Salesforce is the leading business' command centre in the form of a customer relationship platform (CRM). As such, Sales professionals rely on Salesforce customer data they have to generate more sales.
Kloudio offers premium users an easy way to leverage Kloudio's reporting with a Salesforce integration that pull in leads, opportunities, contacts, accounts, users etc.
The following article will help you get started:
- Create a Salesforce connection on Kloudio
- Setup your connection settings
- Start creating reports
STEP 1: Create a Salesforce connection
Go to Kloudio Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the Salesforce icon.
Enter your Salesforce login information and proceed to Step 2.
STEP 2: Setup Salesforce sync settings
Now it's time to setup your Salesforce data sync settings. This will enable you to sync your Salesforce data to a database of your choice. Kloudio will do this on your behalf by invoking Salesforce APIs as per your configured sync frequency.
a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Salesforce data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to.
e) Click Save & Sync.
By now the sync should start running. You will get a confirmation once it's completed running
STEP 3: Create Kloudio reports from your Salesforce connection
Once the Salesforce connection is created and synced as per steps 1 and 2 above, you can create reports from leads, opportunities, contacts, users, accounts and more.
Please ensure you select the connection and schema as used in the Salesforce connection settings from Step 2.
Feel free to chat with us or drop an email in case you have any questions related to this integration.