How to Connect Salesforce to Qlik

Salesforce is a leading customer relationship management (CRM) platform used by enterprise companies to manage their sales, customer support, and marketing efforts. With its powerful suite of tools, Salesforce enables businesses to effectively manage relationships with their customers, optimize their sales processes, and drive revenue growth. By leveraging Salesforce's advanced analytics capabilities, enterprises can gain valuable insights into their sales and marketing data, helping them make informed decisions and improve overall performance.

Qlik is a powerful business intelligence (BI) and data visualization platform designed for enterprise companies. Qlik's unique associative analytics engine allows users to explore and analyze data from multiple sources, uncovering hidden insights and driving data-driven decision-making. With its intuitive interface and interactive visualizations, Qlik enables users to easily create and share interactive dashboards and reports, empowering teams to collaborate and make better decisions. Qlik is an ideal solution for enterprises looking to analyze vast amounts of data and gain actionable insights.

Linking Salesforce with Qlik optimizes your data management by removing the need for manual intervention. To achieve a seamless connection, follow these steps:

• Establish API credentials and define data access controls
• Implement data mapping along with transformation protocols
• Automate data refresh cycles through scheduling
• Track data integrity and assess system performance indicators
• Develop tailored dashboards and generate comprehensive reports

This connectivity facilitates real-time data analysis, minimizes manual labor, and delivers consolidated insights across both systems.

Improvado delivers a streamlined, code-free approach for connecting Salesforce and Qlik, taking care of every technical detail behind the scenes. Key capabilities include:

• Ready-made connectors with intelligent field alignment
• Continuous, live data updates and visibility
• Embedded transformation routines and validation protocols
• Robust security framework and regulatory adherence
• Around-the-clock technical assistance and upkeep

By removing the need for bespoke scripting, our solution shortens integration timelines from several weeks to just a few days, while guaranteeing uninterrupted and accurate data exchange.

Integrating Salesforce with Qlik enables enhanced data-driven decision-making and streamlines business processes. Key benefits include:

• Near-total data accuracy with a 99% decrease in inconsistencies
• A 75% cut in report generation time via automated synchronization of datasets
• Accelerated analytics delivering insights up to five times faster by consolidating marketing information

Organizations observe tangible improvements in as little as three months, experiencing virtually error-free data and query speeds increasing between 1.5 to 5 times.