Learn how to use Fivetran Transformations for dbt Core* to automatically generate views in your destination of fresh, reliable formula field values from Salesforce.

In a world driven by software, technology, and data, businesses must be utilizing data points to streamline their businesses. Data now exists from all aspects of a company and must be properly integrated to make intelligent decisions. From client sales, purchasing behaviors, inventory, and beyond, collecting, understanding, and interpreting these data points can help your business thrive in your respective industry.

How to turn data into actionable, real-time insights and identify your customers’ needs fast? A well-organized CRM KPI dashboard can help.

Cloud migration is a daunting prospect, especially considering the expense of installation, training and embedded new processes. But the benefits of enhanced functionality, the power of the cloud, and increased ROI are reason enough for organizations across the world to convert every day. Cloud enterprise resource planning (ERP) software is ideal for a variety of applications, including managing multiple departments and CRM integration.

Want to learn how to create captivating reports for your company? Read this guide on how to use Salesforce Report Builder.

Improve your understanding of Shopify sales data & reports and gain beneficial insights that will help you drive your online business growth.

Five things you should know about Salesforce best practices for data migration: Migrating data into or out of Salesforce is a time-consuming, but necessary task. However, data migration is a challenge for any e-commerce enterprise. There are both organizational and technical challenges that you need to manage and overcome to ensure a smooth Salesforce integration process. This post helps you develop your data migration strategy for Salesforce.

Among other helpful features, Salesforce offers a way to avoid creating your reports manually. Learn how to save time with scheduled reports.

Learn how different report types in Salesforce help you display, group, and analyze relevant data for improved sales pipeline performance.

Wondering how to use Salesforce reporting snapshots to analyze historical performance and previous trends? Here’s what you need to know.