Salesforce CRM

Salesforce Advanced Analytics

The Zoho Reports Advanced Analytics Connector for Salesforce CRM allows you to easily analyze your CRM data in detail and derive useful insights on your sales data. Its intuitive drag-and-drop interface allows you to easily create reports and dashboards. Sales and Marketing personnel can 'slice and dice' their CRM data and take informed business decisions.

General

  1. What is Zoho Reports?
  2. What is the Zoho Reports Advanced Analytics connector for  Salesforce and how does it work?
  3. Who can subscribe to the Zoho Reports connector?
  4. What do I get when I subscribe to this connector?
  5. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

Pricing & Trial

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector ?
  3. What do you mean by 'Users' in the pricing plan?
  4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Zoho Reports Connector in my Salesforce account?
  2. I have Setup the Zoho Reports connector but not seeing my Salesforce data in my Zoho Reports account. What's happening? [or] How long should I wait for my Salesforce data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. What are the tabs (modules) in Salesforce on which I could create reports using this connector?
  5. Will other tabs (modules) in Salesforce be supported, for report creation through this connector. When?
  6. What are the default fields that will be synchronized from Salesforce into Zoho Reports Reporting Database?
  7. Can I add custom fields or new fields?
  8. Can I edit the Salesforce-Reports Synchronization setting?
  9. Can I Synchronize the Salesforce-Reports data instantly?
  10. How do I access the reports created in Zoho Reports?
  11. How do I create my own reports with this connector?
  12. Who has access to the reports I create?
  13. On whose account will the Zoho Reports connector be setup?
  14. Can I setup the Connector in an account other than the trialed account  where this is configured/sets up?
  15. Can I change the Salesforce user account, from which data need to be synced into Zoho Reports?
  16. Can I transfer my Zoho Reports connector to another admin account?
  17. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Zoho Reports?
  2. What are the default reports & dashboards created by Zoho Reports, on setting up the Salesforce Integration?
  3. Can I modify the default reports that have been created by the Zoho Reports connector? If so, how?
  4. How do I create  reports using Zoho Reports with this connector? [or] What are the reports  that I can possibly make using this connector?
  5. How to create reports using fields/columns across different tabs (example Opportunties & Accounts etc)?
  6. What are Formulas in Zoho Reports?
  7. What are the default formulas added in the 'Salesforce Reports' database, on setting up this connector?
  8. How do I create my own custom formulas in Zoho Reports?
  9. Can I add/modify data in the Salesforce tabs (tables) from within Zoho Reports?
  10. Can I add new columns to the Salesforce tabs (tables) from within Zoho Reports?
  11. Can I add new data tables in this reporting database to create reports &  dashboards?
  12. Can I combine data from other sources with the data  from Salesforce to create reports and dashboards?
  13. What are Query Tables?
  14. Can I join data from multiple tables to create reports?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my organization not able to access the reports created?
  3. How can other members in my organization create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared to them?
  6. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
  7. How can I print the reports & dashboards created in Zoho Reports?
  8. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  9. Into what file formats can I export the reports & dashboards created in Zoho Reports and how?
  10. Can I embed reports/dashboards in Salesforce CRM as a Web Tab? If yes, how ?
  11. How do I embed my reports in my website, intranet, blog or presentation?

Cross-Functional Analytics with Popular Third Party Business Applications

  1. What are the popular business applications that I can integrate Salesforce with?
  2. How can I analyze the data from the business applications along with Salesforce?
  3. Will a relationship (lookup) be created between Salesforce and the third party applications that I integrate Salesforce with?

Help & Support

  1. How do I get technical support on Zoho Reports connector?
  2. Can I have someone from Zoho do a Demo of this connector to me?

Solution Catalog

You can access a catalog of useful solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Salesforce CRM data. Click to learn more.

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

Also, check out our Getting Started Video

2. What is the Zoho Reports Advanced Analytics connector for  Salesforce and how does it work?

The Zoho Reports Advanced Analytics connector for  Salesforce brings in all the capabilities of Zoho Reports described above for Salesforce data. It comes with the following features/benefits.

  • A full-featured business intelligence (BI) and reporting tool that can slice & dice your Salesforce CRM data to create any report/dashboard you require.
  • Pre-packaged set of 100+ reports and dashboards that anyone using Salesforce will find great value in
  • Create your own reports and dashboards based on not only your Salesforce CRM data but also from any other data source (eg., Excel spreadsheets,  Google Adwords etc.,) that you would wish to combine with your CRM data.
  • Collaboratively work with your colleagues when creating new reports/dashboards on your Salesforce data
  • Schedule and email your reports whenever you want
  • Export your reports to PDF, Excel, CSV, JPG ... files to your desktop and print them for offline consumption

3. Who can subscribe to the Zoho Reports connector?

Any Salesforce user of your organization can configure this connector. Data from the supported Salesforce tabs, for which the user has read permission, will be imported into Zoho Reports reporting database. Currently synchronizing data from the following tabs are supported.

