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Overview


Convergence Value Creation offers you a set of reports to monitor your activity.

Table of content


Find your reports


 

 

 

STEP 1

Open app "Monitor Activity"

 

 

 

STEP 2

Click on tab 'Reports'

 

 

STEP 3

Choose folder "By Process > Create Value"

 

 

STEP 4


"My (Team) Actions up-to-date > 2017" displays your visible Actions with the impact by Quarter. This report is easily customizable : Time Frame for example can be changed on the fly.

 

 

Need help


How to ask for assistance?


Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.


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