Data Studio Salesforce Connection

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edited March 4 in Feature demos

Connecting Data Studio directly to your data sources and CRM systems, like Salesforce, has never been easier. This video is to remind and inform users, just how easily two systems can work in harmony, without any complex development.

We've created out of the box connectors, for a wide range of common platforms, to make this process easy to complete. This allows quick setup, between two systems, without the complexity of building customised connectors.

In this demo I'm showing how we can connect to a Saleforce table and pull that data into Data Studio:

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I'll be showing how we can extract the data, complete a simple transformation and then publish the data back to target:

https://players.brightcove.net/87117017001/NZz4kb2Ui_default/index.html?videoId=6348008482112

In practice you could create a powerful validation and/or enrichment step, where Data Studio extracts the data from the system and validates all key information. This could include screening addresses, emails and telephone numbers. We could go a step further and enrich the information you already have. If this is a business entity we could append relevant information to the data you have. This could be key contacts and their information, where missing, or deeper insights of that business. Once cleansed, through Data Studio, we could publish this directly back to Saleforce, or your alternative system.

All this could be managed on an automated schedule, allowing Data Studio to execute a trusted and controlled workflow, to meet your business needs.

Please contact us if you have any question on this demo.

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