The Salesforce data model is based on a nested data structure. Panoply, on the other hand, transforms this nested data structure into a flat relational model when collecting data. The reason behind these transformations is that Salesforce APIs return JSON which must be flattened for the data to be stored in Panoply tables for easier querying.
Full Answer
How do I create a data set in salesforce analytics?
To create datasets from your Salesforce data: In the analytics app, click Create. Click Dataset. Select Salesforce. Click Name Dataset. Select Object. Hover over Object Selection and click +. Choose the fields you want to import data. Click Next. Select B2B Marketing Analytics. Click Save.
What is the difference between Salesforce and panoply?
The Salesforce data model is based on a nested data structure. Panoply, on the other hand, transforms this nested data structure into a flat relational model when collecting data. The reason behind these transformations is that Salesforce APIs return JSON which must be flattened for the data to be stored in Panoply tables for easier querying.
How does a Salesforce database work?
The structure and working of the Salesforce Database help to unravel how Salesforce is able to cater to over 150,000 customers and manage all their requirements. The Database lies at the center of all the functionality. It structures data, organizes, and manages it using a tabular approach.
What is a dataset in Salesforce?
A dataset is a collection of source data that the B2B Marketing Analytics app formats and optimizes for your interactive exploration. With the help of your Salesforce connector, B2B Marketing Analytics uses your Pardot data to populate out-of-the box datasets, such as the Engagement Dashboard.
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How do I analyze data in Salesforce?
To get insights into your report data:Run a Tabular and Summary report that has at least 2 columns and 50 rows of data. ... In the Toolbar, click Analyze. ... If you want, change the focus of Einstein's analysis. ... Click Create Analysis. ... Scroll down to review the list of insights that Einstein uncovered in its analysis.More items...
Which data comes from the Salesforce?
Salesforce.com's cloud-based product enables automatic acquisition and management of CRM records. The Data.com platform enables sharing of contact data (similar to what is found on business cards) among members through its large user-generated database.
What info does Salesforce collect?
Salesforce also contracts with third-party advertising networks that collect IP addresses and other information from web beacons on our websites, from emails and on third-party websites.
How does Salesforce use data?
It structures data, organizes, and manages it using a tabular approach. It is also a hub to store large amounts of data that is collected from multiple users. This enables Salesforce to load more than the available system RAM. Multiple users and admins can access this data for fast and easy retrieval at any time.
What exactly Salesforce does?
Salesforce is the world's #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
What is Salesforce in layman's terms?
In simple terms, Salesforce CRM is a cloud-based software that helps organizations to effectively streamline their sales and marketing operations. Today, Salesforce is the #1 customer relationship management (CRM) platform in the world. It also offers organizations easy access to web-based software over the internet.
Where does the data stored in Salesforce?
The Salesforce Database In a relational database, data is stored in tables. Each table is made up of any number of columns that represent a particular type of data (like a date or a number). Each row is a group of related data values. Essentially, a database is like a spreadsheet.
How is data stored in Salesforce in cloud?
Data is stored all over the place, in different systems, and those systems don't always talk to each other easily. In most databases, data is stored in a table with columns to define the data stored in rows. Think of this table like an Excel spreadsheet. In Marketing Cloud, a table is called a data extension.
Can Salesforce see my data?
Can any salesforce employee see my data? No, Only some set of data engineers can access your data as they are at data centres where it is stored, but every access is logged. Also, if you Grant login access to Salesforce Support agent, they can also see and view your data, its also monitored and recorded.
What is a data model in Salesforce?
A data model is the architectural structured way of storing data in an application. The Salesforce platform provides a standard model for you to customize data models for custom functionality.
What is data management in Salesforce?
Data management in Salesforce deals with Import/Export of data or records to/from a Salesforce organization.
What is data structure in Salesforce?
The Salesforce data model is designed to understand the relationship between different objects. A data model is defined as the architectural structured way of storing and customizing data in an application.
How to view Salesforce Leads?
