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Sales Coach
- Business Need
- Sales Methodologies
Sales Coach is a tool to help sales people sell. Sales Coach helps drive consistency across your entire sales organization and empowers your sales people by aggregating the materials they need in one place.
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I liked that. can be helpful for sales cadences as well as integration with high-velocity sales features. It enhanced the sales process
Doesn't Install
Got an error message saying "The name "Opportunity_Record_Page" is already used on component type: Lightning Page. Please rename existing component." Isn't Opportunity a standard object? I don't have a lightning page called "Opportunity_Record_Page" in my org.
Can't Install
Error: This app can't be installed. There are problems that prevent this package from being installed. (Opportunity_Record_Page) Component Access denied to component forceChatter.recordFeed Container We don't use Chatter or Lightening - could that be the issue?
Can't install without domain?
There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "You must have My Domain deployed to use component c:SalesCoachLightning.".
Causes Flow and Class/Trigger errors on other objects and unable to uninstall
We were kind of excited about this app, which would allow us to guide sales reps through the sales process. Even if it was only available on the Lead object w/ the free version, we still had plans on piloting it for a possible upgrade to the paid version which would allow us to use it on Opportunities and maybe even Cases. However, it caused so many problems with Flows, Triggers and Classes, causing code to error out and fail testing in the sandbox, that we decided to get rid of it. But even that had ended up being a nightmare. It doesn't show up in the Installed Packages section, so there's no Uninstall option. When I tried to just delete the Master object, it wouldn't let me b/c there were Triggers and VF pages associated w/ it. When I tried to delete one of the VF pages, it wouldn't let me b/c it was associated with the Master object. That's called a Closed Loop. If anyone has any experience getting rid of this app, please give me a ping at rthompson@apexrevtech.com
Stage Information Disappeared?
Our org has been successfully using Sales Coach for 10-12 months and now we're noticing that some stages are missing their information. Has this happened to anyone else? I attempt to re-input the data and it still doesn't show up.
Works well, but cant get it to work for Closed Lost or Closed Wion.
This application was simple to install and get up and running. It works great for all our Opportunity Stages, but I cannot get it to display anything for Close Won or Closed Lost stages.....and I dont know who to ask to get help with this!
Javier Mendezona
03/21/2014
Hi Chris, you should take a look at the Sales Coach Premium app, which works with Closed Won/Lost stages. It has a lot of additional features as well like segmenting by record type and other custom fields. It also works with Leads in addition to opportunities. Check it out here: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009x7rlEAA
Great idea.. but can only get to work under Administrator?
I installed the app with no issues, created a quick "Closed Won" stage page.. - It looks & works fine under my Admin user.. (when I click the Sales Coach button the page displays fine) - When a Standard User clicks their Sales Coach button it displays the Sales Coach page I created except there are just blank fields with no values? - Here is a picture of the Standard User page: https://dl.dropbox.com/u/58096637/Sales%20Coach%20empty%20page.jpg Where do I check the permissions for Sales Coach? Thanks..
Worked well... until an APEX error message
The setup was fairly easy, this adds true value and the app worked well... until today. Now, I am getting an error message: "Visualforce Error" and "Apex class 'SalesCoachSetup' does not exist " whether I try to use it in an opportunity or set it up. We just moved from our eval period to regular subscriptions (EE). Maybe it is just a coincidence? And is there a petter place to submit this type of questions??
Easy to use
Simple setup and easy to use. Probably one for the small business/SME, but configurable enough to make it worthwhile.
Saw this old post, and I just had the same problem which I resolved. It appears that you MUST have at least one Secton defined for the Stage. So all I did was add a Section with a Name of TBD, and then that Stage is now showing in the Sales Coach. Clumsy implementation of a mandatory requirement.