Integrate Salesforce with Chartio
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Chartio is a business intelligence solution that prides itself on ease of use. With its out-of-the-box connections to Snowflake, Google BigQuery, Amazon Redshift, and other popular data sources — along with its ability to provide direct access to information in Google Sheets, CSVs, and cloud applications — Chartio deploys in a few clicks and doesn’t require additional hardware.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Salesforce With Chartio Today
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Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Chartio's End Points
Chartio Analytics with Visual SQL
Chartio's 'visual SQL' makes it easy for anyone without coding experience to explore, transform, and visualize your data through an intuitive, drag-and-drop user interface. When employees without SQL knowledge can set up a custom report in minutes, this frees up data and engineering teams to focus on more important tasks. Moreover, since the platform is built on SQL, Chartio offers more advanced capabilities to those with SQL knowledge.
Chartio's visual user interface makes it easy to customize dashboards for a more brand-consistent experience. Chartio also allows you to schedule and automate the sharing of dashboards by email, PDF, or a link. In addition, you can create alerts to track your most important metrics and receive notifications that tell you when to take action in response to new developments. Lastly, Chartio dashboards offer a 'Snapshots' tool for viewing historical data and keeping track of the most important metrics for your company.
Chartio Data Security and Compliance
Chartio's database connections offer full control by utilizing a reverse SSH tunnel for the connection. The platform also makes it easy to manage your team members' access and permissions to different types of information. Finally, transferred data is subjected to SSL-encryption, so you don't have to worry about your information being exposed.
Chartio Business Intelligence Features
Chartio's advanced business intelligence features offer the following: (1) data blending to combine different types of data for more robust insights; (2) data stores to save data segments in Chartio without needing to change operational databases; (3) drill-downs to easily dig deeper into your data; (4) drag-and-drop table joins that are automatically built into queries when using Chartio's visual SQL interface; (5) customizable schemas by writing SQL to create specialized tables and columns; (6) extrapolation features to forecast future trends; and many other features.