Salesforce is a customer success platform. Their social and mobile cloud technologies - including their flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.
Use The Data Refinery's Salesforce integration to sync into a dedicated, fully managed data lakehouse. Data from Salesforce is ready to use however you need.
Authorise the connection using our UI and watch the data roll in, no more pipeline maintenance.
Refinery Insights
Single view of a customer
Common data model
Built-in analytical models
Automated reports
Salesforce is compatible with our common data model! 🎉
Your data from Salesforce can be combined with other Refinery Insights sources to produce a single view of the customer presented in an analytics ready schema - providing full access to all the insights, reports, and segmentations available in The Data Refinery.
Standard
Salesforce is a Standard Connector when using it with Refinery Insights, meaning there will be some configuration required to get all the data correctly working in the common data model.
There may be an additional charge depending on your specific requirements.
Salesforce isn't currently supported by our common data model. But don't worry! We're always expanding our model.
If you're interested in powering the insights generated by The Data Refinery with data from Salesforce, please contact us for more information.
Whether you want to streamline your reporting, create data-driven marketing segmentations, or just want all your data in one place, we'll show you how The Data Refinery can maximise the value of your data.
