How to Visualize Hierarchies of Interconnected Objects in Salesforce
Salesforce, despite excelling at managing data, often lacks in presenting and visualizing complex relationships and intricate hierarchies. This leads to the blindspots in analysis and gathering insights from Salesforce data.
In this LinkedIn Live, we will delve deeper into strategies and best practices to effectively view and analyze interconnected objects in Salesforce, saving you time and frustration. Join Raphael Epstein and Dmitry Rivlin from Orenda to get expert insights and real-world examples on how you can leverage advanced techniques to build data views exploring/showcasing hierarchies of interconnected objects.
In this session, we will discuss:
Limitations of Standard Salesforce Views: Highlighting difficulties of visualizing complex hierarchies, accessing data of related objects, etc.
Beyond Parent- Child Relationships: Visualizing multi-level hierarchies and look-up relationships for capturing hidden insights.
Enhancing Salesforce Data Views: Leveraging virtual fields, conditional formatting, grouping, and account hierarchies for complete and quicker insights from Salesforce data.
Real world examples: Showcase how you can benefit from enhanced Salesforce data views.
Register now to learn how these strategies can impact your Salesforce data views for quicker and better insights.
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