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/properties for reporting (HubSpot, Marketo, Salesforce)
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. Find Field/Property Settings — where to look You can manage field or property settings under eac…
10-Nov-2025
