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New Salesforce Reports for Sales & CSM

Wednesday, January 20, 2016

Good news! We’ve just added the ability to create custom reports in Salesforce using Accounts and Cases. Before this update reporting was limited to the Opportunity object in Salesforce.

Now, Sales and Customer Success teams easily can create Account and Case reports that track their prospects’ and customers’ top product needs by business impact, case priority, and other custom values, such as churn risk or customer health score. See our listing in AppExchange or Wizeline Docs to learn more.

 

salesforce-product-wizeline-report-opportunity

 

By chava from

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