  • Accounts
  • Contacts
  • Events
  • Leads
  • Opportunities
  • Tasks
  • Users
  • Custom (Can sync up-to five tabs)

4. What do I get when I subscribe to this connector?

As a Salesforce users, subscribing to this connector brings you immense benefits. You get to look at your data in Salesforce in ways you haven't  looked at before. Using this Zoho Reports connector enables you to do powerful analysis of your CRM data and create insightful reports &  dashboards. Like, say constructing sales funnels, knowing your sales win/loss rate, knowing your Top 5 / Bottom 5 sales persons, predicting how your sales in different regions is going to be in the following months and quarters, and do much more.

Zoho Reports' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your CRM data with no IT  help or technical knowledge and share them to your colleagues.

5. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

When you setup/configure the Zoho Reports connector, 100+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively.   For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports that would be created from the Salesforce Sample Database.

Pricing & Trial

1. How much does this connector cost?

To use the Zoho Reports Advanced Analytics Connector for Salesforce, you need to purchase a paid plan of Zoho Reports (Refer to the Zoho Reports pricing page). 

Refer to the following document to know how to subscribe to a paid plan.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your reporting databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a "User" in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was created/registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself).

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows  (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Contacts", each row would represent a single contact record.  The number of rows calculated for pricing is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How do I setup the Zoho Reports Connector in my Salesforce account?

Setting up the Zoho Reports connector is easy. Please follow the below steps:

  1. Login to the Zoho Reports.
  2. In the Home page, click more importing options and then click Import from Salesforce option. An import wizard will open.
  3. In Step 1 of 2: Import from Salesforce CRM, Specify a name and an optional description for the reporting database that is to be created.
  4. Click  Authenticate Salesforce CRM. You will be prompted to login to your Salesforce account from which you want to fetch data. Provide your Salesforce login credentials
  5. Click Next in the Import from Salesforce CRM dialog.
  6. In Step 2 of 2: Import from Salesforce CRM, select the modules and their associated fields that you wish to sync. You cannot unselect the default fields. 
  7. Also you can schedule the import settings in this dialog. In the Repeat drop-down, select Every Day and set the synchronizing time, to import data periodically.
  8. Click Create

You will be configured for a 15-day Free trial of Zoho Reports. You will receive an email after the data from Salesforce CRM gets imported into Zoho  Reports. After the initial data from Salesforce CRM gets imported into Zoho  Reports, subsequent changes made will automatically get synchronized into Zoho Reports at the scheduled synchronization time.

Refer to the below video demo for instruction with step-by-step instructions.

To use the Advanced Analytics connector you need to purchase a paid plan in Zoho Reports.  By default when you setup/configure this connector (as described above)  your Zoho Reports account will be automatically setup & subscribed to a 15-day trial, to enable you evaluate the integration features. After evaluation you can upgrade your Zoho  Reports as follows:

  1. Log in to Zoho Reports.
  2. Click on Subscription link at the top right.
  3. In the Upgrade tab/page, choose a paid plan.

2.  How long should I wait for my  Salesforce data to initially appear in Zoho Reports?

After configuring your Salesforce account, wait for at least one day for all your Salesforce data to be imported into Zoho Reports. You will receive an email when the import/sync is complete and is ready for creating reports over the same.

Once the initial data synchronization is done, subsequent changes you make to your data in Salesforce (add, modify, delete records) will automatically be synchronized into Zoho Reports every day at the scheduled time you have specified during setup.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The daily import/sync process of your Salesforce data can fail sometimes, due to a variety of reasons. And hence you may receive such mails occasionally. No worries. The Zoho Reports team will look into it immediately and get back to you taking the required corrective action.

Setup Process Failed mail will come when there is a failure during the initial Salesforce - Zoho Reports connector setup.

Synchronization Failed mail will come if there is any failure during the data synchronization process, run daily, between Salesforce and Zoho Reports, after the initial setup & import is completed successfully.

4. What are the tabs (modules) in Salesforce on which I could create reports using this connector?

Data from the following seven tabs of Salesforce, for which you have read permission, get synced with Zoho Reports.

