Requirements: Installation requires Salesforce Administrator credentials.
Please note this package is an add-on of the main Ebsta managed package installation and should be installed after. The following components will be installed with this package:
Component Name | Parent Object | Type |
Accounts with Contacts and Contact Ebsta Scores NF | Custom Report Type | |
Deal Factors | Opportunity | Custom Field |
Deal Score | Opportunity | Custom Field |
Ebsta Dashboards | Dashboard Folder | |
Ebsta Reports | Report Folder | |
JO - Bucketed Qualifying Leads | Report | |
JO - Danger Score | Report | |
JO - Dropping Contact Engagement NF | Report | |
JO - Engagement around Contact Roles NF | Report | |
JO - Engagement Benchmarking | Report | |
JO - Engagement vs Deal Value | Report | |
JO - High Engagement Opps | Report | |
JO - Inactive Leads bucketed by Eng/Stag | Report | |
JO - Leads by Engagement and Status | Report | |
JO - Low Engagement Opps | Report | |
JO - Marketing Score vs Engagement Score |
Report | |
JO - Medium Engagement Opps | Report | |
JO - Target Score |
Report | |
JO - Top Account Monitoring | Report | |
JO - Win Rate by Engagement | Report | |
Negative Factors | Opportunity | Custom Field |
Positive Factors |
Opportunity | Custom Field |
Example reports that make up the Dashboard are included below.
1. Click the install link:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HIoeLUAT
2. Check the Install for All Users box and click Install.
3. Once installation is complete, click Done.