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  1. Two Circles Help Center
  2. Additional Information
Other Info

Additional Information

Data handling, CRM integration details, and Tableau guidelines.

General

  • Data handling

Tableau & Reports

  • Resolving Tableau Cloud connection errors and extract failures
  • Tableau guidelines
  • User-level filtering
  • Time zones
  • Add a Tableau workbook to CRM

Insights Portal (Deprecated)

  • Golden Record - Supported Data Sources
  • Golden Record rules
  • Golden Record entity resolution
  • Matching rules
  • Field mapping
  • KORE Tags
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