Deals & opportunities
Real-time pipeline per stage, expected close date and deal value.
Salesforce Integration
Salesforce Dashboard
CRM data in real-time at the office. Pipeline, activities and forecasting from Salesforce.
Salesforce holds all your sales data, but it stays inside Salesforce. With Ralect that information ends up on an office screen, so your sales team doesn't have to keep logging in to know where things stand.
How does the integration work?
Via the Salesforce REST API or SOQL queries we retrieve the desired objects and fields. We configure the integration based on your Salesforce setup.
Examples of what's possible
Activities
How many calls, emails and meetings has your team logged this week?
Forecast overview
Expected monthly or quarterly revenue based on open opportunities.
Performance per rep
Compare the sales performance of individual reps on one screen.
Frequently asked questions
Which Salesforce edition is required?
The integration works with Professional, Enterprise and Unlimited. API access is required, which is available from the Professional edition.
Can Ralect also read custom Salesforce objects?
Yes. We can also connect custom objects and fields in Salesforce, depending on the complexity.
How long until my Salesforce dashboard is live?
Most clients are fully live within 4 to 5 weeks with a fully configured dashboard built custom for them.
Is the integration secure?
We use OAuth 2.0 for authentication and only read the data needed for the dashboard.
Free personalized demo
What would your business look like as a dashboard?
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For SMEs that want to move forward