Connect Salesforce to Grafana to Make Data-Driven Decisions

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What is Salesforce?

Salesforce is a leading customer relationship management (CRM) platform that helps large enterprises manage their sales, customer service, and marketing activities. By leveraging Salesforce, businesses can streamline their operations, boost productivity, and make data-driven decisions to drive growth. With its extensive range of tools and features, Salesforce enables organizations to effectively manage their sales pipeline, track customer interactions, and gain valuable insights into their customer base.

What is Grafana?

Grafana is a popular open-source data visualization and analytics platform used by enterprises to create interactive, real-time dashboards and reports. By integrating Grafana with various data sources, businesses can monitor and analyze their key performance indicators (KPIs) in a visually engaging and easy-to-understand manner. Grafana's flexibility, customizable visualizations, and support for a wide range of data sources make it an ideal choice for organizations looking to gain actionable insights from their data.

Connecting Salesforce to Grafana

To connect Salesforce to Grafana, follow these steps:

  • Choose a suitable data connector for Grafana Salesforce integration. Several third-party connectors are available, which can be found in Grafana's plugin library or online.
  • Install and configure the chosen Salesforce Grafana connector in your Grafana instance, following the connector's documentation for guidance.
  • Set up the connection between Salesforce and Grafana by providing the necessary Salesforce API credentials, such as the consumer key, consumer secret, username, and password.
  • Configure the data source settings in Grafana, specifying the Salesforce objects and fields you want to visualize. This may include custom objects and fields, depending on your business requirements.
  • Create a Salesforce Grafana dashboard by selecting the appropriate visualization types and configuring the queries to fetch data from Salesforce. This will allow you to visualize Salesforce data in real-time and track your most important KPIs.
  • Regularly sync Grafana with Salesforce to ensure that your dashboards and reports are always up-to-date with the latest data.
  • Instead of manually setting up the connection and managing the data sync, consider using a dedicated data connector for Grafana like Improvado, which simplifies the process and can save you time and effort.

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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 Grafana with Improvado

Improvado is a powerful marketing analytics platform that specializes in connecting various data sources, like Salesforce, to BI and visualization tools, like Grafana. With Improvado, you can effortlessly extract and load data from Salesforce to Grafana, ensuring that your dashboards and reports are always up-to-date. Improvado's pre-built Salesforce Grafana connector automatically extracts all relevant metrics and dimensions from Salesforce, allowing you to focus on data analysis and visualization rather than data management.

Choosing Improvado to connect Salesforce to Grafana offers numerous benefits, including:

  • Scalability: Improvado can handle large volumes of data, making it suitable for enterprises with extensive marketing and sales data.
  • Customization: Improvado's platform is highly customizable, enabling you to tailor the data extraction and transformation process to your specific needs.
  • High-quality customer support: Improvado's team of experts is always available to help you with any questions or issues you might encounter.
  • Data centralization: By using Improvado, you can centralize all your marketing and sales data in one place, making it easier to analyze and visualize.

Summary of connection Salesforce to Grafana

In summary, connecting Salesforce to Grafana is a crucial step for enterprises looking to gain valuable insights from their CRM data. By leveraging a powerful data connector like Improvado, you can simplify the process and focus on what matters most: analyzing and visualizing your data to drive growth. With Improvado's scalability, customization, high-quality customer support, and ability to process large volumes of data, you can confidently centralize your marketing and sales data for analysis in Grafana. To learn more about how Improvado can help you connect Salesforce to Grafana, book a call with one of their 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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