Data sources
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Salesforce

Salesforce Data Integration — CRM Insights Unlocked

Lead sources, pipeline velocity, and revenue attribution from your CRM sync automatically. Connect sales performance to marketing spend.

500+
Data Sources
46K+
Metrics
99.9%
SLA
<5 min
Setup
SOC 2
Type II
Why Improvado

Connect Salesforce CRM automatically

Improvado extracts leads, opportunities, accounts, and custom objects from Salesforce through secure API connections. Pull sales pipeline data, lead scores, conversion metrics, and custom field values without manual report exports. Set up automated data syncs every 15 minutes to 24 hours based on your sales cycle needs. Your Salesforce data flows into destinations like BigQuery, Snowflake, or Tableau with complete field mapping.

Salesforce Improvado
Snowflake BigQuery Redshift Tableau Power BI AI Agent
46K+ metrics 500+ sources No code Auto-refresh
Your sources
Salesforce + 500 more
Marketing Common Data Model
Same metrics
Same schema
Any destination
Unified Data

Unified marketing and sales performance

Improvado's Marketing Common Data Model connects Salesforce CRM data with Google Ads, Facebook, and email marketing platforms. Match leads to their original marketing touchpoints and calculate true marketing ROI. Analyze which campaigns generate the highest-value opportunities and shortest sales cycles. Build end-to-end funnel reports that span marketing acquisition through sales conversion.

Use Cases

What users ask their Salesforce integration

Cross-channel
Match Google Ads leads to Salesforce opportunities for accurate campaign ROI analysis
8 hrs → 20 min
Budget optimization
Track marketing qualified leads through sales pipeline to optimize budget allocation
Manual → auto
Executive reporting
Build executive reports showing marketing spend, leads, and closed revenue together
5 hrs → 15 min
99.9% SLA
Data warehouse
Managed storage
Cross-channel
Deep granularity
Attribution

Extract data from 500+ data sources

Connect and manage all your marketing data sources in one platform, both in the cloud or on-premise.

Load data to any data warehouse

Connect multiple data sources and analyze them as if they were a single database.

Combine, map, and normalize data to produce a comprehensive data set surrounding your marketing activities.

Transform your data without SQL skills

Analyze data in
real-time

You can use it directly with your favorite business intelligence tools, ingest it to econometric models and populate the enterprise data warehouse

Get analysis-ready data for marketing analytics

Get all your data in one place instantly

SOC 2 Type II

Auditing procedure that ensures secure management of data.

HIPAA

Complies with Health Insurance Portability
and Accountability Act (HIPAA)

Improvado is GDPR compliant.
GDPR

General Data Protection Regulation (GDPR) Certified

Improvado is CCPA compliant.
CCPA

Complies with California Consumer Privacy Act (CCPA)

Centralize all your marketing data in one place

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You can analyze data from 500+ data sources

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G2 Crowd logo
Capterra logo

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provide all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

Read the case study
G2 Crowd logo
Capterra logo

Professional, responsive and willing to go the extra mile to help. They are a solution to connect to most advertising platforms and provide a multitude of metrics from these platforms

They are willing to go the extra mile to attend to your query and help to the best they can.

Helping to connect to various advertising platform such as Google Ads, Facebook, DV360, Trade Desk.

They are a solution to connect to most advertising platform and provide a multitude of metrics from these platforms

Read the case study

Frequently Asked Questions

What Salesforce objects does Improvado extract?
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Improvado pulls standard objects like Leads, Opportunities, Accounts, Contacts, and Cases from Salesforce. We also extract custom objects, custom fields, and calculated fields. You can select specific objects and fields during setup.
How does Improvado connect to Salesforce?
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Improvado uses Salesforce's official REST API with OAuth authentication. You authorize read-only access through your Salesforce admin panel. All connections use encrypted protocols and support IP restrictions and SSO integration.
Can I get historical Salesforce data?
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Yes, Improvado extracts all historical records from your Salesforce instance during initial setup. We pull complete opportunity history, lead progression, and account changes. Historical data availability depends on your Salesforce data retention settings.
How often does Salesforce data sync?
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Salesforce data can sync every 15 minutes up to once daily, depending on your plan and data volume. Improvado uses incremental updates to only pull changed records. Large objects like Opportunities typically sync hourly while smaller objects can update more frequently.
Can I match Salesforce leads to marketing campaigns?
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Yes, Improvado automatically maps lead sources, UTM parameters, and campaign IDs between Salesforce and marketing platforms. Match leads from Google Ads, Facebook, and email campaigns to their Salesforce records. Track campaign influence on opportunities and closed deals.
Does Improvado support Salesforce custom fields?
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Yes, Improvado extracts all custom fields, custom objects, and calculated fields from Salesforce. We maintain field relationships and data types during extraction. Custom field mappings are preserved when data flows to your warehouse or analytics tools.