Learn how to edit reports in Salesforce to quickly increase visibility and help your sales team increase productivity

(Video Length 6:00)

Topics Discussed in How to Edit Reports in Salesforce

Reports are one of the most powerful tool in Salesforce to ensure managers can support and enable sale reps to hit their daily, weekly and monthly targets.

In this quick use case video we explain the basics of building reports so sales managers (and reps if they have access) can build reports to ensure they are tracking to goals.  Building solid reports is fundamental to building dashboards and visualizations.

What You Will Learn:

1. Starting in Reports Tab
2. How to use fields
3. How to access report outlines
4. How to filter information you see in reports
5. How to define dates for reporting
6. How to set up reports for dashboards
7. How to group by lead/opportunity status
8.  How to add charts
9. How to edit reports to refine them

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.

In this 2-minute video we teach a business development and/or sales reps how to log calls in Salesforce and best practices for capturing data to ensure recall, accurate tracking and reporting.  

(Video Length 2:00)

Topics Discussed inmHow to Log Calls in Salesforce

In this quick use case video we help reps find where to find their activity and how log calls in Salesforce to ensure reps are recording information accurately. When information is captured correctly, they can find that information in the future to help move deals forward. It also ensures their activity so reps and managers can run accurate “Activity Tracking” reports.

What You Will Learn:

1. Where to locate your leads
2. Where to log activity
3. Best practices for recall and reporting activity
4. Where to add notes
5. How to ensure information was saved
6. How to edit after saved  

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.

Users that are just getting started with Salesforce Account Engagement will learn how to build and send an email with Salesforce Account Engagement (Pardot)

In this 2:00 minute video we teach a business development and/or sales rep how to create leads in Salesforce.

(Video Length 2:00)

Topics Discussed in How to Create Leads in Salesforce

In this quick use case video we demonstrate how a rep can add new leads into the system (e.g. a referral or inbound call that is new to the database).

What You Will Learn:

1. Where to locate the lead app (if necessary)
2. How to understand what information is required to add a lead
3. How to save lead
4. How to check and edit lead

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.

In this short video we will  show you how to add s prospect to automation campaign by moving lead from Account Engagement to a Salesforce prospect campaign.

 (Video Length 7:30)

Topics Discussed in How to Add Prospect to Automation Campaign

In this video you will learn how to work between systems to move leads from Account Engagement into Salesforce to run a prospect campaign.

What You Will Learn:

1. Where to find automation rules
2. How to create an automation rule
3. How to create the action
4. How to add to a specific campaign/activity
5. How to preview (check your logic)

About The Presenter

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.

Users that are just getting started with Salesforce Account Engagement will learn how to build and send an email with Salesforce Account Engagement (Pardot)

(Video Length 10:20)

Topics Discussed in How to Build and Send an Email with Salesforce Account Engagement (Pardot)

In today’s lesson we are going to explain how to send a list email from start to finish.  A list email is a one time email campaign, sent one time and sent to a specific list (segment) in your target/lead database.  List emails would be used for sending offers like white papers, newsletters and announcements.

What You Will Learn:

1- How to find and build lists

2- How to create an email or email template:

• • Selecting email type
  • Accessing and using templates
  • Customizing with the editor
  • Synching or using custom HTML

3- How to select greeting, the send address and response address

4- How to set up completion actions (completion actions are next steps if a lead engages with the campaign)

• • Assign a user
  • Set a task in Salesforce
  • Score the lead

5-  How to schedule and deploy the campaign for final send

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.