Open Salesforce and sign in to your account. Click Admin on the top left corner of the screen, and then click Settings. Under General, click Activities and then click Setup Salesforce Activity Tracking. On the Setup Salesforce Activity Tracking page, enter your organization’s name and contact information.
Full Answer
Should you track your sales activity in Salesforce?
If you’ve invested in Salesforce, you almost certainly want to take advantage of it by tracking your sales activity in Salesforce. Maybe this is something you’re approaching for the first time, or — and this is perhaps more likely — you tried at one point to use Salesforce for this purpose, and you’ve since begrudgingly given up.
What are Salesforce’s business values?
Salesforce’s standard values here are ‘New Business’ and ‘Existing Business.’ These designations might make sense if you only have one offering and are selling to both new customers and back into your existing customer base. But if you offer more than one service, you’re likely going to need to make some adjustments.
How to track the daily activities of the users?
as simple as i would like to track the user daily activities including with Login time and logout time date. your answer is highly appreciated. Go to Setup->Administrative Setup->Security controls->View Setup Audit trail.
How to track referral activity by user?
Track Referral Activity 1 From the home page, click More in the menu bar and select Dashboards. 2 Click All Dashboards. 3 Click Referral Performance by User. More ...
Can you track activity on Salesforce?
With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.
How do I track user activities 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 run an activity report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
How do I find activity history in Salesforce report?
Select the Show: Completed Activities option in the middle filter dropdown. This will limit the report to activities that have already taken place. Select Summary format. This way you will get a count of the rcords automatically.
How do I monitor Salesforce?
17 Free Ways to Monitor Your Salesforce OrgApplication Logging Framework. ... Tooling API. ... REST API – Limits. ... Setup Audit Trail. ... Health Check. ... Salesforce Optimizer. ... System Overview. ... Apex Exception Emails.More items...•
What is Salesforce activity?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
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.
What is daily activity report?
An automated daily activity report is generated by an automated time tracking software that tracks all your time like work time, productive time, unproductive time, idle time, shift time, etc. After capturing all the data makes an automated report for employees.
What is an activity report?
What is an Activity Report? Depending on the organizational context, an activity report can go by a number of names: work log, progress report, project update, or status report. Taken as a whole, activity reports are a form of workplace communication that describes, in clear and concise terms, a project's progress.
How long do activities stay in Salesforce?
While Archived activities will appear in your Activity timeline, you will not be able to report on them. Consider yourself warned. This can be extended to up to 10 years by logging a case. Salesforce will consider extensions beyond the 10-year maximum in very limited cases that have a compelling business reason.
What is dashboard in Salesforce?
The dashboard is where all the work you’ve done to customize your opportunity object, as well as your commitment to tracking your sales process in Salesforce, will pay off .
Why is Salesforce value only one standard value?
You can see that one standard Salesforce value remains, and that’s only because it’s a useful designation for Mark. The rest are all custom to his process.
What to do once you have decided on your conversion point?
Once you’ve decided on your conversion point, you need to start thinking about some specific fields on the opportunity record and how to customize them to reflect your sales process.
What should your sales process dictate?
Your sales process should dictate what you add. Don’t go crazy with custom fields just because you can. Remember, someone (probably you) is going to be responsible for updating them, so be real about how much data entry you really want to do.
Can Mark click on any opportunity names?
From here, Mark can click on any of these opportunity names and be taken directly to that record. This is his homebase.
Is stage field helpful in Salesforce?
The stage field can be fairly unhelpful, however, if you don’t take the time to cater it to your specific process . Salesforce’s stage picklist comes filled with the following standard values:
Can you see your Salesforce activity?
Using Salesforce’s Activity Tracking, you can log your calls and emails and set up tasks and reminders for yourself so you can keep yourself on target and make sure nothing slips through the cracks. You’ll be able to see your open tasks and events on your Salesforce homepage as soon as you log in.
How to get users up to speed on new picklist?
Are your sales reps already logging activities? If so, work with sales management to let reps know about the new values in the picklist. A brief email or Chatter post from a sales leader is a good way to get users up to speed on the new picklist choices.
How long should you log sales activity?
After your sales team logs activities for a month or two , analyze the patterns, and see if any indicators of success emerge. Determining which activities lead to new deals is of great interest to most sales reps. Wouldn’t it be great if everyone had a higher win rate?
Which sales reps have the highest win rate?
Looking at the win rates, two sales reps have the highest win rates—Cindy Central and Kasey Central. Look for patterns in their activity breakdown on the right—both Cindy and Kasey have logged site visits, and Cindy logs demos. Other sales reps aren’t logging any activities. The central team appears to have landed on some approaches that work. These kinds of insights serve as a great blueprint for other sales teams.
Can you deploy a picklist?
Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option to drill down into their particular team.
What are Salesforce campaign outcomes?
Every campaign has a specific outcome. In Salesforce, the values in the Member Status picklist capture campaign outcomes . Customize your member status values to represent the possible outcomes for your campaigns. For example, for an event campaign, your member status values may include Sent, No Response, Registered, Registered - Attended, Registered - No Show, and Registered - Canceled.
Can a salesperson manually update campaign history in Salesforce?
To track these types of non-automated responses, a sales or marketing team member can manually update the Campaign History for the lead or contact in Salesforce.
Can you import offline lists into Salesforce?
The names contained in these offline lists can be imported into Salesforce as new campaign members . With the campaign import wizards, you can directly associate a lead or a contact with a particular campaign, and specify their individual responses to each campaign. You can also mass update the status of campaign members using the campaign update wizard.
Can you track responses in Salesforce?
To track these types of responses, you can use Salesforce Web-to-Lead functionality to create a form for your landing page. You will want to include the Campaign ID and Member Status fields in the Web-to-Lead setup and have your webmaster hide these fields so that you can track the values but prospects are not aware of them.
How to remove referral performance?
Remove the Referral Performance component by hovering over it and clicking the delete icon .
What is referral view?
The Referrals view shows details about the number of referrals, the number converted and rejected, the conversion rate, and a list of people referred.
Does Matt show dashboards?
Matt shows her some built-in dashboards.
Conversion
Opportunity Stage
Opportunity Type
Contact Roles
Primary Campaign Source
Other Fields
Activity Tracking
- In addition to tracking information specific to each deal using the fields outlined above, you’ll also want to track your activity around those deals. Using Salesforce’s Activity Tracking, you can log your calls and emails and set up tasks and reminders for yourself so you can keep yourself on target and make sure nothing slips through the cracks. ...
Pulling It All Together with A Dashboard
Learning Objectives
Introduction
Introduce Picklist Updates
Analyze Key Sales Activities
- Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives man...
Monitor Usage
Resources