As part of the onboarding process for Terminus Data Studio, customers will need to complete a configuration survey. The configuration survey will help your Terminus onboarding team align your instance of the Terminus platform to your specific business needs, and unique customizations you may have in place your Salesforce org.
To help guide users through this configuration survey, our technical team has put together several explainer videos. Additionally, you can reference this support article for more information on Data Studio's integration with Salesforce.
Part One: Configuration Tab
Part Two: Filters Tab
Part Three: Columns Tab
If you have additional questions, please reach out to your Terminus onboarding team or contact support through the Terminus Support Portal.
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