Integrate Salesforce with Mode
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.
As an advanced, high-speed data analytics platform, Mode helps you understand the information in your data warehouses. As a hybrid solution Mode lets (1) data teams customize queries and visualizations in Python, SQL, or R; and (2) empowers non-tech-savvy users to dive into visualizations and explore live-updating reports to get the data they need.
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 Mode data to Amazon Redshift
Load your Mode data to Google BigQuery
ETL all your Mode data to Snowflake
Move your Mode data to MySQL
Integrate Salesforce With Mode 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.
Mode's End Points
Mode White-Label Embeds and Visualizations
Mode SQL Editor
Mode's SQL editor features a schema browser to explore the tables and columns of your connected data sources. It also has an autocomplete function to assist with query writing, a query history to browse and reuse old queries, and advanced logic tools for creating loops, IF statements, and more.
Mode Helix Data Engine
The technology behind Mode's analytics solution is Helix, a high-performance in-memory data engine that combines modern drag-and-drop business intelligence tools with a code-first (SQL, Python, R) data science platform to offer an instantly responsive user experience. Mode streams query results into the Helix data engine to reduce database load, provide quick responsiveness, and give users the ability to visually navigate as much as 10 gigabytes of data.
Mode Dashboard Features
Powered by SQL, Python, and R, Mode dashboards display automatically-refreshing metrics without the need for proprietary tools. Customize your dashboards the way you want, with on-brand reporting and interactive features to facilitate collaboration with others across your organization.
Mode Native Python and R Notebooks
Mode features native Python and R Notebooks. This allows you to query in SQL, send the results to a dataframe in R or pandas, and conveniently access them in the platform's native Notebook. At the same time, a sidebar provides tips, shortcuts, and documentation to help you get the most of these features.