Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Enjoy!

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Create a URL-Driven Salesforce Activity Report

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How to Access LinkedIn Profiles from Your Salesforce Leads