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Salesforce Business Value Map

By Salesforce Labs

Track the metrics that will enable you to hit your business objectives

Free  

Never requires payment

Try It
Business Need
Dashboards & Reports

Measuring business metrics can be hard and time consuming typically requiring multiple reports and dashboards. This package has been designed to make it easy, with support for both standard objects and fields.

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
Salesforce Business Value Map/Salesforce Business Value Map 1.4.0
Listed On
05/24/2021
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
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: 5
Custom Tabs: 4
Custom Apps: 1
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/21/2021

Additional Details

The Salesforce Business Value Map has been designed to allow Salesforce Customer to easily track the key success metrics that matter most to them. By writing and tailoring your own SOQL queries you will be able to report on your own success metrics in a single report. A typical Business Value Maps measure things such as: - # of Open Opportunities - $ average pipeline per rep - # of Sales Per Customer - avg. SKU's Per Deal - avg. Time to - avg. CSAT Score - # of Tickets per Product etc If you are not familiar with SOQL queries don't worry the help documentation has a number already written to give you a feel for how to construct them. Additionally for Salesforce Premium Customers there is also the option to speak to a Salesforce Specialist, who will help walk you through creating your own Business Value Map. The package includes 5 custom objects, 2 Flows, 1 Process Builder, 1 Apex Class and 2 reports

Need help?

Salesforce Labs

San Francisco, CA, USA

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