Salesforce Insights
  • 10 Jan 2022
  • 1 Minute to read
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Salesforce Insights

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Article summary

Summary

The Salesforce Insights recipe is focused on the companies, contacts and their deals. This recipe includes six views:

  • salesforce_company_count_by_company_size - Companies distribution by company size.
  • salesforce_contact_count_by_lead_source - Contacts distribution by source.
  • salesforce_expected_revenue_by_close_month - Revenue forecast per closed month.
  • salesforce_expected_revenue_by_owner - Revenue forecast per opportunity owner.
  • salesforce_opportunity_metrics_by_account - Opportunities details and metrics per existing account.
  • salesforce_company_count_by_industry - Accounts distribution by industry

Requirements

  • Data source: Salesforce
  • Resources:
    • Account
    • Contact
    • User
    • Opportunity
  • Tables:
    • salesforce_account
    • salesforce_contact
    • salesforce_opportunity
    • salesforce_user

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