TIP OF THE WEEK: Visualising Salesforce data with Lucidchart
Lucidchart has teamed up with Quip so that visuals can be created in real time using Salesforce data.
Using Lucidchart’s conditional formatting, you can highlight relevant fields.
For example, consider these options:
- Showing your Sales Pipeline with Opportunity Stages
- Create a Contact Hierarchy for the Account to demonstrate the various contact relationships
What a great way to display and share your Salesforce data, even with non-Salesforce users who may need high-level visibility.
Here are some articles for more information: