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Salesforce Data Studio

Connect Salesforce to Data Studio

Send Salesforce orders, invoices, customers and 714 more data types to Data Studio on a schedule. Pick columns, filter by date and add your own filters. Refresh as often as every 15 minutes.

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Salesforce report Data source: Salesforce
Build Data Studio reports on Salesforce data that Coupler.io keeps up to date.
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How to connect Salesforce and Data Studio

7 steps. You can preview the Salesforce data in Coupler.io before anything reaches Data Studio.

Step 1 of 7

Connect Salesforce

Sign in to Salesforce and authorize Coupler.io. There's no API key to copy.

Sign in with Salesforce

Step 2 of 7

Choose a data type

Pick the kind of Salesforce data to export.

Show 32 more data types Show fewer data types

And 677 more data types.

Step 3 of 7

Choose what to export

Pick the Salesforce data you want in Data Studio.

Show 32 more data types Show fewer data types

And 677 more data types.

ReportNot setSpecify a report to extract data from. Only reports in a tabular format could be selected.
Custom SOQLNot setPut any SOQL query to extract the data you need from Salesforce. Click to see the example.

Step 4 of 7

Fine-tune the export

Optional settings for this Salesforce export.

Changed after dateAny dateSpecify the data entity’s last updated date to export data changed after this date. (e.g. after 2020-01-01 09:00).
Changed before dateAny dateSpecify the data entity’s last updated date to export data changed before this date. (e.g. after 2020-01-01 09:00).
ColumnsNot setSpecify the names of the columns and their order by entering each of them in a new line. If you leave this field empty, Coupler.io will import all standard fields.
Advanced filtersNot setUse the SOQL syntax to set up filters.Learn more

Step 5 of 7

Set the report period

Choose the date range the report covers.

Start dateAny dateLeave this field empty to use the report’s date setting. Otherwise, specify a new start date for the report.
End dateAny dateLeave this field empty to use the report’s date setting. Otherwise, specify a new end date for the report.

Step 6 of 7

Connect Data Studio

Click Generate Data Source and authorize Data Studio and Coupler.io with the same Google account. After the first run, open the report and add your Salesforce fields.

Date range dimensiondateOptional. A DATE or DATETIME column for date filters
Report/data source URLhttps://lookerstudio.google.com/reporting/abc123Optional, in Advanced settings. Links an existing report
Fields groupingOffOptional. Groups fields named [Group]: [Field]

Step 7 of 7

Choose a write mode and schedule

Every run either replaces or appends the data in Data Studio. Run it as often as every 15 minutes.

Write mode

Each run overwrites the data set with a fresh snapshot of Salesforce data.

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Get the most of Salesforce to Data Studio integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
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Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
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Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Salesforce to Data Studio questions

717 data types, including Order, Invoice, Customer, Campaign and Task.

You sign in to Salesforce and authorize Coupler.io. There's no API key to copy.

Yes. Set the start date and end date to cover the period you need. You can also filter by changed date.

Yes. Pick the columns you need, and only those reach Data Studio.

Yes. Add filter conditions in the source settings to keep only the Salesforce records you need.

Yes. Custom SOQL lets you write a query instead of picking a ready-made data type.

Through the Coupler.io community connector. Authorize Coupler.io and Data Studio with the same Google account, then add the Salesforce data source to a report.

Coupler.io and Data Studio refresh separately, and Data Studio refreshes data sources every 12 hours by default. Lower its data freshness setting if you refresh Salesforce more often.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Data Studio.

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