Looker Studio Salesforce Overview Report

Do you want to connect and visualize your Salesforce data in Looker Studio? This template (including the connector) will help you with this. It connects to Salesforce via API and retrieves all your contacts data in no time. The dashboard here helps you to look at contact metrics over time. If you would like you could of course blend it with other data to understand the whole customer journey (more about this here). The dimensions and metrics we make available here are:

Field name	Description
AccountId	ID of the account that’s the parent of this contact.
AssistantName	The assistant’s name.
AssistantPhone	The assistant’s telephone number.
Birthdate	The contact’s birthdate.
Department	The contact’s department.
Email	The contact’s email address.
EmailBouncedDate	If bounce management is activated and an email sent to the contact bounces, the date and time of the bounce.
EmailBouncedReason	If bounce management is activated and an email sent to the contact bounces, the reason for the bounce.
Fax	The contact’s fax numberLabel is Business Fax.
FirstEmailDateTime	The date and time of the first email sent to the contact. This field is available in API version 48 and later if you enabled High Velocity Sales.
FirstName	The contact’s first name up to 40 characters.
HomePhone	The contact’s home telephone number.
LastActivityDate	Value is the most recent of either:Due date of the most recent event logged against the record. Due date of the most recently closed task associated with the record.
LastName	RequiredLast name of the contact up to 80 characters.
LastReferencedDate	The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LeadSource	The lead’s source.
MailingCity	Mailing address details.
MailingState	Mailing state details.
MailingCountry	Mailing country.
MailingStreet	Street address for mailing address.
MobilePhone	Contact’s mobile phone number.
Name	Concatenation of FirstName, MiddleName, LastName, and Suffix up to 203 characters, including whitespaces.
OtherCity	Alternative city details
OtherCountry	Alternative country details.
OtherPostalCode	Alternative postal code details.
OtherState	Alternate address details.
OtherPhone	Telephone for alternate address.
OtherStreet	Street for alternate address.
OwnerId	The ID of the owner of the account associated with this contact.
Salutation	Honorific abbreviation, word, or phrase to be used in front of name in greetings, such as Dr. or Mrs.
Title	Title of the contact, such as CEO or Vice President.

To start simple we have only included a few of them in the basic template. You are free to customize the dashboard to your liking once you are setup. But now let’s have a quick look at how to easily get started and whats required for you. Before you begin please make sure that you have a Salesforce user account at hand with enough rights to authenticate and connect to an external service.

This dashboard connects to the following data source

Salesforce

To start using it

Configure the Looker Studio Connector: Salesforce Insights
Once you finish installing the connector click the Create Report button
Now your dashboard should be loading

To get other channels connected and visualised please check out our Marketing Template Gallery. If you are configuring Salesforce, chances are hight that you also want to connect Salesforce CRM data with your other marketing and advertising data.

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