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Salesforce Connector

Integrate Salesforce with your data management apps to automate the reporting process without coding. Use Salesforce connector to import sales data into spreadsheets, data warehouses, and BI tools for informed decision-making.

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4.9/5

Use Salesforce connector to import data into 10+ destinations

Looker Studio icon
Looker Studio
Dashboards
Tableau icon
Tableau
Dashboards
PostgreSQL icon
PostgreSQL
Data warehouses
Google Sheets icon
Google Sheets
Spreadsheets
BigQuery icon
BigQuery
Data warehouses
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monday.com
Dashboards
Power BI icon
Power BI
Dashboards
Microsoft Excel icon
Microsoft Excel
Spreadsheets
Qlik icon
Qlik
Dashboards
Redshift icon
Redshift
Data warehouses
JSON icon
JSON
Other

Quick start with CRM dashboards

Salesforce CRM dashboard in Google Sheets image
Salesforce CRM dashboard in Google Sheets

Get a detailed overview of your opportunities in Salesforce and analyze the performance of your sales team.

Salesforce icon arrow icon Google Sheets icon
CRM dashboard for Salesforce image
CRM dashboard for Salesforce

Monitor your Salesforce sales efforts with an overview of your opportunities, accounts, and campaigns. Track the key metrics, check how the team performs, and understand what drives your revenues.

Salesforce icon arrow icon Looker Studio icon
Sales team performance dashboard for Salesforce in Google Sheets image
Sales team performance dashboard for Salesforce in Google Sheets

Monitor the effectiveness of your sales team and derive insights into how to optimize your sales pipeline conversions in Salesforce.

Salesforce icon arrow icon Google Sheets icon
See all dashboards

What types of data can I sync or integrate using your Salesforce connector?

  • Objects
    Standard or custom objects, such as account, opportunity, or lead.
  • Contacts
    Contact details, communication preferences, relationship statuses, and interaction histories.
  • New accounts report
    Details of newly created accounts: names, industries, contact information, and assigned account owners.
  • New contacts & accounts report
    Overview of newly added contacts and accounts, featuring contact details, account information, and relationship statuses.
  • New opportunities with products report
    Insights into newly generated opportunities, along with associated products, potential revenues, and expected close dates.
  • New test account report
    Summary of newly established test accounts, comprising account names, test criteria, and assigned test managers.
  • PL new opportunities report
    Breakdown of newly identified opportunities within the PL (product line) framework, including revenue potentials, stages, and associated products.
  • Orchestration run logs
    Logs that document timestamps, actions performed, and any errors or warnings encountered.
  • Orchestration runs
    Particulars of run durations, success rates, and resources utilized.
  • Orchestration stage runs
    Report on stage completion rates, durations, and any related issues.
  • Orchestration step runs
    Specifics of execution times, outcomes, and resource consumption.
  • Orchestration work items
    Information on statuses, assigned resources, and completion deadlines.

... and many more

Use the Salesforce data connector to create analysis-ready reports in your destination app

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What are the benefits of using your Salesforce connector?

Multiple destinations icon

Multiple destinations

Salesforce data connector supports various destination applications. You can choose spreadsheet apps for quick reporting, data warehouses for complex analysis, or BI tools to build dynamic dashboards.

Automated data refresh icon

Automated data refresh

Using Coupler.io, you can ensure that your report on Salesforce data is ever-updating. Toggle on the Automatic data refresh feature and customize the schedule according to your analytics purposes.

Data blending icon

Data blending

Combine data from multiple sources into a single report. With Coupler.io's connector, you have options to merge your Salesforce data with records from diverse marketing, finance, and sales applications.

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Frequently asked questions
Salesforce connector enables you to connect your Salesforce account to the required application out of the box. This way, you can automate data import from Salesforce into more than 10 destinations, such as spreadsheet apps, data warehouses, and business intelligence (BI) tools. In addition to that, you can customize the schedule for auto-updates. It's a way to maintain your reports in agreement with the latest changes to the source. So, you'll have near real-time sales data at hand even if you lack programming skills and there's no developer to code for you.
With Coupler.io's data connector for Salesforce, you minimize the copying-and-pasting routine, saving time on more strategic tasks rather than reporting. Just automate data imports in minutes by taking a few simple steps. Thanks to automation, you also reduce the probability of human error. This means your Salesforce data will stay precise from source to destination and be self-updated with consistent accuracy.
Salesforce data connector makes it possible to collect numerous data entities. One of them is standard or custom objects like account, opportunity, and lead. You can also load contacts to explore communication preferences, relationship statuses, and interaction histories.
Reports on new accounts, contacts, and opportunities contain details of newly added entities. At the same time, you can extract more specific reports focusing on test accounts and PL (product line) opportunities."
Alternatively, export orchestration run logs for reporting on timestamps and actions, orchestration runs for durations and resources, stage runs for completion rates and issues, step runs for execution details, and work items for status/resource information.
Salesforce connector by Coupler.io offers a range of benefits for automated data exports. First, ​​it empowers you to collect, organize, and transform data into simple reports quickly and within a single web application interface. On top of that, you don't need any technical background, for example, coding skills.
With support for multiple destinations, you can easily load Salesforce data into spreadsheet apps, data warehouses, and BI tools. As for Automatic data refresh, it ensures your reports are auto-updated on schedule without manual intervention.
Additionally, Coupler.io comes with data blending features. So, you can merge Salesforce data with records from a multitude of marketing, finance, and sales apps.
With Coupler.io, you have a variety of scheduling options for Automatic data refresh. If you leave the settings unchanged, your data will be updated on a daily basis. For more frequent refreshes, you can select intervals from hourly to every 15 minutes to make your report almost live. If you want to, specify the days of the week, hours, and your preferred time zone.

Ready to try the data connector for Salesforce to automate your reporting?

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