Sisense only supports Salesforce Enterprise and above. Sisense enables easy and quick access to databases, tables and views contained within Salesforce. The steps below describe how to connect to this type of data source. Prior to working with the connector, the Salesforce admin must white-list the Sisense domain in Salesforce.
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Is Plotly integrated with Salesforce?
Imports. Salesforce reports are great for getting a handle on the numbers but Plotly allows for interactivity not built into the Reports Module in Salesforce. Luckily Salesforce has amazing tools around exporting data, from excel and csv files to a robust and reliable API.
What is Domo Salesforce?
With Domo, you can pull Salesforce data—along with data from any other platform—into a single, intuitive dashboard. This enables you to see Salesforce in the context of other business metrics, and leverage its data in ways never before possible.
Does Domo integrate with Salesforce?
The Domo Salesforce connector integrates Domo with Salesforce to extract data from API-enabled editions of Salesforce (currently Enterprise and Unlimited).
How do I connect Domo to Salesforce?
Installing the Domo Connector PackageLog into Salesforce.Click Get It Now.Choose whether you want to install in a production environment or sandbox.Check the box reading “I have read and agree to the terms and conditions,” after Reading the terms and conditions.Click Confirm and Install.More items…•
What is Sisense for Cloud Data Teams?
The Sisense for Cloud Data Teams Salesforce Integration allows for data to be extracted from a Salesforce instance and loaded into the Sisense Cache. Salesforce tables that have been cached can be queried in charts and joined to other cached tables. The Salesforce integration is an add-on feature. Site administrators can contact their Account manager for additional information.
How to cache Salesforce table?
To cache a Salesforce table, navigate to the Cache Settings through the gear icon at the bottom of the sidebar and select the Salesforce instance from the datasource dropdown menu.
Why integrate data from Salesforce to Sisense?
Salesforce and Sisense software are two favorite tools for sales organizations and business intelligence teams, respectively.
Why visualize your Salesforce data with Sisense?
Sisense offers user-friendly interactive dashboards and can handle large data sets very efficiently. SiSense has a great set of features to enable users to prepare, analyze and visualize complex data.
Non-technical overview of Salesforce data you can see in Sisense
Salesforce is the backbone of your sales efforts, and if you want to analyze your data in Sisense, 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 Sisense
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 Sisense 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 Sisense BI tool, then you can try Blendo.
Analyze your Salesforce data into Sisense
Understanding Sales and how they affect other functions in your company will help you grow and understand your customers. Connect Sisense with Salesforce and drill down to your data from leads and deals, find out which are your most promising leads, or the most engaged.
How to start with Salesforce and Sisense Connector
Pull Salesforce and other cloud data sources with one-click connectors into Sisense. Get consistent, analytics-ready sales data in minutes.
Use Cases
As soon as your Salesforce data is synced into your BI here are some ways you can use it.
Sales Performance
Analyze data from your leads and deals. Gain a better view of your open or closed sales. Calculate the KPIs that matter most to your business.
Support and Sales
Find out which issues your customers are reporting on their tickets. How well are problems solved and tickets closed? How does support impact your sales pipeline?
Sync your data from any Data Source
Blendo integrates with cloud services so you do not need to write any code. Connect any data source with a few clicks. No maintenance to think of. We will prepare, transform and push your data into your data warehouse so you can start analyzing your data right away.