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.
