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Get valuable insights into your CRM performance by connecting your Salesforce account to Power My Analytics. This guide will walk you through setup, reporting capabilities, and important considerations.

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Prerequisites

Before connecting Salesforce to Power My Analytics, ensure you have the following:

• Login credentials for Salesforce: Email and password
• Read access permissions to objects and fields
• You must be using a custom domain

Adding Salesforce as a Data Source

1. In the Power My Analytics hub, navigate to Sources.
2. Click + Add new source and select Salesforce.
3. Click Use Custom Domain and enter your custom domain. This should look like “your-custom-domain.my.salesforce.com”
4. Click Continue, then enter your login credentials and click Log In.
5. Click Connect to authenticate.

Creating a Looker Studio Report

Follow these steps to create a Looker Studio report using your Salesforce data:

1. In the PMA hub, navigate to Reports > Looker Studio
2. Select Salesforce under Create Looker Studio Report (this will open the official Looker Studio application in a new window)
   • Step 1:
     • Name your data source (e.g., change “Untitled Data Source” to "Salesforce - Organization Name")
     • Power My Analytics Hub: Choose your PMA hub from the dropdown
     • Optional: Leave "Use report template for new reports" checked to use the PMA demo template
     • Click Next
   • Step 2:
     • User Account: Select your Salesforce account (for real data) or "Sample Account" (for sample data)
     • Click Next
   • Step 3:
     • Click Connect (top right) to complete the data source configuration
   • Step 4:
     • Click Create Report (top right)

For a quick start, use our pre-built Salesforce demo template.

Key Reports and Fields

The Salesforce connector provides access to a variety of data, including:

• Accounts