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Buck's Dashboard

icon picker
Buck's Accounts

Example page showing a team member's account list, and can be sorted by priority.

Account Name:
⁠
⁠

Priority is at least:
⁠
⁠

Buck's Accounts
Account Name
i
Last Activity
i
Closed Revenue
Pipeline Revenue
Executive Sponsor
Priority
View in Salesforce
4/28/2022
$0.00
$0.00
Go
4/28/2022
$0.00
$0.00
Go
10/25/2021
$0.00
$0.00
Go
9/1/2021
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
$0.00
$0.00
Go
No results from filter
⁠
⁠

Behind the scenes 👀

The View in Salesforce row button uses the concatenate() formula to assemble the hyperlink. It pulls the Account ID from a hidden column in the row. (
Short video
⁠
on using the Concatenate formula and
Overview of Buttons
⁠
help article.)

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