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Salesforce QuickStart App

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=salesforceqs

Intro

CRM software is critical to any business's operations, and Salesforce leads the way in the market. The Salesforce QuickStart 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?

 

Metrics included in the app:

THIS SECTION UNDER CONSTRUCTION

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

Your instance of Salesforce must include API access or have it enabled separately.

QuickStart 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

QuickStart Data

THIS SECTION UNDER CONSTRUCTION