Querying CRM Sales Data Using MyInsights

The following limitations exist for loading CRM sales data in order for it to be accessible from MyInsights.

  • Only CRM sales data without Goals and without Payer-specific data can be loaded using MyInsights:
  • Contains_Goals_vod = false
  • Payer_Plan_Mapped_vod = false
  • Market_vod__c must be mapped and the Markets Mapped? checkbox on the Data Map Template for the data must be selected

See Adding Data for MyInsights Pages for more information on querying sales data using MyInsights Studio.