Insights
- Quick Reference
- Provides a list of articles that you can refer to while using Insights
- Using Insights Behavioral
- Provides a list of articles to help you learn how to use the Insights user interface
- Using Account Dashboards
- Using User Dashboards
- Create a Segment
- View the Accounts in a Segment
- Segment Profiles in Insights
- Enable Email Notifications for a Segment
- User Segments in Insights
- Compare Event History for Accounts and Users
- View Session History for Accounts and Users
- View Trending Events and Event History
- Exports From the Insights User Interface
- Insights Tutorials
- Provides a list of articles to help you learn how to create segments in Insights and reports in Insights Analysis
- Insights Analysis: View a Breakdown of CMRR by Product
- Insights Analysis: View a Breakdown of Subscription Metrics by Product and Month
- Insights Behavioral: View the Accounts Counted in Total Customers
- Insights Behavioral: Restrict Total Customers to a Product
- Insights Behavioral: Create a Cohort of Customers Based on Starting Month
- Insights Behavioral: Create a Cohort of Active Customers Based on Starting Month
- Insights Behavioral: Identify Accounts With an Upcoming Subscription Renewal
- Setup and Administration
- Provides a list of articles to help you administer Insights and connect Insights to Salesforce
- Guidance for Insights Administrators
- Add Team Members
- Manage Account Attributes and Metrics
- Synchronize Account Fields to Salesforce
- Synchronize Account Segments to Salesforce
- Manage User Attributes and Metrics
- Synchronize User Fields to Salesforce
- Synchronize User Segments to Salesforce
- Configure Account Matching with Salesforce
- Configure User Matching with Salesforce
- Connect Salesforce
- Customize Account Names and Avatars
- Customize User Names and Avatars
- Embed Insights on Your Salesforce Account Profile
- Set the Layout of Account Profile Pages
- Synchronize Account Fields From Salesforce
- Developer Reference
- Provides a list of articles to help you integrate Insights with your application