Analyze your Salesforce data in Plotly

Getting your data from Salesforce to Plotly can be a pain. Managing pipelines for all your data sources just isn’t sustainable, but your reporting can’t be put on hold while you wait for IT or Engineering to get to your ticket.

With Panoply, you can eliminate that hassle—and all that wasted time. Set up code-free connections to both Salesforce and Plotly with just a few clicks. Then Panoply will automatically sync your data so it’s ready to analyze when you are.

It’s that simple: Unblock your data with Panoply.

Try Panoply Free

How it works

Connect to Salesforce without complicated code.

Accounts check Case Event Lead Order Campaigns Contract FulfillmentOrder Opportunity Partner

Automatically sync and store the data you want with table-level control.

See the Salesforce data Panoply collects

Connect to Plotly and start analyzing in minutes.

Accounts check Case Event Lead Order Campaigns Contract FulfillmentOrder Opportunity Partner

Get started

for free

14 day free trial

Query-ready data with just a few clicks

Seamlessly update all your Plotly reports and dashboards without lifting a finger. Set it up in minutes, then let Panoply handle the rest.
Try Panoply Free
Code-free data pipeline
Easily connect Salesforce and all your other data sources with automated integrations that take pipeline management off your to-do list.
See all data source integrations
Fuel your analytics
Power BI and analytical tools like Plotly with fresh data so your whole team can discover insights that drive your business forward.
See all BI tool integrations

Integrate with Salesforce in minutes

Salesforce is a gold mine of marketing and sales data. With details about every lead, account, and deal your company has ever captured, Salesforce isn’t just a CRM—it’s a crucial source of insights for your organization. So what’s the problem? It’s simple: Salesforce’s built-in reporting can’t give you a competitive edge and building custom reporting within the CRM is often an exercise in frustration…especially if you want to augment Salesforce data with information from other platforms your company uses. What’s more, Salesforce’s data model is incredibly complex, requiring analysts to unravel the platform’s many related tables before even beginning to build insights. Thankfully, analysts can unlock their Salesforce data’s potential with Panoply. Code-free syncing and data warehousing makes centralizing the data simple so they can discover game-changing trends that move their business forward.

Learn more:
Documentation
Salesforce Data Warehousing
Salesforce Business Intelligence

See all integrations

Other integrations with Salesforce

Salesforce +
Chartio
Salesforce +
Count
Salesforce +
Tableau
Salesforce +
Power BI
Salesforce +
Looker
Salesforce +
Cumul.io
Salesforce +
Mode Analytics
Salesforce +
Panintelligence
Salesforce +
Metabase
Salesforce +
Google Data Studio
Salesforce +
Redash
Salesforce +
Apache Superset
Salesforce +
SeekWell
Salesforce +
Amazon QuickSight
Salesforce +
Domo
Salesforce +
Grafana
Salesforce +
Qlik
Salesforce +
Trevor.io
Salesforce +
Apache Zeppelin
Salesforce +
Birst
Salesforce +
CARTO
Salesforce +
Databricks
Salesforce +
GoodData
Salesforce +
Holistics
Salesforce +
IBM Cognos
Salesforce +
Jupyter
Salesforce +
Klipfolio
Salesforce +
KNIME
Salesforce +
MicroStrategy
Salesforce +
Pentaho
Salesforce +
Plotly
Salesforce +
PopSQL
Salesforce +
Julia
Salesforce +
Pandas
Salesforce +
Python
Salesforce +
SQL
Salesforce +
R
Salesforce +
Shiny
Salesforce +
ThoughtSpot
Salesforce +
TIBCO Spotfire X
Salesforce +
Yellowfin
Salesforce +
Zoho Analytics
Salesforce +
Amazon DynamoDB
Salesforce +
Amazon S3
Salesforce +
AppsFlyer
Salesforce +
Asana
Salesforce +
BigCommerce
Salesforce +
BigQuery
Salesforce +
Bing Ads
Salesforce +
CSV
Salesforce +
Delighted
Salesforce +
Elasticsearch
Salesforce +
Facebook Ads
Salesforce +
Facebook Pages
Salesforce +
Facebook Posts
Salesforce +
Fivetran
Salesforce +
Google Ads
Salesforce +
Google Analytics
Salesforce +
Google Cloud Storage
Salesforce +
Google Drive
Salesforce +
Google Search Console
Salesforce +
Google Sheets
Salesforce +
HubSpot
Salesforce +
Instagram for Business
Salesforce +
Intercom
Salesforce +
Jira
Salesforce +
JSON
Salesforce +
LinkedIn Ads
Salesforce +
MailChimp
Salesforce +
Microsoft Excel
Salesforce +
Microsoft SQL Server
Salesforce +
MongoDB
Salesforce +
MySQL
Salesforce +
Pardot
Salesforce +
PostgreSQL
Salesforce +
Redshift
Salesforce +
Segment
Salesforce +
SFTP
Salesforce +
Shopify
Salesforce +
Singer
Salesforce +
SnapLogic
Salesforce +
Square
Salesforce +
Stitch
Salesforce +
Stripe
Salesforce +
Sybase
Salesforce +
Tray.io
Salesforce +
Twilio
Salesforce +
Twitter Ads
Salesforce +
Twitter
Salesforce +
Upload Data
Salesforce +
WooCommerce
Salesforce +
Wordpress
Salesforce +
Zendesk

