Product Leader Getting Started Guide to DataTools Pro

Thank you for signing up for DataTools Pro! As a product leader, we understand first hand why it’s so important to have quality reference materials to capture and distribute knowledge across your organization. We hope to be a quick and easy solution for you to monitor, document, and understand not only the Salesforce data model but the business critical metrics and KPIs powered by your Salesforce reports and dashboards.

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 more and connect with our team…

Metrics: As a product leader, you will also be interested in our Metrics Glossary

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!