How do I connect Klipfolio and Salesforce?

You can set up a connection between Klipfolio and Salesforce to show your Sales metrics on a dashboard. Use the steps in this article to learn how to set up that connection.

What is Klipfolio?

Klipfolio integrates with many cloud services and tools to create meaningful data visualizations.

What options do I have for visualizing my Salesforce data?

You have the following options for visualizing your data on a dashboard in Klipfolio:

Use the Klip Gallery Use the Connector Gallery Use the Dashboard Gallery
The Klip Gallery enables you to track your key metrics using pre-built Klips for some of the most popular services and data sources. Using the Connector Gallery, you can either get Salesforce data using your Salesforce reports or via SOQL queries. The Dashboard Gallery includes pre-built dashboards, like the up and coming Salesforce Daily Overview dashboard (BETA).

Note: To connect to Salesforce and Klipfolio, you need Salesforce Enterprise Edition or higher, or Professional Edition with the API access add-on.

Become a BETA tester to try out the Salesforce Daily Overview dashboard today! Contact us for exclusive access.
After gaining access, follow the essential information below on setting up the dashboard.

How do I authenticate with Salesforce?

To bring your Salesforce data into Klipfolio, you must first connect your Salesforce and Klipfolio accounts. You create an authentication token that enables Klipfolio to access your Salesforce account. You can use and reuse the same authentication token every time you connect to Salesforce.

Whether you are connecting to Salesforce from the Klip Gallery, Connector Gallery, or Dashboard Gallery, your first step will be to connect your account:

  1. Click Sign In to Salesforce and type your name and password.
  2. Click Grant Access
  3. A token is created verifying your connection with Salesforce. It looks like George @ Salesforce.
  4. Click Next Step.

Note: You manage your tokens in Klipfolio under Connected Accounts in the Account section.

How do I connect to Salesforce using the Klip Gallery?

Browse individual Salesforce Klips and add them to your dashboard by authenticating with Salesforce. Having trouble? See Problems adding Salesforce Klips.

How do I connect to Salesforce using the Connector Gallery?

There are two ways to connect to and get data from Salesforce into Klipfolio:

  1. Choose a Salesforce report.
  2. Build a SOQL query.

Option 1: Choose a Salesforce report

The Salesforce reports option allows you to access all your tabular and summary Salesforce reports.

After finding Salesforce in the Connector Gallery and connecting your account, you are now on the New Data Source page for Salesforce.

  1. At Retrieval Method, select Salesforce Report.
  2. At Retrieval Format, select how you want your data formatted: Summary, Detailed, or Raw Data (JSON).
  3. Choose a report from the list and click Select Report.
  4. Verify that the data returned is what you want and click Continue.
  5. Set the name, description and refresh rate and click Save.

The Salesforce API returns a maximum of 2000 rows. If your Salesforce query exceeds this limit, you can either:

  • Apply filters to your data in Salesforce to limit the amount of data returned, or
  • Use Option 2: Create a SOQL Query to return the full set of data.

To determine whether or not your Salesforce query is returning the full set of data:

  1. Run your Salesforce query.
  2. In the data returned, check the allData field:
    • If allData is true, the query has returned the full set of data,
    • Otherwise, if allData is false, the query exceeds the Salesforce API's 2000 row maximum.

Option 2: Build a SOQL query

  1. Set Select Query Type to SOQL.
  2. Type your SOQL query (see below for example queries).
  3. Click Submit.

Sample Queries

You can use the following example queries to retrieve data from your Salesforce account.

Today's Leads SELECT name, company, email,
FROM Lead
WHERE CreatedDate = today
Leads last "N" days SELECT name, company, email,
FROM Lead
WHERE CreatedDate = Last_N_Days:30
ORDER BY Name
Bookings Past 90 Days SELECT Name, Amount, CloseDate, Type
FROM Opportunity
WHERE stageName = 'Closed Won' AND CloseDate = LAST_90_DAYS

How do I connect to Salesforce using the Dashboard Gallery?

The Salesforce Daily Overview Dashboard is currently in Beta. Would you like to be a beta tester? Contact us!

Highlights:
- In order to connect Klipfolio with Salesforce, you will need Enterprise Edition or higher, or Professional Edition with the API access add-on.
- To get this dashboard up and running, you must first build three reports in Salesforce.
- Every organization has their own naming conventions for fields in Salesforce. That's okay. Just be sure to set up reports with the right data by following the instructions below.

Prerequisite: Set up summary reports in Salesforce

The data that powers this dashboard comes from reports that you create in Salesforce. The steps below outline what you need to do, including exact wording of how to name the reports. Follow the instructions closely and it shouldn’t take you more than 15-20 minutes to be up and running!

The first thing you need to do is set up three reports in Salesforce with specific fields for your Klipfolio dashboard, with these exact names:

  1. Klipfolio - Revenue this month
  2. Klipfolio - New accounts this month
  3. Klipfolio - New customers today

Important notes:
- Make sure your reports are in a shared folder in Salesforce (not private).
- Never made reports before in Salesforce? Enlist a Salesforce expert on your team to help you.
- You can use additional filters in your Salesforce report. For example, if your sales team is focused only on North America, then you could set a filter to only look at records that match North American countries.

1. Klipfolio - Revenue this month (Summary Report)

Create a summary report that includes the following information:

  1. Your sales revenue or monthly recurring revenue
  2. Revenue column summarized (sum)
  3. Date column grouped by day
  4. For this month
  5. Name the report Klipfolio - Revenue this month

The numbers above correspond with the image below. Keep in mind that we call revenue MRR (Monthly Recurring Revenue), but your organization might call it something different. That's ok.

2. Klipfolio - New accounts this month (Summary Report)

Create a summary report that includes the following information:

  1. The number of new accounts
  2. The date column grouped by day
  3. For this month
  4. Name the report Klipfolio - New accounts this month

3. Klipfolio - New customers today (Tabular Report)

Create a tabular report of the following three columns in this exact order:

  1. The sales representative
  2. Their customers (or the field name that you use in Salesforce)
  3. The amount of that sale

After completing steps 1 - 3, set the date range to today, and name the report Klipfolio - New customers today.

Connect your data in Klipfolio

After you create the three summary reports in Salesforce, you can go ahead and add the Salesforce Daily Overview dashboard.

As you are going through the flow of adding the dashboard, you will be asked to provide the date format of your Salesforce account. You can determine this by looking at the dates in the reports you just created in Saleforce to what’s available in the dropdown list. For example, if you see the date 5/1/2017, you would select M/d/yyyy from the drop down list.

To learn more, see Salesforce Daily Overview Dashboard FAQ.