How To

Analyze Salesforce Reports in Gigasheet is the water so many professionals swim in, be it for marketing, sales, or support use cases. It's where all customer interactions end up. But because Salesforce deployments ultimately become so sprawling, it can be very cumbersome to do quick analysis. "Export to Excel" becomes part of the default workflow. What's more, it's nearly impossible to track Salesforce history.

The problem is those report exports get too big, and inevitable some of the historical changes are lost. Luckily, you can now connect your Salesforce account directly to Gigasheet. Goodbye "Export to Excel"; now schedule your reports or entire objects to import directly into your Gigasheet library.  

Connecting your Salesforce account is easy. Instead of importing from your local library, or from cloud-based storage, you upload via the Data Connectors option.

With Salesforce connected, you can bring in any standard view (all your contacts, all your accounts, etc) or any custom report. These reports can be exported on a set schedule with our solution for Salesforce reporting snapshots.

The simple widget guides you through connecting your CRM to Gigasheet

Once Salesforce data is imported, the power of Gigasheet can be brought to bear against the sprawl of Salesforce data. Run quick pivots on hundreds of thousands of records. Enrich email addresses by disposition and domain lookup for a quick triage. Perform calculations are the speed of thought, without having to rebuild reports. The dataset can be massive; you need a big data analysis tool to work with it.  

Salesforce syncs show up as separate sheets in a dedicated directory

Using Gigasheet capabilities to analyze Salesforce data, you can  identify trends, anomalies, and outliers in your CRM dataset when that dataset gets too big for the traditional desktop tools.

Related: Analyze Hubspot data in Gigasheet

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