Salesforce Integration
Connect your Salesforce data to Whatagraph to analyze and share all your marketing, sales, customer service, operations, and content management performance and cut the reporting time to just minutes. Seamlessly incorporate data from multiple platforms into one comprehensive marketing report via a fully managed Salesforce integration. Blend and organize complex Salesforce datasets to get clear actionable insights that enable quicker and more informed strategic decisions. Combine your Salesforce data with metrics from your website analytics or email marketing tools. Automate report sharing and save more time for data analysis and client communication.
Manage all your Salesforce data with a direct connector to Salesforce API
Blend your Salesforce metrics with data from other marketing tools
Salesforce metrics available instantly in Whatagraph
All
Salesforce Account
2Salesforce Asset
5Salesforce Campaign
22Salesforce Email Content
17Salesforce Landing Page
10
Search...
Annual Revenue
Number Of Employees
Price
Quantity
Sum Downtime
Sum Unplanned Downtime
Total Lifecycle Amount
Actual Cost
Amount All Opportunities
AmountWonOpportunities
Budgeted Cost
Hierarchy Actual Cost
Hierarchy Expected Revenue
Hierarchy Number Sent
Number Of Contacts
Number Of Converted Leads
Number Of Leads
Number Of Opportunities
Number Of Responses
Number Of Won Opportunities
Number Sent
Total Amount All Opportunities
Total Amount All Won Opportunities
Total Number Of Contacts
Total Number Of Converted Leads
Total Number Of Leads
Total Number Of Opportunities
Total Number Of Responses
Total Number Of Won Opportunities
Total Tracked Link Clicks
Unique Tracked Link Clicks
Click Through Rate
Click To Open Ratio
Delivery Rate
Open Rate
Opt Out Rate
Spam Complaint Rate
Total Delivered
Total Hard Bounced
Total Opens
Total Sent
Total Soft Bounced
Total Spam Complaints
Unique Click Through Rate
Unique Opens
Unique Opt Outs
Form Error Rate
Form Submission Rate
Total Form Errors
Total Form Submissions
Total Views
Unique Form Errors
Unique Form Submissions
Unique Views
Error Rate
Submission Rate
Total Errors
Total Submissions
Unique Errors
Unique Submissions
Expected Revenue
Age In Days
Amount
Iq Score
Last Activity In Days
Last Stage Change In Days
Total Opportunity Quantity
Discount
List Price
Subtotal
Total Price
Unit Price
Grand Total Amount
Total Adj Delivery Amt With Tax
Total Adj Product Amt With Tax
Total Adjusted Delivery Amount
Total Adjusted Delivery Tax Amount
Total Adjusted Product Amount
Total Adjusted Product Tax Amount
Total Amount
Total Delivery Adj Dist Amount
Total Delivery Adj Dist Amt With Tax
Total Delivery Adj Dist Tax Amount
Total Product Adj Dist Amount
Total Product Adj Dist Amt With Tax
Total Product Adj Dist Tax Amount
Total Tax Amount
Adjusted Line Amount
Adjusted Line Amt With Tax
Available Quantity
Gross Unit Price
Rounded Line Amount
Rounded Line Amt With Tax
Total Adjusted Line Tax Amount
Total Adjustment Amount
Total Adjustment Amt With Tax
Total Adjustment Dist Amount
Total Adjustment Dist Tax Amount
Total Adjustment Dist Amt With Tax
Total Adjustment Tax Amount
Total Amt With Tax
Total Line Adjustment Amount
Total Line Adjustment Amt With Tax
Total Line Adjustment Tax Amount
Total Line Amount
Total Line Tax Amount
Daily Web To Case Count
Daily Web To Case Limit
Daily Web To Lead Count
Daily Web To Lead Limit
Max Actions Per Rule
Max Rules Per Entity
Monthly Page Views Entitlement
Monthly Page Views Used
Self Service Feature Config
Self Service Welcome Page Config
Campaign
User
Landing Page
Marketing Form
Marketing Link
Email Content
Task
Lead
Organization
Account
Opportunity
Asset
Opportunity Line Item
Order
Order Item
Check out related integrations:
Explore marketing automation and custom report features
Frequently Asked Questions
Do I need a separate tool to visualize Salesforce data?
No, you don’t need any other tool to visualize your Salesforce data. Whatagraph is an all-in-one marketing data platform to connect, organize, visualize, and share all your data.
This makes Whatagraph a better choice than other Salesforce integration software that provide only the data integration functionality, so users need to use a separate tool to visualize their data. Having one platform to connect, organize, visualize, and share data streamlines marketing data management and allows marketing teams to share key insights with decision-makers.
Do I have to purchase a data connector for Salesforce?
No, you don’t have to purchase a data connector for Salesforce. In Whatagraph, Salesforce CRM integration is available in all pricing plans along with 45+ more integrations. This means you can start using our Salesforce data connector the moment you log in to your Whatagraph account.
What other marketing data sources can I connect alongside Salesforce?
Apart from Salesforce sources, you can connect Hubspot, Google Analytics 4, social media like Facebook Page and Instagram, SEO tools, PPC platforms like Google Ads and Microsoft Advertising, e-commerce apps like Shopify and WooCommerce, and email marketing tools like Campaign Monitor and Klaviyo.
If you can’t find the integration for your data source, connect it via a Custom API or export it to Google Sheets docs or BigQuery data warehouse and add it as a source. This type of integration can connect data from a legacy system or any other custom data source.
How to connect Salesforce API to Whatagraph?
Whatagraph has a pre-built Salesforce CRM connector, so you don’t have to purchase and configure third-party data connectors. Adding a new Salesforce source is simple:
1. Go to the Data Sources menu and locate Salesforce among the channels.
2. Click +Add new in the Accounts column.
3. Give your Salesforce account a name and click Add account
4. From there, you’ll be redirected to log in into your Salesforce account
5. All done.
Now you can use Salesforce API data to create a custom report or dashboard and add your Salesforce account as a source.
When you connect data from your customer relationship management to Whatagraph, you can organize datasets to get more granular insights by deals, customer demographics, or companies. You can visualize data in various widgets and share the insights via automated email attachments or live links for near real-time access.
Effortlessly create reports and dashboards
What others think about Whatagraph
I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.
Capterra verified review by
Mindaugas S., Marketing Consultant
Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.
Capterra verified review by
Nico T., Media Planner
The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.
Capterra verified review by
Rasmus Bernt K., External Senior Management Consultant
We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!
Capterra verified review by
Stephanie S., Digital Director
We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.
Capterra verified review by
John S., SEO Strategist
The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.
Capterra verified review by
Erman E., Marketing Specialist
Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.
Capterra verified review by
Brent N., Director of Operations
Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.
Capterra verified review by
Orsolya S., Online Marketing Manager