Quick Guide: Reporting on data from other sources in Salesforce

Quick Guide: Reporting on data from other sources in Salesforce

In this Blog Post, we are going to see some options that are available in Salesforce to report on data from other data sources.

1. Access External Data With Salesforce Connect

Salesforce Connect lets your users view, search, and modify data that’s stored outside your Salesforce org. Instead of copying the data into standard or custom objects, use external objects to access the data in real time via web service callouts.

Run reports on Salesforce Connect external objects to get a seamless view of data across system boundaries. External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. This feature is available in both Lightning Experience and Salesforce Classic. Reference Help Article – https://help.salesforce.com/articleView?id=release-notes.rn_rd_external_object_reports.htm&type=5&release=204.

License – https://help.salesforce.com/articleView?id=sf.platform_connect_license.htm&type=5

2. Tableau CRM

https://help.salesforce.com/articleView?id=sf.bi_integrate_connectors_microsoft_azure_sql_db_settings.htm&type=5

3. Heroku Connect and Heroku External Objects

https://www.salesforce.com/content/dam/web/en_us/www/documents/datasheets/heroku-connect-datasheet.pdf
Heroku External Objects allows you to make data in a Heroku Postgres database available within your Salesforce deployment to create, read, update, and delete.

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