  • Accounts
  • Contacts
  • Events
  • Leads
  • Opportunities
  • Tasks
  • Users
  • Custom (Can sync upto five tabs)

Each of the above tabs is stored as a 'Table' in Zoho Reports.  Default reports are based out of the above tabs, for which you have read permission. You can create  your own reports & dashboards over the above tabs.

We plan to support synchronization from other CRM tabs too in the near future.

5. Will other tabs  (modules) in Salesforce be supported, for report creation through this connector. When?

We plan to support synchronization from other Salesforce CRM tabs in the near future. Support for other tabs will also be prioritized based on user demand.

6. What are the default fields that will be synchronized from Salesforce into Zoho Reports Reporting Database?

Salesforce data from the following fields, for the tabs you have read permission,  will be synchronized by default into Zoho Reports. You can also include additional columns/fields to synchronize from Salesforce to Zoho Reports as described in the question below.

The following are the fields that will be synchronized from the Salesforce into Zoho Reports reporting database by default.

Tabs/ModulesFields
AccountID
Account Name
Account Owner
Account Type
Industry
Website
Account Owner Id
Tasks Involved
Events Involved
Activities Involved
CasesId 
Case Owner
Case Owner Id 
Case Status 
Case Origin 
Created Date 
Last Modified Date 
Days to Closed  
Age in Days 
Age Tier 
Type 
Subject 
Email
ContactsID
Account ID
Contact Owner
Email
Full Name
Lead Source
Mobile
Contact Owner ID
Created Time
Tasks Involved
Events Involved
Activities Involved
Account Name
EventsID
LEADID
CONTACTID
OPPORTUNITYID
Event Owner
Event Owner ID
Subject
Start Date Time
End Date Time
Created Time
Modified Time
ACCOUNTID
Who Id
WhatId
LeadsID
Company
Email
Full Name
Mobile
Website
Industry
Lead Owner
Lead Source
Lead Status
Lead Owner ID
Created Time
Converted 
Converted Opportunity ID
Tasks Involved
Events Involved 
Events Involved
Activities Involved
TasksID
LEADID
CONTACTID
OPPORTUNITYID
Task Owner
Task Owner Id
Subject
Created Time
Due Date
Status
Modified Time
Who Id
What Id
ACCOUNTID
Call Type
Call Duration (in Seconds)
Call Duration (in minutes)
UsersID
First Name
Last Name
Alias
User Name
Full Name
OpportunitiesID
Account ID
Amount
Closing Date
Expected Revenue
Lead Source
Opportunity Name
Opportunity Owner
Stage
Created Time
Opportunity Owner ID
Age in Days
Age Tier
Amount Tier
Probability
Type
Tasks Involved
Events Involved
Activities Involved
Tasks Only
Events Only
Account Name

7. Can I add custom fields or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics  Connector for Salesforce:

Follow the steps given below to add new fields.

  1. Open the corresponding Salesforce reporting database in Zoho Reports.
  2. In the Explorer tab, click Salesforce CRM> Edit Setup. The Edit Salesforce CRM Setup dialog will open.
  3. Select/unselect the check box adjacent to the required fields. You cannot unselect the check box for default fields.
  4. Click Save. New fields will be added in the next import.

Data will be synced and the new fields will be imported into Zoho  Reports during the subsequent scheduled synchronization. In case you have already set up the Zoho Reports Connector in your Salesforce account, then you can edit the Zoho Reports Configuration setup as given in the following question to add the custom fields.

8. Can I edit the Salesforce-Reports Synchronization setting?

Yes, you can edit the Salesforce-Reports Synchronization setting by following the steps below:

Follow the steps given below to edit the setup from Zoho Reports.

  1. Open the corresponding Salesforce reporting database in Zoho Reports.
  2. In the Explorer tab, click Salesforce CRM > Edit Setup.  The Edit Salesforce CRM Setup dialog will open.
  3. Select/unselect the check box adjacent to the required fields. You cannot unselect the check box for default fields.
  4. In the Repeat drop-down, select Every Day and modify the synchronizing time to import data periodically. 
  5. Click Save. The synchronization setting will be modified.

9. Can I Synchronize the Salesforce-Reports data instantly?

Yes, you can synchronize the Salesforce-Reports data instantly when needed. You can do this as follow. Login to your Zoho Reports account.

  1. Open the corresponding Salesforce reporting database in Zoho Reports.
  2. In the Explorer tab, click Salesforce CRM
  3. In the Data Sources tab that opens, Sync Now. Data will be synced instantly. 

This option can be used up to five times per day.

