Salesforce Adoption Dashboards vs QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights

This Package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. Downloading this app creates a "Salesforce Adoption Dashboards” Dashboard folder and a “DB – Adoption” Report folder with their associated reports and dashboards. This package can be leveraged with other AppExchange Adoption Dashboard packages and can also be customized to track the specific metrics that are important to your organization. Either way, it’s a great starting point for kicking your companies’ adoption into high gear. June 2024 update: due to moving away from profiles, this package now contains a custom permission set called Salesforce Adoption Dashboard Admin that you can assign to users. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7

1. Visual intelligence that guides users to the right action - Conditional Formatting, Instant filtering, User Based Column Management, Multi level grouping and subtotaling 2. Zero Copy real time ERP or backend data visibility at the point of decision. Surface data easily from NetSuite, SAP, MS Dynamics or any backend / Fulfillment system without need for complex middleware 3. Agentforce Insights at the Point of Work leveraging data from both; Salesforce and your Backend Systems without ingestion in to Data Cloud 4. Turbocharged Salesforce with embedded Excel and Google Sheets with bi-directional sync. Now you have both, Excel and Google integrated visually and contextually to your quoting process 5. Scalable quote management with multi user collaboration. No quote line limits Highlights Data remains within Salesforce: Not taking any data outside of Salesforce User remains within Salesforce: Not taking the User outside of Salesforce Complement, not replace Adding capability, not replacing or recreating existing core RLM & CPQ capability No Change to existing implementation There is no change needed as this is literally plug and play.