Tableau CRM / Wave analytics platform objects including datasets, dataflows, lenses, dashboards, XMD metadata, EdgeMart connectors, and workspace management.
Domain hub
Crm packages
This hub groups Crm packages so teams can browse and review them from one stable page.
Mobile app registrations, installed app tracking, and client browser detection for managing the mobile device landscape of connected users.
Configurable job definition lists that tie accounts, products, and templates together for structured field execution workflows.
insightly API schema: 28 streams, 361 fields.
Breaking down silos between systems. Manages interop topics, subscriptions, trigger criteria, notification resources, and the filters that enable seamless health data exchange across platforms.
Customer financial accounts with balances, transactions, fees, milestones, statements, and party relationships.
Rules engines and decision matrices for automating eligibility, scoring, and policy-based calculations.
Multi-touch attribution models, analysis configurations, insight generation, and setup files for understanding the impact of marketing and sales interactions.
Legal and administrative case proceedings with complaint tracking, infractions, participant roles, and outcomes.
Payment processing infrastructure including authorizations, credits, refunds, gateways, merchant accounts, digital wallets, and saved payment methods.
Omni-channel routing, interaction configuration, component error logging, and engagement tracking definitions for managing multi-channel customer service.
Timesheet tracking, labor unions, pay grades, overtime, resource absence, and compensation management.
Lightning platform telemetry, Aura component metadata, Visualforce access metrics, app definitions, UI performance monitoring, and conditional formatting for the user interface layer.
A curated catalog of requestable services, enabling self-service intake with categorized items, filters, and fulfillment tracking.
Water consumption and footprint tracking for stationary assets and facilities.
Sales contract lifecycle management with contact roles, line items, outcomes, and status tracking.
Structured work execution with plan templates, steps, selection rules, and completion tracking.
User-specific settings, view preferences, accountability assignments, and document activity tracking for field representative personalization.
Sales and employee enablement programs, learning items, skill proficiency tracking, practice exercises, and task-based measure progress for guided development.
Assessment creation and delivery with questions, responses, envelopes, and configurable scoring.