DataSelf Analytics for Salesforce
Summary of the report, and dashboard, BI, and data warehouse templates available for Salesforce.
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value. Click here to learn more: data warehouse templates for Salesforce.com (SFDC).
Tableau Templates
These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.
Click here to download a list of the Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | NA | 200+ | 2,000+ |
CRM Activity * | NA | ✅ | ✅ |
CRM Marketing Email ** | NA | Add-on | Add-on |
CRM Opportunity * | NA | ✅ | ✅ |
Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.
Power BI Templates (semantic models and workbooks)
These templates include Power BI semantic models and workbooks. They work in conjunction with the data warehouse templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | NA | 50+ | 200+ |
CRM Activity * | NA | ✅ | ✅ |
Opportunity * | NA | ✅ | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
Microsoft Excel Templates
These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.
Available data warehouse data feeds for MS Excel:
CRM Activity
CRM Opportunity
Related Pages
- Shopify Pre-Mapped Data Warehouse Tables
- DataSelf Analytics for MS Dynamics CRM
- DataSelf Analytics for Sage CRM
- HubSpot Pre-Mapped Data Warehouse Tables
- Embed DataSelf's Tableau in Salesforce
- Salesforce Pre-Mapped Data Warehouse Tables
- DataSelf Analytics for Salesforce
Summary of the report, and dashboard, BI, and data warehouse templates available for Salesforce.
- DataSelf User Access to Salesforce
- ETL+ for Salesforce
How to deploy ETL+ for Salesforce. See also Salesforce Technical Details
- Salesforce Technical Details
Technical information on the Salesforce product (formerly known as Salesforce.com and SFDC).
Product name: Salesforce is the name of the product formerly known as Salesforce.com and SFDC.
Keywords: http://Salesforce.com , SFDC, Salesforce CRM, Salesforce Professional, Salesforce Enterprise, Salesforce Starter, out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel, sales force,