Salesforce Connector
Integrate Salesforce with your data management apps to automate the reporting process without coding. Use Salesforce connector to import sales data into spreadsheets, data warehouses, and BI tools for informed decision-making.
Use Salesforce connector to import data into 10+ destinations
Quick start with CRM dashboards
Salesforce CRM dashboard
CRM dashboard for Salesforce
Sales team performance dashboard for Salesforce
No such template is available yet.
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What data you can export from Salesforce?
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Reports
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Objects
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Custom SOQL
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AI Application
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AI Application config
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AI Insight Action
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AI Insight Feedback
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AI Insight Reason
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AI Insight Value
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AI Record Insight
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Accepted Event Relation
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Account Clean Info
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Account Contact Role
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Account Feed
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Account History
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Account Partner
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Account Share
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Action Link Group Template
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Action Link Template
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Active Feature License Metric
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Active Permission Set License Metric
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Active Profile Metric
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Additional Directory Number
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Alternative Payment Method
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Alternative Payment Method Share
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Announcement
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Apex Class
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Visualforce Component
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Apex Email Notification
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Apex Debug Log
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Visualforce Page
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Apex Page Info
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Apex Test Queue Item
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Apex Test Result
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Apex Test Result Limit
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Apex Test Run Result
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Apex Test Suite
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Apex Trigger
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API Anomaly Event Store
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API Anomaly Event Store Feed
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API Event
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App Analytics Query Request
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App Definition
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AppMenuItem
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App Tab Member
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Application Usage Assignment
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Appointment Assignment Policy
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Appointment Schedule Aggregate
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Appointment Schedule Log
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Appointment Scheduling Policy
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Appointment Topic Time Slot
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Appointment Topic Time Slot Feed
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Appointment Topic Time Slot History
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Asset
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Asset Action
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Asset Action Source
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Asset Feed
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Asset History
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Asset Relationship
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Asset Relationship Feed
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Asset Relationship History
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Asset Share
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Asset State Period
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Assigned Resource
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Assigned Resource Feed
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Assignment Rule
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Associated Location
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Associated Location History
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Apex Job
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Async Operation Log
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Attachment
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Lightning Component Definition
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Aura Component Bundle
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AuraDefinitionBundle Info
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AuraDefinition Info
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Authentication Configuration
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Authentication Configuration Auth. Provider
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Auth. Provider
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Auth Session
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Authorization Form
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Authorization Form Consent
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Authorization Form Consent History
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Authorization Form Consent Share
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Authorization Form Data Use
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Authorization Form Data Use History
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Authorization Form Data Use Share
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Authorization Form History
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Authorization Form Share
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Authorization Form Text
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Authorization Form Text Feed
-
Authorization Form Text History
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Background Operation
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Letterhead
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Branding Set
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Branding Set Property
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Bulk API Result Event Store
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Business Brand
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Business Brand Share
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Business Hours
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Business Process
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Calendar
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Calendar
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Calendar Share
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Call Center
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CallCoachingMediaProvider
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Campaign
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Campaign Feed
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Campaign Field History
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Campaign Member
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Campaign Member Status
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Campaign Share
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Card Payment Method
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Case
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Case Comment
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Case Contact Role
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Case Feed
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Case History
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Case Milestone
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Case Share
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Case Solution
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Case Status Value
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Case Team Member
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Case Team Member Role
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Predefined Case Team
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Predefined Case Team Member
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Predefined Case Team Record
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Category Data
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Category Node
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Chatter Activity
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Extension
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Chatter Extension Configuration
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Client Browser
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Group
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Group Feed
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Group Member
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Group Member Request
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Group Record
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Chatter Invitation
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Color Definition
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Communication Subscription
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Communication Subscription Channel Type
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Communication Subscription Channel Type Feed
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Communication Subscription Channel Type History
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Communication Subscription Channel Type Share
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Communication Subscription Consent
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Communication Subscription Consent Feed
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Communication Subscription Consent History
