Connect Data from Salesforce to Looker
You can get your Salesforce data into Looker 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 Looker. Our Salesforce to Looker 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 Looker 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.
Looker is a popular analytics tool that helps bring data and business teams together by making it quick and easy for everyone to explore and comprehend the data which drives business. Looker Analytics can integrate with any SQL database and data warehouse, like Greenplum and Amazon Redshift.
From agile startups to large corporations, savvy companies can easily leverage Looker's amazing analysis capabilities to monitor the overall health of their businesses and also make more data-driven and sound decisions. Looker is great as it lets companies access, describe, control, explore, and visualize all their data across any web browser, on any device. Looker can help companies of all sizes use data to drive their business activities and decisions in the right direction.
Before loading your data into Looker, 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.
Integrate your Salesforce data with Looker and turn your raw data into valuable and actionable insights. TRY IMPROVADO. You can set up in a matter of minutes.
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.
Looker will connect to your company's data warehouse or database in order to perform its analyses. This is where the data you would like to analyze is stored and maintained. Some of the popular and commonly used data warehouses are Google BigQuery, Amazon Redshift, and Snowflake.
Looker's documentation is helpful in this regard as it offers instructions on how you can configure and connect your database or data warehouse. Note that in a majority of cases, it simply involves creating and copying your access credentials, such as a password, username, and server information.
Then you can easily move your data into your data warehouse from your various data sources for Looker to use. As soon as you connect your data warehouse to Looker, you may build constructs called explores, and each is a comprehensive SQL view that contains a certain set of data for more analysis. An example can be "customers" or "orders."
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 Looker.
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 Looker 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 Looker.