We are brand new to Salesforce (Implementing Lighting) and something we would like to include possibly down the line, doesn't have to be start up is showing our Sales team their budgets for Customer Relation Spends and where they are spending the money (amount by customer). Thinking it would be something visual on their dashboard. Anyone have this? Was it an app or did you build it yourself? Thank you!!
5 comentários
Are you tracking this in a system today? You will want to consider where you are tracking it today and if it makes sense to start tracking it in Salesforce instead (or if you need to integrate)— like if it is an excel file today it makes a lot of sense to build a new object in SF related to the account and build a process for tracking those details there. Then you can easily build reports from it!
