Klip Gallery: Salesforce

Get real-time visibility into your key sales metrics.

What you'll need:

  • Your Salesforce credentials
  • Or, existing OAuth token
Important: Ensure your Salesforce account is at Enterprise level or higher

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
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!
Accounts by Country
Use this Map to discover the concentration of customers and prospects in each region of the world.

Add this Klip!
Accounts by Type
Parse through the types of accounts in your Salesforce records.

Add this Klip!
Accounts by U.S. State
See where your American customers and prospects reside in the United States.

Add this Klip!
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!
Open Opportunities
Track your key metrics on open opportunities and always know what your sales potential is.

Add this Klip!
Open Opportunities by Stage
Monitor how many leads you have at each stage of the sales cycle.

Add this Klip!
Revenue and Wins by Type
Make reporting easy by comparing revenue and wins amongst existing and new business.

Add this Klip!
Sales This Month
Monitor your sales this month and compare to the average of the last three months.

Add this Klip!
Sales This Year
Check your total sales since January 1st and watch it grow.

Add this Klip!

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

Select a Salesforce Klip from the Gallery.

Select Add to Dashboard.
Use the drop-down menu to Select a Token or Create a new OAuth token.
To create a new OAuth token, log into your Salesforce account in the pop-up window.
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.
Click Add Klip.
Voila! Enjoy your Klip.

Learn more

Learn how to build your own Klips:

NEW: Klip Gallery

  1. Adding a pre-built Klip from the Klip Gallery
  2. Klip Gallery: Alexa
  3. Klip Gallery: Basecamp
  4. Klip Gallery: Bitly
  5. Klip Gallery: Buffer
  6. Klip Gallery: CallRail
  7. Klip Gallery: Campaign Monitor
  8. Klip Gallery: Chargify
  9. Klip Gallery: comScore
  10. Klip Gallery: Conversion Funnel (Salesforce + Google Analytics)
  11. Klip Gallery: Facebook
  12. Klip Gallery: Facebook Ads
  13. Klip Gallery: FluidSurveys
  14. Klip Gallery: Glassdoor
  15. Klip Gallery: Google +
  16. Klip Gallery: Google Analytics
  17. Klip Gallery: Google AdWords
  18. Klip Gallery: Google Calendar
  19. Klip Gallery: GoSquared
  20. Klip Gallery: HubSpot
  21. Klip Gallery: Infusionsoft
  22. Klip Gallery: Insightly
  23. Klip Gallery: Instagram
  24. Klip Gallery: Intercom
  25. Klip Gallery: LinkedIn
  26. Klip Gallery: Localytics
  27. Klip Gallery: MailChimp
  28. Klip Gallery: Mixpanel
  29. Klip Gallery: Moz
  30. Klip Gallery: New Relic
  31. Klip Gallery: Optimizely
  32. Klip Gallery: Pingdom
  33. Klip Gallery: Quintly
  34. Klip Gallery: RSS Feeds
  35. Klip Gallery: Salesforce
  36. Klip Gallery: Sample Metrics
  37. Klip Gallery: Searchmetrics
  38. Klip Gallery: Shopify
  39. Klip Gallery: Stripe
  40. Klip Gallery: Social Media Followers - Multiple data sources
  41. Klip Gallery: Swrve
  42. Klip Gallery: Talkwalker
  43. Klip Gallery: Trello
  44. Klip Gallery: TrendSpottr
  45. Klip Gallery: Twitter
  46. Klip Gallery: UserVoice
  47. Klip Gallery: Visualizations
  48. Klip Gallery: Weather
  49. Klip Gallery: Webtrends
  50. Klip Gallery: Wistia
  51. Klip Gallery: Xero
  52. Klip Gallery: Yahoo Finance
  53. Klip Gallery: YouTube
  54. Klip Gallery: Zoho
  55. Klip Gallery: Problems adding Klips
  56. Klip Gallery: Problems adding Facebook Klips
  57. Klip Gallery: Problems adding Salesforce Klips

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