Salesforce Data: 'Ask in Chat and Get an Answer' Has Come This Far — Visualization Transformed by AI

"Before meetings, I spend time cross-referencing multiple Excel sheets to create graphs.""I just can't seem to get the output ...

When was the last time you visited customers who order every month? Two ways to visualize 'customers to visit' in Salesforce

When purchase history is locked in a core system and cannot be used, and visit targets are decided solely by sales judgment, ...