Step 1. The figure below displays the default Sales Lead s API. This API displays a list of the Leads in the system. Step 2. If you want to see the full structure of the Salesforce Leads data group, click on the New button in the upper-right corner: the form with all Leads fields will open. Step 3.
What is a nested data structure?
Nested data structures are hierarchically organized structures that have at least two levels of data and contain a parent-child relationship between the objects. Each element of a structure is either a parent or a child—or both, in case we’re talking about multilevel nested data structures.
What is the relationship between tables in Panoply?
Basically, the relationship between those tables is based on keys, as in any relational model. To enable joins, Panoply automatically identifies interconnect data groups and creates columns within each parent table that act like keys: they contain the same value as the primary key column of another parent table.
How many tables does Panoply generate?
You’ve already noticed that Panoply generates at least two tables per one logical data group. For example, take a look at the Leads data group structure. This group contains the following tables:
Introduction to Data Table Salesforce
Salesforce is one of the most used Cloud-based Customer Relationship Management (CRM) software. It is designed to help organizations manage their Sales and Customer data. In addition, it has tools to adapt built-in functions such as User Interfaces and Data Structures according to the business needs.
Simplify Customer and Product Analytics using Hevo Activate
Hevo Activate helps you directly transfer data from Snowflake, Amazon Redshift, etc., and various other sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner for free.
Special Fields in Data Table Salesforce
Salesforce allows the usage of specific types of Fields (columns) to relate data together. These Fields enable connecting 2 Database Tables to collect information on both Tables using a simple query. It likewise makes it easier to navigate the data. The 2 major special Fields in Data Table Salesforce are:
Types of Data Table Salesforce
Salesforce supports several Objects (Tables) out of which the following 3 are the most important:
Understanding Fields in Data Table Salesforce
As mentioned earlier, Fields represent columns in Data Table Salesforce. The Standard Objects in Salesforce come with a pre-installed standard Field. However, Custom objects have the following 3 standard Fields pre-installed:
Understanding Records in Data Table Salesforce
Whenever your Object has been defined with its Fields, you can create Records on the said Object. Thus, assuming you need to add another account to the Leads Object, you would make another Record in the Data Table Salesforce, round out the predefined Fields, and have your Record afterward.
Conclusion
This blog introduced you to Data Table Salesforce and explained the various aspects related to it. Furthermore, it discussed the types of Tables, Fields, and Records that you can use while working on Data Table Salesforce. The blog also explained the various steps required to set up these functionalities.
Collect the Data
First you need to collect and house the data, otherwise it’s just disorganized information. Fortunately, that is one hurdle most marketers have overcome. In fact, they’re pretty good at it. They collect data through apps, websites, user profile preferences, and CRM systems, to name a few.
Bring It All Together
When marketers unify their data in one place, they can identify the who, what, when, where, why, and how of their customers. It’s all about the customer and understanding them better. When marketers truly know their customers, they can promote the right product to the right customer at the right time and in the right way.
What Are You Going to Do with It?
The data is complete and accurate, and you have it in one place. The question remains. What are you going to do with all that information? How will you put it to work for you and your customers? After all, data isn’t much use if it can’t be put into action. It’s time to tie it all together and use the data to strengthen customer relationships.
A System of Engagement and Insights
Marketers want a system to help them drive real-time personalization across channels (website, mobile, in-store, and so forth) and personalization of offers and content. And data is needed to drive personalization and marketing engagement.
What Is a Dataset?
A dataset is a collection of source data that the B2B Marketing Analytics app formats and optimizes for your interactive exploration. With the help of your Salesforce connector, B2B Marketing Analytics uses your Pardot data to populate out-of-the box datasets, such as the Engagement Dashboard. Within the analytics app are three main components.
What is a lens?
A lens is a particular view of a chosen dataset. Through your lens, you can do exploratory analysis and subsequently build a visualization. For example, you may build a lens in your Pardot Emails dataset that explores how click-through rate varies depending on the date.
