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TRUE NORTH - Digital Adoption & Performance Platform

By JPW Consulting

A native Salesforce App for aligning adoption to organizational KPIs/OKRs

No Ratings
Starting at $180   USD/user/year

Discounts available for nonprofits

Industries
Financial Services
Healthcare & Life Sciences
Manufacturing
Business Need
Sales Intelligence
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

True North is a native Salesforce tool designed to measure performance and coach towards quantifiable, KPI/OKR aligned behaviors customizable by role or business persona. True North is purpose built for Sales Cloud, Service and all Industry clouds.

  • TRUE NORTH - Digital Adoption Performance Platform

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
This app is designed for Lightning Experience Only. This app requires some basic configuration and training by the developer for initial setup and strategy implementation.

App Details

Version
True North: Digital Adoption Performance/Winter 2025 1.57.0
Listed On
01/12/2022
Latest Release
01/09/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Agentforce
Person Accounts
Managed Package
Lightning App Builder
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: 18
Custom Tabs: 13
Custom Apps: 1
Lightning Components
Global: 13
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.
1.19.0
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.
10/20/2021

Additional Details

True North enables your organization to: ✓ Behavior scorecards: every rep scored against targets set from your own data, showing both position and trend. ✓ Progressive tracks: reps advance by holding targets across consecutive periods, not by hitting one good week. ✓ Plain-language summaries: ask about any rep and get their accounts, leads, opportunities and activities summarized in moments. ✓ Click-through verification: every number opens a standard Salesforce report showing the same records. ✓ Manager-controlled coaching drafts: built from that rep's real accounts. Nothing reaches the rep until you release it. ✓ Maintenance and re-entry: reps who clear every stage stay measured, and return to coaching if a behavior slips. ✓ Metrics standard reporting can't build: record-completeness percentages, metrics from metrics, period-over-period trend. ✓ Native, no external AI: scoring and Agentforce both run inside your org. Nothing leaves Salesforce.

Need help?

JPW Consulting

Morristown, NJ

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