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Communication Subscription Consent Share
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Communication Subscription Feed
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Communication Subscription History
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Communication Subscription Share
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Communication Subscription Timing
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Communication Subscription Timing Feed
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Communication Subscription Timing History
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Zone
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Conference Number
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Connected App
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Consumption Rate
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Consumption Rate History ID
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Consumption Schedule
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ConsumptionSchedule
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Consumption Schedule History ID
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Consumption Schedule Share
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Contact Clean Info
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Contact Feed
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Contact History
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Contact Point Address
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Contact Point Address History
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Contact Point Address Share
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Contact Point Consent
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Contact Point Consent History
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Contact Point Consent Share
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Contact Point Email
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Contact Point Email History
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Contact Point Email Share
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Contact Point Phone
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Contact Point Phone History
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Contact Point Phone Share
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Contact Point Type Consent
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Contact Point Type Consent History
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Contact Point Type Consent Share
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Contact Request
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Contact Request Share
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Contact Share
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Asset File
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Content Delivery
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Content Delivery View
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Content Document
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ContentDocument Feed
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Content Document History
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Content Document Link
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Content Document Subscription
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Content Folder
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Content Folder Item
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Content Folder Link
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Content Folder Member
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Content Notification
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Content Tag Subscription
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Content User Subscription
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Content Version
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Content Version Comment
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Content Version History
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Content Version Rating
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Library
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Library Document
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Library Member
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Library Permission
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Content Workspace Subscription
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Contract
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Contract Contact Role
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Contract Feed
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Contract History
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Contract Line Item
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Contract Line Item History
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Contract Status Value
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Conversation Entry
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CORS Allowed Origin List
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Credential Stuffing Event Store
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Credential Stuffing Event Store Feed
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Credit Memo
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Credit Memo Feed
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Credit Memo History
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Credit Memo Invoice Application
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Credit Memo Line
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Credit Memo Line Feed
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Credit Memo Line History
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Credit Memo Share
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Cron Job
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Scheduled Jobs
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Content Security Policy Trusted Site
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Custom Brand
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Custom Brand Asset
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Custom Help Menu Item
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Custom Help Menu Section
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Custom HTTP Header
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Custom Notification Type
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Custom Object Usage By User License Metric
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Custom Permission
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Custom Permission Dependency
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Customer
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Customer Share
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D&B Company
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Dashboard
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Dashboard Component
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Dashboard Component Feed
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Dashboard Feed
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Data Assessment Field Metric
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Data Assessment Metric
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Data Assessment Field Value Metric
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Data Statistics
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Data Type
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Data Use Legal Basis
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Data Use Legal Basis History
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Data Use Legal Basis Share
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Data Use Purpose
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Data Use Purpose History
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Data Use Purpose Share
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Data.com Address
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Data.com Company
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Data.com Contact
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D&B Company
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Data.com Owned Entity
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Data.com Usage
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Declined Event Relation
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Recycle Bin Item
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Digital Wallet
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Document
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Document Entity Map
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Domain
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Custom URL
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Duplicate Record Item
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Duplicate Record Set
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Duplicate Rule
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EmailCapture
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Email Domain Filter
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Email Domain Key
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Email Message
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Email Message Relation
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Email Relay
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Email Services Address
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Email Service
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Email Template
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Embedded Service
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Embedded Service Label
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Engagement Channel Type
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Engagement Channel Type Feed
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Engagement Channel Type History
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Engagement Channel Type Share
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Enhanced Letterhead
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Enhanced Letterhead Feed
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Entitlement
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Entitlement Contact
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Entitlement Feed
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Entitlement History
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Entitlement Template
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Entity Definition
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Object Milestone
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Object Milestone Feed
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Object Milestone History
