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Track Opportunity Stage on Activities

By Salesforce Labs

Understand which activities are happening at each stage of your sales cycle

Free  

Never requires payment

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Business Need
Forecasting

This app allows you to track and analyze how many and what kind of activities are being logged at each stage of your sales cycle. Know where your sales team is spending their energy and which activities are really moving deals forward.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Track Opportunity Stage on Activities/V1.1 1.1.0
Listed On
07/21/2015
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/21/2015

Additional Details

This app allows you to track which and how many activities (tasks/events) your sales team is logging at each stage of your sales cycle. A custom field on each activity called "Opportunity Stage" gets automatically updated whenever an activity is logged on an opportunity. This field is fully reportable, so you can analyze which activities really move the needle in your sales process and where your reps are really spending their time.

Need help?

Salesforce Labs

San Francisco, CA, USA

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