Salesforce Configuration: Query Builder
Why filter Salesforce data — Reduce noise, improve accuracy Not all Salesforce records are needed for reporting. Filtering helps you focus on relevant data, avoid clutter, and improve your dashboards. Set up filters — Keep only what you need * Go to Salesforce Configuration → Query Builder . * Select the Salesf…
14-Jun-2025
Selecting fields for reporting (Marketo, Salesforce, HubSpot)
Setup Overview — why this matters Setting up the right fields in your connected platforms helps Insentric create clear and accurate reports. This ensures your data is reliable and your team can make better decisions. Here’s an example of how the Salesforce Lead Object Field Setup looks in Insentric: Find Field…
14-Jun-2025
