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Salesforce connection guide

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 prerequisite and filling 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

For Excel users

If your team uses Supermetrics for Excel, you'll see different options for managing and sharing data source connections in that destination. Learn more.


Google Sheets Data StudioExcel

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

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select Salesforce.
  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 Google Sheets.


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