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What is Salesforce?

Salesforce is a leading customer relationship management (CRM) platform that helps large enterprises manage and optimize their sales, marketing, customer service, and more. By leveraging Salesforce, businesses can gain a comprehensive view of their customer data, streamline workflows, and enhance collaboration across teams. This platform plays a crucial role in enabling enterprises to make data-driven decisions, improve customer experiences, and drive overall growth.

What is is an intuitive embeddable analytics and data visualization platform designed for enterprise companies. This powerful tool enables businesses to create interactive and customizable dashboards that provide actionable insights into their marketing, sales, and operations data. By integrating into their existing technology stack, enterprises can easily visualize and analyze complex data sets, making it easier for decision-makers to uncover trends, identify opportunities, and make informed decisions that drive business growth.

Connecting Salesforce to

Connecting Salesforce to can be achieved through the following steps:

  • Ensure that you have an active Salesforce account with the necessary API access and a account with access to the data connector feature.
  • Navigate to the data connectors section in and search for the Salesforce connector.
  • Authenticate your Salesforce account by providing the required credentials, such as your username, password, and security token.
  • Select the Salesforce objects and fields you want to import into
  • Configure any additional settings, such as data filters and relationships, to ensure your data is accurately represented in
  • Map the imported Salesforce fields to the appropriate dimensions and metrics, and create visualizations using the dashboard builder.
  • Schedule regular data syncs between Salesforce and to ensure your data remains up-to-date.
  • Alternatively, consider using Improvado, an advanced marketing analytics platform that can simplify the process of connecting Salesforce to with its robust data extraction and load capabilities.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Salesforce to with Improvado

Improvado is the best solution for connecting Salesforce to, as it offers several key advantages over other methods. With Improvado, businesses can benefit from a seamless data pipeline that covers data extraction, transformation, and normalization, ensuring that your Salesforce data is accurately represented in The platform also offers a comprehensive data dictionary that includes all available metrics and dimensions, making it easy to customize your Salesforce data in

In addition to its robust data pipeline, Improvado also provides exceptional customer support, with a team of experts available to assist with any technical issues or questions that may arise during the integration process. Furthermore, Improvado is designed to handle large volumes of data, making it the perfect solution for large enterprises with extensive data sets to analyze and visualize.

Summary of connection Salesforce to

In conclusion, connecting Salesforce and is a powerful way for businesses to visualize and analyze their CRM data, leading to better decision-making and improved business outcomes. By leveraging Improvado's advanced marketing analytics platform, enterprises can benefit from a seamless and scalable data pipeline, customizable data representation, high-quality customer support, and the ability to process large volumes of data. Ultimately, integrating Salesforce with using Improvado ensures that businesses can centralize their marketing and sales data, leading to more informed decision-making and a stronger competitive advantage. To learn more about how Improvado can help you connect Salesforce to, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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