Data sources
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SalesForce Apex

SalesForce Apex Integration — Custom CRM Data

Pull custom objects, advanced workflows, and Apex-generated data from Salesforce. Send specialized CRM insights to your warehouse or BI tools.

500+
Data Sources
46K+
Metrics
99.9%
SLA
<5 min
Setup
SOC 2
Type II
Why Improvado

Connect Salesforce Apex to your data platform

Improvado connects to Salesforce through Apex APIs to extract leads, opportunities, accounts, contacts, and custom objects. The integration pulls data from your sales pipeline, customer records, campaign responses, and custom Salesforce configurations. Data syncs automatically based on your schedule, keeping CRM data current across your analytics stack. No manual report exports or SOQL query management needed.

SalesForce Apex Improvado
Snowflake BigQuery Redshift Tableau Power BI AI Agent
46K+ metrics 500+ sources No code Auto-refresh
Your sources
SalesForce Apex + 500 more
Marketing Common Data Model
Same metrics
Same schema
Any destination
Unified Data

Unified CRM data across business systems

Improvado's Marketing Common Data Model normalizes Salesforce data with your marketing platforms and business applications. Combine sales pipeline data with marketing campaign performance, lead scoring with advertising spend, and customer lifecycle data with revenue analytics. Compare Salesforce metrics against marketing automation, email platforms, and paid advertising. Build comprehensive revenue attribution models that connect marketing activities to closed deals.

Use Cases

What users ask their SalesForce Apex integration

Cross-channel
Merge Salesforce leads with Google Ads data to calculate true cost-per-qualified-lead
5 hrs → 20 min
Budget optimization
Track opportunity progression and correlate with marketing touchpoint data
Manual → auto
Executive reporting
Build executive revenue dashboards combining sales pipeline, marketing ROI, and forecasting
6 hrs → 30 min
AI Agent Access

Go beyond dashboards — give your AI agent direct access to ad data

Improvado MCP connects your ad platform data to Claude, ChatGPT, Cursor, and any MCP-compatible AI tool. Read metrics, launch campaigns, monitor anomalies — all through one protocol.

Explore MCP →
Ideate
Launch
Measure
Analyze
Report
Iterate
📖

Read

Pull ROAS, CPA, search terms, geo data — across every account and campaign type. Your AI agent handles the API calls.

🚀

Write

Launch campaigns, pause underperformers, adjust bids and budgets. Every action logged, governed, and reversible.

Monitor

Set up CPA alerts, budget pacing watches, and weekly auto-reports. Problems caught before they eat your budget.

40K+
Harmonized metrics
250+
Governance rules
500+
Connectors
40h+
Saved weekly
Works with Claude ChatGPT Cursor Gemini Any MCP Client
99.9% SLA
Data warehouse
Managed storage
Cross-channel
Deep granularity
Attribution

Extract data from 500+ data sources

Connect and manage all your marketing data sources in one platform, both in the cloud or on-premise.

Load data to any data warehouse

Connect multiple data sources and analyze them as if they were a single database.

Combine, map, and normalize data to produce a comprehensive data set surrounding your marketing activities.

Transform your data without SQL skills

Analyze data in
real-time

You can use it directly with your favorite business intelligence tools, ingest it to econometric models and populate the enterprise data warehouse

Get analysis-ready data for marketing analytics

Get all your data in one place instantly

SOC 2 Type II

Auditing procedure that ensures secure management of data.

HIPAA

Complies with Health Insurance Portability
and Accountability Act (HIPAA)

Improvado is GDPR compliant.
GDPR

General Data Protection Regulation (GDPR) Certified

Improvado is CCPA compliant.
CCPA

Complies with California Consumer Privacy Act (CCPA)

Centralize all your marketing data in one place

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You can analyze data from 500+ data sources

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G2 Crowd logo
Capterra logo

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provide all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

Read the case study
G2 Crowd logo
Capterra logo

Professional, responsive and willing to go the extra mile to help. They are a solution to connect to most advertising platforms and provide a multitude of metrics from these platforms

They are willing to go the extra mile to attend to your query and help to the best they can.

Helping to connect to various advertising platform such as Google Ads, Facebook, DV360, Trade Desk.

They are a solution to connect to most advertising platform and provide a multitude of metrics from these platforms

Read the case study

Frequently Asked Questions

What Salesforce data can Improvado extract through Apex?
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Improvado extracts leads, opportunities, accounts, contacts, campaigns, custom objects, and activity data through Salesforce Apex APIs. The integration covers standard and custom fields, relationship data, and workflow information from your Salesforce org configuration.
How often does Salesforce Apex data sync with Improvado?
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Salesforce data syncs automatically every 15 minutes to 6 hours depending on your data volume and business requirements. You can configure sync frequency based on sales cycle timing and reporting needs. Real-time syncing is available for high-velocity sales environments.
Can I combine Salesforce data with marketing platforms?
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Yes, Improvado normalizes Salesforce data with 500+ marketing platforms using the Marketing Common Data Model. You can analyze CRM data alongside advertising spend, email campaigns, website analytics, and social media for complete customer journey and revenue attribution analysis.
Which destinations support Salesforce Apex integration?
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Improvado loads Salesforce data into BigQuery, Snowflake, Redshift, Azure Synapse, and other data warehouses. You can also connect directly to Tableau, Power BI, Looker, and other BI tools for immediate CRM analytics and sales performance reporting.
How does Improvado handle Salesforce custom objects?
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Improvado automatically detects and extracts custom objects, fields, and relationships from your Salesforce configuration through Apex APIs. The integration adapts to your custom data model including junction objects, custom field types, and complex relationship structures.
Is historical Salesforce data available through Apex integration?
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Yes, Improvado can extract historical Salesforce data including past opportunities, lead history, account changes, and activity records. The initial sync includes your existing CRM data based on your Salesforce data retention policies and org limits.