Salesforce

Put your Salesforce numbers to work.

Bring numeric fields and aggregates into branded statistic widgets for sales decks and account reviews.

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Requires a configured Salesforce connection and access to the relevant objects and fields in your Salesforce organization. Compare plans

Salesforce and account context in a presentation, illustrated with Northstar demo content.
Read the transcript

The Salesforce integration, paired with a real Northstar presentation created in Encelade. Northstar and Acme Logistics are fictional demo companies. This sample illustrates the output; no live connector was used.

How it works

Three steps to get started.

  1. 01

    Connect Salesforce

    Authorize an account with access to the records you need.

  2. 02

    Choose the numbers

    Select supported objects, numeric fields, and aggregations.

  3. 03

    Explain the result

    Add the statistics to your deck and build the story around them.

In the product

What you can do.

Watch the demo
  • Supported object and field selection
  • Numeric fields and aggregates
  • Connected statistic widgets
  • Branded decks you can share

Your questions, answered.

Does it write back to Salesforce?

No. The Salesforce connection reads data into Encelade.

Which records can I use?

Your Salesforce permissions and the supported data picker determine the available objects and fields.

How do I get updated numbers?

Refresh the connected content and review it before sharing. Data can be cached between requests.

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