Salesforce Tutorial (2026): How to combine Account and Opportunity for better forecasting скачать в хорошем качестве

Salesforce Tutorial (2026): How to combine Account and Opportunity for better forecasting

Are you struggling to get a clear, consolidated view of your Salesforce Accounts and Opportunities? Many sales professionals face a common "forecasting headache" where they're too focused on individual deals rather than a strategic, account-centric approach. This often leads to manual data exports, disjointed reports, and a lack of real-time insight into your pipeline. This video provides a powerful solution: learning how to combine your Salesforce Account and Opportunity objects for more accurate and efficient forecasting using Valorx Wave Embedded. You'll see a live demonstration of how to transform your sales planning with a spreadsheet-like experience directly inside Salesforce. In this tutorial, you will discover how to: Gain Deeper Insights: Understand how merging Account and Opportunity data provides a holistic view of your sales pipeline and identifies strategic growth areas. Simplify Forecasting: Eliminate manual exports and complex VLOOKUPs by working with real-time, connected data in an intuitive grid format. Improve Demand Planning: Easily track opportunities, predict revenue, and update leadership with precise demand forecasts for consecutive years. Identify Upsell/Cross-sell Opportunities: Pinpoint accounts with untapped potential and strategically focus your team's efforts for maximum impact. Customize Your View: See how to configure Valorx Wave to display quarterly, monthly, or even weekly forecasts, tailored to your specific reporting needs. Directly Edit & Update: Make real-time adjustments to opportunities and save changes instantly back to Salesforce, streamlining your workflow. Chapters: [00:00:00] Introduction to Salesforce Account and Opportunity Forecasting Challenge [00:02:12] The Problem with Manual Data Export and Analysis in Salesforce [00:05:08] Introducing Valorx Wave Embedded for Improved Forecasting in Salesforce [00:05:30] Exploring Valorx Wave Features: Quarterly, Monthly, and Weekly Views in Salesforce [00:07:18] Configuring the Valorx Wave Matrix in Salesforce [00:08:16] Setting Up Filters and User Input in Valorx Wave in Salesforce [00:09:29] Making Real-time Updates and Saving in Valorx Wave in Salesforce [00:10:04] How to Get Started with Valorx Wave in Salesforce [00:10:55] Valorx at Dreamforce and Upcoming Events Stop letting disconnected data hinder your sales performance. Watch now to unlock the power of combined Account and Opportunity forecasting with Valorx Wave! Get Valorx Wave: https://valorx.com/wave/ Reserve your free spot at Dreamforce: https://valorx.com/dreamforce