Emma at improveit 360
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Recent activity by Emma at improveit 360-
Call Center and Campaign Reports
In this video series we will cover the most commonly used Call Center and Campaign Reports. We will discuss the metrics than you can glean from these Reports. We'll show you how to identify pending...
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Where can we find our Salesforce Organization ID?
Follow along with this Article to locate your company's Salesforce Organization ID. Click on your Username and go to Setup In the QuickFind and search for Company Information Go to the Company I...
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How to change a Report Grouping
Follow along with the video below, or follow along with our click-path and screen shot instructions below to change a Report Grouping. Change Date Range, Sort Order and Grouping From any Summar...
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Evaluating Campaign Re-Calls and When to Adjust Campaign Settings
One of the most common pitfalls after implementing the Call Queue is setting too many Re-Calls within your Campaigns, such that your call center agents aren't able to call through all the Re-Calls ...
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Using Cross Filters and Field Filters in Reports
The Salesforce Report Builder comes with a variety of features including Cross Filters. This video series covers the best uses for Cross Filters as well as some of the pitfalls or assumed outcomes ...
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Where can I set Email Templates to send automatically?
The Email section of the Settings Tab which Email Templates are set to be sent to your Staff and your Prospects. Remember to click the big blue 'Save' button at the top of the page after you make ...
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How to locate the 18 digit Salesforce Record ID?
On any Object within the system you can create a Formula field to display the 18-digit Salesforce Record ID for each record on that Object. The System Administrator User will navigate to Setup Cre...
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Report Formulas vs Formula Fields
This video in our Admin series covers the difference between building a Formula within a summarized Report, and building a Formula Field on the Object. There are use-cases for both types of Formula...
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Sales Efficiency by Rep Report change Date Ranges, Sort Order and Groupings
This video will show how to quickly search for a Report in your system. We will use the Sales Efficiency by Rep Report as our example. We'll use this report to Change Date Ranged, Sort Order and G...
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Report Types
This video discusses where to see which Objects/Record Types are being queried when using a specific Report Type. We also discuss the importance of knowing the different between a WITH object relat...