Open Business Manager. Click Merchant Tools > Analytics > Reports and Dashboards. Open the Product dashboard.
- In the Products Consumed related list on a work order or work order line item, click New.
- If applicable, enter a work order line item. ...
- In the Product Item field, select the product item where the part originated. ...
- Enter the quantity consumed.
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.
How to set history tracking for custom objects in Salesforce?
Once that's done, go to the Fields & Relationships for the custom object, click "Set History Tracking" and select the fields you'd like to track. Salesforce isn't entirely consistent in how it keeps track of history for each kind of object.
Where can I See my open tasks and events in Salesforce?
You’ll be able to see your open tasks and events on your Salesforce homepage as soon as you log in. There are also a number of third party apps that can help with activity tracking.
How do I report on changes in custom objects in Salesforce?
Salesforce offers built-in reports for many of the standard object history types. If you've enabled reporting on your custom objects, their history reports will show up as well. If you're familiar with Salesforce reporting generally, it's not too hard to build a report that gives you a log of changes for a given record.
How are products tracked?
Traceability reveals the path a product has taken from production through distribution to its destination. Both of these tasks require the printing of an identification code on the product or package, which can then be accessed at any time through an online tracking system.
How do I track a shipment in Salesforce?
Track Inventory ShipmentsFrom the Shipments tab, click New.In the General Information section, add details about the shipment's origin and destination. ... In the Tracking Information section, add details about the shipping provider and delivery date.Add a description explaining what is being shipped.Save your changes.More items...
Does UPS use Salesforce?
UPS did it with Sales Cloud and the power of the Salesforce Platform. Join us to hear how their sales teams can access Salesforce data on-the-go and collaborate in real time across regions and business units.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
How many touchpoints does it take to convert a prospect into a customer?
According to Google, for low-cost products like a chocolate bar it could take as many as 20 touchpoints to convert a prospect into a customer. While high-cost products like flights could take up to 500!
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
Conversion
The first question you need to ask is: At what point does someone go from being a lead in Salesforce (see this post for more information about what a lead is) to being an opportunity? This is your conversion point.
Opportunity Stage
The first field to consider is Opportunity Stage. If customized correctly, this field will give you a ton of insight into what’s happening with a particular sale. You’ll know where this opportunity is in the sales process, what the probability of the sale is, and the next step in the process.
Opportunity Type
The second question we need to ask is “what do you sell?” Do you have multiple offerings or services that your customers are buying? Do you want to be able to report on what you’re selling most frequently, or what exactly a certain customer has purchased?
Contact Roles
A Contact Role defines the part that a contact plays in a specific account or opportunity, so you should use contact roles to keep track of who you are working with on a particular deal. Often, the primary contact will be the lead who originally contacted you about the opportunity.
Primary Campaign Source
The last field I would recommend updating on your opportunity records is Primary Campaign Source. If you’re following our advice, you’re tracking all your higher-level marketing touchpoints using Salesforce’s campaign functionality. If you’re not using campaigns, my blog post next month will go into greater detail about them.
Other Fields
Those are all the really important standard fields to pay attention to on the opportunity record. There are other fields that come standard on the Opportunity object that you might find helpful to use, like Next Step or Description, but that’s up to you. You also might have other things you want to track, and in that case, the sky’s the limit.
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.
How long does it take Salesforce to process an order?
You can recall the order to edit products, quantity, and price. Salesforce waits at least 2 hours to start processing a received order. You have at least 2 hours to recall the order. In Process. Salesforce is reviewing and processing your order.
Why is tracking order status important?
You track status to see what’s happening with your orders. Tracking order status is as important for you as understanding order type. COA orders are active entities, changing from state to state. One minute they’re in draft form and the next they’re being processed.
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.
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.
Do sales reps log activities?
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. After your sales team logs activities for a month or two, analyze the patterns, and see if any indicators of success emerge.
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