What is demos in Salesforce?
Demos give you the opportunity to showcase Salesforce to your audience, some of whom may never have seen it before. Give you the opportunity to show and tell the range of features that are available to meet your customer’s needs and to also know the possibilities.
What can you do with Salesforce?
From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything. But how do you track the time your employees spend on any of those Salesforce solutions?
Why should I watch these demos?
Watch these demos to help you deliver better sales, service, marketing, and more. See how to better deliver sales, service, marketing, and more. Questions? Talk to an expert: 1800-420-7332
How to keep track of time in Salesforce?
You need an accurate system that will help you keep track of projects’ progress and how productive your employees are while using Salesforce. Here are two ways to easily track time in Salesforce: The Salesforce AppExchange is a web store that allows you to download tons of extensions for your Salesforce app suite.
2. Prep Work (Before you start building)
Participate in a discovery exercise before you prepare the demo to elicit their pain points and high-level functional needs so you can tailor the demo.
3. Building a Salesforce Demo
Add data that gives personalised touches to the client e.g. accounts or products that relate to their story.
5. Demo Run Through
Have tabs open in your browser to speed up the demo where relevant – don’t jump through journey though.
How long does Salesforce keep history?
You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
Can you include the old and new record in a lookup field?
If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.
Does Salesforce keep track of history?
Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
What is Salesforce platform?
The Salesforce platform is a collection of productivity software that’ll help you automate various aspects of your business. From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything.
Why is Salesforce important?
Here are three key reasons why: 1. Get A Grasp On Project Progress And Improve Transparency.
How to install time tracker on Salesforce?
Here’s how you can install an automatic time tracker from the Salesforce AppExchange: Step 1. Log in to your Salesforce account and go to the Salesforce AppExchange. Step 2. Search for Time Tracker and click on an app of your choice. Step 3. Click on Get It Now and select the environment type you want to install it in.
How many clients does Salesforce have?
It has grown into a company that caters to over 150,000 clients worldwide — including tech giants like Google. Salesforce offers several cloud-based products that focus on sales, marketing, customer service, and commerce – used by companies in industries like: Banking and Finance. Communications.
How to add Time Doctor to Salesforce?
Here’s how you can add the Time Doctor extension to Salesforce: 1. To use the Time Doctor 2 Chrome extension, ensure that you’re using the interactive (not silent) version of the Time Doctor desktop software. Now, enable the Projects & Tasks feature in Settings > Company Setting. 2.
Does Salesforce have a time tracking system?
Instead, using a time tracking system in Salesforce can help you identify which tasks are being completed on time and which tasks are taking longer than expected.
Can you track time on Salesforce?
Additionally, when you track time across all Salesforce apps, you won’t have to ask your employees how long they spent on each task. Using a time tracker will even help you be more transparent with clients.