Connect Looker with Salesforce and drill down to your data from leads and deals, find out which are your most promising leads, or the most engaged. Combine it with data from other data sources and see how your leads behave across your touch points and uncover trends. Fuse sales, marketing or support data in your data warehouse in minutes.
Step 1: Connect: Connect your Salesforce data source with Hevo just by providing the credentials. Step 2: Integrate: Integrate your data from multiple sources, store it in our fully-managed data integration platform, and make it analytics-ready.
Jul 15, 2020Table of Contents
How do I embed a Looker in Salesforce?
The first step to embedding content in Salesforce is to create a new Visualforce page. A Visualforce page is where you create an iframe for embedding Looker content, as well as include any desired styling. Content is embedded in Salesforce with Apex, an object-oriented programming language.
Can Looker do ETL?
Open-source ETL from Looker. Load your Looker data into any data warehouses, lakes or databases, in minutes. In the format you need with post-load transformation.
What does Looker do?
Looker is a powerful data analytics platform that was acquired by Google in 2019 and is now part of the Google Cloud Platform. The platform helps analysts in data discovery, exploration, and visualization activities. Looker is a browser-based platform.
Is Looker a database?
Choose your database Looker can connect with BigQuery, Redshift, Snowflake, and 50+ supported SQL dialects, so you can link to multiple databases, avoid database lock-in, and maintain multicloud data environments.
What database does Looker use?
Migrating the Looker backend database to MySQL. Looker documentation will be moving to cloud.google.com in mid-2022! By default, Looker uses a HyperSQL in-memory database to store its configuration, users, and other data.
Does Looker run on AWS?
Looker Data Platform (SaaS Version) Looker connects directly to your AWS data such as Amazon Redshift, Amazon Athena, Amazon Aurora, and Amazon RDS.
What are the limitations of Looker?
This article lists the different row limits that can be found across Looker. The rule of thumb is: If results are being displayed in the browser, the row limit is 5,000. If results are being exported from Looker, users can choose to export All Results as long as the results stream.
Why is Looker so popular?
Looker makes it easy to build custom dashboards with a customizable drag-and-drop UI. It makes it possible for any team member to create impactful visualizations. In addition to drag-and-drop functionality, Looker reduces coding with Looker Blocks, which are pre-built pieces of code.
What is Looker best for?
Looker is a powerful business intelligence (BI) tool that can help a business develop insightful visualizations. It offers a user-friendly workflow, is completely browser-based (eliminating the need for desktop software), and facilitates dashboard collaboration.
Do you need SQL for Looker?
Looker resolves any LookML substitutions and then passes your query to your database, so the query should be in valid SQL for your database dialect. For example, each dialect has slightly different SQL functions with specific parameters that should be passed to the function.
Can Looker connect to SQL?
Looker requires “SQL Server Authentication” on your MSSQL server. If your MSSQL server is configured as “Windows Integrated Authentication” only, change the server configuration to “Windows Integrated Authentication and SQL Server Authentication.” If this is not set properly Looker will be unable to connect.
Does Looker use SQL?
Fundamentally, Looker is a tool that generates SQL queries and submits them against a database connection. Looker formulates SQL queries based on a LookML project that describes the relationship between tables and columns in the database.
Why integrate data from Salesforce to Looker?
Salesforce and Looker software are two favorite tools for sales organizations and business intelligence teams, respectively.
Why visualize your Salesforce data with Looker?
Looker is a self-service business intelligence software that provides a visualization platform dedicated to empowering humans through the smarter use of data.
Non-technical overview of Salesforce data you can see in Looker
Salesforce is the backbone of your sales efforts, and if you want to analyze your data in Looker, everything is sitting behind Salesforce’s API.
How Salesforce data is useful for your BI?
Can visualizing my Sales and Business data help me grow? Visualizing business data along with your Salesforce KPIs is going to help you focus on more promising opportunities, understand the health of your pipeline, and relate channels and campaigns with specific numbers.
Connecting Salesforce to Looker
To enable a truly unified and powerful view across all of a customer’s data requires an easy way to access all your data. It’s a 3-step process.
