Salesforce Insights
- 10 Jan 2022
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Salesforce Insights
- Updated on 10 Jan 2022
- 1 Minute to read
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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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