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:- Where are most of my prospects coming from?
- What can I do today to exceed my sales goals?
- Who are my top performing sales reps?
Authentication
You need the following to authenticate:- A Salesforce environment to authenticate against (i.e. login.salesforce.com or test.salesforce.com )
- Salesforce username
- Salesforce password
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 |