Salesforce

Salesforce is a customer relationship management (CRM) that allows businesses to better connect with customers, partners and potential clients.

Panoply makes it easier than ever to access your Salesforce data. Explore it in SQL or connect your favorite BI tools and analytical notebooks for custom data visualization and advanced analytics.

All your business data in one place

Sync, store, and access your data from over 80 data sources with Panoply. Get unlimited access free for 14 days.

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Salesforce BI Integrations

Modernizing Salesforce BI

Preparing for analytics

Do you spend more time on data preparation or analysis? If you’re like most data analysts, you spend most of your time exporting CSVs, hacking spreadsheets, maintaining Python scripts, and managing databases. And you do all this hard work just for managers to ask why your reports don’t include today’s data. Your data deserves better, and so do you.

Automating data management

That laborious process of syncing and synthesizing data is called data management. Yes, it’s important—everyone knows good analysis requires good data. But every minute spent managing data is a minute that could be spent on analytics. The good news is that these processes can be automated and managed in the cloud without any complicated scripts or engineering expertise.

Your Salesforce data analytics platform

Panoply is the easiest way to sync, store, and access your Salesforce from all your business intelligence tools and analytical notebooks. It only takes a few minutes to connect your Salesforce data to Panoply. Once connected, Panoply will automatically refresh your data as it changes. There are no scripts to maintain or processes to manage. You can focus on what matters your data and your business.

Panoply makes your Salesforce data accessible
so you can analyze it

Expected Salesforce Data
Here’s a sample of the Salesforce data that you can sync, store, and access with Panoply:
Accounts
Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
Campaigns
Represents and tracks a marketing campaign, such as a direct mail promotion, webinar, or trade show.
Case
Represents a case, which is a customer issue or problem.
Contract
Represents a contract (a business agreement) associated with an Account.
Event
Represents an event in the calendar. In the Salesforces user interface, events are referred to as activities.
FulfillmentOrder
Represents a group of products and delivery charges on a single order.
Lead
Represents a prospect or lead with associated contact and demographic information
Opportunity
Represents an opportunity, which is a sale or pending deal.
Order
Represents an order associated with a contract or an account.
Partner
Represents a partner relationship between two Account records or between an Opportunity record and an Account record.
Payment
Represents a single event where the customer creates a payment.
Product2
Represents a product that your organization sells. This object has several fields that are used only for quantity and revenue schedules.
Quote
A record showing proposed prices for products and services.
Task
Represents a business activity such as making a phone call or other to-do items.
Custom Objects
Any custom object in your Salesforce account can be made available in Panoply
Other Objects
Every Salesforce object can be made available and selected for collection in Panoply

Screenshots

Panoply has given us drastic improvements in query speed and brought all our data in one place. Our visualizations are much more fast and efficient.
Andrew Zeck - CTO and Co-founder, Saucey
Read the customer success story

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Panoply will store and sync your data for free for 14 days

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