A Salesforce to Looker Integration: Easy and Powerful
If you want to nail the reliability of your data, ease of implementation, forget about maintenance and get analytics-ready tables that you can use with your Looker BI tool, then you can try Blendo.
What is the embed method in Looker?
Alternatively, you can make content available to all users regardless of Looker access by using the public embed method for Looks.
Can you add an iframe to Visualforce?
Before adding an iframe to the new Visualforce page, you will need to know where the content will be embedded within Salesforce, as there are some restrictors that may need to be included depending on the desired location.
Can you embed Salesforce content on a page?
To embed content on a new Salesforce page, the Visualforce page cannot have a standardController restrictor. Visualforce pages with a standardController will only load content on the specified page (such as the Accounts page).
Integration in Four Steps
Connect Looker with your Looker API3 credentials and select the Look from which you would like to sync from. Then, with standard API credentials.
Build once. Reuse everywhere
Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.
No more CSV files & Python scripts
Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.
It just works. At scale
Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.
Syncing from Looker
Looker, now part of Google Cloud Platform, is a business intelligence and analytics platform with data visualization tools, turn insights into powerful data-driven experiences. In Looker’s platform, you can build your complete customer data platform to help you bring your customer insights to life.
Syncing to Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) application. Salesforce allows you to connect with your customers and unlock business opportunities throughout the entire sales cycle, from the moment a lead expresses interest to the renewal stage and beyond.
Embedding Looker Content into Salesforce
In order to embed content in Salesforce, you will need to have Visualforce development permissions and the ability to edit pages and objects in SFDC.
Adding a New Visualforce Page
The examples below use the private embed method, which requires each user to be signed into Looker to be able to view content. Alternatively, you can make content available to all users regardless of Looker access by using the public embed method for Looks.
Adding Dashboards to Pages
Embedding dashboards into Salesforce pages is a great way to let users consume Looker content from the Salesforce pages they use most frequently. To embed content into pages, navigate to the Salesforce page you want to add Looker content to and select Edit Layout:
Adding a Dashboard to a New Custom Page
To embed content on a new Salesforce page, the Visualforce page cannot have a standardController restrictor. Visualforce pages with a standardController will only load content on the specified page (such as the Accounts page).
How does Looker help you?
Optimize customer service: Looker also helps you monitor and stay on top of customer health and communication by tracking and automating touchpoints. You can set up reports to let you know how often you’re communicating with customers in the context of your quarterly sales goals, touchpoint goals, or customer value.
What is a looker block?
Looker blocks are pre-built pieces of code that help you rapidly build analysis for things like retention analytics, funnel analysis, or repeat purchase patterns. You can start with the blocks and start customizing from there.
How to automate performance check ins?
You can automate performance check-ins by setting thresholds in Looker. For example, if a sales rep is under a certain percentage of their quota at a specific time in the quarter, or you have performance outliers, Looker will automatically notify appropriate parties. Optimize customer service: Looker also helps you monitor and stay on top …
Can you get a snapshot of Salesforce pipeline?
You can get a static snapshot of your pipeline , but you can’t integrate the data from multiple applications or do complex analysis . By analyzing your Salesforce data using Looker, you access insights beyond the native analytics capabilities built into Salesforce. Integrate data from other applications: To take analysis even further, …
Adding A New Visualforce Page
Adding Dashboards to Pages
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Embedding dashboards into Salesforce pages is a great way to let users consume Looker content from the Salesforce pages they use most frequently. To embed content into pages, navigate to the Salesforce page you want to add Looker content to and select Edit Layout: In the Page Layout menu bar at the top of the page (labeled System Admin Account Layout in the example below), y…
Adding A Dashboard to A New Custom Page
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In addition to embedding content on an existing page, you can choose to embed your content on its own standalone page by creating a new custom page. This is useful in cases where users need to consume Looker content that may not be relevant to an existing page. To create a new page, select Setupfrom the upper right-hand corner drop-down menu: In the left-side menu, navigate t…