Connect Salesforce to Google Data Studio with Windsor.ai

salesforce

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data studio

Finally, all your marketing and CRM data from Salesforce available in Google Data Studio

About Salesforce

Salesforce is a customer relationship management software. It allows companies to store all information about their customers in a central place. It contains information about leads, opportunities, transactions and support tickets. It allows customization, which allows companies to tailor their Salesforce instance for their specific needs.

About Google Data Studio

Google Data Studio helps you visualise your data in customisable reports and dashboards. Connect your analytics, media or raw data and start creating dashboards.

First step:

You need to select Salesforce as a Data Source and Grant Access to Windsor.ai.

Second Step:

Go to “Select Destination” and Choose Google Data Studio

Third Step:

Select the fields on the right, and click on Google Data studio Destination

Then select the connect and authorize access to your data source.

You should also read:

Connect Your Data to Google Data Studio

Data Studio Salesforce Overview Report

Google Data Studio Template Gallery

 

Templates for Salesforce and Google Data Studio

Windsor.ai: Connecting all marketing data

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