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,
Tag: spring14 enhancement
Salesforce Console for Sales
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
Setting up live agent in Salesforce
These days’ customers expect fast replies and quick resolutions. With Live Agent web chat, you can give them quicker responses to their queries, at a minimal price to you. Live Agent provides users the ability to interact with the agents through webchat to get more information about specific product or
Splitting Credit across Your Sales Team
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
Private Messages in Communities
After Spring’14 release users can now send Chatter messages to other members within a community. These messages allow you to have secure private chats with other users, and they don’t appear in your feed, your profile, global search results, or any other part of Chatter that’s publicly visible. Enable Private
Orders Management in Salesforce – Part 2
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
Orders Management in Salesforce – Part 1
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