Salesforce
What is Salesforce CRM Connector?
Salesforce CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Salesforce CRM and use it as a data source in Looker Studio.
Salesforce CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.
What is Salesforce CRM?
Salesforce is a customer relationship management solution that brings companies and customers together.
It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
How does it work?
Step 1: Choose "Salesforce" connector by Jivrus Technologies from Google Looker Studio Partner Gallery
Step 2: Click on the 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access to your Google account
Click on the 'Allow' button to Access your Google Account.
Step 4: Once you are authorized to google account, you need to authorize third-party service. In this case Salesforce CRM.
Step 5: Click on the 'AUTHORIZE' button for authorizing your Salesforce CRM account.
Step 6: Once you click on authorize, you need to Login with your Salesforce Account.
Click on the Login button.
Step 7: Choose the Object Type you want to use.
Objects
Reports
SOQL
Step 8: Choose the Object you want to use.
Step 9: Click on 'Connect' button.
Step 10: The available fields from the Contacts Object are listed.
Step 11: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 12: Click on the 'Create Report' button.
Step 13: You can customize the dashboard as you want.
Pricing
Salesforce - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with Salesforce CRM Data Connector.
Salesforce_-Dashboard_report-_by_Jivrus_Technologies.pdfFAQ
How to enable Salesforce API for organization?
Follow the steps to enable Salesforce API
Log In to your Salesforce Account
Go to Setup(top right corner)
Search for "Profile"
Click on New
Provide "Profile Name" and click on save
Go to "Administrative Permissions"
Mark the API Enabled checkbox
How to use the date range for the SOQL Query?
To incorporate a date range into a SOQL query, structure it like this:
For instance, input the following query: SELECT Id, Description, CreatedDate FROM Contact WHERE CreatedDate > ${Start Date} and CreatedDate < ${End Date}.
In this example, the 'CreatedDate' field specifies the date, and the query retrieves records based on a range specified by 'Start Date' and 'End Date'.