You are here:
Datasets in Salesforce Contracts Analytics
When you create Salesforce Contracts Analytics, CRM Analytics imports your Salesforce data into the app datasets based on your selections. The datasets drive the app’s dashboards and lenses.
| DATASET NAME | CONTENTS | SOURCE | USED BY | SECURITY PREDICATE | SPECIAL REQUIREMENTS |
|---|---|---|---|---|---|
| CLM Contract | All Contract records | Contract Object | Sales Operation Contract Admin B2B Sales Home Embedded Records That Need My Attention Records That Need My Attention Sales |
Not applicable | Not applicable |
| CLM Contract History | Contract History records with status change | Contract History Object | Contract Admin Contract Stage Insights |
Not applicable | Not applicable |
| CLM Document Clause | All Document Clause records | Document Clause Object | Records That Need My Attention | Not applicable | Not applicable |
| CLM Sales Contract Line | All Sales Contract Line records | Sales Contract Line Object | Sales Operation Contract Admin B2B Sales Home Embedded Contract Account Embedded Contract Quote Embedded Contract Line Items Embedded |
Not applicable | Not applicable |
| CLM Document Template | All Document Template records | Document Template Object | Records That Need My Attention | Not applicable | Not applicable |
Did this article solve your issue?
Let us know so we can improve!
