Integrate Salesforce with Domo
About Salesforce
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.
About Domo
Domo is a cloud-based software-as-a-service (SaaS) platform that provides business decision-makers with a simplified way to access real-time data and insights with minimal aid from IT staff. Domo integrates data from multiple cloud-based or on-premises sources (such as spreadsheets, social media accounts, and diverse databases) for business-transforming insights.
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
Bring all your Domo data to Amazon Redshift
Load your Domo data to Google BigQuery
ETL all your Domo data to Snowflake
Move your Domo data to MySQL
Integrate Salesforce With Domo Today
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Salesforce's End Points
Salesforce Leads
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Salesforce Contacts
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.
Salesforce Accounts
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.
Salesforce Opportunities
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.
Salesforce Products
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.
Salesforce Campaigns
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.
Salesforce Events
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.
Domo's End Points
Domo Secure, Unified Views of Your Business Data
Domo pulls together business data from disparate platforms and consolidates the information into a single, easy-to-understand view for company decision-makers, team members, and customers. As a hub between your different business solutions, Domo includes more than 1,000 out-of-the-box ETL (extract, transform, load) connectors to integrate live data from your cloud platforms. Domo also ingests data from your on-site and proprietary file systems. With bi-directional connectors, you can send data to Domo for analysis and return the data to the source systems. Finally, data federation allows you to query sensitive data from the source so it can remain secure behind your firewall.
Domo Extract, Transform Load (ETL)
Domo's ETL features extract, transform and load your data from diverse sources into a single, easy-to-analyze whole. With its built-in, drag-and-drop ETL solutions, you can define your data sources and customize how to join, transform, and enhance them (whether it's Redshift, Excel, MySQL, CSV, or hundreds of other formats) without knowing how to code in SQL. Through the automatic application of logic with every upload, your data will always be up to date. Plus, more tech-savvy users can use Domo to develop custom queries and implement advanced data science strategies.
Domo Instant, Actionable Business Insights
With Domo's predictive analytics tools and sophisticated alerting systems, your decision-makers will stay on top of new developments for more strategic and timely decision-making. Receive instant alerts as soon as KPIs hit designated thresholds. Natural-language processing allows you to query your data and receive an instant response through natural-language text bots. Finally, Domo offers deep insights related to your data through its machine learning and descriptive statistics module, which constantly looks for interesting correlations and insights within your data.
Domo Visualization Tools
Domo includes visualization tools turn your business insights into beautiful, accessible presentations. The platform's real-time data views load quickly for the largest datasets. Customizable visual presentations with drag-and-drop interfaces let you adjust colors, images, and explanatory text without knowing how to code. Build your visualizations once, and view updated information on any device, anywhere.
Domo Advanced Data Security and Compliance Features
Domo offers the latest in data security technology and data governance tools to ensure compliance with GDPR, SOC(1)/SOC(2), and ISO data compliance standards. The platform includes BYOK (bring your own key) data encryption capabilities with encryption keys that change more frequently, and access control options to grant personalized data permissions. Assign role-based access permissions and manage permissions on a large-scale with APIs.