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Entity Particle
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Entity Subscription
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Event
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Platform Event Subscription
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Event Feed
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Event Log File
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Event Relation
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ExpressionFilter
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ExpressionFilterCriteria
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External Data Source
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External Data User Authentication
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External Event
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External Event Mapping
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External Event Mapping Share
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Feed Attachment
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Feed Comment
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Feed Item
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Feed Poll Choice
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Feed Poll Vote
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Feed Revision
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Field Definition
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Field Permissions
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Field Security Classification
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FileSearchActivity
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Finance Balance Snapshot
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Finance Balance Snapshot Share
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Finance Transaction
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Finance Transaction Share
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Fiscal Year Settings
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Flex Queue Item
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Flow Definition
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Flow Interview
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Flow Interview Log
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Flow Interview Log Entry
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Flow Interview Log Share
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Flow Interview Share
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Flow Orchestration Instance
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Flow Orchestration Stage Instance
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Flow Orchestration Step Instance
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Flow Record Relation
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Flow Interview Stage Relation
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Flow Variable
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Flow Version
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Folder
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Formula Function
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Formula Context Function
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Formula Function Category
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Setting Granted By License
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Group
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Group Member
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Gateway Provider Payment Method Type
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Holiday
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IP Address Range
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Icon Definition
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Idea
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Idea Comment
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Identity Provider Event Store
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Identity Verification Event
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Identity Provider Event Log
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Trusted Domain for Inline Frames
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Image
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Image Feed
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Image History
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Image Share
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Individual
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Individual History
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Individual Share
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Installed Mobile App
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Invoice
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Invoice Feed
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Invoice History
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Invoice Line
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Invoice Line Feed
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Invoice Line History
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Invoice Share
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Knowledgeable User
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Lead Clean Info
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Lead Feed
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Lead History
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Lead Share
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Lead Status Value
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Legal Entity
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Legal Entity Feed
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Legal Entity History
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Legal Entity Share
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Lightning Exit By Page Metrics
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Lightning Experience Theme
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LightningOnboardingConfig
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Lightning Toggle Metrics
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Lightning URI Event
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Lightning Usage By App Type Metrics
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Lightning Usage By Browser Metrics
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Lightning Usage By FlexiPage Metrics
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Lightning Usage By Page Metrics
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List Email
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List Email Individual Recipient
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List Email Recipient Source
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List Email Share
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List View
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List View Chart
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List View Chart Instance
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List View Event
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Sensitive Data Rule
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Location
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Location Feed
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Location Group
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Location Group Assignment
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Location Group Feed
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Location Group History
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Location Group Share
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Location History
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Location Share
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LoginAs Event
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Login Event
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Login Geo Data
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Login History
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Login IP
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Logout Event
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Entity
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ML Prediction Definition
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ML Recommendation Definition
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Macro
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Macro History
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Macro Instruction
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Macro Share
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Macro Usage
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Macro Usage Share
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Mail Merge Template
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Matching Information
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Matching Rule
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Matching Rule Item
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Messaging Channel
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Messaging Channel Skill
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MessagingConfiguration
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Messaging Delivery Error
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Messaging User
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Messaging User History
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Messaging User Share
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Messaging Link
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Messaging Session
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Messaging Session Feed
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Messaging Session History
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Messaging Session Share
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Messaging Template
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Milestone
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Mobile Application Detail
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Messaging Channel Language Keyword
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Muting Permission Set
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My Domain Discoverable Login
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Named Credential
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Note
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OAuth Custom Scope
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OAuth Custom Scope App
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Oauth Token
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Object Permissions
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Onboarding Metrics
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Operating Hours
