Salesforce Looker Studio (Data Studio) Connector
Connect Salesforce to Google Looker Studio (formerly Data Studio) to automate your reporting and create insightful and actionable dashboards.
What Is The Salesforce Looker Studio Connector?
The Salesforce Looker Studio Connector allows you to get data from your Salesforce Objects (standard and custom) into Looker Studio.
Salesforce Objects are analogous to database tables and are where your Salesforce data is stored. There connector gives access to data from over 750 Salesforce Objects (varies depending on how Salesforce is customised) Examples of Salesforce Objects are:
Account, Contact, Opportunity, Partner, Site, Task, User, etc.
How Does The Salesforce Looker Studio Connector Work?
- Sign Up To Solo Plan
- Connect Looker Studio to Salesforce by using OAuth Sign In
- Start Creating Dashboards & Reporting!
See below for details.
Pricing To Suit The Stage Your Business
Connector prices are based on the plan you choose/have
No credit card required!
How To Get Started?
First Sign Up to a Plan
Choose a Google Account to Sign-Up
Sign up and access to the connector is based on the Google Account used. Make sure you are signed in to the Google account you want to use in the same browser before you click try.
For users that use many Google Accounts in chrome however, it can be tricky to select the account you want to use, if it is not the default account. This is because the current behaviour of Data Studio sends the user to the home screen when they attempt to change their account from the default, using the selector to the top right. The easiest way around this is to make sure to set up a Profile in Chrome for the Google Account you want to use, and switch to that Profile
Click the Authorise Button
For the connector to work, it must be allowed by your Google Account. Clicking the Authorisation button shown will present dialogues in order to achieve this.
Authorise the Connector With Your Google Account
Ensure the Google Account you want to use is presented. Select the account and then allow the permissions.
Select a Plan
Select the free Solo Plan to get started. The connector will be added as an add-on to the plan, with a 14 day free trial, in a later step.
Review the order.
Enter Your Name & Email
Enter your first and last name. The email should be the Google Account you intend to use Data Studio with and will be the main email associated the subscription.
By default the email of the Google Account you used with Looker Studio is populated (if changed it must me an email of a Google Account you intend to use with Looker Studio).
No billing information is required to get started!
Click the subscribe button to get the Solo Plan.
Add Salesforce Connector To Plan
Select yes from the dropdown, then click Next to add the connector to your plan for a 14 day trial.
Connect Salesforce to Looker Studio
Have Salesforce login credentials ready.
Add An Account
- Select Add an Account from Connector Management
- Click Next until Authorise button is shown
- Click Authorise button
- Enter Email address and Password for OAuth authentication
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage and streamline their sales, marketing, and customer service processes. It offers a comprehensive set of tools and features for managing customer data, tracking leads and opportunities, automating sales processes, and delivering personalized customer experiences.
About Looker Studio (Data Studio)
Looker Studio (formerly Data Studio) is a visualisation and reporting to offered by Google. With Looker Studio, users can connect, transform and visualise data from various sources, creating dynamic and interactive reports and dashboards.