We Want to track Emails, Calls and Sales appointments from our reps. We give points to our reps depending on the activities by day. We are looking into some apps that can do this. However, we would like some advise if there's another way to do this in your experience. Our reps are constantly on the phone and sending emails and sometimes they forget to submit their acitivities correctly.
I appreciate your help on this.
Salesforce is a great tool for tracking daily activities and scheduled events! Through the use of reports and dashboards you can show daily sales activity and what each of your team members are doing / have done. All you would need to do, is set up a way by which you measure the rates of calls (completing vs. open activities) and through the power of one to better analyze activities (not going to get in deep on what this is, but just know that there are ways to show ratios of the calls and events).
The best way to remember Activities is by the following:
-Activities are made up of (a) tasks and (b) events
When it comes to how these relate to Outlook, Events (or Calendar meeting times) will match up with salesforce given the start and end time that you designate in either salesforce.com or in Outlook. Tasks will also sync with salesforce and show up in your To-Dos in Outlook.
Salesforce for Outlook is also a great tool in that it creates an easy bridge for your users to add emails to salesforce w/o copy and pasting (just click a button and its automatically added in SFDC to the contact you sent). The only issue that some people have, which has less to do with Outlook & SFDC, is that Emails don't sync where they are supposed to. The reason for this is that users haven't built in the necessary contacts into Salesforce. Basically, SFO tries to look for a contact to relate to in Salesforce but because it doesn't exist it throws the email to an empty que.
Dashboards & Reports will help your users track their daily activities (tasks and events)
Salesforce for Outlook will help make it possible by creating a bridge between the two interfaces
Best of luck! Let me know if you have any more questions!
Number of individuals targeted by the campaign. For example, the number of emails sent.
Based on that description, I interpret this field to mean "the total number of members for this campaign." If my interpretation is correct, why didn't Salesforce make this field automatically reflect the number of records in the Campaign Members related list?
I am attempting to build a stage duration report to show the length of time opportunities average in each stage. Anyone have any tips?
2. Then select Summary or matrix as the Report format.
3. Group the Report by Opportunity History: From Stage
4. Select the Stage Duration field and Summarize(Average)
5. Get me a beer (because you owe me)
One of our customers is really missing the All activity listview feature as was available in classic (see picture). Reason is that there is a need for them to filter the activities by column as there are many activities in their org. Anyone found a solution for this? Maybe visualforce?
The issue is not being cause by a Trigger as there are no triggers in this org. It is easy to re-produce in any vanilla org.
I want to be able to add a field (custom field) to this Contact Role view:
When I go to the related list of that page layout it says that Contact Role is not customizable. Is there somewhere else I can add my custom field to this palette?
Instead I would create your own Contact Role custom object (Setup > App Setup > Create > Objects). You can add custom fields and customize the related list view to your heart's content.
First off, thanks to all who read and respond to my questions. I really appreciate the help!
My latest question has to do with blocking specific emails from becoming leads. Is there an easy way to do this within SFDC? Maybe this is better handled at the email server level, but I don't have responsibility for it and would like the ability to control it within SFDC.
There are two things you can try.
1. Create a validation rule on Lead Email and prevent to save record if Email field contains specific emails. This validation rule will error out new leads with blocked emails.
2. Ask your developer to run a batch process which runs every hour and delete any leads created with blocked Emails.
I hope this help.
A third field needs the following to happen. It should equal the Opportunity amount roll up field if the adjusted field is blank. If the adjusted field is not blank then this should be the amount in the field.
This is my formula:
(ISBLANK( Adjusted_MRR__c )),
When the Adjusted_MRR__c is blank my field comes up $ 0.00 instead of the Closed_Won_Opportunity_s__c amount. But When the Adjusted_MRR__C is not blank then this amount shows up.
Why is my Closed_Won_Opportunity_s__c amount not showing up??