Integrating Salesforce with data analytics enhances data-driven decision-making by combining Salesforce data with external sources using tools like Salesforce Connect and ETL platforms. Analytics platforms such as Tableau and Power BI provide visualization and advanced analysis capabilities, while custom dashboards and APIs facilitate real-time insights and data management. Organizations must focus on data quality, compliance, and user training to leverage these integrations effectively.

1. SALESFORCE
INTEGRATION
WITH DATA
ANALYTICS

2. Integrating Salesforce with
data analytics can
significantly enhance your
ability to make data-driven
decisions. Here are key
aspects to consider:

3. DATA
SOURCE
S
Salesforce Data:
Leverage standard and custom
objects (e.g., Leads, Opportunities).
01
External Data:
Combine Salesforce data with other
sources like databases, web services, or
third-party applications.
02

4. INTEGRATION
TOOLS
Salesforce Connect:
Use it to access external data
in real-time without importing
it into Salesforce.
01
ETL Tools:
Tools like Talend, Informatica,
or MuleSoft can help extract,
transform, and load data
between Salesforce and data
analytics platforms.
02

5. ANALYTICS
PLATFORMS
Tableau:
Native integration with Salesforce allows you
to visualize and analyze your data easily.
01
Power BI:
Use connectors to pull Salesforce data into
Power BI for advanced analytics.
02
Google Analytics:
Combine website data with Salesforce to
analyze customer behavior.
03

6. CUSTOM
DASHBOA
RDS
• Create custom dashboards in Salesforce using
Salesforce Reports and Dashboards for real-time
insights.
• Use Tableau CRM (formerly Einstein Analytics) for
deeper insights and predictive analytics.

7. APIs
• Utilize Salesforce REST and Bulk APIs to extract data for analysis.
• Set up webhooks or event-based integrations to trigger data
updates in real-time.

8. • Ensure data cleanliness and
consistency to improve the accuracy
of analytics.
• Regularly audit and cleanse data in
Salesforce.
DATA QUALITY

9. Train your team on both
Salesforce and the analytics
tools you choose to ensure
they can leverage the
integrations effectively.
USER
TRAINING

10. COMPLIANCE
AND
SECURITY
Consider data privacy
regulations (like GDPR)
when integrating and
analyzing customer data.

11. CONCLUSION
Integrating Salesforce with data analytics tools
empowers organizations to gain deeper insights,
optimize sales processes, and improve customer
engagement. By strategically utilizing various tools and
maintaining data integrity, you can make informed
decisions that drive growth.

12. THANK
YOU
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