SF Ben Webinar

How to Visualize Hierarchies of Interconnected Objects in Salesforce

June 25, 2024
3:00 PM


Raphael Epstein

Founder and CEO, Orenda

Dmitry Rivlin

CTO, Orenda

Salesforce, despite excelling at managing data, often lacks in presenting and visualizing complex relationships and intricate hierarchies. This leads to blind spots in analysis and gathering insights from Salesforce data.  

During this LinkedIn Live event, we’ll delve deeper into strategies and best practices to effectively view and analyze interconnected objects in Salesforce – all to save you time and frustration. Join Raphael Epstein and Dmitry Rivlin from Orenda as they share expert insights and real-world examples about how you can leverage advanced techniques to build data views exploring/showcasing hierarchies of interconnected objects.  

In this session, we will discuss:

  • Limitations of Standard Salesforce Views: Highlight difficulties of visualizing complex hierarchies, accessing data of related objects, etc.  
  • Beyond Parent-Child Relationships: Visualize multi-level hierarchies and look-up relationships for capturing hidden insights.
  • Enhancing Salesforce Data Views: Leverage virtual fields, conditional formatting, grouping, and account hierarchies for complete and quicker insights from Salesforce data.
  • Real-World Examples: Showcase how you can benefit from enhanced Salesforce data views.

Register now to learn how these strategies can impact your Salesforce data views for quicker and better insights.