Knowledge Hub

Advice and answers from the Restaurantology Team


Salesforce: Basic usage

End user training, intro to reports and dashboards, and advance usage recommendations

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7 articles in this collection
Written by Grant Gadoci

Understanding common Restaurantology user activities in Salesforce

An overview of how standard users and admins leverage Restaurantology day-to-day inside Salesforce.

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Written by Grant Gadoci
Updated over a week ago
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Search using underlying Salesforce Account

Automatically scan Restaurantology when viewing Salesforce records with websites or emails.

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Written by Grant Gadoci
Updated over a week ago
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Viewing Restaurantology market intelligence on Salesforce Account records

How to view and use Restaurantology insights directly on Salesforce Account records.

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Written by Grant Gadoci
Updated over a week ago
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Exploring Restaurantology dashboards for actionable insights in Salesforce

An overview of default dashboards included in the managed package and how to use them.

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Written by Grant Gadoci
Updated over a week ago
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Creating custom reports for detailed market intelligence analysis in Salesforce

How to build custom reports using Restaurantology data in Salesforce.

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Written by Grant Gadoci
Updated over a week ago
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Streamlining data integrity and alerts with custom workflows in Salesforce

How to use Salesforce Flows to trigger alerts or automate actions based on Restaurantology insights.

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Written by Grant Gadoci
Updated over a week ago
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Share Chrome filters to Salesforce reports

Send saved Chrome searches into Salesforce for team-wide visibility.

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Written by Grant Gadoci
Updated over a week ago
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