Salesforce

Learn how to connect your Salesforce account to Plecto and import your sales data to create real-time dashboards.

Last updated: Dec. 23, 2021

Our integration with Salesforce allows you to import almost any data type, as long as the data type has the created (or modified) date field. You can import any objects from Salesforce, including your own custom objects or those from any app installed from AppExchange.

Please visit our Salesforce integration page to see the technical details on the available data types, such as the update frequency, custom field support, and more.

Note: You can also connect your Plecto organization to your Salesforce Sandbox. You can choose this option when creating a new Salesforce data source in Plecto.

  • Go to Data management > Data sources > + New data source.
  • Choose Salesforce from the integration list. If you want to connect a Sandbox account, enable the "Connect to a Salesforce Sandbox" option.
  • Click "Next." You will be asked to sign in to your Salesforce account to continue connecting to Plecto.
  • Click "Allow" to give Plecto permission to access your Salesforce account.
  • Now you can select the data types you want to import to Plecto. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can change the data source settings also later on once the data source has been created.
  • Click "Next" to import your data.

You have now connected your Salesforce data to Plecto. Find your list of data sources in Data management > Data sources, or go to KPI management > Formulas to start building your KPIs.

You can link an object ID (such as opportunity) to an account name in Salesforce to see them together in Plecto. To link the ID to an account, you need to add a formula field on the object in Salesforce.

Here's an example of how to show the account name on an opportunity.

  • Open Salesforce.
    • If you're using Salesforce Classic, go to Setup > Customize > Customize your Opportunities tab > Add a custom field to opportunities. Scroll down and click "New."
    • If you're using Salesforce Lightning, go to Setup > Objects > Add a custom field.
  • Select "Formula" as field type and click "Next."
  • Write "Account Name" in "Field Label" and "Account_Name" in "Field Name." Select "Text" as the return type. Click "Next."
  • Open Salesforce's Enhanced Formula Editor.
  • In the formula editor, click "Insert field" and select Opportunity > Account > Account Name.
  • Click "Insert," then scroll to the bottom right and click "Next."
  • Leave the default option "Visible" on all checked profiles. Click "Next."
  • Deselect "Add field" for every layout in the list.
  • Click "Save" to finish.

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