Salesforce CRM

What is Salesforce CRM Connector?

Salesforce CRM Connector is Data Studio connector that helps to connect Data Studio with Salesforce CRM and use it as a data source in Data Studio.

Salesforce CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.


What is Salesforce CRM?

Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

How does it work?

Step 1: Choose "Salesforce" connector by Jivrus Technologies from Google Data Studio Partner Gallery

Step 2: Click on 'AUTHORIZE' button for authorizing your google account.

Step 3: Once you click Authorize button, you can provide access with your Google account

Click on 'Allow' button for Access google Account.



Step 4: Once you are authorized to google account then you need to authorize for third-party service. In this case Salesforce CRM.

Step 5: Click on 'AUTHORIZE' button for authorizing your Salesforce CRM account.


Step 6: Once you click on authorize, you need to login with your Salesforce Account.

Click on Login button.



Step 7: Choose the Object Type you want to use.

  • Objects

  • Reports

  • SOQL

Step 8: Choose the Object you want to use.



Step 9: Click on 'Connect' button.


Step 10: The available fields from the Contacts Object is listed .

Step11: Use this as a data source and continue normally with designing your report in Data Studio.

Step 12: Click on 'Create Report' button.

Step 13: You can customize the dashboard as you want.

Salesforce - Data Studio Dashboard

An example of a dashboard created in Data Studio with Salesforce CRM Data Connector.

Salesforce_CRM_-_Template_Report_-_By_Jivrus_technologies.pdf

Pricing

FAQ

How to enable Salesforce API for organization?

Follow the steps to enable Salesforce API

  • Log In to your Salesforce Account

  • Go to Setup(top right corner)

  • Search for "Profile"

  • Click on New

  • Provide "Profile Name" and click on save

  • Go to "Administrative Permissions"

  • Mark the API Enabled checkbox