Feedback wanted on a new ‘Activities’ TCRM Template!
The Tableau CRM team is working on a new pre-built template for Activities insights.
Activities cover several standard objects in Salesforce and can be challenging to extract for meaningful insights. This template will use Recipes and other recent innovations in the TCRM platform for easier customisations, such as including custom fields.
If you are looking to create Activities analysis using TCRM, please drop me a note: ltoernquist@salesforce.com
Thanks, Liv
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