Salesforce

Insights Standard Data Dictionary Overview

« Go Back
Information
Insights Standard Data Dictionary Overview
4782608565015-Insights-Standard-Data-Dictionary
Details

Understanding the Insights Standard Data Dictionary

The Insights Standard Data Dictionary is a comprehensive overview of the most popular standard data fields that can be accessed through the Insights platform. 

This resource offers detailed definitions and explanations of the various data elements available within some Insights Explores (Budget, Donor, Employee Engagement, Employee Giving, Grant Request, Organization, Payments, Pledging, Volunteer Events, and Volunteer Hours). 

By familiarizing yourself with these field descriptions, you can learn how to leverage them to gain a deeper understanding of your program's data.

Feature Availability:

The ability to utilize standard fields in an Insights Explore is restricted to Insights Analysts. All Insights users have access to data available through standard, as well as group or personal, dashboards and reports. However, only Insights Analysts have access to view Insights Explores through the Analyze feature. Program administrators can assign access to other internal users to view Insights through the User Management portal. Visit Understanding the Insights Self-Service User Management Portal to learn more about self-managing your program's Insights' user roles and permissions.

 

The articles below provide the names and definitions of the most popular standard data fields that can be accessed via Insights for the following Explores.

What do you need help with?

Not what you're looking for? Navigate to Insights Analyze Basics Overview


Powered by