Integrate with Plotly in minutes

Plotly provides two paid BI tools to meet the needs of business enterprise and the community. Plotly maintains open source libraries on GitHub for Python, JavaScript and R. Whether you use Plotly’s open source libraries, its paid tools, or both, the Panoply Plotly integrator provides all-in-one ETL to automate the data upload, transform and output process. Panoply extracts all data types to one place, sorts and simplifies, and streams continuously to your Plotly charts and web apps. So the output you see is always based on real-time data.

See all integrations

Other integrations with Plotly

Plotly +
Salesforce
Plotly +
HubSpot
Plotly +
PostgreSQL
Plotly +
MySQL
Plotly +
MongoDB
Plotly +
Amazon S3
Plotly +
Facebook Ads
Plotly +
Google Ads
Plotly +
Google Analytics
Plotly +
Shopify
Plotly +
Zendesk
Plotly +
Fivetran
Plotly +
Google Sheets
Plotly +
JSON
Plotly +
Microsoft Excel
Plotly +
Stitch
Plotly +
Twitter
Plotly +
BigQuery
Plotly +
CSV
Plotly +
Google Search Console
Plotly +
Instagram for Business
Plotly +
LinkedIn Ads
Plotly +
Segment
Plotly +
Singer
Plotly +
Stripe
Plotly +
BigCommerce
Plotly +
Twitter Ads
Plotly +
WooCommerce
Plotly +
Asana
Plotly +
Intercom
Plotly +
Amazon DynamoDB
Plotly +
AppsFlyer
Plotly +
Bing Ads
Plotly +
Delighted
Plotly +
Elasticsearch
Plotly +
Facebook Pages
Plotly +
Facebook Posts
Plotly +
Google Cloud Storage
Plotly +
MailChimp
Plotly +
Microsoft SQL Server
Plotly +
Pardot
Plotly +
Redshift
Plotly +
Twilio
Plotly +
Upload Data
Plotly +
Wordpress
Plotly +
SnapLogic
Plotly +
Sybase
Plotly +
Tray.io
Plotly +
Google Drive
Plotly +
Jira
Plotly +
SFTP
Plotly +
Square
Plotly +
AdRoll
Plotly +
AfterShip
Plotly +
Amazon Aurora PostgreSQL
Plotly +
Amazon Cloudfront
Plotly +
Amazon Kinesis Firehose
Plotly +
Amazon Marketplace
Plotly +
Apple Search Ads
Plotly +
Autopilot
Plotly +
Azure Blob Storage
Plotly +
Braintree Payments
Plotly +
Branch
Plotly +
BranchTrack
Plotly +
Campaign Monitor
Plotly +
Chargebee
Plotly +
Codat
Plotly +
Contact Pigeon
Plotly +
Contentful
Plotly +
Crashlytics
Plotly +
Criteo
Plotly +
Customer.io
Plotly +
Desk
Plotly +
Drip
Plotly +
Dropbox
Plotly +
Eloqua
Plotly +
Enchant
Plotly +
FormKeep
Plotly +
Freshdesk
Plotly +
Front
Plotly +
GitHub
Plotly +
GitLab
Plotly +
Google Cloud SQL Postgres
Plotly +
Google Analytics Ecommerce
Plotly +
Google Cloud SQL MySQL
Plotly +
Harvest Forecast
Plotly +
Harvest
Plotly +
Help Scout
Plotly +
Heroku Postgres
Plotly +
IBM DB2
Plotly +
Iterable
Plotly +
Klaviyo
Plotly +
Lever
Plotly +
Magento
Plotly +
Mailjet
Plotly +
MariaDB
Plotly +
Marketo
Plotly +
Mavenlink
Plotly +
NetSuite
Plotly +
Optimizely
Plotly +
Oracle Database
Plotly +
Particle
Plotly +
Payline
Plotly +
PayPal
Plotly +
Pinterest
Plotly +
Pipedrive
Plotly +