10. How do I access the reports created in Zoho Reports?

Once the initial data fetch is successfully completed you will be able to access the tables and default reports in Salesforce reporting database. To access this log into your Zoho Reports account and open the corresponding reporting database.

If you are another user of your Salesforce account, but not the one who setup the reports connector, you will see the Salesforce CRM Analytics database, only when the database is explicitly shared to you.

Refer How to Share Reports & Dashboards

11. How do I create my own reports with this connector?

You can easily create your own reports using the drag & drop designer of Zoho Reports. You can refer to the below presentation to know how to create your own reports &  dashboards using Zoho Reports.

Also, Refer to the Following Video Demos:

Note:

For creating your own reports using this connector, Only user who have setup the connector or who has been added as a shared user can create reports over the Salesforce data. Refer How to Share Reports & Dashboards question.

12. Who has access to the reports I create?

By default, the reports you create are accessible only to you.  However, you can share the reports with your colleagues using the Sharing options available in Zoho Reports. Refer to the How to Share Reports & Dashboards question.

13. On whose account will the Zoho Reports connector be setup?

Salesforce user who has read permission for the required table can configure/set up the Zoho Reports connector. The Zoho Reports account in which this integration is setup with Salesforce will serve as the master admin account of Zoho Reports.

14. Can I setup the Connector in an account other than the trialed account where this is configured/sets up?

Yes,  you can do this. If the account in which the trial was configured/setup is not upgraded after trial expiry (i.e. the Salesforce connector was not purchased), then the account will be downgraded automatically to free plan and eventually, the synchronization between Salesforce and Zoho Reports will also be deleted. In this case you will be able to set up the synchronization in another Zoho Reports account you need, by purchasing the Connector.

However, you will not be able to trial the Salesforce integration in Zoho Reports again for the same organization.

15. Can I change the Salesforce user account, from which data need to be synced into Zoho Reports?

Yes, you can change the Salesforce user, from which you want to pull data within your organization. 

Follow the steps below to do this:

  1. Open the Salesforce reporting database in Zoho Reports.
  2. Click Salesforce CRM > Re-Authenticate.
  3. In the dialog that opens, click Re-Authenticate Salesforce CRM.
  4. You will be prompt to login to Salesforce for authenticating. Provide the credentials of the new user.
Note

The new Admin should be a user of the same Salesforce Organization.

16. Can I transfer my Zoho Reports connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoreports.com. We will get your requirements and handle this.

17. How can I remove the setup?

To remove the setup,

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Salesforce CRM button.
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source.

Reporting Features

1. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bullet
    • Bar
    • Stacked bar
    • Bubble
    • Packed Bubble
    • Line
    • Scatter
    • Area
    • Web
    • Funnel
    • Doughnut
    • Dial
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)

2. What are the default reports & dashboards created by Zoho Reports, on setting up the Salesforce Integration?

When you setup/configure the Zoho Reports connector, 100+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively.   For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports that would be created from the Salesforce Sample Database.

3. Can I modify the default reports that have been created by the Zoho Reports connector? If so, how?

Yes, you can modify the default reports. If you are the one, who set up the Zoho Reports connector or a Database Owner (Refer Managing Users in Zoho Reports),  click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, click the Save As icon and save the report as a new report, and then edit the report as needed.

4. How do I create reports using Zoho Reports with this connector?

You can create report of  any supported report types with this Zoho Reports connector. All you have to do is open the appropriate table(s)/tab(s) over which a  report is to be created, click New and choose any type of report you would want to create.

Use the intuitive drag-and-drop based designer of Zoho Reports to create the report required. To know more, view slide show on How to Create Reports? You  can also quick view the type of reports & dashboard that are  created by default, from the sample given below, to get know the possibilities.

Salesforce Sample Database

5. How to create reports using fields/columns across different tabs (example Opportunities & Accounts etc)?

Columns from across different tables can be dragged and dropped to create a report. Refer this slide show on How to Create Reports?

6. What are Formulas in Zoho Reports?

Formulas, as the name indicates are calculations that you could define in Zoho Reports to help you create the required reports. Zoho  Reports provides a powerful formula engine to create any type of  calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

7. What are the default formulas added in the 'Salesforce Reports' database, on setting up this connector?

The  below table lists all the default formulas that will be created  in the  'Salesforce Reports' database by default. You will find these  formulas  pretty useful, in creating reports & dashboards in Zoho  Reports.  Also these formulas are used in the reports created by default  in your  database.