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Operating Hours Feed
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Opportunity: Competitor
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Opportunity Contact Role
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Opportunity Feed
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Opportunity Field History
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Opportunity History
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Opportunity Product
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Opportunity Partner
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Opportunity Share
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Opportunity Stage
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Order
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Order Feed
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Order History
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Order Product
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Order Product Feed
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Order Product History
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Order Share
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Order Status Value
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Org Delete Request
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Org Delete Request Share
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Org Metric
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Org Metric Scan Result
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Org Metric Scan Summary
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Organization-wide From Email Address
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Organization
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Outgoing Email
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Outgoing Email Relation
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Change Owner Option Info
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Package License
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Partner
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Partner Role Value
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Party Consent
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Party Consent Feed
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Party Consent History
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Party Consent Share
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Payment
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Payment Authorization Adjustment
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Payment Authorization
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Payment Gateway
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Payment Gateway Log
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Payment Gateway Provider
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Payment Group
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Payment Line Invoice
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Payment Method
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Period
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Permission Set
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Permission Set Assignment
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Permission Set Group
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Permission Set Group Component
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Permission Set License
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Permission Set License Assignment
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Permission Set Tab Setting
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Picklist Value Info
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Platform Action
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Platform Cache Partition
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Platform Cache Partition Type
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Platform Event Usage Metric
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Price Book
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Price Book History
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Price Book Entry
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Price Book Entry History
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Process Definition
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Process Exception
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Process Exception Share
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Process Instance
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Process Instance Node
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Process Instance Step
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Approval Request
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Process Node
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Product
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Product Feed
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Product History
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Product Consumption Schedule
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Product Entitlement Template
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Profile
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Prompt
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Prompt Action
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Prompt Action Share
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Prompt Error
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Prompt Error Share
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Prompt Version
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Publisher
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Push Topic
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Queue sObject
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Quick Text
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Quick Text History
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Quick Text Share
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Quick Text Usage
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Quick Text Usage Share
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Recently Viewed
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Recommendation
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RecordAction
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RecordActionHistory
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Record Type
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Allow URL for Redirects
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Refund
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Refund Line Payment
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Relationship Domain
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Relationship
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Report
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Report Anomaly Event Store
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Report Anomaly Event Store Feed
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Report Event
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Report Feed
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Resource Absence
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Resource Absence Feed
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Resource Absence History
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Resource Preference
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Resource Preference Feed
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Resource Preference History
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Return Order
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Return Order Feed
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Return Order History
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Return Order Item Adjustment
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Return Order Item Tax
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Return Order Line Item
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Return Order Line Item Feed
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Return Order Line Item History
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Return Order Share
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Service Provider SAML Attribute
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SAML Single Sign-On Setting
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Custom S-Control
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Scorecard
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Scorecard Association
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Scorecard Metric
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Scorecard Share
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Search Layout
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Promoted Search Term
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Security Custom Baseline
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Seller
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Seller Share
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Service Appointment
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Service Appointment Feed
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Service Appointment History
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Service Appointment Share
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Service Appointment Status Value
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Service Contract
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Service Contract Feed
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Service Contract History
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Service Contract Share
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Service Resource
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Service Resource Feed
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Service Resource History
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Service Resource Share
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Service Resource Skill
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Service Resource Skill Feed
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Service Resource Skill History
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Service Setup Provisioning
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Service Territory
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Service Territory Feed
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Service Territory History
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Service Territory Member
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Service Territory Member Feed
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Service Territory Member History
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Service Territory Share
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Service Territory Work Type
