First, determine what data you want to include in the dataset. For this example, you
will create the OppRoles dataset that contains all opportunities as well as user details about
each opportunity owner, such as their full name, division, and title.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
|
You will obtain opportunities from the Opportunity object and user details from the User object.
Both are objects in Salesforce.
In this example, your Salesforce organization has the following role hierarchy and
users.
Also, your organization contains the following opportunities, most of which are owned by
Keith.
