Skip to main content
Salesforce Reporting connects to a Salesforce instance and pulls the data from a prepared report. Connecting it brings Salesforce CRM activity — leads, opportunities, accounts, and custom objects — into Adriel dashboards alongside data from other platforms.

​
Before you connect

The following are required:
  • A Salesforce account with API access enabled. This is available on most Enterprise, Unlimited, and Performance editions; Professional edition may require an add-on.
  • Permission to authorize third-party apps in the Salesforce org.
  • A Salesforce report prepared for connection. The connector mirrors the selected report exactly, so confirm in Salesforce that the report renders correctly before connecting.

​
Connect Salesforce Reporting

1

Authorize a Salesforce account

On the Data Sources page, search for Salesforce Reporting and select it. Sign in to Salesforce in the pop-up using an account with access to the target report, then approve the requested OAuth scopes (read access to reports, objects, and metadata).
2

Select the report

On the data source settings, choose the Report to connect. Reports are listed as Folder / Report name. Only one report can be connected per data source — to connect more than one report, repeat these steps after the first connection is complete.
3

Submit

Click Submit to complete the connection. Initial data availability can take up to one business day.

​
What gets imported

The connector mirrors the selected Salesforce report exactly — the same columns and rows visible in Salesforce. Data reflects the current report configuration and refreshes daily, so editing the report in Salesforce changes the imported data accordingly. For field handling, refresh cadence, and limits, see the Salesforce Reporting data reference.

​
Troubleshooting

Reports are capped at 100,000 rows. For larger reports, split the data into multiple reports using field or date filters and connect each one as a separate data source.
Disable totals and subtotals in the Salesforce report before connecting. When left enabled, they are included as rows in the imported data.
Avoid grouping in the Salesforce report. Grouping can cause missing values in the grouped columns. Remove the grouping and reconnect.
The connector mirrors whatever the report currently contains, so any edit in Salesforce is reflected on the next refresh. For frequently edited reports, create a dedicated report for the connector so changes are isolated. Verify the report renders correctly in Salesforce before connecting.
Salesforce sandbox and production orgs use different OAuth endpoints. Authorize from the correct environment — the connector routes to whichever Salesforce instance the OAuth flow points at.

Salesforce Reporting data reference

Field handling, refresh cadence, and limits for Salesforce Reporting.

Salesforce Reporting FAQs

Common questions and expected behaviors for the Salesforce Reporting data source.

How to connect HubSpot

Connect HubSpot CRM activity to Adriel.

How to connect Google Sheets

Bring spreadsheet data into dashboards.