Connect Data from Salesforce to Google Data Studio
You can get your Salesforce data into Google Data Studio to make more informed business decisions. This simple and quick guide gives you easy instructions on how you can extract your data from Salesforce and then analyze it in Google Data Studio. Our Salesforce to Google Data Studio connector allows you to access your Salesforce data so you can easily manage various media objects, view metadata, and comments, and get reliable insights and metrics, such as reach, impressions, follower-like ratio, and likes. Integrate your Salesforce with Google Data Studio to turn your Salesforce data into actionable insights.
Salesforce is a popular customer relationship management (CRM) software that lets businesses manage customer complaints and queries, and stay in touch with all their customers using effective email campaigns. Salesforce is a Software as a Service (SaaS) platform. The tool helps you create a customized solution as per your specific business requirements and preferences. Salesforce has expanded rapidly from just a CRM platform and offers a multitude of different products.
Salesforce is incredibly customizable and has several integration functionalities that you will like. Companies use the software to do everything from team collaboration to managing account planning.
Google Data Studio
Google Data Studio is an incredible dashboard creating platform and is free. Google Data Studio will help you convert your raw data into customized dashboards and valuable reports without any coding knowledge. The platform provides various prebuilt connectors to multiple database sources, Google products like AdWords and Google Analytics, and CSV files. You can use Google Data Studio for reporting on Facebook ad campaigns.
Before loading your data into Google Data Studio, you will have to prep it first. If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them.
Salesforce documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes. Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists.
In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
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Note that Salesforce provides several APIs for its different products that can easily deliver data on leads, accounts, tasks, and more. Users can easily find a list of useful APIs on one of Salesforce's helpdesk posts with directions on how and when to use each API. And by going through that post, you will get a good idea of which API will make the most sense for your specific use case. We will use the company’s REST API with Salesforce Object Query Language (SOQL), but keep in mind that the same data is also available using some other protocols.
To visualize all your data in a report, you have to first connect to the underlying data source. This could be data present in a social media or an advertising platform, like Facebook Ads, a MySQL database, a CSV file, or a Google Sheets spreadsheet, etc.
You require only two things for this:
- A Google account, and
- DataNote that Google Data Studio can easily use data from many sources,
- Attribution 360
- Campaign Manager, and
- Cloud Spanner
Once you have signed into your Google account, just go to Google Data Studio. Now click on the + button linked to the Blank new report. Click on CREATE NEW DATA SOURCE in the resulting window at the bottom right corner. Then you will have to select your data source.
To do this, click on the CONNECT button located in the right corner at the top. Customize the data that you want to use in the new window, and, when you are done, click on ADD TO REPORT. Click on the ADD TO REPORT button when you receive a prompt in the pop-up.
Now your data will be available in the report. Now as all your data is available on the report, you have to simply add elements to make use of and analyze the data.
You may choose any number of elements, such as:
- Bar chart
- Time series
- Combo chart
- Pie chart
- Geo map
ou can add an element by clicking Insert (present in the Menu toolbar) and then choose the type you would like.
Keeping data up to date
If you've made it this far, congrats! You probably have a written a program or script to extract your data and move it into Google Data Studio. Now it's time to think about how you will keep this data up-to-date by loading updated or new data. Of course, you can just replicate all your data every time you have updated your records, but that would be extremely manual and time-consuming.
Luckily there is a better way. The key is building your script so that it can sense incremental updates made to the data.
Thankfully, Salesforce’s API results include fields so that you can identify those records which are new since the last update you made (or since the most recent record you have copied). Once you have taken new data into consideration, you can easily set your script either as a continuous loop or cron job to pull down new data as soon as it appears.
And keep in mind that, as with most codes, once you write it, you will need to maintain it. In case Salesforce changes its API, or if the API sends a field containing a data type that your code does not recognize, you might have to change the script.
The Easiest And Fastest Way To Do It
If all this sounds a bit overwhelming, don't worry -- there is an easier way to get this done!
Thankfully, products like Improvado were developed to move data from Salesforce to Google Data Studio automatically. Using Improvado, you can easily combine the most crucial and relevant data from your ad campaign into a dashboard. You can then connect this data to Google Data Studio.