Einstein Next Best Action: How to Invoke DocuSign as an Action Custom buttons created by the DocuSign for Salesforce app do not work with Einstein Next Best Action because the buttons invoke the DocuSign API via a Visualforce page. If […]
Salesforce Forecasts + Quotas: Custom Report Types for Actual vs Quota Reports This is the sixth video in our Salesforce Forecasting Series! One of the limitations in Salesforce Forecasting is when a manager views their forecast in the Forecast tab, […]
Salesforce Forecasts + Quotas: Custom Report Types for Actual vs Quota Reports This is the fifth video in our Salesforce Forecasting Series! You will learn how to add create two custom report types that let you generate reports from your […]
Salesforce Forecasts & Quotas: Add Custom Data + Reference Data Columns to Forecast Page This is the fourth video in our Salesforce Forecasting Series! You will learn how to add reference data columns to the Forecast page. Reference Data columns […]
Salesforce Forecasts & Quotas: Add Calculated Columns to Forecast Page This is the third video in our Salesforce Forecasting Series! You will learn how to add calculated columns in the Forecast tab. Calculated columns allow you to add columns that […]
Salesforce Forecasts & Quotas: Import Quotas with Data Loader This is the second video in our Salesforce Forecasting Series! You will learn how to import quotas using Data Loader. Manually adding quotas in Setup under Forecast Quotas is not efficient […]
Salesforce Forecasts & Quotas: Initial Setup & Configuration This is the first video in our Salesforce Forecasting Series! You will learn all of the ins and outs to Salesforce’s Collaborative Forecasting tool. We have implemented this tool many times over […]
Salesforce Campaign Influence: Even Distribution Campaign Attribution In this video, you will learn how to setup the flows needed to create Campaign Influence records for a Last Touch Campaign Attribution custom model. The flows we work on in this video […]
Salesforce Campaign Influence: Last Touch Campaign Attribution In this video, you will learn how to setup the flows needed to create Campaign Influence records for a Last Touch Campaign Attribution custom model. The flows we work on in this video […]
Salesforce Campaign Influence: First Touch Campaign Attribution – Part 1A + 1B Series In these videos, you will learn how to setup the flows needed to create Campaign Influence records for a First Touch Campaign Attribution custom model. The flows […]
