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Sales Coach

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Business Need
Sales Methodologies

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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3.05
Lifetime average
Showing 10 of 20 Reviews
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Majid Hosseini
Four Star Ranger

Community Review

I liked that. can be helpful for sales cadences as well as integration with high-velocity sales features. It enhanced the sales process

Anthony Trinh
Ranger
Top Reviewer

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.

Janis Davis

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?

Heidi Brose

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

Angela Hanson

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.

Chris Uttley
10/01/2015

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.

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!

Chris Uttley
10/01/2015

I just figured this out today. 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.

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

Rocky Hull

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..

Jerry Alexander
05/23/2013

Figured this out.. just needed to clone the existing Standard User profile and then check the permission boxes on the new profile for Sales Coach.

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??

Phil Walton
Double Star Ranger
MVP
Top Reviewer

Easy to use

Simple setup and easy to use. Probably one for the small business/SME, but configurable enough to make it worthwhile.