Integrate Salesforce With Sourcetable

Gain insights into your Salesforce data in a spreadsheet your whole team can use. Automate reporting, charting, and more by connecting your Salesforce account to Sourcetable.

Created by people from the best tech companies

Maximize Your Salesforce Ecosystem

Seamlessly integrate Sourcetable with your Salesforce suite for enhanced data management and insights.

Sync Without Code

Connect to your Salesforce data effortlessly. Enjoy automatic, real-time syncing of your marketing, sales, and service data, bypassing the need for manual input.

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Uncover Insights Fast

With Sourcetable, leverage the powerful analytics from Salesforce's Tableau Analytics Cloud. Quickly transform data into actionable insights within a simple spreadsheet interface.

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Automate Like a Pro

Utilize familiar spreadsheet formulas to automate complex reporting. Combine data across Salesforce's Sales Cloud, Service Cloud, and Marketing Cloud for comprehensive dashboards that update in real-time.

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Empower Your Team

Enhance collaborative learning and decision-making. With data from Salesforce's free online learning platform Trailhead, your team can make informed decisions without the need for advanced technical skills.

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Give your team the tools to make the most of your Salesforce data

AI Spreadsheet

Gain insights into your Salesforce data using natural language queries with Sourcetable AI.

Data Tables

Make your Salesforce data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Bulk CSV Analysis

Review millions of transactions instantly without any problems.

Start analyzing your Salesforce data in Sourcetable

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Step 1

Connect Salesforce to Sourcetable

Let Sourcetable talk to your Salesforce account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your Salesforce data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your Salesforce data

Answer any question about your Salesforce data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

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Simplify your BI tooling with a spreadsheet that syncs with all your data.

Integrate Salesforce With Sourcetable

Try Sourcetable to gain valuable insights from your Salesforce data in a familiar spreadsheet interface Get unlimited access free for 14 days.