If you are using Salesforce to manage your business finances, you will find the built in reporting functionality in Salesforce limited. Especially when you want to start cross checking QuickBooks data against other systems.
I find it much easier to do analysis in a tool like Qlik. So my first search was for a prebuilt connector that works with Salesforce Online into Qlik Cloud or Qlik Enterprise. There was a REST connector but not easily configurable with Salesforce. There is also a Qlik Salesforce connector but it was slow and for my specific use case (Writeback) it needed to be quicker.
We decided to build an online service that takes away a lot of the manual effort/complexity with authorisation and pagination and gets you to analysing data quicker for online platforms like Salesforce.
Introducing the Cloudslurp Salesforce Online Data Connector for Qlik! It will authenticate Salesforce and pass the data directly into a standard URL. Meaning you can load it directly into Qlik using the standard Qlik REST connector.
Just pull your Salesforce data directly into Qlik and GO.
Setup in less than 2 minutes:
STEP 1: Signup for a Cloudslurp Account:
Sign up to cloudslurp.com to create a data management account:
Once signed up, you will have 14 days to trial before entering a card to continue using the connector (cancel any time) or contact firstname.lastname@example.org for an extended trial.
STEP 2: Connect Cloudslurp to you Salesforce Account:
Select Salesforce from the dropdown list and click the 'Connect Salesforce' button to authorise Cloudslurp Salesforce app to access your account data.
After you have authorised and back on cloudslurp.com, select Salesforce from the dropdown again.
You should now see all the data tables available to you. Click on any of the live data urls to see the JSON feed of data. This data is the WHOLE DATA SET coming live from Salesforce, Cloudslurp is handling the pagination and security for you.
STEP 2: Copy the URL and load the data into a Qlik app
Select REST connector:
Insert the Cloudslurp URL into the URL field.
The great thing is this works in every version of Qlik Sense - Enterprise, desktop and Cloud :). Enjoy!
Stuff you can easily do with Cloudslurp
Pull data directly into Qlik from Salesforce Online
Pull invoices from Salesforce into Qlik
Pull bills from Salesforce into Qlik
Pull customers from Salesforce into Qlik
Pull creditmemos from Salesforce into Qlik
Pull accounts from Salesforce into Qlik