Best Of
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Re: Tracking NRR
Hi Matt! Thanks so much for the great question. NRR tracking is now easier than ever, with the release of our new percentage gauge! I've put together a quick walkthrough for you, here! Please let me …2 -
Re: LAYOUT | BOOK OF BUSINESS REVIEW
@Camille Just added the steps. Please let me know if you have any question—thanks!1 -
Admin Certification: Live health score calculations
Links: Weighted Health Score Workbook Support article for health Transcript: The third and final piece of our Catalyst foundation is configuring a live health score that takes several inputs for an a…1 -
Admin Certification: Capture reliable data
Support article links: Creating new fields in object configuration Playbook overview Note templates Flexible layouts Transcript: Once your 3 components of your Catalyst foundations are configured, th…1 -
Admin Certification: Playbook automation
Support articles: Playbook overview Transcript: Once the journey has been configured, effectively driving automation through playbooks is the next piece to building out your Catalyst foundation. Play…1 -
Admin Certification: Journey builder
Links: Journey Builder Workbook Journey Builder Support Article Transcript: To kick off our journey builder training, it's important to highlight that this is one of 3 key configurations that are fun…1 -
Admin Certification: Bringing in your usage data via Mixpanel or Segment
Support articles: Integrating Salesforce Mixpanel Segment Transcript: Before building out any processes or visualizations in Catalyst, you need to integrate your data sources. All foundational data f…1 -
Admin Certification: Catalyst basics
Transcript: Before diving into the trainings, we want to take a quick pause to orient you to the platform. For most Catalyst users, the clicks and workflows become second nature, but we also understa…1 -
Admin Certification: Catalyst as a Data Platform
Transcript: Welcome to Catalyst! Our customers come with a wide range of needs; but at the root of it all, the key requirement is the need to capture context-rich information as structured and digest…1 -
Re: Can you use the "Current User" functionality with non-synced local fields?
Hey @kristinlisson I was, thanks for folllowing up!1
