Salesforce How-To Thursdays - 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.

Watch it here:

https://www.21knots.com/resources/opptypushcount

#Opportunity #Flow #Project #Reports & Dashboards #Automation