Business Stakeholder Getting Started Guide to DataTools Pro

Thank you for signing up for DataTools Pro! As a business stakeholder, basic understanding of what objects (tabs) you access and how they relate to each other can be very helpful. More important, DataTools Pro can help you organize the metrics and KPIs that are most important to you. You can take the first steps below, or immediately jump to our Metrics Glossary, where you can learn more about metrics and KPIs

Step 1 Connect your Salesforce Objects

The first step to using DataTools Pro dictionary and entity relationship diagrams is to add Salesforce objects.

Click on the “Guided Tour” button above for a step by step walkthrough.

Resources to learn DataTools Pro and connect with our team…

To access support resources for this page or any tool, simply click on the help icon for contextual articles and videos. You can also re-launch this getting started window and re-watch the guided tour anytime!