Get valuable insights into your CRM performance by connecting your Salesforce account to Power My Analytics. This guide will walk you through setup, reporting capabilities, and important considerations.

Prerequisites

Before connecting Salesforce to Power My Analytics, ensure you have the following:

• Login credentials for Salesforce: Email and password
• Read access permissions to objects and fields
• You must be using a custom domain

Adding Salesforce as a Data Source

1. In the Power My Analytics hub, navigate to Sources.
2. Click + Add new source and select Salesforce.
3. Click Use Custom Domain and enter your custom domain. This should look like “your-custom-domain.my.salesforce.com”
4. Click Continue, then enter your login credentials and click Log In.
5. Click Connect to authenticate.

Creating a Looker Studio Report

Follow these steps to create a Looker Studio report using your Salesforce data:

1. In the PMA hub, navigate to Reports > Looker Studio
2. Select Salesforce under Create Looker Studio Report (this will open the official Looker Studio application in a new window)
   • Step 1:
     • Name your data source (e.g., change “Untitled Data Source” to "Salesforce - Organization Name")
     • Power My Analytics Hub: Choose your PMA hub from the dropdown
     • Optional: Leave "Use report template for new reports" checked to use the PMA demo template
     • Click Next
   • Step 2:
     • User Account: Select your Salesforce account (for real data) or "Sample Account" (for sample data)
     • Click Next
   • Step 3:
     • Click Connect (top right) to complete the data source configuration
   • Step 4:
     • Click Create Report (top right)

For a quick start, use our pre-built Salesforce demo template.

Key Reports and Fields

The Salesforce connector provides access to a variety of data, including:

• Accounts
• Campaigns
• Contacts
• Contracts
• Leads
• Opportunities
• Orders
• Tasks
• Custom fields

For a full list of available Salesforce fields in Power My Analytics, visit the Schema Explorer.

Note: Most Salesforce metrics and dimensions were set up as custom metrics and dimensions between you and your Salesforce administrator. You can check which table these custom fields were imported into by viewing the tables in Looker Studio on the right hand column.

Duplicate Fields in Salesforce Reports

Your Salesforce reports may appear to contain duplicate fields. For many common Salesforce fields, there is often both a basic field as well as a similar custom field added by your Salesforce administrator.

• In some cases, these fields may have identical names. This limitation is due to how the Salesforce account has been configured.
• We recommend testing each of these fields in your reports to ensure you’re using the correct field.

Limitations and Important Considerations

• Backfilling: Up to 2 years of historical data is available through the Salesforce connector.
  • Initial backfill: 13 months of historical data will be backfilled when you first connect your Salesforce account as a data source.

Troubleshooting

See our article Basic Troubleshooting for information on issues that may affect the Salesforce connector.