Activity Forums Salesforce® Discussions How Salesforce deploys sales tracking?

  • Prachi

    Member
    August 21, 2018 at 12:58 pm

    Hi Avnish,

    Salesforce is very meticulous when it comes to recording intricate details like sales numbers, customer details, customers served, repeat customers, in order to create detailed reports, charts and dashboards for keeping track of sales.

    thanks

  • shariq

    Member
    September 16, 2018 at 8:46 pm

    Hi,

    To add more -

    When you initially deploy the new values in your production org, there won’t be any activities with the new values. It takes time for sales reps to generate activity records with your new options. Decide how best to educate your sales team on the updated picklist options.

    Are your sales reps already logging activities? If so, work with sales management to let reps know about the new values in the picklist. A brief email or Chatter post from a sales leader is a good way to get users up to speed on the new picklist choices.

    If your sales reps aren’t already logging activities, then come up with a comprehensive communication and enablement plan. Consider hosting some enablement sessions for your sales users to explain how to track activity in Salesforce—and the benefits. Encourage sales reps to get hands-on experience via Trailhead (see our resources section to find great modules that dig into sales productivity features for both admins and sales users).

    Hope it helps.

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