The below table lists all the default formulas that will be created in the Leads table:

Formula NameFormula TypeFormulaDescription
Activities countAggregatecountif(("Lead"."Activities Involved"=1))Provides the count of Leads which have one or more Activities involved.
Converted Lead CountAggregatecount(if(("Lead"."Converted"=1),'1',NULL))Provides the count of Leads converted into Potentials.

The below table lists all the default formulas that will be created in the Cases table:

Formula NameFormula TypeFormulaDescription
Age TierCustomif( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days', if( "Age in Days" <= 120, '2. 61 - 120 days', if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid') Classifies the time spent on a potential/opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Age in Days       Customdatediff(if("Case Status" = 'Closed',"Last Modified Date",now()),"Created Date") Number of days it took for a potential to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time. Used for calculating 'Age Tier' and 'Sales Cycle'.
Days to ClosedCustomif("Case Status" = 'Closed',datediff("Last Modified Date","Created Date"),null) Displays the days taken to close a case.
No. of Closed CasesAggregatecountif("Case"."Case Status"='Closed') Displays the number of closed cases.
% of Closed CasesAggregate("No. of Closed Cases"/count("Case"."Id"))*100 displays the percentage of closed cases.

The below table lists all the default formulas that will be created in the Tasks table:

Formula NameFormula TypeFormulaDescription
Call Duration  (in minutes)Customround(("CallDurationInSeconds"/60))Provides the duration of the calls in seconds.
Overdue TasksAggregatecountif(("Task"."Due Date"<now()) and ("Task"."Status"!='Completed'))Provides the count of Tasks which are not completed.
Overdue DaysAggregatesumif(("Task"."Due Date"<now() and "Task"."Status"!='Completed'),datediff(now(),"Task"."Due Date"),0)Provides the number of overdue days of the overdue tasks.
Avg Overdue DaysAggregateavgif(("Task"."Due Date"<now() and "Task"."Status"!='Completed'),datediff(now(),"Task"."Due Date"),0)Provides the average overdue days.
Overdue % Aggregate("Overdue Tasks"/count("Task"."Id"))*100Provides the percentage of Overdue Tasks.
Completed TasksAggregatecountif("Task"."Status"='Completed')Provides the count of Tasks which are completed.

The below table lists all the default formulas that will be created in the Opportunities table:

