How to use the White Space Report

Before we get started, choose what Salesforce view is your preferable tool.

Classic view

Lightning view

Classic view

The White Space Report is a tool which provides you with an overview of your objects which have been assessed with the Whitespace Tool in ARPEDIO Sales. See how to setup and how to use the Whitespace tool in other FAQs. 

1. Find the White Space Report

To find the White Space Report go to ARPEDIO Sales and click on the + sign in the navigation bar.

Now find the White Space Report in the bottom of the list of possible tabs and click on it. Alternatively you can add it to your navigation bar by clicking "Customize My Tabs" so it will be easily accessible in the future. 

2. Navigation with the White Space Report

When looking at the White Space Report you will see all the assessments you have made for each object, in this example accounts. You will be able to see the column headers, row headers, details fields etc. which you have created in the Whitespace tool. 

You can always customize the view, add filters and download the report to excel the same way as can be done in the ARPEDIO Sales Heat Map

NB. It is always possible to add or remove options by accessing the whitespace configuration in your sales template and publish a new template.

Lightning view

The White Space Report is a tool which provides you with an overview of your objects which have been assessed with the Whitespace Tool in ARPEDIO Sales. See how to setup and how to use the Whitespace tool in other FAQs. 

1. Find the White Space Report

To find the White Space Report click on the Salesforce sign in the top left corner of any SFDC page.

Now find the White Space Report in the bottom of the list of possible items and click on it. 

 

2. Navigation with White Space Report

When looking at the White Space Report you will see all the assessments you have made for each object, in this example accounts. You will be able to see the column headers, row headers, details fields etc. which you have created in the Whitespace tool. 

You can always customize the view, add filters and download the report to excel the same way as can be done in the ARPEDIO Sales Heat Map

NB. It is always possible to add or remove options by accessing the whitespace configuration in your sales template.

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