How To: Set up a Report in Salesforce.com to Track VisitorTrack HotLeads that have been Integrated into my Account
VisitorTrack can automate the integration of your website’s HotLeads into a corresponding Salesforce.com account. These are inserted as “Account” level data on the Companies who meet the HotLead criteria you have set up. You may find it useful to create reporting within your Salesforce.com account so as to track the new Accounts being created from these HotLeads. Below is some information in how to set up this reporting.
1. 2. 3. 4. 5. 6. Access the Corresponding Salesforce.com user account, log in Go to the Reports menu tab – select the Create New Custom Report button On this screen, you will “Select the type of data you wish to report on” – choose the drop down option of Contacts & Accounts Below this, select the option Accounts – then the Next button Next you will be given an option for the Report Format you prefer. Select the one that you prefer then the Next button Next is Step 2 : Select the report columns. Here you may “Select the columns to include in your report.”. A suggested format is provided in the screen shot below. Here under Account: general, you must check the box for Description. Select the other column datapoints that you prefer - then the Next button
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Next is Step 3: Step 3: Select the information to summarize. Here you will “Select the summary information and summary type”. Select the summary fields you prefer. Next is Step 4: Order the report columns. In this step you will “Order report columns in the way you wish to view them.” Last is Step 5: Select your report criteria. This is where you will “Select criteria to determine which records display.” Go to the section labeled Advanced Filters. Under the drop-down for Field, go down to the options under the heading of Account General, and select Description. Next, under Operator, choose from the drop-down contains Now, in the Value field, enter this description exactly: VisitorTrack Hot Lead Now you will want to Save this report. Select at the bottom Save As button. This will take you to a new screen. We suggest giving this a name of VisitorTrack Hot Leads Report. Once named, select the Save button Now you will see this report appear under the Reports options my custom reports.
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