Salesforce

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

Syncing your {{data_source}} data into your Panoply data warehouse makes it easy to integrate with all your relevant business data for easy, up-to-date, and replicable analysis.

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 Data Warehouse

Panoply allows you to easily combine Salesforce data with hundreds of sources
Data sources commonly paired with Salesforce
Salesforce + Google Analytics
Google Analytics
Analytics
Salesforce + Google Sheets
Google Sheets
Files
Salesforce + Amazon S3
Amazon S3
Services
Salesforce + Google Ads
Google Ads
Ads
Salesforce + HubSpot
HubSpot
CRM
Salesforce + Facebook Pages
Facebook Pages
Social
Salesforce + PostgreSQL
PostgreSQL
Databases
Salesforce + MySQL
MySQL
Databases
Salesforce + Zendesk
Zendesk
Customer Support
Salesforce + Intercom
Intercom
Customer Support
Salesforce + MongoDB
MongoDB
Databases
Salesforce + Facebook Ads
Facebook Ads
Ads
Salesforce + Shopify
Shopify
Ecommerce
Salesforce + JSON
JSON
Files
Salesforce + Microsoft Azure SQL Data Warehouse
Microsoft Azure SQL Data Warehouse
Data Warehouses
Salesforce + Twitter
Twitter
Social
Salesforce + Youtube
Youtube
Social
Salesforce + BigQuery
BigQuery
Data Warehouses
Salesforce + CSV
CSV
Files
Salesforce + Google Cloud Datastore
Google Cloud Datastore
Cloud Storage
Salesforce + Google Search Console
Google Search Console
Analytics
Salesforce + Hadoop
Hadoop
Files
Salesforce + Instagram
Instagram
Social
Salesforce + LinkedIn Ads
LinkedIn Ads
Ads
Salesforce + Segment
Segment
Analytics
Salesforce + Stripe
Stripe
Payment Processing
Salesforce + Xero
Xero
Accounting
Salesforce + MixPanel
MixPanel
Analytics
Salesforce + Twitter Ads
Twitter Ads
Ads
Salesforce + Marketo
Marketo
Marketing Automation
Salesforce + Asana
Asana
Project Management
Salesforce + Amazon Aurora
Amazon Aurora
Databases
Salesforce + Amazon DynamoDB
Amazon DynamoDB
Databases
Salesforce + Apache Cassandra
Apache Cassandra
Databases
Salesforce + AppsFlyer
AppsFlyer
Mobile
Salesforce + Bing Ads
Bing Ads
Ads
Salesforce + ConvertKit
ConvertKit
Marketing Automation
Salesforce + Delighted
Delighted
Customer Support
Salesforce + DoubleClick
DoubleClick
Ads
Salesforce + Elasticsearch
Elasticsearch
Databases
Salesforce + GitHub
GitHub
Developer Tools
Salesforce + Google AdSense
Google AdSense
Ads
Salesforce + Google Analytics Ecommerce
Google Analytics Ecommerce
Ecommerce
Salesforce + Google Cloud Storage
Google Cloud Storage
Cloud Storage
Salesforce + MailChimp
MailChimp
Marketing Automation
Salesforce + Microsoft SQL Server
Microsoft SQL Server
Databases
Salesforce + Ocado
Ocado
Retail
Salesforce + Panoply SDK
Panoply SDK
Developer Tools
Salesforce + Pardot
Pardot
CRM
Salesforce + Pendo
Pendo
Analytics
Salesforce + RabbitMQ
RabbitMQ
Services
Salesforce + Redshift
Redshift
Data Warehouses
Salesforce + Tune
Tune
Marketing Automation
Salesforce + Twilio
Twilio
Developer Tools
Salesforce + Typeform
Typeform
Services
Salesforce + Upload Data
Upload Data
Files
Salesforce + Wordpress
Wordpress
Developer Tools
Salesforce + Zoho CRM
Zoho CRM
CRM
Salesforce + Tray.io
Tray.io
Services
Salesforce + AdRoll
AdRoll
Ads
Salesforce + AfterShip
AfterShip
Retail
Salesforce + Amazon Aurora PostgreSQL
Amazon Aurora PostgreSQL
Databases
Salesforce + Amazon Cloudfront
Amazon Cloudfront
Services
Salesforce + Amazon Kinesis Firehose
Amazon Kinesis Firehose
Services
Salesforce + Apple Search Ads
Apple Search Ads
Ads
Salesforce + Autopilot
Autopilot
Marketing Automation
Salesforce + Azure Blob Storage
Azure Blob Storage
Cloud Storage
Salesforce + Braintree Payments
Braintree Payments
Payment Processing
Salesforce + Branch
Branch
Analytics
Salesforce + BranchTrack
BranchTrack
Sales
Salesforce + Codat
Codat
Accounting
Salesforce + Contact Pigeon
Contact Pigeon
Marketing Automation
Salesforce + Contentful
Contentful
Services
Salesforce + Crashlytics
Crashlytics
Developer Tools
Salesforce + Criteo
Criteo
Retail
Salesforce + Customer.io
Customer.io
Marketing Automation
Salesforce + Desk
Desk
Sales
Salesforce + Drip
Drip
Ecommerce
Salesforce + Eloqua
Eloqua
Marketing Automation
Salesforce + Enchant
Enchant
Customer Support
Salesforce + Facebook App Events
Facebook App Events
Social
Salesforce + FormKeep
FormKeep
Marketing Automation
Salesforce + Freshdesk
Freshdesk
Customer Support
Salesforce + Front
Front
Project Management
Salesforce + GitLab
GitLab
Developer Tools
Salesforce + Google Cloud SQL MySQL
Google Cloud SQL MySQL
Databases
Salesforce + Google Cloud SQL Postgres
Google Cloud SQL Postgres
Cloud Storage
Salesforce + Google Drive
Google Drive
Files
Salesforce + Harvest
Harvest
Project Management
Salesforce + Help Scout
Help Scout
Customer Support
Salesforce + IBM DB2
IBM DB2
Developer Tools
Salesforce + Iterable
Iterable
Marketing Automation
Salesforce + Klaviyo
Klaviyo
Ecommerce
Salesforce + Mailjet
Mailjet
Marketing Automation
Salesforce + MariaDB
MariaDB
Databases
Salesforce + Mavenlink
Mavenlink
Project Management
Salesforce + NetSuite
NetSuite
Accounting
Salesforce + Particle
Particle
Services
Salesforce + Pinterest
Pinterest
Social
Salesforce + Pipedrive
Pipedrive
Sales
Salesforce + Pivotal Tracker
Pivotal Tracker
Project Management
Salesforce + QuickBase
QuickBase
Developer Tools
Salesforce + Quickbooks
Quickbooks
Accounting
Salesforce + Recharge
Recharge
Payment Processing
Salesforce + Recurly
Recurly
Payment Processing
Salesforce + Referral SaasQuatch
Referral SaasQuatch
Marketing Automation
Salesforce + SFTP
SFTP
Services
Salesforce + Sailthru
Sailthru
Marketing Automation
Salesforce + Salesforce IQ
Salesforce IQ
Sales
Salesforce + Salesforce Marketing Cloud
Salesforce Marketing Cloud
Marketing Automation
Salesforce + Selligent
Selligent
Marketing Automation
Salesforce + SendGrid
SendGrid
Marketing Automation
Salesforce + Sendwithus
Sendwithus
Marketing Automation
Salesforce + Shippo
Shippo
Ecommerce
Salesforce + Snowplow
Snowplow
Analytics
Salesforce + Sparkpost
Sparkpost
Marketing Automation
Salesforce + Spree Commerce
Spree Commerce
Ecommerce
Salesforce + Square
Square
Payment Processing
Salesforce + Taboola
Taboola
Ads
Salesforce + Trello
Trello
Project Management
Salesforce + Urban Airship
Urban Airship
Services
Salesforce + Vero
Vero
Social
Salesforce + Webhooks
Webhooks
Developer Tools
Salesforce + Zapier
Zapier
Services
Salesforce + Zendesk Chat
Zendesk Chat
Customer Support
Salesforce + Zendesk Sell
Zendesk Sell
CRM
Salesforce + Zuora
Zuora
Services
Salesforce + optimizely
optimizely
Marketing Automation
Salesforce + Dropbox
Dropbox
Files
Salesforce + Heroku Postgres
Heroku Postgres
Databases

