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Salesforce

Salesforce is one of the world’s most popular CRM tools. Used by companies of all sizes, this CRM platform allows companies to build contact lists through multiple accounts, categorize the lists into leads, and mark those leads as opportunities. Despite its popularity and the extensive amount of data it collects, the Salesforce dashboard only provides you with a minimal list of metrics from which to learn about your prospects, leads, and existing customers

How the Salesforce ETL works

When you integrate ETLrobot with your Salesforce account you get automatic migrations of the following data to your data warehouse:

  • accounts
  • assets
  • campaigns
  • cases
  • contacts
  • contracts
  • events
  • leads
  • opportunities
  • orders
  • price books
  • products
  • reports
  • tasks
  • users

FAQ

What are the benefits of using the Salesforce integration?

By applying ETLrobot to your Salesforce account, you’ll gain new insights from data about accounts, contacts, leads, opportunities, and existing customers. The information can help you determine which lead sources are working and why and which are being underutilized.

What are some deeper insights I can get from the migrated data?

The integration gives you a way to access historical trends in your CRM data, including where you need to make improvements in operations, strategy, and content. Merging marketing, sales, and support data into one data warehouse can uncover even more changes you’ll need to implement to optimize your investment in sales and marketing.


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