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Configure Data Table from an Integration

Data Tables allow you to show lists of information that are not necessarily related to users. For example, you may want to show a list of last month's "Top 10 Opportunities".

 

Data Tables can be created from a Salesforce report, a Google Sheet or an Excel Online sheet, if you use one of these integrations.

  1. In the Configure tab, click Data Tables (under the Data section on the left). Alternatively, click the Data tile and then Data Tables tile.
  1. Click Add button and select the integration that you want to use.

Follow the instructions in the specific integration help article.

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