Intro
CRM software is critical to any business's operations, and Salesforce leads the way in the market. The Salesforce Dashboard provides a summary of lead sources, geographies, close rates, sales pipeline, rep performance, and much more.
Usage
Business questions that can be answered:
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Where are most of my prospects coming from?
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What can I do today to exceed my sales goals?
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Who are my top performing sales reps?
Authentication
You need the following to authenticate:
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A Salesforce environment to authenticate against (i.e. login.salesforce.com or test.salesforce.com)
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Salesforce username
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Salesforce password
Your instance of Salesforce must include API access or have it enabled separately.
Dashboard Reports
For report descriptions, see Salesforce Connector.
Report Configuration / Report Details
The selectable reports will need to be configured as followed:
|
Data |
Scheduling (Change update settings) |
Parameter(s) |
Selection |
|---|---|---|---|
|
Browse Objects and Fields |
|
Salesforce Object |
A list of the tables (objects). |
|
Browse Picklists |
|
Salesforce Object |
A list of the tables (objects). |
|
Deleted Objects |
|
Salesforce Object; Start Days/End Days |
A list of the tables (objects); Enter the number for the most recent and farthest day back that should be represented in the report.
|
|
Query |
|
Query Option; Query |
Select a predefined query (Sales Performance or User Images) or create your own query (Custom); Enter your Salesforce SOQL query here.
|
|
Reports |
|
SalesForce Reports |
Select the SalesForce Report to query against |
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