Looker Studio SalesForce Connector

Directly connect SalesForce to Looker Studio in an easy-to-use format.

salesforce google data studio integration

Analyze Your Marketing Metrics from SalesForce in GDS

Why integrate SalesForce with Looker Studio?

Integrating Salesforce with Looker Studio can offer significant benefits to organizations by combining customer relationship management (CRM) data from Salesforce with powerful data analytics and visualization capabilities from Looker Studio.

 

  • Integrating Salesforce with Google Data Studio can help you streamline your sales processes and gain a better understanding of your customer data. You can be able to more informed decisions faster and improve your sales process overall.

 

  • Looker Studio’s analytical tools can assist in creating predictive models and forecasting future sales trends based on historical Salesforce data. This aids in strategic planning and resource allocation.

 

  • Connecting Salesforce with Google Data Studio can help you integrate sales and marketing data together. It’s easy to create powerful visualizations which will assist you in determining which channels are providing the most leads and income and adjusting your marketing strategies accordingly.

 

  • Google Data Studio allows you to share your reports with others in your organization or with third parties. This can make it easier to collaborate on business strategies and track progress, especially for larger teams.

 

About the SalesForce Looker Studio Connector

The SalesForce Looker Studio Connector pulls metrics and dimensions for SalesForce. The Insights are retrieved at the campaign and ad levels.

Once the user successfully logs into the connector he can then choose the metrics and dimensions he is interested to create a report on.

Prerequisites

To set up the connector, the user should have:

How to connect SalesForce to Looker Studio?

Do you plan to connect and visualize your SalesForce in Looker Studio? Follow the Tutorial Below:

You need to select SalesForce as a Data Source and grant access to Windsor.ai.

Salesforce Windsor.ai Onboarding Screen

Select the fields on the right to later use in your data source. For example, you can include metrics such as Cost per Click, Cost per Action or Total Spend.select fields on the right

Go to “Select Destination” and choose Looker Studio.

select looker studio

Once done, select “connect” and authorize access to your data source.

Salesforce Google Data Studio Integration

Salesforce metrics and dimensions available for streaming into Looker Studio

Extract Salesforce data to Google Data Studio with Windsor.ai

See the value and return on every marketing touchpoint

data warehouse

Providing 70+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketers, whenever they want.

insights

Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.

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