Optimize your healthcare pipeline database CRM with airSlate SignNow

How to create outlook signature

hi my name is terry and i'm a pm on the enterprise team today i'm here to give you a quick demo of our new product salesforce data pipelines starting on the typical salesforce account record page we have the usual account details activity history and chatter but one common business use case is to be able to see the roll-up of the account's total spend and the health of the account with salesforce data pipelines this can all be done without leaving salesforce with salesforce data pipelines we are introducing the new refresh data manager this is now integrated as a lightning app you will find all the familiar sections monitor data recipes and some new ones like limits and connections all in one place now to provide our business users with the data points they need instead of creating some custom code or taking the data out of salesforce processing it then putting it back we can use salesforce data pipelines since this is native data from the org can be easily accessed here we can see some connections replicating the local data and also some external sources that have already been configured there are over 50 out of the box connectors to bring data into salesforce to be combined with your crm data let's take a look at a recipe where we roll up the customer spend and also process our surveys responses that is stored in amazon s3 the first data stream joins our opportunity line item and opportunity object from salesforce and filters all the one deals only then it aggregates the total price to the account level next the second stream takes the survey response data that was replicated from s3 and runs a detect sentiment ml transformation on the free text comment field to give us either a positive negative or neutral sentiment in the output node we can see that the data is then updated back into our account object with some custom fields that we created to store these new values save and run the recipe and now with the new data manager you can monitor this task being run recipes can also be scheduled to run periodically to ensure that your data pipelines are executed as needed with this data stored in the account object the information can be presented either just as a field in the details or with the lightning component thank you