Toric and Salesforce

SalesforceToric Logo Blue

Discover trends and insights by importing CRM data from Salesforce to Toric.

Automated
Automated
Blending
Blending
Normalized
Normalized
Read-only
Read-only
Save as source
Save as source
Version snapshots
Version snapshots
Warehouse
Warehouse

Toric and Salesforce

Discover trends and insights by importing CRM data from Salesforce to Toric.

Can be part of automations
Automated
Can be part of automations
Data can be joined with other datasets
Blending
Data can be joined with other datasets
Data is normalized and type-aware
Normalized
Data is normalized and type-aware
Read only access
Read-only
Read only access
Data can be split into multiple sources
Save as source
Data can be split into multiple sources
data snapshots are stored
Version snapshots
data snapshots are stored
Can be stored in Toric's warehouse
Warehouse
Can be stored in Toric's warehouse
This integration is still in development. To request access please contact support@toric.com

Integration Overview

Key Benefits of Analyzing Salesforce Data in Toric

  1. Access your Dataflows from your browser in our cloud based software.
  2. Cleanup and transform your sales data in a non-destructive way
  3. Reuse your data transformations for new versions and projects with reusable dataflows.
  4. Create interactive dashboards or "Data Apps" using your Salesforce data.
  5. Blend your Salesforce data with other sources with a few clicks.
  6. Export your transformed Salesforce data as a file to use with other programs.

How to Import Salesforce Data 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.

Salesforce - Configuration

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.

Key Facts

Objective
Discover trends and insights by importing CRM data from Salesforce to Toric.
category
Finance & Admin Data
Data access

The salesforce integration gives you access to:

  • Accounts
  • Opportunities
  • Contacts
  • Leads
setup guide
View setup guide
requirements
  • Toric Subscription
  • Salesforce Subscription
  • Web Browser (Safari, Chrome, Edge, Firefox)

Sample Data App

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).

Pre-built data apps using the Salesforce integration

See sample data-apps using the Salesforce integration. Once enabled, data from Salesforce flows directly to your Toric data flow, and is ready to be used.

Data Privacy

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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Toric and Salesforce

Salesforce
Toric Logo Blue

Discover trends and insights by importing CRM data from Salesforce to Toric.

Key Benefits of Analyzing Salesforce Data in Toric

  1. Access your Dataflows from your browser in our cloud based software.
  2. Cleanup and transform your sales data in a non-destructive way
  3. Reuse your data transformations for new versions and projects with reusable dataflows.
  4. Create interactive dashboards or "Data Apps" using your Salesforce data.
  5. Blend your Salesforce data with other sources with a few clicks.
  6. Export your transformed Salesforce data as a file to use with other programs.

How to Import Salesforce Data 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.

Salesforce - Configuration

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).

Stay updated!

Sign up for the beta

Automated
Automated
Blending
Blending
Normalized
Normalized
Read-only
Read-only
Save as source
Save as source
Version snapshots
Version snapshots
Warehouse
Warehouse

Objective

Discover trends and insights by importing CRM data from Salesforce to Toric.

Category

No category found.

Requirements

  • Toric Subscription
  • Salesforce Subscription
  • Web Browser (Safari, Chrome, Edge, Firefox)

Partner

https://salesforce.com/

Data Access

The salesforce integration gives you access to:

  • Accounts
  • Opportunities
  • Contacts
  • Leads
DATA APPS

Pre-built data apps using the Salesforce Integration

See sample data-apps using the Salesforce integration. Once enabled, data from Salesforce flows directly to your Toric data flow, and is ready to be used.

See All DATA APPS

Explore more about Toric

Get started

Request a demo or start a trial with Toric integrations
Request Demo