Salesforce: Fueling Business Growth.

The "Salesforce" Connector seamlessly integrates with Whatsdash™ to generate visually appealing reports using your Salesforce data on the dashboard.
Connect Your Salesforce Account
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Key features to use Salesforce on WhatsdashTM

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Customer Relationship Management

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Sales Automation

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Marketing Automation

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Advanced Reporting & Analytics

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Lead and Opportunity Management

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Customizable Dashboards

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Integration with Third-Party Apps

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Collaboration Tools

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AI-Powered Insights (Einstein)

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Mobile Access

Pre-Built Template View

You can now explore and preview pre-built templates before applying them. Instantly streamline your WhatsApp automation with ready-to-use workflows—no coding required. Just preview, select, and deploy in a click!

View Our Salesforce Templates

Integrating Salesforce with WhatsdashTM

Salesforce is a leading CRM platform that helps businesses manage customer relationships, automate sales, and drive growth through data-driven insights.

By integrating Salesforce with WhatsdashTM, you can track sales performance, analyze customer behavior, and optimize strategies using real-time insights, enabling you to maximize ROI and refine your business growth efforts.

How to connect Salesforce account with WhatsdashTM

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All the Metrics and Dimensions you need for Salesforce

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Dimensions

19

Metrics

Consolidate your Salesforce statistics into a single, understandable dashboard.

Improve efficiency with widgets preloaded with key KPIs. Just drag and drop and you're done, turning data tracking into a seamless experience. Easily extend your analysis.

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Leads

Leads are individuals or entities who have shown interest in your products or services.
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New Customer

A new business or organization that has recently become a customer or client of the company
Create your dashboard today!

WhatsdashTM is your all-in-one marketing analytics solution.

The easiest way to grow your business? Scale what works and ditch what doesn’t. Custom Segments help you identify what’s effective—whether it's emails, lead magnets, webinars, and more—to boost your marketing.

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Available Metrics, Segments, & Dimensions

Users typically incorporate specific metrics and dimensions when compiling reports for their Salesforce analytics.

Amount

Amount Won

Amount Lost

Expected Revenue

Opportunity

Win Rate

Actual Cost

Budgeted Cost

Campaign

Num Sent

Converted Leads

Contact

Converted Revenue

Conversion Rate

Won Opportunities

We have more 60+ metrics and dimensions available for your business.
Feel free to connect and create your custom dashboard.

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Want to scale your business? Make sure your dashboards gives you the best business insight.

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