How to use Google Data Studio to get insights from Salesforce data?

Connect to Salesforce directly from the Google Data Studio and use Studio report to visualize your data.

Google Data studio is a free reporting tool which helps you to visualize your all types of data. The Salesforce Connector makes it easy for you to access all your Salesforce data directly from Google Data Studio.

All the objects present in your Salesforce org is available, and you can easily select, view and fetch all the records present in each object of your Salesforce Org to Data Studio to easily build graphs, reports and many other visualizations. Also, you can share these reports with your end users with whom you want to share your reports.

To get access to the DataStudio connector you need to go through the authentication process. First, you have to allow your Gmail Account to use the connector then you will provide access to your Salesforce org to this Salesforce Connector.

How to authenticate DataStudio connector to access your Salesforce data.

Click on authorize and login from your Salesforce account to allow access.

Select Object to get data

Once you are connected, Data Studio will show a list of object to select from your Salesforce Org. Select the object you want to access and set the limit of the record you want to visualize, and click Connect.

Set up Metrics in Data Studio

Once you have selected the object, Data Studio will show you a list of all the fields of the object available from your Salesforce Org. This includes your Dimensions and Metrics.

If you find some of the metric names a little long and detailed, you can click on them to edit the name. You can also change the aggregation if you want.
If you need to change the Object or the limit of record, you can go back by clicking EDIT CONNECTION.

Though custom metrics/fields created in Salesforce Org are available in Data Studio, you can also use the "+" symbol at the top of the list to create a new field in Data Studio directly. Here's an example of how you can add new field:

Visualize your data

When you have reviewed the fields, hit "create report" and start adding widgets. As your Salesforce org may have a lot of fields, make sure to use the search feature of the"Metric Picker" to find the data you need.

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