Connect Salesforce to Looker Studio

Use the Windsor.ai connector to sync Salesforce and Looker Studio and analyze your customer data for actionable insights. The tool does not require coding to run and sends data within five minutes. It also helps automate reporting on key variables.

Integrate Salesforce to Looker Studio

Why do I need Salesforce and Looker Studio integration?

Looker Studio has several features that you can utilize to visualize and analyze your CRM data conclusively. On the other hand, Salesforce provides a wealth of data on areas such as marketing, sales, and customer responses. Here are some of the main benefits of the Salesforce and Looker Studio data integration.

Better data visualization

Salesforce has basic reporting features. However, if you wish to visualize data in detail or analyze specific variables or customers, Looker Studio is the platform for you. It enables you to create custom dashboards instead of wading through numbers and rows. You can use dynamic charts and graphs to track such variables as customer engagement and sales performance and track your customers throughout their decision-making process.

Combine data and analyze it in a central location

The chances are that you use more than Salesforce to run various aspects of your marketing and customer management. You could be running ads on Google, using a tool like MailChimp for email marketing and HubSpot for the sales pipeline. Looker Studio connects to these sources and organizes and combines the data before modeling and visualizing it in digestible formats.

Track KPIs and automate reporting

Raw data has no value to your organization as you cannot use it to make decisions. If you have some metrics that you need to track, Looker Studio enables you to create customized reports that focus on such variables and send reports automatically to those who need them. While you can create standard reports with Salesforce, Looker Studio lets you tailor them using metrics that matter to you the most. This way, you can monitor key performance indicators with greater accuracy and less effort.

Improved forecasting

You should have accurate sales forecasts for your business planning to have tangible results. Integrating Salesforce with Looker Studio gives you the tools to build advanced forecasting models. You can use historical CRM data to predict future sales trends, identify bottlenecks in your pipeline, and adjust your forecasts based on real-time performance. Looker Studio allows you to keep your forecasts up to date by pulling in live Salesforce data.

Enhanced collaboration between sales and marketing

Sales and marketing teams need to be on the same page so that you can see tangible results from your efforts. When you extract data from Salesforce and send it to Looker Studio, you can collaborate with both teams to look at the same data. Both teams access the same data on leads and customers.

Prerequisites

To set up the connector, the user should have:

Salesforce account (Visit our privacy policy and terms of use)
Google account for Looker Studio integration.

How to connect Salesforce to Looker Studio

1. Register

Register or login if you already have an account.

2. Select your source
You need to select Salesforce as a Data Source and Grant Access to Windsor.ai.

Salesforce connector

3. Connect Looker Studio connector and sync data
Go to Salesforce Looker Studio Connector.

Click Authorize and login with your Windsor.ai’s credentials. You will be redirected to Salesforce connector again. Choose your Salesforce account and click “Connect”. Click “Create report”

What are the available methods to connect Salesforce with Looker Studio?

Looker Studio offers a user-friendly platform for visualizing Salesforce data according to your preferences. While there isn’t a built-in Salesforce connector, several effective options enable seamless integration between Salesforce and Looker Studio:

Extract to Intermediary Apps (Google Sheets or BigQuery) and then Connect 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 connector, you can extract data from Salesforce to Google Sheets or BigQuery. Subsequently, the processed dataset can be linked to Looker Studio via a native connector.

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 via native connectors in Looker Studio.

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 updated data.

Free Looker Studio templates for Salesforce

We have free Salesforce Looker Studio templates and this can prove to be very successful if you’re new to analyzing Hubspot results in Looker Studio.

FAQ

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) platform. It comes with tools that help businesses manage and automate various aspects of their customer interactions, like sales processes, marketing, and support. It provides tools for businesses to improve customer engagement, increase efficiency, and streamline operations. Salesforce has components for the sales team and customer support, enabling the business to track both leads and customers on one platform.

Connect all your data to Salesforce

Salesforce Templates

Salesforce Field Reference

What is Looker Studio?

Looker Studio is a business intelligence tool from Google. It allows you to create customized dashboards to visualize data on specific variables. The platform also has reporting features where you can build reports based on the metrics you are watching. Looker Studio connects you to Google Cloud, where you connect to tools like Workspace, Google Analytics, and machine learning for data analysis and collaboration.

Connect all your data to Looker Studio

Looker Studio Templates