How to Connect Salesforce to Looker

Salesforce is a leading cloud-based customer relationship management (CRM) platform that enables businesses to manage sales, marketing, and customer service in one system. It provides tools for tracking leads, opportunities, and customer interactions, helping organizations build stronger relationships and close deals more effectively. Salesforce’s ecosystem includes integrations, automation features, and AI-driven analytics that extend its capabilities across industries. Companies adopt Salesforce to unify data, improve collaboration, and streamline workflows. Its scalability and customizability make it a trusted solution for organizations ranging from startups to global enterprises.

Looker, part of Google Cloud, is a modern business intelligence platform that empowers organizations to explore and analyze data at scale. Its semantic modeling layer, LookML, ensures consistency in how metrics are defined across the company. Leaders and analysts use Looker for real-time dashboards, scheduled reporting, and embedded analytics. Its integration with cloud warehouses supports enterprise scalability. By balancing governance with user empowerment, Looker enables companies to align around reliable insights and strengthen their data culture.

Linking Salesforce with Looker simplifies your data management by removing the need for manual handling. To establish a smooth connection, follow these steps:

• Establish API credentials and grant appropriate access rights
• Define how data fields correspond and set transformation guidelines
• Arrange regular automatic data updates
• Keep track of data accuracy and system performance
• Build tailored dashboards and visualization reports

By combining these tools, you gain the advantage of up-to-the-minute analytics, minimize repetitive tasks, and achieve a cohesive view of your data across both systems.

Improvado makes connecting Salesforce to Looker effortless with a fully no-code approach that takes care of every technical detail. Here’s how our platform helps you:

• Ready-to-use connectors that automatically align your fields
• Continuous, real-time syncing paired with proactive oversight
• Built-in tools for transforming data and validating its accuracy
• Robust security measures and compliance protocols designed for enterprises
• Around-the-clock assistance and system upkeep

By using Improvado, you skip custom coding, cut integration periods from weeks down to days, and gain a dependable pipeline that keeps your insights flowing smoothly.

Integrating Salesforce with Looker delivers impactful outcomes and streamlines workflows. Key advantages include:

• Cutting reporting time by 75% thanks to automated data consolidation
• Accelerating insight generation by five times through combined marketing data
• Decreasing marketing IT support requests by 90%

Companies typically experience benefits within 2 to 3 months, achieving a 75% drop in manual tasks and accelerating attribution efforts by a factor of five.