Salesforce Integration

With the Salesforce integration from MeerMetData, you automatically retrieve all CRM data via the official Salesforce API and load it into your central data warehouse. Opportunities, leads, accounts and campaigns are then available in your Power BI dashboard — without manual exports, without outdated figures. ## What can you do with Salesforce data in your data warehouse? The power of the Salesforce integration lies in the combinations you can make. Once the data is in your data warehouse, you can: - **Pipeline vs. marketing costs** — See which Google Ads or Meta campaigns generate the most closed deals, and calculate the true cost per won opportunity. - **Sales team performance** — Compare win rate, average deal size and sales cycle per account manager or team, directly in Power BI. - **360-degree customer profile** — Combine Salesforce accounts with order history from your webshop and see the full value of a customer relationship. - **Leads to revenue** — Track every lead from first marketing contact to closed deal and calculate accurate attribution per channel. - **Forecasting** — Export pipeline data to your data warehouse and build predictive models on historical win/loss patterns. ## What are the benefits of the Salesforce integration? **No more manual exports.** Salesforce reports are powerful, but exporting to Excel and linking to other data takes time and leads to errors. With the MeerMetData integration, that is a thing of the past. **Always current data.** The synchronization runs every hour in the background. Your dashboard always shows the most recent pipeline without anyone having to do anything. **Combine with all other data sources.** Salesforce sits in the same data warehouse as your webshop orders, marketing spend and logistics data. This enables analyses that are impossible in Salesforce itself. **Retain the Salesforce structure.** We respect your custom objects, custom fields and picklist values. Nothing needs to be changed in Salesforce itself.