Create your first Workbook

Workbooks are where you can explore your data more deeply than ever before.

In Workbooks, data can be joined, transformed, calculated, and visualized.

To get started, navigate to Workbench in the sidebar and click on New in the top-right corner.

You will be prompted to give your Workbook a Name and brief Description.

tip

Don't worry, this can be changed later on.

You will also be asked to Include records from and see a drop-down list. In the drop-down list you will see a list of the Data Sources you have previously connected, alongside the Objects from each Data Source.

This will become the Base table in your Workbook.

For our first Workbook, we're going to select Account if Salesforce is your CRM. If you are using HubSpot as your CRM instead, select Company.