Formula NameFormula TypeFormulaDescription
Age in DaysCustomdatediff(ifnull("Closing Date",now()),"Created Time")Number of days it took for a potential to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time. Used for calculating 'Age Tier' and 'Sales Cycle'.
Age TierCustomif( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days',
if( "Age in Days" <= 120, '2. 61 - 120 days',
if( "Age in Days" <= 180, '3. 121 - 180 days',
if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))),
'6. Negative - Not Valid')
Classifies the time spent on a potential/opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Amount TierCustomif( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',
if( "Amount" <= 20000, '2. $10,001 - $20K', i
f( "Amount" <= 30000, '3. $20,001 - $30K',
if( "Amount" <= 40000, '4. $30,001 - $40K','5. Above 40K')))),
'6. Negative - Not Valid')
Classifying sales based on $ value (amount of sale made), e.g., upto 10,000, 10,001to 20,000, 20,001-30,000 etc.,
Tasks Only Customif(("Tasks Involved"=1) & ("Events Involved"=0) ,1,0)Provides the list of Potentials which has only associated Tasks and does not contain any Events or Calls.
Events OnlyCustomif(("Tasks Involved"=0) & ("Events Involved"=1) ,1,0)Provides the list of Potentials which has only associated Events and does not contain any Tasks or Calls.
Forecast TypeCustomif("Stage" in ('Closed Won'),'Won',i
f("Stage" in ('Closed Lost'),'Lost','Open'))
Provides the forecast of the potential.
Won Vs Expected Revenue %Aggregatesumif("Opportunity"."Forecast Type"='Won',"Opportunity"."Amount")*100/sum
("Opportunity"."Expected Revenue")
Ratio of sum of sales won and sum of revenue expected.
Lost Deals CountAggregatecount(if("Opportunity"."Forecast Type"='Lost',"Opportunity"."Id",NULL))  Total number of deals lost
Won Deals CountAggregatecount(if("Opportunity"."Forecast Type"='Won',"Opportunity"."Id",NULL))Total number of deals won
Win Rate %Aggregatecount(if("Opportunity"."Forecast Type"='Won',"Opportunity"."Id",NULL))*100
/count(if("Opportunity"."Forecast Type" in ('Won','Lost'),"Opportunity"."Id",NULL))
Provides the Win Rate (in %) of sales. This is calculated as a Ratio between number of deals won and total number (won + lost) of deals
Won AmountAggregatesumif("Opportunity"."Forecast Type"='Won',"Opportunity"."Amount")Total amount of sales won (made)
Avg Deal Size WonAggregateavgif("Opportunity"."Forecast Type"='Won',"Opportunity"."Amount",NULL)Average size of sales made
Avg Sales CycleAggregateavgif("Opportunity"."Forecast Type" IN('Won','Lost'),"Opportunity"."Age in Days")The average number of days it takes to close a potential sale (the sale can either be won or lost, but the potential sale shouldn't be in an open state).
Lost Amount   Aggregatesumif("Opportunity"."Forecast Type"='Lost',"Opportunity"."Amount")Predicts the amount lost
Open Deals CountAggregatecount(if("Opportunity"."Forecast Type"='Open',"Opportunity"."Id",NULL))gives the count of open deals
Predicted Pipeline RevenueAggregate"Predicted New Deals Count Next 90 Days"*"Avg Deal Size Last 365 Days"Predicts the Sales expected in future, based on current pipeline and past trends.
Predicted New Business - Next 3 MonthsAggregate("Win Rate Percentage Last 365 Days"/100)*("Avg Deal Size Last 365 Days")*(("Opportunities Created Last 365 Days"*90)/365)Predicts the sales that could come from new business (new pipeline), calculated based on past trends.
Loss Rate %Aggregatecount(if("Opportunity"."Forecast Type"='Lost',1,NULL))*100/count(if("Opportunity"."Forecast Type" in ('Won','Lost'),1,NULL))provides the percentage of loss
Won Deals Count Last 365 DaysAggregatecount(if("Opportunity"."Forecast Type"='Won' AND "Opportunity"."Closing Date">subdate(currentdate(),'365'),1,NULL))Provides the count of deals won in last 365 days.
Lost Deals Count Last 365 Days Aggregatecount(if("Opportunity"."Forecast Type"='Lost' AND "Opportunity"."Closing Date">subdate(currentdate(),'365'),1,NULL))Provides the count of deals lost in last 365 days.
Open Deals Count Next 90 DaysAggregatecount(if("Opportunity"."Forecast Type"='Open' AND "Opportunity"."Closing Date">=currentdate() AND "Opportunity"."Closing Date"<adddate(currentdate(),90),1,NULL))Provides the count of open deals (not closed) whose closing date lies within next 90 days.
Win Rate Percentage Last 365 DaysAggregate("Won Deals Count Last 365 Days"*100)/("Won Deals Count Last 365 Days"+"Lost Deals Count Last 365 Days")Provides the percentage of deals won in last 365 days.
Avg Deal Size Last 365 Days Aggregateavgif("Opportunity"."Forecast Type"='Won' AND "Opportunity"."Closing Date">subdate(currentdate(),'365'),"Opportunity"."Amount")Provides the average of deals won in last 365 days.
Predicted New Deals Count Next 90 DaysAggregate("Win Rate Percentage Last 365 Days"/100)*"Open Deals Count Next 90 Days"Predicts the count of Deals expected to be Won in the next 90 days. It is calculated based on Deals Won in the past 365 days.
Opportunities Created Last 365 DaysAggregatecount(if("Created Time">subdate(currentdate(),365),1,NULL)) Provides the count of opportunities created in the last 365 days.
Activities countAggregatecountif(("Opportunity"."Activities Involved"=1))Provides the count of Leads with any Activity involved.
Activities done % for OpportunitiesAggregate(countif(("Opportunity"."Activities Involved"=1))/count("Opportunity"."Id"))*100Provides the percentage of Opportunities which has some activity associated with it.
Opportunities without Activities Aggregatecountif(("Opportunity"."Activities Involved"=0),"Opportunity"."Id",0)Provides the count of Potentials without any Activities involved.
Tasks Only %Aggregate(countif(("Opportunity"."Tasks Only"=1)&("Opportunity"."Forecast Type"='Won'))/countif("Opportunity"."Tasks Only"=1))*100Provides the percentage of Won Deals which has only Tasks involved/associated.
Events Only % Aggregate(countif(("Opportunity"."Events Only"=1)&("Opportunity"."Forecast Type"='Won'))/countif(("Opportunity"."Events Only"=1)))*100Provides the percentage of Won Deals which are only associated Events.
Combined Activities % Aggregate(countif(("Opportunity"."Activities Involved"=1)&("Opportunity"."Tasks Only"=0)&("Opportunity"."Events Only"=0)&("Opportunity"."Forecast Type"='Won'))/countif(("Opportunity"."Activities Involved"=1)&("Opportunity"."Tasks Only"=0)&("Opportunity"."Events Only"=0)))*100Provides the percentage of Won Deals which have one or more associated Activities.
No Activities %Aggregate((countif(("Opportunity"."Activities Involved"=0)&("Opportunity"."Forecast Type"='Won'))/countif(("Opportunity"."Activities Involved"=0)))*100Provides the percentage of Won Deals which does not have any activities involved.