Types of Data in Datasets?
The B2B Marketing Analytics app syncs your Pardot and Salesforce data through your Salesforce connector. The app then groups your Pardot datasets by marketing assets such as campaigns, landing pages, and forms.
How to Import Your Data
Now that we know which types of data can exist in datasets, let’s look at how to import those datasets so you can create lenses. One way is through a CSV file.
Dataset Manipulation
Combining datasets in B2B Marketing Analytics is simple. With the Dataset Recipe builder, a point-and-click interface, you can combine two or more datasets and build lenses that specifically address your reporting and analytics needs.
Build Your Data Analytics Solution in the Cloud
As business has gotten more complex over time, tools and services have gotten more powerful to enable organizations to keep up. A prime example is the evolution of data analytics from expensive, on-premises hardware to cloud-based architectures. Raf highlights the differences between these two approaches in the following video.
Did You Watch the Video?
Remember, the quiz asks about the video in this unit. If you haven’t watched it yet, go back and do that now. Then you’ll be ready to take the quiz.
What are reports in Salesforce?
Each Salesforce report is a set of data displayed in rows and columns that you can group or filter by certain criteria. You can also visualize Salesforce reports as a chart, such as a bar chart, line chart, donut, etc. Here is what it may look like:
How to create reports in Salesforce
Let’s go through the flow of creating a standard report in both Salesforce Classic and Lightning Experience. After that, we’ll also show you how to create a custom report type in Salesforce.
Salesforce report formats
When building reports in the Lightning Experience, the report format is updated automatically.
Salesforce report types
Salesforce offers out-of-the-box templates for reporting called report types. Each template corresponds to a particular set of data and columns to order this data. There are different types of reports grouped into several categories:
Reporting outside of Salesforce – why you should consider this
Both standard and custom reports in Salesforce are suitable for simple analytics, such as pipeline analysis. However, they are not fit for more advanced analytical purposes, making forecasts, and blending Salesforce records with external data.
Are native Salesforce reports good?
There cannot be an exact definition of good or bad for Salesforce reports. You can use them for your basic reporting needs, and they are good for that. At the same time, Salesforce reports are limited in functionalities compared to Google Sheets or Excel, where you can implement complex calculations.
Learning Objectives
What Is A dataset?
- A dataset is a collection of source data that the B2B Marketing Analytics app formats and optimizes for your interactive exploration. With the help of your Salesforce connector, B2B Marketing Analytics uses your Pardot data to populate out-of-the box datasets, such as the Engagement Dashboard. Within the analytics app are three main components. 1. ...
What Is A lens?
- A lens is a particular view of a chosen dataset. Through your lens, you can do exploratory analysis and subsequently build a visualization. For example, you may build a lens in your Pardot Emails dataset that explores how click-through rate varies depending on the date. It's important to note that lenses become steps once they are placed on a Dashboard. When lenses become steps the…
Types of Data in datasets?
- The B2B Marketing Analytics app syncs your Pardot and Salesforce data through your Salesforce connector. The app then groups your Pardot datasets by marketing assets such as campaigns, landing pages, and forms. These are the types of data you can include in your datasets. 1. Emails and email templates 2. Forms and form handlers 3. Landing pages 4. Opportunities 5. Campaign…
How to Import Your Data
- Now that we know which types of data can exist in datasets, let’s look at how to import those datasets so you can create lenses. One way is through a CSV file. Importing from a CSV file is straightforward—much like it is in Pardot. 1. In the analytics app, click Create. 2. Select Dataset. 3. Select the CSV option. 4. When prompted, select or drag and drop a CSV and confirm that all th…
Dataset Manipulation
- Combining datasets in B2B Marketing Analytics is simple. With the Dataset Recipe builder, a point-and-click interface, you can combine two or more datasets and build lenses that specifically address your reporting and analytics needs. In addition to combining existing datasets, you may want to create new datasets using external data. B2B Marketing Analytics provides three ways t…