SFSalesforce + Klayara
Pipeline dashboards beyond Salesforce reports. Bring Salesforce opportunities, accounts and activities into Klayara and combine them with billing, product and support data for a complete customer picture.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Salesforce data, readable by everyone who should see it.
- Pipeline, win rates and forecast by rep and region
- Each rep sees their own territory
- Revenue from billing next to bookings from Salesforce
- Board-ready sales reports on a schedule
- Connect — connect your Salesforce account and choose what to bring in.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Salesforce and build your first dashboards as part of onboarding. About the service.
Connect these alongside Salesforce.
How does Klayara connect to Salesforce?
You connect your Salesforce account once; Klayara then brings your Salesforce data in on a schedule you choose, ready to chart alongside your other sources.
Can we combine Salesforce data with our database?
Yes — that is the point. Relate Salesforce records to your own tables once (by customer, order or date) and build charts that draw on both.
How fresh is Salesforce data in Klayara?
As fresh as your schedule — hourly, nightly or on demand. Every dashboard shows when its data was last updated.
See your Salesforce data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing