Salesforce Connector
Integrate Salesforce metrics into your favorite data destinations with Windsor.ai in an easy-to-use format
About Salesforce
Salesforce, founded in California in 1999, is a customer relationship management (CRM) platform that assists businesses in managing customer data, interactions, and communications.
Salesforce allows businesses to centralize and organize customer information, streamline processes, and improve communication and collaboration across teams and is used by over 150,000 companies globally.
The software company offers a centralized platform for managing customer data and interactions, as well as a variety of tools and features to assist businesses in connecting with customers, closing deals, and providing excellent service.
How to export Salesforce data in 2024?
Do you plan to connect and visualize your SalesForce in data visualisation, data storage, data warehouse or BI tool? Follow the Tutorial Below:
Step 1:
You need to select Salesforce as a Data Source and grant access to Windsor.ai.
Step 2:
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.
Step 3:
Select a destination to get Salesforce data into
Access all your data from your favorite sources in one place. 
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Data Destinations for Salesforce
Salesforce metrics and dimensions available
FAQ about Salesforce integration via Windsor.ai
How much does it cost to integrate Salesforce with Windsor.ai?
Pricing for Salesforce can vary depending on your use case and data volume. Windsor.ai offers transparent, volume-based event pricing. Check Windsor.ai’s pricing.
Why do people choose Windsor.ai to integrate Salesforce data?
- Windsor does the heavy lifting of getting the data in the right place and mapping the attribution and then providing you access to the data through a bunch of different BI tools or their own platform.
- The set-up is very easy and the amount of value you can get out of the data is immense.
- Robust multi-attribution calculation out of the box.
- You can customize the dashboard to suit your analytic needs
What Fields to Query for Salesforce Data ?
There is many fields you can query from Salesforce such as :
– Salesforce Object
– Opportunity
– Customer Data
– Forms
Extract All Your Marketing Data from Salesforce
See the value and return on every marketing touchpoint
Providing 50+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketers, whenever they want.
Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.
