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We’re going to be looking at how to calculate annual churn rate in Salesforce with just a couple of custom fields on the account object, and a custom formula on a report. First, go to reports in the top menu. Then, click into the annual churn rate.
In order to determine what type of licensing you have in Salesforce, go to the top right area and click on the gear then on Setup. Once you’re in Setup, in the quick find area here on the top left, you can type in, Company and you see that Company Information pops up.
There are many different ways to use Chatter for sales collaboration. We’ll be looking at using Chatter streams. I’ve clicked on this Chatter tab in the top menu. On the left side menu, you can see that I’ve got two streams – Compete and ROI.
A nice feature that’s available in Salesforce is the send list email feature. In Salesforce Lightning, when you are on a lead or contact list view, you are able to either select the entire list view or click individual ones.