOcean before copying Adam (their Head of Infrastructure). The CTO deferred me to the Head of Infrastructure and used the exact phrase “in charge of” and not something like “oversees” or “handles on a day-to-day.”
February 25th
Adam (Head of Infrastructure) got back to me after a few days and scheduled a meeting about a week out. He then postponed it, only to ultimately reschedule it again a few weeks later. Adam told me that his COO (a new decision maker), will reach out to me in ~2 weeks. Great, sounds promising.
March 17th
We had an amazing demo with a prospect, established pain points, obtained a mutual understanding of value propositions by both parties, and confirmed next steps. Gregory (COO) asks for some feedback on questions and cost within 2 minutes of ending the call:
April 7th
A week goes by and we heard nothing. At this point, I wasn’t surprised so I sent them two options: 1) Pick a time that they’re available from the following options or 2) Use my Calendly link for easy booking.
April 18th
I reached out with something other than “just checking in” or “touching base.” I was sure to mention two things 1) a congratulations on recent news and 2) recent news on our own company.
May 4th
Rather than sending the prospect another article, I decided to go with the good ol’ saying: “never lose a deal alone.” Don’t be afraid to ask for help; bring in your sales manager or VP, or in this case, your CEO.
