How to Integrate External Data into Salesforce Dashboards
Welcome to our guide on integrating external data sources into Salesforce dashboards. Unlock valuable insights from diverse data sets. In this guide, we'll demonstrate how to connect external sources, enrich your dashboards, and make data-driven decisions.
1
Enter Edit Mode
Click on “Edit” in dashboard.
2
Select Connected Data Sources
Click on the “dropdown” and select “Connected Data Sources”.
3
Add Connection
In Data Source Connections, on the “Connections tab”, click “New Connection”. Enter a name for the connection.
4
Choose Data Sources
Click “Choose Data Source 1” to select the first data source. For each data source, select a dataset or a custom query used in the dashboard. Choose one field from the data source so that CRM Analytics can match records between the specified sources. Click “Choose Data Source 2” to select the second source, and then choose a field. Click on “Save”.
Congratulations! You've successfully learned how to integrate external data sources into Salesforce dashboards. By connecting additional data, you can enhance your dashboard's analytical power, gain deeper insights, and make more informed decisions. Continuously explore new data sources to keep your dashboards relevant and impactful. Leverage the power of data integration to drive success and propel your business forward. Happy integrating!
