Reports and dashboards display how you performed in the past and what’s happening at the moment. They are important to driving success and implementation of any CRM project. The information provided by reports and dashboards is especially important in today’s arena, where it’s critical to be proactive, rather than reactive,
Salesforce introduces this feature with winter’14 release. A Salesforce console is designed to increase productivity for users in fast- paced environment. The console’s dashboard-like interface improves the Agent Console by eliminating time-consuming clicking and scrolling, hence you can quickly find, update, and create records. Sales console helps “Inside Sale” reps
Opportunity splitting help you to share sales credit across an opportunity team. Salesforce introduce this feature with Summer’13 release. If your sales process includes multiple team members that should receive some portion of credit for a closed-won sale/deal, then you can use this feature. Business Use Case :- In Universal
In last article Orders Management in Salesforce – Part 1 I have gone through the way to Enable, Create and Activate Order. In this article I will be going through Deactivate, Delete and Reduction Order, Reports concepts. Deactivate Orders To activate or deactivate orders it’s required “Activate Orders”user permission in the
An order is a contract between a company and a customer to provide services or deliver products with a known quantity, price and date. You can use orders to automate your organization’s post-deal process. After Spring’14, Orders are now generally available. You can use Orders to customize your order management
Salesforce allows us to upload various types of Documents. You can upload these documents as an Attachment or in the Document’s section. Salesforce offers File storage for each edition. It includes files in attachments, Document’s tab, File’s tab, File field, Salesforce CRM Content, Chatter (including user photos), and Site.com assets.