8. How do I create my own custom formulas in Zoho Reports?

Refer to the Adding Formulas in Zoho Reports help page.

9. Can I add/modify data in the Salesforce tabs (tables) from within Zoho Reports?

No, you cannot. Data from Salesforce tabs gets automatically synchronized into Zoho Reports in the 7 different tables (one table for one tab).  You cannot edit any of this data or add new data records from within Zoho Reports.

10. Can I add new columns to the Salesforce tabs (tables) from within Zoho Reports?

No, you cannot add new columns. But you can add Formula Columns and Aggregate Formulas (i.e. Calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas in Zoho Reports to know more.

11. Can I add new data tables in this reporting database to create reports &  dashboards?

Yes, you can add new data tables. Click New > New Table and you can add new tables to the existing Salesforce reporting database.

With this feature, you can import new data or add them manually into  your reporting database to analyze and create reports combining this  with the Salesforce data. You can import data from files like Excel, HTML  and CSV. You can also import data from local databases like Oracle, SQL  Server, DB2, MySQL, PostgreSQL and MS Access.

Refer:

12.Can I combine data from other sources with the data from Salesforce CRM to create reports and dashboards?

Yes, you can combine data from your other sources with your CRM data for analysis. 
To do this, you need to add/import a new data table into the Salesforce CRM reporting database and then define a look-up to join it with the synchronized table from Salesforce CRM.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Salesforce CRM along with the data from any other source.

  • Open the corresponding table, right click the column header and select Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click Ok

Please do note that you can create Lookup only to columns in the tables that are not from the same data source.

13. What are Query Tables?

Zoho Reports allow you to pull the data required by writing standard  SQL SELET Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. View this demo video to know about how to create Query Tables in Zoho Reports.

14. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Reports for detailed help on this.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can share the default reports provided in the Zoho Reports connector and also the reports you create, with your organization co-employees/colleagues. Refer to Sharing and Collaboration

Once you privately share a report to your colleagues, they will be able to access the same from Shared Database tab.

Note:

1. If you share the data tables in the Salesforce reporting database to users, they will be able to create their own reports over the same.

2. If you add a user as a Database Owner in the Salesforce reporting database created in Zoho Reports (Refer Multiple Database Owner in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database, except deleting the database & editing the Salesforce integration setup.

2. Why are other members in my organization not able to access the reports created?

The tables and reports will be available only to the users who configures the Zoho Reports  connector, by  default.  The other members of the organization will be able to access it only when the 'Salesforce Reports' database shared. Let's say the Administrator has  shared the database with other members in the organization. And a member  creates his/her own reports. Those reports will be available only to  him/her alone, unless he/she shares them with others.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my organization create reports?

Other menbers in the organization can create reports when the user who setup the connector share the  tables present in 'Salesforce Reports' database with them. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note:

If you add a user as a Database Owner in the Salesforce reporting database created in Zoho Reports (Refer Multiple Database Owner,  to know how to add Database Owners), the user will be able access all  the data & reports, create new reports and do any operation that you  could do on the reporting database, except deleting the database & editing the Salesforce integration setup.

4. What are the user roles available in Zoho Reports?

Zoho Reports supports fine-grained access control. The following are are user roles that are supported in Zoho Reports:

1. Administrator (Master Admin): The Zoho Reports user who had setup the Salesforce integration will also be the administrator of the Zoho Reports account

2. Database Owner: The Administrator can designate one or more  users as Database Owners. A Database Owner has all permissions to add,  delete, modify reports, table rows and even tables. A Database Owner can  share the database tables/reports with other users. A Database Owner cannot delete or rename a database.

3. User: A user has the least privilege in the hierarchy.  Unless the Administrator or a Database Owner shares a table with a user,  the user cannot create any reports on his/her own. Also, an  Administrator/Database Owner can decide to set specific permissions when  sharing a report (Read Only, Export Data, View Underlying Data, Share  with Others) or a table (Read Data, Export Data, Add/Delete/Modify Row,  Delete All Rows, Only Append Rows, Add or Update Rows, Delete All Rows  and Add New Rows, Share View / Child Reports).

