Salesforce Adoption Dashboards
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
Top keywords
- adoption5×3.50%
- dashboard4×2.80%
- folder4×2.80%
- dashboards3×2.10%
- package3×2.10%
- salesforce3×2.10%
- adoption dashboard2×1.40%
- custom2×1.40%
- dashboard folder2×1.40%
- report2×1.40%
- report folder2×1.40%
- reports2×1.40%
Account Planning Agent
Account Planning Agent helps revenue teams activate Salesforce Account Planning with Digital Labour that keeps strategic plans current, actionable, and tied to growth. Built on Salesforce Agentforce and configured through mindZvue’s Agentforce Enablement methodology, the agent monitors approved account data, sales activity, stakeholders, opportunities, and planning inputs. It helps teams reduce manual planning effort, refresh plan context, identify whitespace, review stakeholder coverage, detect risks, capture post-meeting updates, and generate QBR-ready summaries for leadership reviews. Instead of treating account planning as a static form, Account Planning Agent gives reps and managers a live planning assistant that nudges action, recommends next steps, and turns account strategy into execution. Key capabilities include guided plan creation, auto-populated context, whitespace intelligence, stakeholder gap detection, SWOT support, competitor notes, plan summaries, collaboration support, and agent recommendations. Designed for teams that want Salesforce Account Planning to become proactive, consistent, and growth-focused.
Top keywords
- planning8×5.52%
- account7×4.83%
- account planning5×3.45%
- agent4×2.76%
- plan3×2.07%
- salesforce3×2.07%
- teams3×2.07%
- account planning agent2×1.38%