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Service Territory Work Type Feed
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Service Territory Work Type History
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Session Hijacking Event Store
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Session Hijacking Event Store Feed
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Session Permission Set Activation
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Setup Assistant Step
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Setup Audit Trail Entry
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Setup Entity Access
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Site
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Site Detail
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Site
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Site History
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Trusted Domains for Inline Frames
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Site Redirect Mapping
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Skill
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Skill Requirement
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Skill Requirement Feed
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Skill Requirement History
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Entitlement Process
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Solution
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Solution Feed
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Solution History
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Solution Status Value
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Stamp
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Stamp Assignment
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Static Resource
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Streaming Channel
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Streaming Channel Share
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Tab Definition
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Task
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Task Feed
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Task Priority Value
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Task Status Value
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Tenant Usage Entitlement
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Test Suite Membership
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Third Party Account Link
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Threat Detection Feedback
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Threat Detection Feedback Feed
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Time Slot
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Goal
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Goal Share
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Topic
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Topic Assignment
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Topic Feed
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Topic User Event
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Transaction Security Policy
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Language Translation
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Ui Formula Criterion
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Ui Formula Rule
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Undecided Event Relation
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URI Event
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User
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Last Used App
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UserAppMenuCustomization
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UserAppMenuCustomization Share
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Application
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User Email Preferred Person
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User Email Preferred Person Share
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User Entity Access
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User Feed
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User Field Access
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User License
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User List View
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User List View Criteria
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User Login
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User Package License
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User Permission Access
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User Preference
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User Provisioning Account
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User Provisioning Account Staging
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User Provisioning Mock Target
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User Provisioning Config
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User Provisioning Log
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User Provisioning Request
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User Provisioning Request Share
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User Record Access
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Role
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User Setup Entity Access
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User Share
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Identity Verification History
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Visualforce Access Metric
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Vote
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Wave Auto Install Request
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Wave Compatibility Check Item
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Custom Button or Link
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Work Order
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Work Order Feed
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Work Order History
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Work Order Line Item
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Work Order Line Item Feed
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Line Item History
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Work Order Line Item Status Value
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Work Order Share
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Work Order Status Value
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Work Type
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Work Type Feed
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Work Type Group
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Work Type Group Feed
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Work Type Group History
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Work Type Group Member
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Work Type Group Member Feed
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Work Type Group Member History
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Work Type Group Share
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Work Type History
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Work Type Share
... and many more
Use the Salesforce data connector to create analysis-ready reports in your destination app
What are the benefits of using your Salesforce connector?
Multiple destinations
Salesforce data connector supports various destination applications. You can choose spreadsheet apps for quick reporting, data warehouses for complex analysis, or BI tools to build dynamic dashboards.
Automated data refresh
Using Coupler.io, you can ensure that your report on Salesforce data is ever-updating. Toggle on the Automatic data refresh feature and customize the schedule according to your analytics purposes.
Data blending
Combine data from multiple sources into a single report. With Coupler.io's connector, you have options to merge your Salesforce data with records from diverse marketing, finance, and sales applications.
Connect similar CRM apps and get data in minutes
Frequently asked questions
Salesforce connector enables you to connect your Salesforce account to the required application out of the box. This way, you can automate data import from Salesforce into more than 10 destinations, such as spreadsheet apps, data warehouses, and business intelligence (BI) tools. In addition to that, you can customize the schedule for auto-updates. It's a way to maintain your reports in agreement with the latest changes to the source. So, you'll have near real-time sales data at hand even if you lack programming skills and there's no developer to code for you.
With Coupler.io's data connector for Salesforce, you minimize the copying-and-pasting routine, saving time on more strategic tasks rather than reporting. Just automate data imports in minutes by taking a few simple steps. Thanks to automation, you also reduce the probability of human error. This means your Salesforce data will stay precise from source to destination and be self-updated with consistent accuracy.
Salesforce data connector makes it possible to collect numerous data entities. One of them is standard or custom objects like account, opportunity, and lead. You can also load contacts to explore communication preferences, relationship statuses, and interaction histories.
Reports on new accounts, contacts, and opportunities contain details of newly added entities. At the same time, you can extract more specific reports focusing on test accounts and PL (product line) opportunities."
Alternatively, export orchestration run logs for reporting on timestamps and actions, orchestration runs for durations and resources, stage runs for completion rates and issues, step runs for execution details, and work items for status/resource information.
Salesforce connector by Coupler.io offers a range of benefits for automated data exports. First, it empowers you to collect, organize, and transform data into simple reports quickly and within a single web application interface. On top of that, you don't need any technical background, for example, coding skills.
With support for multiple destinations, you can easily load Salesforce data into spreadsheet apps, data warehouses, and BI tools. As for Automatic data refresh, it ensures your reports are auto-updated on schedule without manual intervention.
Additionally, Coupler.io comes with data blending features. So, you can merge Salesforce data with records from a multitude of marketing, finance, and sales apps.
With Coupler.io, you have a variety of scheduling options for Automatic data refresh. If you leave the settings unchanged, your data will be updated on a daily basis. For more frequent refreshes, you can select intervals from hourly to every 15 minutes to make your report almost live. If you want to, specify the days of the week, hours, and your preferred time zone.
