For Administrators

  • October 30, 2018

    How to Track First Response Time on Salesforce Leads

    One of the many challenges many sales and marketing teams face using Salesforce effectively is to be able to easily track how fast leads are being responded to by their sales teams. Salesforce, unfortunately, does not provide the easiest way out of the box to track how fast your sales teams are logging the first call or email to the prospect.

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  • Last Won vs. Last Lost Opportunities Contacts
    May 5, 2017

    How to Create a Last Won or Last Lost Opportunity Contact Report

    As a Salesforce system administrator, you've probably heard of these common requests before. For example, has anyone in sales, preparing for a calling campaign at the beginning of the year to drive business, walked over and asked you, “what accounts did we win opportunities with last year and who are their contacts?” Or, what about when ma

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  • first wave dashboard
    June 30, 2016

    How To: Create Your First Wave Analytics Dashboard

    Wave Analytics is a Business Intelligence solution that works natively with Salesforce. "Native integration" means that it is super easy to get up and running with some cool dynamic dashboards, if you're already using Salesforce! Some may ask, "Why do I need Wave Analytics when I already use Salesforce Reports and Dashboards?" Well, my

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  • June 2, 2016

    Analytic Cloud Lingo: Learning the Language to Surf the Wave

    Wave Analytics (Wave), in its simplest form, is a Salesforce (and therefore cloud-based) reporting tool. The tool itself is super powerful and very cool, but its ability to pull in data from outside sources is what sets it apart the most from your Salesforce Report Builder. Wave also allows you to visualize and dissect your data like never bef

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  • Jump Start Your Wave Engine for Sales_OpFocus
    April 14, 2016

    Jump Start Your Wave Engine for Sales

    Wave Platform Salesforce announced the Wave Platform two years ago at Dreamforce. Since then, Wave has revolutionized the way we look at data. Taking in the tedious ETL processes and packaging them up into user friendly, wizard driven approach, Wave was readily built for businesses to start analyzing their data in much more meaningful fashi

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  • 5 report features_OpFocus
    February 9, 2016

    5 Simple Report Features You Might Not Be Using (But Should Be)

    For any user that reads or builds reports in Salesforce, this blog is for you. These five simple tips to report building in Salesforce take only seconds to perform but have a powerful punch. Practice these and to make your reports (and yourself) go the extra mile. 1. Exception Reporting and Cross Filters Before the Cross Filter feature in t

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  • December 17, 2015

    How to Remove Decimal Points from Dashboards and Charts

    Have you ever tried to remove decimal points from a dashboard or chart with no success? Even if the underlying report displays whole numbers, the new Salesforce charting engine 2.0 shows decimal points in both the chart and corresponding dashboard component. This takes up additional space on the dashboard that is often not necessary. Clean up

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  • Use Trending in Salesforce For Powerful Charts & Dashboards
    March 20, 2015

    Use Trending in Salesforce For Powerful Charts & Dashboards

    [fusion_text]Peter Drucker was quoted as saying, "What gets measured gets managed."  As a continuation of the thought, I'd like to add, "Measurements that are trended over time are better understood and more likely to be acted upon."  Combine these two thoughts with the power of Charts and Dashboards in Salesforce and we're on to something b

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  • smart sales dashboards
    March 4, 2014

    How to Understand Sales Results: Dashboard Dynamism & Filters

    The Salesforce Spring '14 release is upon us, and includes a new feature related to Dashboard Filters (which I'll discuss below) that reminded me how useful Dashboard filtering can be for sales managers, and is especially true when you want deeper sales results insights from a single dashboard with just a few clicks. Dynamic Dashboards By no

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  • February 18, 2014

    Sales Operations Dashboard: 5 Useful Dashboards Reports and Hints

    "Sales success comes after you stretch yourself past your limits on a daily basis." – Omar Periu How do we know what our limits are and what is expected of us on a daily basis? Sales Reps are a special breed of individuals, with a certain personality and drive, that make them successful at their jobs. The best Reps come in every day mo

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