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How Salesforce Uses Your Data for Business Value Metrics
Salesforce is always working to improve our products. One of the ways we accomplish that goal is to analyze which products and features have the biggest impact on customer success. What we learn lets us improve your product experience to better help you and your business grow.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter and Pro Suite Editions. |
How We Use Customer Data
Salesforce looks at how our customers use our service so we can customize your experience and make the products you use work better. For example, looking at how many users interact with a feature each day helps us understand whether that feature is successful or whether it needs improvement. Without looking at Customer Data, our analysis has critical gaps. For example, we see that a feature leads to more closed opportunities. We don’t see whether those opportunities were closed because they were won, which is good, or because they were stale, which isn’t good.
Business value metrics aggregate Customer Data across individuals and records to measure the value that our products bring to you. But rest assured, the only metrics that leave your customer environment are aggregated metrics that don’t relate to any specific record, user, or other individual. Business value metrics don’t allow any Salesforce employee to view or access your raw specific Customer Data or any value that’s used in an aggregate calculation.
These examples show how we use data to generate metrics about your business and how we use those metrics to enhance Salesforce to make your job easier and grow your business.
| How We Use Data | Example |
|---|---|
| Feedback and guidance | Looking across opportunities, we can calculate the percentage of opportunities that your sales team wins and how long opportunities of various sizes stay in the sales cycle. That information is shown as your opportunity win rate. Based on your win rate, Salesforce can make recommendations and suggestions to improve your sales processes. |
| Product enhancements | Faster payment collection for the products and services you sell means better cash flow. The better the cash flow, the better your business. For Subscription Management customers, we observe and establish trends about how efficiently your business collects payments using Salesforce in the Days Sales Outstanding metric. Understanding how long it takes to collect payment can help us understand where we can make the payment collection features easier to use and more efficient. |
If you have questions about how any data is used, contact Salesforce Customer Support.
What Products Include Business Value Metrics
Business value metrics are used with Salesforce Starter and Pro Suite.
Opting Out
If you aren’t interested in using the data intelligence features in Salesforce or allowing your data to drive future enhancements, opt out. Click the Quick Settings gear icon in the global header and open Advanced Setup. From Advanced Setup, in the Quick Find box, enter Company Information, and then select Company Information. Deselect Value Metrics Sharing Opt-In.
