Connect Salesforce to Sisense Without SQL

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What is Salesforce?

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform, helping large enterprises manage their sales, customer service, marketing, and more. By offering a comprehensive suite of tools and applications, Salesforce empowers companies to streamline their processes, enhance customer engagement, and make data-driven decisions. Utilizing Salesforce enables businesses to stay competitive in their respective industries by optimizing sales strategies, increasing team productivity, and improving customer satisfaction.

What is Sisense?

Sisense is a powerful Business Intelligence (BI) and data visualization platform that enables large enterprises to quickly analyze and visualize complex data sets. With its robust features and intuitive interface, Sisense allows users to create interactive dashboards and reports, making it easier for decision-makers to gain insights and make informed decisions. By leveraging Sisense, organizations can uncover hidden trends, monitor key performance indicators (KPIs), and drive strategic initiatives, ultimately resulting in improved efficiency and increased revenue.

Connecting Salesforce to Sisense

Connecting Salesforce to Sisense can be achieved through several methods, including:

  • Using the built-in Salesforce connector in Sisense, which allows for seamless integration and easy access to your Salesforce data.
  • Utilizing third-party data connectors for Sisense Salesforce, which may provide additional features and customization options.
  • Manually exporting data from Salesforce to Sisense by extracting the data as a CSV file, then importing it into Sisense for analysis.
  • Developing custom scripts or APIs to sync Salesforce with Sisense, which may require technical expertise and resources.
  • Choosing a comprehensive data pipeline solution like Improvado to handle the entire process of data extraction, transformation, normalization, and visualization. This approach eliminates the need for multiple tools and manual interventions, ensuring a more efficient and reliable connection between Salesforce and Sisense.

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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 Sisense with Improvado

Improvado is the ideal solution for connecting Salesforce to Sisense, as it offers several key advantages over other methods. First, Improvado provides a seamless data extraction and load process, handling both the data extraction and loading into Sisense. This simplifies the data integration process and minimizes the need for manual intervention.

Next, Improvado's platform is highly customizable, allowing users to easily select and import the metrics and dimensions they need. With access to an extensive data dictionary, businesses can tailor their data imports to match their specific requirements. This level of customization helps ensure that the data being analyzed in Sisense is both relevant and valuable.

Finally, Improvado offers exceptional customer support, scalability, and the ability to process large volumes of data. This makes it an ideal choice for large enterprises looking to centralize their marketing and sales data and gain actionable insights through Sisense.

Summary of connection Salesforce to Sisense

In summary, connecting Salesforce to Sisense can be accomplished through various methods, but utilizing Improvado offers significant advantages. By leveraging Improvado, businesses can benefit from a seamless and customizable data pipeline, as well as exceptional customer support and scalability. Additionally, Improvado's ability to process large volumes of data and centralize marketing and sales data ensures that the insights gained through Sisense are both accurate and actionable. To learn more about how Improvado can help your organization, book a call with one of our 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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