Use this guide to connect your Salesforce data to Supermetrics. It's important to contact your Salesforce system administrator for help before you begin this process. Salesforce instances often have custom security settings that need careful attention.
If you need to connect this data source to one of our data warehouse or cloud storage destinations, explore our data warehouse and cloud storage setup guides.
Before you begin
To connect Supermetrics to Salesforce, you need read access to objects and fields. Learn more about Salesforce permissions.
Supermetrics supports the following objects and the fields under them: accounts, campaigns, contacts, leads, opportunities, and tasks.
Instructions
Make sure you've installed the Supermetrics add-on before you connect.
- Open a new Google Sheets file.
- Navigate to Extensions → Supermetrics → Launch sidebar to open Supermetrics.
- Click Create new query.
- Under Data source, select Salesforce.
- Click Start.
- Enter your Salesforce email address and password, and click Log in.
- 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.
- Open the Supermetrics Looker Studio data source gallery.
- Navigate to Salesforce and click Start free trial.
- 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.
- 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").
- Select a team that has access to the account you want to connect.
- Choose to make this connection shared or private.
- Click Start.
- Enter your Salesforce email address and password, and click Log in.
- Select the accounts you'd like to include in your reporting.
- 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.
- In the pane's top right, click Connect.
- Click Create report.
- 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.
- Open an Excel file.
- Click Data → Show Supermetrics.
- Under Data source, select Salesforce.
- Choose to make this connection shared or private.
- Click Start.
- Enter your Salesforce email address and password, and click Log in.
- Select the accounts you'd like to include in your reporting.
Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.