Connect Salesforce with #1 Business Analytics Platform

Salesforce CRM
Dashboard and Reporting Software

Connect now

Salesforce CRM is a comprehensive customer relationship management system designed to streamline and automate sales, marketing, and customer support processes. It offers a centralized platform for managing customer data, leads, and communication, enabling businesses to enhance productivity, drive growth, and deliver exceptional customer experiences.

Get an overview of your customers. Anywhere, anytime.

Salesforce is the world’s leading CRM software and enterprise cloud ecosystem. It helps your business grow into a more streamlined, effective and efficient organisation across sales, service, marketing and more.

With Databox, your most important Salesforce KPIs will be transformed into meaningful insights and delivered to your mobile, Apple Watch, TV display or Slack channels. One of the key benefits of Databox is the ability to combine multiple data sources in one place. This will help your team stay on top of the important metrics that drive your business.

Custom Salesforce metrics available with the use of Databox Metric Builder.

Learn more about the integrations

  • Metrics & Templates
  • Tech details
  • Behaviour & usage
  • Help Articles

metrics

    Show more...

    dashboard templates

      Show more...

      report templates

        Show more...

        Basics

        • Category
          CRM
        • Status
          stable
        • Date added
          2015-04-28

        API Details

        Metric Builder

        • Metric builder available
          Yes
        • Tabs
          Builder Run Query
        • Does REST API need to be enabled in Salesforce CRM in order to sync data?

          Yes, Salesforce REST API access needs to be enabled in Salesforce account settings. Learn how to enable API access in Salesforce here. API access needs to be enabled for Databox to be able to fetch data from the connected Salesforce account.

          More information on this is available in the dedicated Help article here. Furthermore, information on Salesforce Editions with API access and those with no API access can be found here.

        Track all of your key business metrics from one screen

        GET STARTED