Salesforce

A guide on how to integrate your Salesforce account with Plecto and import your sales data.

Last updated: July 27, 2022

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.

Salesforce Sandbox

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.

Technical details

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.

  1. Go to Data management > Data sources > + New data source > Salesforce.
  2. (Optional) If you want to connect a Sandbox account, enable the Connect to a Salesforce Sandbox option.
  3. Click Next and sign in to your Salesforce account.
  4. Click Allow to give Plecto permission to access your Salesforce data.
  5. Select the data types you want to import to Plecto.
  6. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
  7. Click Next to continue and 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.

  1. Open Salesforce.
    1. 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.
    2. If you're using Salesforce Lightning:
      Go to Setup > Objects > Add a custom field.
  2. Select Formula as field type and click Next.
  3. Write "Account Name" in Field Label and "Account_Name" in Field Name.
  4. Select Text as the return type.
  5. Click Next.
  6. Open Salesforce's Enhanced Formula Editor.
  7. In the formula editor, click Insert field and select Opportunity > Account > Account Name.
  8. Click Insert, then scroll to the bottom right and click Next.
  9. Leave the default option Visible on all checked profiles.
  10. Click Next.
  11. Deselect Add field for every layout in the list.
  12. Click Save to finish. 😊
Start building your dashboards and KPIs

Go to Visualization > Dashboards > + New dashboard and start building your Salesforce KPIs. For more help, go to Create a Dashboard or How to Build a Formula.

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