The lead status field is often a source of contention between Marketing and Sales within an organization. The field is typically used to communicate the status of a record to both the reporting users and the sales rep who is working the lead. The reporting user wants to see explicit...
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Take a look at the funnel dashboard below. If you have ever wondered how to get funnel metrics in Salesforce this is the post for you. If you are designing a funnel in Salesforce or simply trying to report on one, these two ideas will help you make sense of...
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Dealing with date/time formatting when importing into excel can be a bit confusing and can cause data errors if done incorrectly. Whether you are importing data from a different data source into a date/time field or simple back populating a field based on another date field, the format you import...
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One of the most important aspects of a Salesforce Administrator’s job is finding ways to make working in the system as easy a possible. The extra clicks or seconds of decision making that end-users go through in a system that is not optimized add up quickly over the course of...
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Most common reporting tasks require organizing fields on one object, but when you start working with multiple objects in a single report its important to understand the implications of the object model on report calculations. Object relationships can be one to one or one to many, and in a one...
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The release preview for Summer ’14 has been available for a few weeks and now that we have had a chance to get our hands on things and test them out here are the 3 feature improvements that will benefit marketers most. Salesforce1 Mobile Reporting Enhancements Mobile reporting is definitely...
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Attributing revenue to campaigns has been a difficult challenge for data-driven marketers since the beginning. Throughout time, the tools and methods available to us have gotten more powerful and sophisticated, from single campaign attribution, to multi-touch, and most recently weighted influence. The earliest methods would attempt to find a single...
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Salesforce natively supports a feature called Campaign ROI, which is a way to look at campaign performance in terms of the dollars spent on the campaign. The nice thing about this is by accounting for the cost of a campaign you are normalizing your performance based on spend. This allows...
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The Salesforce1 platform changes with every release, and the release notes are consistently several hundred pages. Here are 5 new features you may have missed in the release notes that may make your life in Salesforce a bit easier. 1. Flexible sorting in reports If you’re a veteran Salesforce Report...
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While it may be fun to check your quarterly or yearly dashboards from you phone, most of your traditional dashboards are probably better suited for close examination on a desktop. However, there are definitely certain types of data that benefit from rapid on-the-go access, here are three of them. 1....
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