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.

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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.

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Get started

for free

Free 21-Day Proof of Value

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 Connectors

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

Other connectors with Plotly

Plotly +
Salesforce
Plotly +
HubSpot
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PostgreSQL
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MySQL
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MongoDB
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Amazon S3
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Facebook Ads
Plotly +
Google Ads
Plotly +
Google Analytics
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Shopify
Plotly +
Zendesk
Plotly +
Google Sheets
Plotly +
JSON
Plotly +
Microsoft Excel
Plotly +
Twitter
Plotly +
BigQuery
Plotly +
CSV
Plotly +
Google Search Console
Plotly +
Instagram for Business
Plotly +
LinkedIn Ads
Plotly +
Stripe
Plotly +
Xero
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 +
Google Drive
Plotly +
Jira
Plotly +
Klaviyo
Plotly +
Microsoft OneDrive
Plotly +
NetSuite
Plotly +
Quickbooks
Plotly +
SFTP
Plotly +
Square
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AdRoll
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AfterShip
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Amazon Ads
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Amazon Aurora PostgreSQL
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Amazon Cloudfront
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Amazon Kinesis Firehose
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Amazon Marketplace
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Amazon Seller
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Apple App Store
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Apple Search Ads
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Autopilot
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Azure Blob Storage
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Braintree Payments
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Branch
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BranchTrack
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Campaign Monitor
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CaptivateIQ
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Chargebee
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Clari
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Close
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Codat
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Contact Pigeon
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Contentful
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Crashlytics
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Criteo
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Customer.io
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Desk
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Drip
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Dropbox
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EasyPayDirect
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Eloqua
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Enchant
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FormKeep
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Freshdesk
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Front
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GitHub
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GitLab
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Google Cloud SQL Postgres
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Google Analytics Ecommerce
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Google Cloud SQL MySQL
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Grin
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Harvest Forecast
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Harvest
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Help Scout
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Heroku Postgres
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IBM DB2
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Invoiced
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Iterable
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Kandji
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LeafLink
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Lever
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Magento
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Mailjet
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MariaDB
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Marketo
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Mavenlink
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Maverick Payments
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Maxio
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Optimizely
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Oracle Database
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Particle
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Payline
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PayPal
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Pinterest
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Pipedrive
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Pivotal Tracker
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QuickBase
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Rakuten
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Recharge
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Recurly
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Reddit
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Referral SaasQuatch
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RingCentral
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Sailthru
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Salesforce Marketing Cloud
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Selligent
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SendGrid
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Sendwithus
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SentinelOne
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Shippo
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Sparkpost
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SphereWMS
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Spree Commerce
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Taboola
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Teachable
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TikTok
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Tray.io
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Trello
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Typeform
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Urban Airship
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Webhooks
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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 multiple data sources 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 our data connectors, 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.