Key Benefits of Analyzing Salesforce Data in Toric

1. Access your Dataflows from your browser in our cloud based software.
2. Cleanup and transform your sales data in a non-destructive way
3. Reuse your data transformations for new versions and projects with reusable dataflows.
4. Create interactive dashboards or "Data Apps" using your Salesforce data.
5. Blend your Salesforce data with other sources with a few clicks.
6. Export your transformed Salesforce data as a file to use with other programs.

How to Import Salesforce Data to Toric

It's simple to connect or import your data from Salesforce, create a new configuration and login with your Salesforce credentials. Once setup, try using Automations to streamline data importing.

For detailed setup steps, check out how to Configure Salesforce Connector.

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Build reports and dashboards using a variety of visualizations (ie. Scorecard, Donut Charts, and much more). For example, put together a quick report summarizing opportunities by average probability to close and approximate deal value.

Drill through your data with interactive charts - click through donut sections to see values update to show the summary of data based on selection.

Add text to contextualize your data visualizations and better communicate your analysis to your team.

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