Salesforce Dashboard App

Intro

CRM software is critical to any business’s operations, and Salesforce leads the way in the market. The Salesforce Dashboard provides a summary of lead sources, geographies, close rates, sales pipeline, rep performance, and much more.

Usage

Business questions that can be answered:

• Where are most of my prospects coming from?
• What can I do today to exceed my sales goals?
• Who are my top performing sales reps?

Authentication

You need the following to authenticate:

• A Salesforce environment to authenticate against (i.e. login.salesforce.com or test.salesforce.com )
• Salesforce username
• Salesforce password

Your instance of Salesforce must include API access or have it enabled separately.

Dashboard Reports

For report descriptions, see Salesforce Connector.

Report Configuration / Report Details

The selectable reports will need to be configured as followed:

Data	Scheduling (Change update settings)	Parameter(s)	Selection
Browse Objects and Fields		Salesforce Object	A list of the tables (objects).
Browse Picklists		Salesforce Object	A list of the tables (objects).
Deleted Objects		Salesforce Object; Start Days/End Days	A list of the tables (objects); Enter the number for the most recent and farthest day back that should be represented in the report.
Query		Query Option; Query	Select a predefined query (Sales Performance or User Images) or create your own query (Custom); Enter your Salesforce SOQL query here.
Reports		SalesForce Reports	Select the SalesForce Report to query against