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Buck's Dashboard
Buck's Accounts
Example page showing a team member's account list, and can be sorted by priority.
Account Name:
Incite Inc
+111
Priority is at least:
Buck's Accounts
Buck's Accounts
1
Account Name
i
Last Activity
i
Closed Revenue
Pipeline Revenue
Executive Sponsor
Priority
View in Salesforce
Account Name
i
Last Activity
i
Closed Revenue
Pipeline Revenue
Executive Sponsor
Priority
View in Salesforce
1
Incite Inc
4/28/2022
$0.00
$0.00
Adam Davis
Go
2
Boeing
4/28/2022
$0.00
$0.00
Go
3
Delorean Construction Inc.
10/25/2021
$0.00
$0.00
Go
4
Acme Corp.
9/1/2021
$0.00
$0.00
Adam Davis
Go
5
Ajira Airways
$0.00
$0.00
Felix Marlin
Go
6
Mishima Zaibatsu
$0.00
$0.00
Adam Davis
Go
7
WarioWare, Inc.
$0.00
$0.00
Felix Marlin
Go
8
The Dharma Initiative
$0.00
$0.00
Lola Tseudonym
Go
9
Acme Corporation
$0.00
$0.00
Adam Davis
Go
10
Roxxon
$0.00
$0.00
Adam Davis
Go
11
Dinoco
$0.00
$0.00
Lola Tseudonym
Go
12
MeTV
$0.00
$0.00
Adam Davis
Go
13
Araknet
$0.00
$0.00
Mary Jones
Go
14
Omni Consumer Products
$0.00
$0.00
Adam Davis
Go
15
Black Mesa Research Facility
$0.00
$0.00
Polly Rose
Go
16
Contoso
$0.00
$0.00
Polly Rose
Go
17
Optican
$0.00
$0.00
Polly Rose
Go
18
Sterling Cooper
$0.00
$0.00
Polly Rose
Go
19
Rossum Corporation
$0.00
$0.00
Polly Rose
Go
20
Tyrell Corporation
$0.00
$0.00
Go
21
Nordyne Defense Dynamics
$0.00
$0.00
Go
22
Onion Pacific Railroad
$0.00
$0.00
Go
No results from filter
Behind the scenes 👀
The
View in Salesforce
row button uses the
concatenate()
formula to assemble the hyperlink. It pulls the
Account ID
from a hidden column in the row. (
Short video
on using the Concatenate formula
and
Overview of Buttons
help article
.)
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