Integrations

Salesforce + Visible

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Overview

Bring in vital sales and marketing data to Visible using our Salesforce integration. Connect your Salesforce account, select and filter the objects, and sit back while Visible refreshes with new Salesforce data every night. Learn more about Salesforce and Visible below:

How it Works

Connect Your Salesforce Account
Connect your Salesforce and select the objects you’d like to bring into Visible. Customize and filter your Salesforce objects to bring in metrics tailored to your business.

Visualize Your Core Metrics
Once your Salesforce account is connected to Visible, use our chart builder to visualize, add insights, and customize your core metrics. Charts will automatically update as new data comes in from Salesforce.

Combine With Other Data Sources
Connect to our 13+ other integrations to chart your core metrics from multiple sources in one place. For example, chart your Salesforce data alongside accounting data from Xero or Quickbooks.

Share via Visible Updates, Dashboards, or Data Rooms
Easily share your data visualizations via Visible Updates, Dashboards, or Data Rooms. We allow you to push your data via email or link so stakeholders don’t have to remember another login.

Support
Need integration support?

Already using Salesforce and Visible? Here’s how to integrate

Need help? Please reach out to our team at support@visible.vc

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