How To

WhoID & WhatID in Salesforce Activity Objects

by Arnulf Hsu on May 10, 2021

This is somewhat of a technical post around Salesforce Activity Objects and their Relationships.

First there are 2 primary "native" Salesforce activity objects. Task and Events.

These can be queried individually OR via a "View" called ActivityHistory. These Activities can be reported against in Reports both Classic and Lightning.

Its important to understand while similar they are

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Salesforce Activity Custom Fields

by Jennifer Preston on May 10, 2021

Tracking additional information in Salesforce around Activity is very helpful for various Metrics.

For example if you want to track things like:

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SalesDirector.ai Analyzed Opportunity Fields inside Salesforce

by Jennifer Preston on May 10, 2021

SalesDirector.ai analyzes a lot of data from CRM and Email, Calendar, Call Logs, and many other data sources.

Want to know....

If you want to see these fields inside your Salesforce you can simply create these fields in your Opportunity Object as "custom fields" and you can

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Connect Tableau to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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Connect PowerBI to SalesDirector.ai (Revenue Data API)

by SalesDirector.ai on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you - and that you should be able to access it anyway you like.

We've noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you'd like. Most revenue intelligence

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