1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["3808"],{6919:function(e,t,s){s.r(t),s.d(t,{frontMatter:()=>n,default:()=>h,toc:()=>l,metadata:()=>r,assets:()=>d,contentTitle:()=>i});var r=JSON.parse('{"id":"reporting/salesforce-reporting","title":"Salesforce Reporting","description":"Salesforce Reporting","source":"@site/docs/reporting/salesforce-reporting.mdx","sourceDirName":"reporting","slug":"/reporting/salesforce-reporting","permalink":"/docs/reporting/salesforce-reporting","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":11,"frontMatter":{"title":"Salesforce Reporting","description":"Salesforce Reporting","sidebar_label":"Salesforce Reporting","sidebar_position":11},"sidebar":"tutorialSidebar","previous":{"title":"Custom Activity Fields","permalink":"/docs/reporting/use-custom-activity-fields-to-build-on"},"next":{"title":"Meeting Scheduler","permalink":"/docs/meeting-scheduler/"}}'),a=s(5893),o=s(65);let n={title:"Salesforce Reporting",description:"Salesforce Reporting",sidebar_label:"Salesforce Reporting",sidebar_position:11},i=void 0,d={},l=[{value:"Why install the package?",id:"why-install-the-package",level:2},{value:"Dashboards included",id:"dashboards-included",level:2},{value:"How does data sync to the dashboards?",id:"how-does-data-sync-to-the-dashboards",level:2}];function c(e){let t={a:"a",h2:"h2",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",...(0,o.a)(),...e.components};return(0,a.jsxs)(a.Fragment,{children:[(0,a.jsxs)(t.p,{children:["Yesware offers a free ",(0,a.jsx)(t.a,{href:"https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMiIVUA1",children:"Managed Package on the Salesforce AppExchange"})," that adds custom Yesware reports and dashboards directly to your Salesforce environment. You do not need to install this package to use Yesware. It is an optional add-on."]}),"\n",(0,a.jsx)(t.h2,{id:"why-install-the-package",children:"Why install the package?"}),"\n",(0,a.jsxs)(t.p,{children:["The dashboards are designed to work immediately after installation with no configuration required. You get access to ",(0,a.jsx)(t.strong,{children:"4 dashboards with 40 reports total"}),", giving account managers and team leaders visibility into email, call, and calendar activity across the sales team."]}),"\n",(0,a.jsx)(t.h2,{id:"dashboards-included",children:"Dashboards included"}),"\n",(0,a.jsxs)(t.table,{children:[(0,a.jsx)(t.thead,{children:(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.th,{children:"Dashboard"}),(0,a.jsx)(t.th,{children:"Reports"})]})}),(0,a.jsxs)(t.tbody,{children:[(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.td,{children:"Activity Dashboard"}),(0,a.jsx)(t.td,{children:"12 reports"})]}),(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.td,{children:"Templates Dashboard"}),(0,a.jsx)(t.td,{children:"12 reports"})]}),(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.td,{children:"Campaigns Dashboard"}),(0,a.jsx)(t.td,{children:"6 reports"})]}),(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.td,{children:"Meetings & Opportunities Dashboard"}),(0,a.jsx)(t.td,{children:"6 reports"})]})]})]}),"\n",(0,a.jsx)(t.h2,{id:"how-does-data-sync-to-the-dashboards",children:"How does data sync to the dashboards?"}),"\n",(0,a.jsx)(t.p,{children:"As long as Salesforce integration is enabled on your account, Yesware activity automatically syncs to Salesforce and populates the reports. No additional setup is required."}),"\n",(0,a.jsxs)(t.p,{children:["For questions or installation issues, contact ",(0,a.jsx)(t.a,{href:"mailto:[email protected]",children:"[email protected]"}),"."]})]})}function h(e={}){let{wrapper:t}={...(0,o.a)(),...e.components};return t?(0,a.jsx)(t,{...e,children:(0,a.jsx)(c,{...e})}):c(e)}},65:function(e,t,s){s.d(t,{Z:()=>i,a:()=>n});var r=s(7294);let a={},o=r.createContext(a);function n(e){let t=r.useContext(o);return r.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function i(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(a):e.components||a:n(e.components),r.createElement(o.Provider,{value:t},e.children)}}}]);
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