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We created 10 basic formulas to help you get started with Salesforce KPIs.

Since you can import custom data from Salesforce to Plecto, not all formula examples can be generic. That's why we only prepared formulas based on the standard data types – those that are the same for everyone:

Salesforce Leads, Salesforce Opportunities, Salesforce Tasks

Copy and paste these formulas in the Advanced formula editor, then switch to the Visual editor for better usability.