Getting Started

Getting Started Guide

Security FAQ

 5 Min Beta Video Intro

Sharing and Administration

Managing Account Name, Users and Permissions

Access and Region Availability

Connect Tableau Cloud to DataTools Pro (for Tableau Pulse integration)

API Docs

Metrics API Documentation

Postman Library – Available on request/tutorials/manage-salesforce-dashboard-lifecycle-with-status/

Salesforce Dictionary

Salesforce Objects

Salesforce Field Dictionary

Object and ERD Views

Field History Tracking

Salesforce Entity Relationship Diagram (ERD)

 Salesforce ERD Interactive Tutorial

 ERD Visualization Into

Data Tools Object and ERD Views

Salesforce Report and Dashboard Management

Salesforce Report and Dashboard Overview and Tutorial

Report and Dashboard Views

Dashboard and Report Status

Tag and Categorize Reports and Dashboards

Export Salesforce Data and List to Excel

Refresh and Scheduled Refresh

Salesforce Metrics Glossary

 Salesforce Metric Glossary Interactive Tutorial

Getting Started with Metrics Analyst AI

Tag and Categorize Metrics

Edit Multiple Metrics at Once

Bulk Metric Import from Excel and CSV

Link Metric Relationships

Using a metrics alias for 1 metric with multiple names

Merging Metrics

Change History Tracking

Salesforce Data Migration

Data Migration Scorecard

Linking Data Migration Scorecard to External Resources and Apps

Salesforce Migration Field Mapping Details

Mapping and Migrating Salesforce Picklists

Export to SQL

Video Migration Data into Salesforce

View Migration Video Series

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