Overview
The article provides a step-by-step guide on how to access and utilize the Influitive Dashboard within Salesforce, including setting up the dashboard and creating custom reports to track advocate marketing programs. It offers instructions for both Salesforce Classic and Lightning Experience, detailing how to start new reports or modify existing ones using Acts of Advocacy Data, with tips on using the Report Creator to select fields and apply filters.
Information
To access the Influitive Salesforce Dashboard, you will first need to complete the Influitive Salesforce AppExchange Package Setup Overview .
The Influitive Salesforce Dashboard will then appear on your list of Dashboards. The goal of this dashboard is to provide a quick snapshot of your advocate marketing program that is easy to share with others as well as adding to other Salesforce dashboards.
Here's the view in Salesforce Classic:
Here's the view in Salesforce Lightning:
This dashboard provides the following information:
- Number References received in the Influitive Hub. This counts the number of Join a Reference call Acts of Advocacy logged in the Opportunity.
- Win-rates on Opportunities with references. This shows the percentage of the closed-won Opportunities with Join a Reference call Acts of Advocacy recorded.
- Win-rates on Opportunities without references. This shows the percentage of all closed-won Opportunities.
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Total pipeline revenue influenced by references. Shows the dollar value of Opportunities with Join a Reference call Acts of Advocacy logged.
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Acts of Advocacy by Account . The number of advocacy acts completed separated by Accounts.
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Most engaged contact. This report can list the contact that has done the most acts of advocacy and are considered as engaged in the Influitive Hub.
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ROI Value by Account. This report can show you the sum of Return of Investment values generated from the Acts of Advocacy separated by Accounts.
- Acts of Advocacy Trend. This report can show you the dates where there are a number of acts of advocacy completions.
- Last but not least, the list of recent acts of advocacy activities from all the contacts
Creating Custom Reports
While viewing the prebuilt dashboard or within your SalesForce reports section, you can create your own reports that pull in Acts of Advocacy Data from Influitive. You can get started by creating a new report or by jumping from an existing report as shown below:
Creating a new Report (Classic)
Modify Existing Report (Lightning)
Once you're in the Report Creator you can view the available fields by searching in the field picker. Look for the Act of Advocacy Object.
Drag any fields you want into the report and add the appropriate filters such as on the Advocacy Type, the Date Occurred, or the Account or Contact. Once your report is saved you can choose to download the full result set or to save it to an existing dashboard.
FAQ
How do I access the Influitive Dashboard in Salesforce?
After completing the Influitive Salesforce AppExchange Package Setup, the Influitive Dashboard will be available in your list of Dashboards in Salesforce.
Can I create custom reports in both Salesforce Classic and Lightning Experience?
Yes, you can create custom reports in both Salesforce Classic and Lightning Experience using the instructions provided for each view.
What kind of data can I include in my custom Salesforce reports using Influitive?
You can include Acts of Advocacy Data from Influitive, which allows you to track and analyze your advocate marketing programs.
How do I modify an existing report in Salesforce Lightning Experience?
To modify an existing report in Salesforce Lightning Experience, you can use the provided visual guide and the Report Creator to drag desired fields into your report and apply necessary filters.
Is it possible to integrate custom reports with existing Salesforce dashboards?
Yes, after saving your custom report, you have the option to download the full data set or integrate it with an existing Salesforce dashboard.
Priyanka Bhotika
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