Connect Salesforce to Looker Studio
Streamline your Salesforce integration with Looker Studio through Windsor.ai’s ELT connector. Automatically sync CRM data and create interactive dashboards to track sales performance and customer service, empowering more informed business decisions.
Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.
Maximize the value of your CRM data with Salesforce to Looker Studio integration
Windsor.ai enables you to make the most out of Salesforce‘s extensive data on marketing, sales, and customer interactions by seamlessly connecting it to Looker Studio for in-depth visualization and analysis. Here are the key benefits this integration can bring to your business:
Enhance data visualization
Salesforce’s built-in reporting features are quite limited when it comes to in-depth analysis. Looker Studio provides a more flexible and powerful platform for detailed data visualization. By integrating Salesforce with Looker Studio through Windsor.ai, you can easily build custom dashboards, leverage interactive charts and graphs, and gain deeper insights into your customer journey.
Unify data for cross-channel insights
Managing marketing and customer data across multiple platforms can be challenging. Windsor.ai simplifies this by consolidating all your data into Looker Studio, enabling seamless cross-channel analysis. With a unified data view, you can effectively track performance across different sources, identify trends, and make optimal business decisions.
Automate reporting on key metrics
Windsor.ai automates reporting and enables you to build customized reports that highlight the most relevant data points. With access to hundreds of metrics and dimensions, you can adjust your Looker Studio reports to track the most crucial KPIs in real time, reducing manual effort and ensuring complete data accuracy.
Improve forecasting accuracy with real-time data
Connecting Salesforce to Looker Studio empowers you to develop advanced forecasting models using historical and real-time CRM data. Identify sales trends, detect pipeline bottlenecks, and refine your projections with continuously updated insights. With live data syncing, Looker Studio ensures your forecasts remain accurate and actionable.
Using Windsor.ai connector to import data from Salesforce into Looker Studio
Traditional methods for connecting Salesforce to Looker Studio often require technical expertise, manual data handling, or costly tools. Windsor.ai’s no-code ELT connector significantly simplifies this process.
In just a few minutes, Windsor.ai seamlessly syncs your Salesforce data with Looker Studio, enabling real-time reporting and dynamic data visualization. This integration empowers you to track sales, marketing, and customer relationship performance through interactive dashboards and custom reports.
With Windsor.ai, you can:
- Automate reporting and eliminate the need for manual Salesforce data exports.
- Visualize key metrics like sales pipeline performance, revenue trends, campaign effectiveness, and many more.
- Uncover patterns and trends to refine your sales and marketing strategies.
- Customize pre-built Salesforce templates to align with your business goals.
How to connect Salesforce to Looker Studio
Check out our video tutorial and a step-by-step guide to easily send your Salesforce data to Looker Studio using Windsor.ai.
Prerequisites
To set up the connector, you should have:
- Salesforce account (visit our privacy policy and terms of use).
- Google account for Looker Studio integration.
1. Register
Create a new account or log in if you already have one.
2. Select your data source
Choose Salesforce as your data source and grant access to Windsor.ai.
3. Connect the Looker Studio connector and sync data
Go to the Salesforce Looker Studio Connector.
Click “Authorize” and log in with your Windsor.ai’s credentials.
You will be redirected to the Salesforce connector again. Choose your Salesforce account and click “Connect.” Then, click “Create Report.”
FAQs
What is Salesforce?
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help businesses enhance customer engagement, optimize efficiency, and streamline operations. It provides a comprehensive suite of tools for managing and automating core customer interactions, including sales, marketing, and customer support.
What is Looker Studio?
Looker Studio (formerly known as Google Data Studio) is a leading business intelligence tool that enables users to create personalized dashboards for visualizing data across specific variables. It offers robust reporting capabilities and integrates seamlessly with other Google Cloud tools, such as Workspace, Google Analytics, and machine learning, to enhance data analysis and foster collaboration.
What are the available methods to connect Salesforce with Looker Studio?
- Through third-party apps
You can import Salesforce data into intermediary apps (Google Sheets or BigQuery) and then connect it to Looker Studio. Leveraging Google Sheets and BigQuery allows you to prepare, process, and transform Salesforce data before exporting it to Looker Studio. Utilizing the Windsor.ai ELT connector, you can automatically send data from Salesforce to Looker Studio, avoiding any intermediaries.
- Query Salesforce API
Salesforce permits data extraction through its REST API, sending data in JSON or XML formats. Utilize ETL scripts or Windsor.ai’s JSON importer to extract desired data from Salesforce. Connect the Salesforce data to Looker Studio using available connectors—for instance, export Salesforce API data to Google Sheets or BigQuery and then link it to Looker Studio via native connectors.
- CSV import using Salesforce Data Loader
Salesforce Data Loader, a client application for importing and exporting Salesforce data, is available for select Salesforce editions. Accessible through the user interface and command line (Windows only), Data Loader allows exporting data as CSV files for subsequent upload to Looker Studio. Keep in mind that this process needs to be repeated each time you want to fetch fresh data.
Do you have helpful links to get started with integrating Salesforce and Looker Studio using Windsor.ai?
Yes, we have helpful resources to help you get started. You can explore our official documentation and ready-to-use templates for seamless Salesforce to Looker Studio integration with Windsor.ai:
- Salesforce Field Reference
- Salesforce Dashboard Templates
- Looker Studio Salesforce Overview Report
- Looker Studio Multichannel Attribution Dashboard Template
- Looker Studio CRM Attribution Dashboard Template
- Looker Studio Integration Documentation
How much time do I need to create the Salesforce and Looker Studio integration?
Using Windsor.ai’s no-code ELT connector, you can integrate Salesforce with Looker Studio in a few minutes, benefiting from a quick and stress-free setup process.
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