Klip Gallery: Salesforce
Get real-time visibility into your key sales metrics.
What you'll need:
- Your Salesforce credentials
- Or, existing OAuth token
In this article:
- See which Klips are available for this service in the Gallery
- Find out how to connect your Salesforce data when adding a Klip from the Gallery
Klip Gallery: Salesforce
If you have a Klipfolio account, you can add these Salesforce Klips from the Gallery to your dashboard:
| Description | Klip |
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Conversion Funnel Combine the power of Google Analytics with Salesforce to gain insight on how prospects advance through your marketing funnel. The date range for this Klip is the last 30 days. Additional connection flow step: Connect to your Google Analytics account as well as Salesforce. Add this Klip! |
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Accounts by Country Use this Map to discover the concentration of customers and prospects in each region of the world. Add this Klip! |
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Accounts by Type Parse through the types of accounts in your Salesforce records. Add this Klip! |
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Accounts by U.S. State See where your American customers and prospects reside in the United States. Add this Klip! |
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Leads This Month Surpass your lead acquisition targets! Track the number leads you have this month and compare to the previous month. Add this Klip! |
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Open Opportunities Track your key metrics on open opportunities and always know what your sales potential is. Add this Klip! |
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Open Opportunities by Stage Monitor how many leads you have at each stage of the sales cycle. Add this Klip! |
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Revenue and Wins by Type Make reporting easy by comparing revenue and wins amongst existing and new business. Add this Klip! |
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Sales This Month Monitor your sales this month and compare to the average of the last three months. Add this Klip! |
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Sales This Year Check your total sales since January 1st and watch it grow. Add this Klip! |
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Salesforce connection flow
In order to associate your Salesforce data with the Klip you add to your dashboard from the Gallery, you will need:
- Salesforce username and password
To add a Salesforce Klip to your dashboard:
Location |
Action |
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Select a Salesforce Klip from the Gallery.
Select Add to Dashboard. |
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Use the drop-down menu to Select a Token or Create a new OAuth token.
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| To create a new OAuth token, log into your Salesforce account in the pop-up window. |
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You now have an OAuth token. For example, George @ Salesforce.
Tip: Your Salesforce OAuth token will expire after 60 days. To learn more, see Managing OAuth Tokens. |
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| Click Add Klip. |
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| Voila! Enjoy your Klip. |
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Learn more
Learn how to build your own Klips: