What is a joined report in Salesforce? A joined report in Salesforce consists of up to five report blocks , which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.
“Data-driven” is a business term that refers to the utilization of data to inform or enhance processes, decision making, and even the revenue model. The quest to be data-driven is afoot. In recent years, a data-driven business approach has gained a great deal of traction. It is true that every business deals with data —
Salesforce BI helps to create fast, digestible reports to help you make informed decisions at the right time. Salesforce Einstein is a leading business intelligence software solution that will help streamline your operations. Read on in this insight to learn how Salesforce BI capabilities including Tableau rank in the Gartner Magic Quadrant. Make the right
What is Salesforce Revenue Cloud? It’s a comprehensive revenue management solution that seamlessly streamlines your entire revenue lifecycle, all powered by the Salesforce Customer 360 Platform. Revenue Cloud provides you with the CPQ (Configure, Price, Quote) capabilities to facilitate swift deal closing and selling. Easily configure, price, and quote complex solutions with precision. The platform
What are Salesforce Sales Cloud advantages? Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts. Advantages of Salesforce Sales Cloud: Salesforce Sales Cloud Advantages: Salesforce Sales Cloud is a prominent tool from the world of CRM that helps
B2B Marketing Analytics (B2BMA) datasets comprise source data that has been formatted and optimized by the B2B Marketing Analytics app to enable interactive exploration. While B2BMA offers pre-built datasets and dashboards as a solid starting point, there may arise a need to enrich the narrative by incorporating additional data from Salesforce, Account Engagement, or third-party
The contact key in Salesforce, also known as a subscriber key, is a unique identifier for a contact in Marketing Cloud MobilePush. Use this value to associate cross-channel addresses and subscriptions for a single contact. You can use the same key for a contact across multiple channels, such as email, SMS, and push messaging. What
What is a listview in Salesforce? A list view is a filtered list of records where you can view records for one object at a time. For example, a list of Contacts, Accounts, or Opportunities. What are the benefits of list view in Salesforce? In a list view, you see only the data that you
Formula Fields are an out-of-the-box Salesforce feature that enables you to manipulate (get more out of) your existing Salesforce data. Since most of us are familiar with Excel, these fields actually allow us to create simple and complex formulas based on data from a record and from its related records. Your custom formula fields require
What is a Salesforce Big Object? In the realm of Salesforce data management, alongside standard objects, custom objects, and external objects, Salesforce Big Objects play a crucial role when dealing with extensive datasets. These specialized objects are designed to efficiently handle and store billions of records while maintaining high performance levels. A Salesforce Big Object
