Salesforce Overview and You!


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As many of you know, Salesforce is one of the top CRM tools that is used today. And if you are using Salesforce as your source of truth, you know there is a lot of data that come with it. Either running analysis on ARR or working with the sales funnel, Chartio can be instrumental in visualizing this data.

So how do you get your SF data into Chartio? Lets quickly go though how to get your data connected. First, we need an ETL tool to extract the data from SF. For that we have a few options. We have partnered up with several ETL companies to help migrate your SF data into a data warehouse of your choice. Some of the options include:

Sititchdata: https://www.stitchdata.com/integrations/salesforce/

Fivetran: https://www.fivetran.com/integrate/salesforce

For a more in depth guide on picking an ETL be sure to check out our blog post on choosing an ETL: https://blog.chartio.com/posts/how-to-choose-the-right-etl-tool-for-your-business

Once you pick your ETL, next would need to choose your data warehouse if you have not already. There are many options when it comes to choosing a data warehouse. One option we recommend is our partner Panoply (https://panoply.io/) which is a managed Redshift instance. Alternatively, you could use an all in one solution like our partner Segment who can ETL and host your warehouse: https://segment.com/warehouses/postgres
Other options that we would recommend is hosting your own Redshift instance or using a Postgres database.

After the ETL process, connecting to Chartio is a few clicks away. You can connect your Redshift or Postgres data base through our data source tab and by clicking “add a data source.”

Now that your data source is connected, there is a huge variety of metrics to visualize. Check out this awesome Salesforce dashboard!

With our Salesforce dataset, we can easily visualize several metrics: Lead count of this week compared to last week, lead status, opportunity funnel, leads by lead source and many others just to name a few.

Lets take a look at the New Leads Created chart for example.

We can build this chart with the lead ids, created date, and status fields. We would just need to drag the lead id to the measures as a “count of distinct.” Next, we would drag the created date and status to the dimensions. For the created date, we can select a time bucket or connect it to a time bucket dropdown variable if we added that to our dashboard. Lastly, we can again drag the created date to the filters so we can connect this to our calendar variable on our dashboard.

Now that we have our correct fields, we need to do some manipulation in the pipeline. First, we add a pivot step to get the data into the correct format for an area chart:

After this step, we add a zero fill. The final step would be to edit the chart setting to match the style you want. For our example, we kept it as a stacked area chart but changed the opacity to half opacity in the series tab of the chart settings.

Here are links to some other useful charts you could add:

Pacing chart: Making a Pacing Dashboard

Lead Funnel: Visualize your lead stages with funnel charts

With Salesforce, there are many chart possibilities to explore. So, happy charting and may the salesFORCE be with you!