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Add a Salesforce (Sales Cloud) Data Source

This article will help you to

  • Understand what can be done with Salesforce data in Reeport
  • Connect a Salesforce Data Source to your Reeport account

Overview

Reeport gives you the ability to connect multiple sources of data in one place. To do so, you will have to activate the relevant Connector(s).

What does it do?

With the Salesforce Connector, you can link a Salesforce account to your Reeport account. That way, you will be able to:

  • Organize, structure, and visualize your Salesforce data
  • Slice and dice your Salesforce data without altering the original data
  • Cross-analyze your Salesforce data with other Data Sources connected to Reeport

How does it work?

From the Data Source editor choose “Create data source” and pick the Salesforce connector

Help Reeport - SalesForce Connector

  1. Hit “set connection” and connect to your Salesforce account
  2. Hit “Create your first view”, and select a “Report type”Salesfore Reeport - Add viewSalesfore Reeport - Report type
  3. Optionally, select the primary date (by default, “Close Date” is selected), hit “Add” and you’re done!

Salesforce Reeport - Primary date

 

 

 

Updated on August 8, 2018

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