Overview
The Salesforce connector pulls CRM data from your Salesforce org into your dashboards. Track leads, opportunities, accounts, contacts, and pipeline metrics alongside your marketing data for complete attribution.
Requirements
- ✓An active Salesforce account
- ✓System Administrator or API-enabled profile access
- ✓An EverythingData account
Setup steps
Log in to EverythingData
Go to dashboard.everythingdata.io and log in or create your free account.
Add a new connector
Click 'Add Connector' and select Salesforce from the list.
Authenticate with Salesforce
Click 'Connect with Salesforce' and log in with your Salesforce credentials.
Authorize API access
Grant EverythingData the required permissions to read your Salesforce data.
Choose your destination
Select Looker Studio, Power BI, or Google Sheets.
Start reporting
Your Salesforce CRM data will sync automatically.
Notes
ℹAPI access must be enabled on your Salesforce profile to use this connector.
ℹBoth production and sandbox environments are supported.
ℹData includes standard and custom Salesforce objects.
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