Customer Onboarding in Salesforce Part 9: Onboarding Pipeline Report

Описание: In this video, we demonstrate how to create a detailed snapshot report for your onboarding projects in Salesforce. This will tell you where all your onboarding projects currently sit within your funnel.

🕒 Timestamps:
00:00 - Creating Onboarding Pipeline Report
02:15 - Adding Report to Onboarding Dashboard
02:50 - Adding a table view to the dashboard for a detailed breakdown
04:00 - Conclusion & Next Steps

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🔗 CS Toolkit Links:
Website: https://cstoolkit.app
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Schedule a call: https://cstoolkit.app/schedule

🔧 What is CS Toolkit?
CS Toolkit provides a series of apps that extend CRM functionality to help improve Customer Success workflows.

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#customersuccess #CustomerOnboarding #SaaS #OnboardingAutomation #CustomerSuccess #salesforce