How To Create Storyboards Using Salesforce

It’s easy to create great ecommerce storyboards using your AMPED data! On top of that, you can even mix other PPC data sources into a single visual or storyboard.

Connect Your Account

It’s very easy to connect your Salesforce account to Optix. It requires only 2 quick steps:

  1. In your Data Manager, choose “+ Add Data Source” and click on “Salesforce”
  2. You’re then redirected to Salesforce. Sign in as usual and allow Optix to access your Salesforce data (don’t worry – we only use it to generate your storyboards!).

As a sign of success, your account will now appear in your Data Manager main screen.

You’re now ready to create your Salesforce storyboard!

Visual KPIs, Metrics, and Dimensions

Visual KPIs from the Visual Library

Actual Cost
Amount
Amount All Opportunities
Amount All Opportunities
Average Case Close Time
Closed Case

Closed Won Opportunities
Created Opportunities
Expected Revenue
Lost Opportunities
New Leads
New Leads

New Opportunities
Number Of Leads
Number Of Opportunities
Rating
Won Opportunities

Metrics

Actual Cost
Amount All Opportunities
Amount Won Opportunities
Budgeted Cost
New Campaigns
Number of Leads
Number of Opportunities
Number of Response

Number of Won Opportunities
Number Sent
Amount
Closed Opportunities
Closed Won Amount
Closed Won Opportunities
Created Amount
Created Opportunities
Lost Opportunities

New Opportunities
Opportunities > 51%
Probability
Won Opportunities
Average Case Close Time
Closed Case
Converted Lead
New Leads
Rating
Expected Revenue 

Dimensions
(Group-by Fields / Filters)

ClosedDate
Date
Is Closed
Name
Owner Name
Status
Type

Origin
Priority
Reason
Converted Date
Forecast Category name
Industry
Is Converted

Lead Source
State Name
Title
Campaign Name
End Date
Is Won
Start Date

 

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