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.
- Click the install link:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HIoeLUAT - Check the Install for All Users box and click Install.
- Once installation is complete, click Done.
