Salesforce connection guide

Make sure you've installed the Supermetrics add-on before you connect.

1. Open a new Google Sheets file.
2. Navigate to Extensions → Supermetrics → Launch sidebar to open Supermetrics.
3. Click Create new query.
4. Under Data source, select Salesforce.
5. Choose to make this connection shared or private.
6. Click Start.
7. Enter your Salesforce email address and password, and click Log in.
8. Select the accounts you'd like to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Make sure you've connected Supermetrics to Looker Studio before following the steps below.

1. Open the Supermetrics Looker Studio data source gallery.
2. Navigate to Salesforce and click Start free trial.
3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Salesforce requires authorization to connect to data").
5. Select a team that has access to the account you want to connect.
6. Choose to make this connection shared or private.
7. Click Start.
8. Enter your Salesforce email address and password, and click Log in.
9. Select the accounts you'd like to include in your reporting.
10. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
11. In the pane's top right, click Connect.
12. Click Create report.
13. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Make sure you've installed the Supermetrics add-on before you connect.

1. Open an Excel file.
2. Click Data → Show Supermetrics.
3. Under Data source, select Salesforce.
4. Choose to make this connection shared or private.
5. Click Start.
6. Enter your Salesforce email address and password, and click Log in.
7. Select the accounts you'd like to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.

Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

1. Log in to the Google Cloud Platform.
2. Navigate to BigQuery → Data transfers.
3. Click + Create transfer.
4. Select the Salesforce data source.
5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
6. Under Third-party connection, click Connect source.
7. Accept the agreement.
8. Click Authorize with Salesforce.
9. Click Start.
10. Enter your Salesforce email address and password, and click Log in.
11. Select the accounts you'd like to include in your reporting and define the transfer settings.
12. Click Submit.
13. Click Save.

Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Export, go to Data warehousing → Transfers.
3. Click Create new.
4. Select the Salesforce data source, and click OK.
5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
6. In the Connections section, click Add new connection.
7. Click Start.
8. Enter your Salesforce email address and password, and click Log in.
9. In the transfer setup view, select the accounts you'd like to include in your reporting.
10. Click Create transfer.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Export, click Power BI.
3. Click Select data source.
4. Select the Salesforce data source.
5. Click Start.
6. Enter your Salesforce email address and password, and click Log in.
7. Fill in the query details.
8. Click Run query to test your query.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Transform, click Query Manager (API).
3. Select for Supermetrics API from the dropdown menu next to the page title.
4. Click Select data source.
5. Select the Salesforce data source.
6. Click Start.
7. Enter your Salesforce email address and password, and click Log in.
8. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
9. Click Run to test your query.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, select Connect → Data sources.
3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
4. Hover over the Salesforce data source, and click Connect.
5. Click Start.
6. Enter your Salesforce email address and password, and click Log in.