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.
Get Custom Salesforce Notifications on Your Phone!
This project involves building a Flow that leverages the Decision, Assignment, and Action elements. The result: Custom notifications on your phone that trigger when an opportunity is within 7 days of closing!
Add Color to Your Reports
Add status red/yellow/green "traffic light" images to a Salesforce report via a formula field. This gives you a glimpse as to which opportunities are coming due, are past due, or are closing out at some point in the future.