Knowledge Hub

Understanding common Restaurantology user activities in Salesforce

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

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.

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.

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.

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.

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.

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.

Written by Grant Gadoci
Updated over a week ago

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