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            Get More Accurate Trend Analysis and Operational Reporting with Salesforce Discover

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            Get More Accurate Trend Analysis and Operational Reporting with Salesforce Discover

            Using your company’s historical data, Salesforce Discover helps you forecast buying patterns, uncover sales trends, and unlock customer insights to answer key business questions and drive smarter decisions. Optimized data extraction and transformation means that you can scale efficiently without escalating costs.

            Required Editions

            Available in: Lightening Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions with the Salesforce Backup & Recover add-on license

            Salesforce Discover provides access to all historical Salesforce data changes directly from your backups. You can easily integrate and compare the data against Salesforce trend data in your favorite data visualization tools. Salesforce Discover works with tools such as CRMA and Tableau by using SQL or OData endpoints. And it automatically manages schema changes while providing access to earlier data versions.

            Manage data in Salesforce Discover by viewing and adding data to services such as Scheduler for automatic updates based on a selected schedule. Salesforce Discover supports Bring Your Own Key (BYOK) backups and helps maintain GDPR compliance by running a nightly process on all services.

            Here are some examples of how historical data insights from Salesforce Discover can benefit specific industries.

            • Optimize support, upselling, and escalation trends for retail and consumer goods.
            • Personalize member experiences, decrease ramp times, and boost customer retention for financial services.
            • Improve medical equipment management and pharmaceutical trials for healthcare and life sciences.
            • Strengthen support, win-loss analysis, and sales strategies for technology.

            Read more about Salesforce Discover in the Own from Salesforce Knowledge Base.

             
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