Gain Insights Into Your Salesforce Data with Sourcetable

Let anyone on your team ask questions about your Salesforce data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect Salesforce with Sourcetable to get started.

Transform Salesforce Data into Actionable Insights

Sourcetable elevates your Salesforce data in a familiar spreadsheet interface.

Sync Without Code

Instantly access up-to-date Salesforce data. Our automatic syncing pulls in real-time information from Sales Cloud, Service Cloud, and Marketing Cloud, saving you hours of manual updates.

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Uncover Insights Fast

Reveal hidden opportunities with AI-powered queries and charts. Spot trends in customer behavior and sales patterns that drive growth across your CRM data.

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Automate Like a Pro

Build powerful reports using Excel formulas you already know. Create custom dashboards that update automatically, eliminating repetitive reporting tasks for your sales, marketing, and service teams.

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Empower Your Team

Give everyone the ability to make data-driven decisions. Your team can analyze Salesforce data without SQL knowledge, accelerating company-wide insights and complementing Trailhead learning.

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Give your team the tools to unlock 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.

Export Salesforce To CSV

Export any data out of Salesforce into a CSV file, millions of rows at a time.

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

Try Sourcetable

Give your team the power to ask questions about your Salesforce data in a spreadsheet.

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Integrate Salesforce With Sourcetable

Try Sourcetable to gain valuable insights from your Salesforce data in a familiar spreadsheet interface.

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