Modernizing Salesforce

What is data integration?

Your Salesforce data is valuable, but it's way more valuable when it can be analyzed alongside data from other sources to create a whole picture of your business. Data integration allows you to see all the inputs and outputs of your business side by side: the cost with the benefit, and the what with the why.

Without the right tools, your data integration efforts can quickly turn into a mess of partially merged spreadsheets that are out of data almost as soon as analysts get their hands on them. With a data warehouse, data integration gets significantly easier. Instead of constantly scrambling to keep your data merged and up-to-date across your organization, you’ll have all your data in one place with a consistent format, creating an always-up-to-date, single source of truth for business intelligence and other analytical applications.

Benefits of a data warehouse

Data warehouses are purpose-built for providing access to data: Data is stored in the cloud and regularly synced, so there is no need to bother with frequent CSV downloads or worry about API limits or excessive demand on an application.

With a data warehouse, All your data is stored in pre-processed tables, ready for integrated analysis with SQL or other BI tools. You own your data. No need to worry about losing data when changing vendors or APIs are deprecated. What you collect, you keep. Compared to the mess created by relying on separate operational systems like application databases, CRMs, file systems, or ecommerce platforms, choosing a data warehouse should be a no brainer.

Your Salesforce data warehouse

If the idea of designing, building and maintaining a data warehouse sounds too complex, don’t worry. Panoply is a data warehouse as a service, so there’s no need to manage complex infrastructure or build out a data engineering team to realize the benefits of a data warehouse.

With Panoply, your data will be optimized for analysis—data is automatically structured for analytics, and our system is optimized for reading it quickly and efficiently. Our suite of 80+ integrations lets you connect almost any BI tool or data source to a single data warehouse, meaning you’ll get the same results across all tools. Panoply data warehouses allow for unlimited users and queries, with secure but agile data access management that let you control who can access data at the individual table level. In short, there’s no easier way for your team to access your {data source} data and integrate it with other business data and analytical tools.

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

It just works and it's smart. Panoply solves all of the admin headaches and gives my clients a performant and easy-to-use data warehouse.
Aron Clymer - Dataclymer
Read the customer success story

Start Analyzing your Data for Free

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