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
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- adoption dashboard2×1.40%
- custom2×1.40%
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- report folder2×1.40%
- reports2×1.40%
Epicor CPQ, Advanced & Visual Configurator
Epicor CPQ is a standalone configure, price, quote solution designed for complex products. It integrates with Salesforce Sales Cloud and other CRM and ERP systems, enabling organizations to streamline quoting without disrupting their existing technology environment. Built for manufacturers and distributors, Epicor CPQ simplifies complex configuration, pricing, and quoting processes that often rely on manual work, spreadsheets, or engineering support. Sales teams, partners, and customers can configure products through guided workflows, ensuring every quote is accurate, complete, and aligned with business rules. For products that benefit from visualization, Epicor CPQ also offers optional 2D and 3D experiences to enhance the buying process and improve customer engagement. Beyond quoting, Epicor CPQ connects sales and engineering by automating downstream processes such as proposal generation, sales drawings, CAD files, and bills of materials, supporting efficient engineer-to-order (ETO) workflows. The result is faster quote turnaround, improved accuracy, and a more scalable approach to selling complex, configurable products.
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