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Domo Knowledge Base

Salesforce Desk QuickStart App

Version 11

 

Intro

With Salesforce Desk, you organization has a tool designed to engage quickly with customers. The Desk QuickStart with Domo provides you with the metrics of your support efforts such as case volume, status, replies and more.

Requirements and Notes

You must supply your login credentials and company domain name to authenticate.

Default data upload: last 100 days with certain limitations by the connector.

Usage

  • Executive Pulse: 5 Cards you should check every day.

    • Recent Articles

    • Recent Cases

    • Most Active Companies

    • Most Idle Users

    • Customer Satisfaction

  • Cases: What can you do today to hit your closure goals?

    • Cases Trend

    • Case Status

    • Top 10 Customers

    • Most Replied Cases

  • Articles: Are you helping your customers help themselves?

    • Article Publication

    • Days to Publication

    • Most Supported Topics

    • Most Stale Topics

    • User Reference

  • User: Increase user activity in Desk to improve employee activity.

    • User Idleness

    • User Security Levels

Authentication

Credential

Description

Domain Name

Enter your Salesforce Desk domain name. You can find this in the URL of your company's Salesforce Desk instance. It is the portion of the URL that follows https://. For example, in the Salesforce Desk URL https://yourcompany.desk.com, the domain is yourcompany.desk.com.

 

Quickstart Reports

For report descriptions, see Salesforce Desk Connector.

Report

Schedule Update Setting

Parameters

Selection

Articles

Replace

Report

Articles

Users

Replace

Report

Users

Sort By

Name

Sort Direction

Descending

Cases

Replace

Report

Cases

Customers

Replace

Report

Customers

Topics

Replace

Report

Topics