Refer to Managing Users in Zoho Reports, to know more about different user roles in Zoho Reports. Also refer to help page.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a  database owner, he/she can edit the reports. If a normal user wants to  edit report, what he/she can do is to use Save As to save the report  in a different name in his account. This report can then be edited.

6. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to this help documentation section to know how this can be done.

7. How can I print the reports & dashboards created in Zoho Reports?

To print a report/dashboard, please follow the below steps.

  1. Open the table or report that you want to print.
  2. Click the Export > Export as PDF.
  3. Print the Exported PDF file.
Note

If you are a user to whom a report has been shared and  you want to take a print, ensure you have been provided the Export  permission by the Administrator to the report, only then you will be  able to print the report.

8. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports connector or a  'Database Owner', you can schedule reports and dashboards to be emailed  automatically. You can do this is as follows:

  1. Select the Report/Dashboard to be emailed in Zoho Reports.
  2. Select Export > Email this View from the toolbar.
  3. Follow the instructions in the screen and provide the required input to setup a email schedule.

9. Into what file formats can I export the reports & dashboards created in Zoho Reports and how?

Reports and dashboards can be exported in a variety of file formats.

  • Charts
    • CSV/XLS
    • PDF
    • HTML
    • PNG/JPEG
  • Pivot/Tabular views
    • CSV/XLS
    • PDF
    • HTML
  • Summary View
    • CSV/XLS
    • PDF
    • HTML
  • Tabular View
    • CSV/XLS
    • PDF
    • HTML
  • Dashboards
  • PDF
  • HTML

You can export a report/dashboard in Zoho Reports as follows

  1. Select the Report/Dashboard to be exported in Zoho Reports
  2. Select Export > Export this View from the toolbar.
  3. Follow the instructions in the screen and provide the required input to export the report(s) selected.

10. Can I embed reports/dashboards as a Web Tab in Salesforce CRM? If yes how?

Yes, you can embed reports or dashboards as Web Tab in Salesforce CRM using the URL/Permalink for this view option available in Zoho Reports. 

  • Login to Salesforce CRM using your Salesforce credentials
  • Click Setup option in the top right corner
  • Select Create --> Tabs from the left pane
  • In the Custom Tabs window, click New in the Web Tabs box
  • In the New Web Tab, choose the tab layout and click Next
  • In the Display Properties box, fill in the information and click Next
  • In the Button or Link URL box, copy/paste the URL of the associated report/dashboard from the URL/Permalink for this view dialog
Note
  • In order to get the URL of the associated report/dashboard , Login to Zoho Reports and open the Salesforce CRM reporting database
  • Open the report/dashboard that you wish to embed
  • Click the Publish icon in the top right corner of the report/dashboard and select URL/Permalink for this view
  • You can select the Access Permissions and also Specify the Filter Criteria in this Access URL dialog (to know more, refer URL/Permalink for this view)
  • Copy this code and paste it in the Button or Link URL box as discussed above 
  • In the Add to Profiles window, you can either set a default visibility to all profiles or apply a different tab visibility to each profile. click Next
  • In the Add to Custom Apps window, you can customize the apps for which the new custom tab will be available. Also you can examine or alter the visibility of these tabs 
  • Click Save
  • Now, this Web Tab name would be listed as one of the modules in your Salesforce CRM as shown in the snapshot below

11. How do I embed my reports in my website, intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho  Reports in your website, web application or blog. Follow the steps below  to achieve the same:

  1. Select the report or dashboard that you would like to embed into your website or blog.
  2. Select the Publish > Embed in Website/Blog... option.

By default, when you embed the report into your website, web  application or blog, it would prompt for users to login with Zoho  Reports login details to view the embedded view. Also, users to whom you  have shared the view (using the 'Share' option) would only be able to  access the view embedded, on successful login.

If you would like the embedded view to be accessible by anyone without login, then click on the link To access this view/table without login, Click here...

  1. Copy and paste the code snippet provided in the text area below into your webpage or blog html content to embed this view.

On embedding, you will see the corresponding report within your web page, application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can import data from popular business applications listed below.

2. How can I analyze the data from the other business applications along with this connector

To import data from business apps,

  • Open the reporting database in which you have setup the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Salesforce CRM and other third party application be combined automatically?

No, a lookup relationship will not be created between the Salesforce modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Help & Support

1. How do I get technical support on Zoho Reports connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll free number 

United States:  +1 (888) 900 9646

United Kingdom:  +44 (20) 35647890

Australia:  +61-2-80662898

India:  +91-44-67447000

2. Can I have someone from Zoho do a Demo of this connector to me?

Yes, certainly. Register for a demo in this page.


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