How To

WhoID & WhatID in Salesforce Activity Objects

by Arnulf Hsu on May 10, 2021

This is somewhat of a technical post around Salesforce Activity Objects and their Relationships.

First there are 2 primary "native" Salesforce activity objects. Task and Events.

These can be queried individually OR via a "View" called ActivityHistory. These Activities can be reported against in Reports both Classic and Lightning.

Its important to understand while similar they are

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Salesforce Activity Custom Fields

by Jennifer Preston on May 10, 2021

Tracking additional information in Salesforce around Activity is very helpful for various Metrics.

For example if you want to track things like:

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SalesDirector.ai Analyzed Opportunity Fields inside Salesforce

by Jennifer Preston on May 10, 2021

SalesDirector.ai analyzes a lot of data from CRM and Email, Calendar, Call Logs, and many other data sources.

Want to know....

If you want to see these fields inside your Salesforce you can simply create these fields in your Opportunity Object as "custom fields" and you can

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Connect Tableau to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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Connect PowerBI to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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Connect Domo to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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Connect Google Data Studio to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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How to make Gmail your default Mail Client in Chrome

by Ryan Fortner on July 24, 2020

When you see a email link in SalesDirector.ai, or in general on the web for that matter, clicking a email link that composes an email just doesn’t work properly.  (for nerds this as result of the mailto: protocol)

It will open the Mac mail program or some other mail server program on your computer.  

For those that use Gmail, here is how to quickly change those preferences so that every time you

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Blacklist Activity from Certain Contacts or Exclude Personal Activity from Activity Capture

by Jennifer Preston on June 24, 2020

As you know, SalesDirector.ai automatically captures Meeting and Email information from Google or Microsoft Exchange/Office 365. It does this fully automated in the background, no plugins or anything to click, it then associates all this activity to the right Accounts or Opportunities within Salesforce, Dynamics, your CRM, etc... and/or also pulls in NEW contacts we find in the calendar(s) or mailboxes.

Sometimes you use your work email or calendar for personal events.

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Problems Finding or Resetting your Security Token in Salesforce?

by Arnulf Hsu on April 29, 2020

When connecting SalesDirector.ai to a Salesforce Sandbox you need to use the Salesforce Security Token method. Production SalesDirector.ai to Salesforce connections use OAuth.

So for Salesforce Security Tokens, normally you would find this under:

From within Salesforce Navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.
Click Reset Security Token. The new security token is sent to the email address

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Reconnecting your Salesforce, Gmail or Office 365 Account

by Jennifer Preston on September 19, 2019

If for some reason your CRM or Email Connection gets disconnected or deauthenticated here is how you reconnect your Account to SalesDirector.ai

1) Click on your picture in the upper right hand corner of the SalesDirector.ai application. Click My Profile.

2) Click Connected Accounts Tab

3) If you have an existing connection and have a triangle showing, you will want to DISCONNECT this connector first

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Make SalesDirector.ai a Trusted App in your GSuite

by Jennifer Preston on September 12, 2019

The safest way to give your GSuite users access to 3rd Party Applications such as SalesDirector.ai is to whitelist them within your GSuite Admin Panel.

To do so login to GSuite as a Super Administrator.

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Channel Sales and Sales Partners

by Arnulf Hsu on June 1, 2018

As you undoubtedly know, SalesDirector.ai relies heavily on Email and Calendar activity to determine what is going on with a Deal. The system is pretty good at correlating the right email/cal traffic to the right Deal. This is great for Direct Sales where you (the Account Executive) is in direct contact with the end buyer/user, but in the Channel Sales or Sales Partner scenario, where you are selling your product or service through a Partner, Integrator, Agent or otherwise the

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