Salesforce

Understanding Insights Custom Fields

« Go Back
Information
Understanding Insights Custom Fields
Understanding-Insights-Custom-Fields
Details

Insights Custom Fields Overview

Insights Analysts have access to a powerful custom fields feature that allows them to create their own temporary ad hoc custom dimensions and measures within any Insights Explore.

Most fields accessible through the left field picker of any given Explore have been identified by an Insights developer and exist as standard to the product (meaning they cannot be edited). The custom field feature provides you with the flexibility to tailor your program's data analysis without relying on an Insights developer. 

  • With custom fields, you can create a wide variety of custom field types, including custom measures based on existing dimensions, custom groups to create ad hoc categories, custom bins to group numeric values into tiers, and custom dimensions derived from expressions that combine multiple existing fields. 
  • Custom fields can be leveraged in the same manner as standard fields, enabling users to add them to data tables, utilize them as filtering criteria, and seamlessly incorporate them into visualizations.

It is important to note that any custom fields created are temporary, so be sure to save your analysis to a Look, Report, or Dashboard if you want to access them again in the future.

Feature Availability:

Insights Explores are accessible only to Insights Analysts. Administrators can manage Insights permissions for their program's internal users through the Users section in the Insights platform. Click Here to learn more about the Insights Self-Service User Management Portal.

Review the following articles to learn more about utilizing Custom Fields in an Insights Explore.

 

What do you need help with?

Additional Resources

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


Powered by