Discover trends and insights by importing CRM data from Salesforce to Toric.
It's simple to connect or import your data from Salesforce, create a new configuration and login with your Salesforce credentials. Once setup, try using Automations to streamline data importing.
For detailed setup steps, check out how to Configure Salesforce Connector.
Build reports and dashboards using a variety of visualizations (ie. Scorecard, Donut Charts, and much more). For example, put together a quick report summarizing opportunities by average probability to close and approximate deal value.
Drill through your data with interactive charts - click through donut sections to see values update to show the summary of data based on selection.
Add text to contextualize your data visualizations and better communicate your analysis to your team.
The salesforce integration gives you access to:
Here's a simple data app that summarizes Salesforce opportunities. The dropdown could be filtered to show opportunities in the pipeline or closed items while interactive charts allow for easy drill through of opportunities staged (ie.needs analysis).
You understand that when using this integration, it's up to you to comply with applicable laws and regulations, as well as the Toric Terms of Service. Please review this integration partner's documentation for more information.
Please refer to the provider's Privacy Policy and Terms of Service for more information.
For information on where third-party apps store and process data or their compliance with local regulations, please see the provider's documentation and privacy policy.
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Discover trends and insights by importing CRM data from Salesforce to Toric.
It's simple to connect or import your data from Salesforce, create a new configuration and login with your Salesforce credentials. Once setup, try using Automations to streamline data importing.
For detailed setup steps, check out how to Configure Salesforce Connector.
Build reports and dashboards using a variety of visualizations (ie. Scorecard, Donut Charts, and much more). For example, put together a quick report summarizing opportunities by average probability to close and approximate deal value.
Drill through your data with interactive charts - click through donut sections to see values update to show the summary of data based on selection.
Add text to contextualize your data visualizations and better communicate your analysis to your team.
Here's a simple data app that summarizes Salesforce opportunities. The dropdown could be filtered to show opportunities in the pipeline or closed items while interactive charts allow for easy drill through of opportunities staged (ie.needs analysis).
Discover trends and insights by importing CRM data from Salesforce to Toric.
https://salesforce.com/
The salesforce integration gives you access to:
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