Securely integrate Salesforce with Dundas BI
Integrate Salesforce with Dundas BI Today
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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 Dundas BI
As a visually-focused business intelligence platform for enterprises, Dundas BI includes customizable dashboards, stunning visual analytics, and multi-age reports to present your data in a way that drives faster decisions. Through its customizable and interactive charts, maps, scorecards, gauges, and other features, Dundas BI offers fully open APIs and built-in functionality so users can finetune nearly every aspect of their visual presentations.
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 Dundas BI data to Amazon Redshift
Load your Dundas BI data to Google BigQuery
ETL all your Dundas BI data to Snowflake
Move your Dundas BI data to MySQL
Integrate Salesforce With Dundas BI Today
Free 7-day trial. Easy setup. Cancel any time.
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.
Dundas BI's End Points
Dundas BI Customizable Dashboards
Dundas BI features real-time, self-service dashboards that measure vital performance and business metrics — so you can visualize, analyze, and understand information from different business systems on a single dashboard. The service allows you to build and customize your own dashboards with an easy, drag-and-drop interface for high-quality, professionally-designed presentations. More advanced users can also write scripts for more nuanced data requirements.
Dundas BI Data Visualizations
Dundas BI prides itself on offering powerful, flexible, customizable, and stunning data visualization features. When combined with the platform's built-in interactive dashboard features, Dundas BI's visualizations offer the ability to explore and interact with rich reports so you can drill into the exact details you want to understand.
Dundas BI Reporting Features
Dundas BI's reporting features empower the creation of multi-page and ad-hoc reports. The drag-and-drop functionality allows anyone to merge diverse data into a single report to create complex views of your information. In addition, automation tools let you preschedule the sharing of reports through email delivery, printing, and more.
Dundas BI Mobile Experience
Dundas BI is a 'mobile-first' platform that offers full compatibility with mobile devices through its use of HTML5. This allows you to design, interact with, and share Dundas BI dashboards, scorecards, and reports with either a desktop, laptop, or mobile device. Dundas BI even allows you to perform complex data analysis within your mobile device.
Dundas BI Analytics Tools
Dundas BI offers predictive data analytics, including real-time access to stunning visual analytics derived from your data. The analytics tools empower non-tech-savvy users to design, build, view, interact with, track, and share vital business metrics without any assistance from your tech team. Novice users can even set up data connectors, hierarchies, metrics, and make use of data cubes on a basic level.
Dundas BI Platform Compatibility
Whether you need to deploy Dundas BI on-premises or in the cloudDundas BI, the platform is compatible with the widest variety of IT standards. You can run Dundas BI under the protection of a firewall or on a public cloud solution like Amazon AWS, Google Cloud Platform, or Microsoft Azure. Compatible data sources include RDBMS and OLAP, Flat files, Web services, and more. Plus, the platform has a data cube layer that offers built-in ETL capabilities.
Dundas BI Integrations
Dundas BI's seamless data integration allows you to embed the solution into your web applications, software, and existing systems like Client Portals and CRM systems.