Salesforce + clariBI
This native integration is not yet available. Export your Salesforce reports as CSV and upload them to clariBI for analysis today.
Native connector coming soon.
You can use clariBI with Salesforce today by exporting your reports as CSV and uploading them.
What is Salesforce?
Salesforce is the world's leading CRM platform. It tracks leads, opportunities, accounts, and customer interactions across the entire sales lifecycle.
When the native connector launches, clariBI will sync pipeline data, forecasts, activity logs, and customer information directly from the Salesforce API. Until then, export any Salesforce report as CSV.
Learn more at salesforce.com
Use Salesforce with clariBI today
Export from Salesforce Reports
Open Reports in Salesforce, run the report you need, click "Export", then choose "Details Only" and CSV format.
Upload CSV to clariBI
Drag-and-drop the CSV into clariBI's data sources.
Build dashboards
clariBI auto-detects the schema. Ask "Show pipeline by stage" or "What's our win rate by rep this quarter?"
What you will be able to analyze
When available, the native Salesforce connector will let you analyze:
- Opportunity pipeline by stage
- Forecast vs actuals
- Account and rep performance
- Lead conversion rates
- Activity and call volume
- Quota attainment
Get notified when the native Salesforce connector launches
We ship the most-requested connectors first.
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Upload CSV exports and get dashboards in seconds.
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