Salesforce Field Setup in Insentric
Salesforce Objects — overview and setup Salesforce CRM uses an object-based model. Each record—like a Lead, Contact, or Campaign—belongs to an object. These objects have fields that store the data you need. This structure makes it easier to manage your data and link it across Salesforce. To get the best reports and…
13-Jun-2025
Refresh Assets and Objects Information in Insentric
Manually Refresh Data — why this matters Sometimes, you need to update the data in Insentric to match changes in connected platforms like Marketo or Salesforce . A manual refresh keeps your reports accurate and up to date. You might need to manually refresh data when: * You made changes to fields or objects in…
14-Jun-2025