Pivotal Tracker
Plotly +
QuickBase
Plotly +
Quickbooks
Plotly +
Recharge
Plotly +
Recurly
Plotly +
Referral SaasQuatch
Plotly +
Sailthru
Plotly +
Salesforce Marketing Cloud
Plotly +
Selligent
Plotly +
SendGrid
Plotly +
Sendwithus
Plotly +
Shippo
Plotly +
Sparkpost
Plotly +
Spree Commerce
Plotly +
Taboola
Plotly +
Trello
Plotly +
Urban Airship
Plotly +
Vero
Plotly +
Webhooks
Plotly +
Xero
Plotly +
Zapier
Plotly +
Zendesk Chat
Plotly +
Zendesk Sell
Plotly +
Zoho CRM
Plotly +
Zuora
Plotly +
Amazon QuickSight
Plotly +
Apache Superset
Plotly +
Apache Zeppelin
Plotly +
Birst
Plotly +
CARTO
Plotly +
Chartio
Plotly +
Count
Plotly +
Cumul.io
Plotly +
Databricks
Plotly +
Domo
Plotly +
GoodData
Plotly +
Google Data Studio
Plotly +
Grafana
Plotly +
Holistics
Plotly +
IBM Cognos
Plotly +
Julia
Plotly +
Jupyter
Plotly +
Klipfolio
Plotly +
KNIME
Plotly +
Looker
Plotly +
Metabase
Plotly +
MicroStrategy
Plotly +
Mode Analytics
Plotly +
Pandas
Plotly +
Panintelligence
Plotly +
Pentaho
Plotly +
PopSQL
Plotly +
Power BI
Plotly +
Python
Plotly +
Qlik
Plotly +
R
Plotly +
Redash
Plotly +
SeekWell
Plotly +
Shiny
Plotly +
SQL
Plotly +
Tableau
Plotly +
ThoughtSpot
Plotly +
TIBCO Spotfire X
Plotly +
Trevor.io
Plotly +
Yellowfin
Plotly +
Zoho Analytics

Try It Now

Start syncing your data to now. Get a full Panoply trial free for 14 days.

Try Panoply Free Request Demo

Free 14 day trial. No credit card required.

Frequently Asked Questions

How do I connect to my data?
To analyze your data in , you’ll first create a connection to Panoply. Panoply stores a replica of your data and syncs it so it’s always up-to-date and ready for analysis. You can connect to your data in Panoply via an ODBC connection.
What data can I integrate with ?
Panoply allows you to integrate with 60+ data integrations including all major CRMs, databases, file systems, ad networks, analytics platforms, and finance tools. All of your data is stored in ready-to-analyze tables that can be joined together with SQL or merged in your BI tools. Integrating data for cross-channel advertising analysis, full-funnel conversion analysis, and CAC vs LTV analysis has never been so easy.
What is Panoply?
Panoply is a secure place to sync, store, and access all your business data. With unlimited access to over 60 data integrations, Panoply makes it possible to create an integrated view of your entire business. Everyone in your organization can share this single source of truth across any BI tool or analytical notebook with unlimited queries from unlimited users.

Technically speaking, Panoply provides the ETL (Extract, Transform, Load) and data warehouse functionality in one platform with the added benefit of simple role-based data governance, the security of AWS infrastructure, and SOC-2 and GDPR compliance.