If you’re a Reporting customer, you’re probably well-versed with the concept of a Report Type (if not, this post is a great introductory post). A report type is a lightweight data model that lets you define object joins and acts as a template to create Reports. You can join up to 4 objects, and the ...
We’re in the midst of an AI and data revolution–and here with Data Cloud, we’re innovating quickly with Model Builder to help you take advantage of your Salesforce Data. Model Builder transforms raw data into actionable predictions, helping you make smarter decisions and drive better results. This innovative tool empowers you to create and deploy ...
Using the Territory hierarchy for row-level security in CRM Analytics is a popular request. If you’ve previously done this in CRMA, you’ve probably come across Darshna Sharma’s fantastic blog. Good news: In Winter ’25, we’re making things easier than ever. Let’s start with the Pre Winter ’25 Approach Without going into too much detail, here ...
