Connector
CRM
Sales
Virtual Integration

Salesforce

Empower end users to custom report & securely access Salesforce data anywhere.

Custom reporting & Virtual Integration for Salesforce

Empower your end users to access, work with, and take action on data from anywhere in the app where they work. Go beyond the native Report Builder and Joined Reports to work with more data and better sharing options.

With Popdock, you can:

  • Combine Salesforce table data +data from other apps for advanced segmentation
  • Use an intuitive interface to addas many filters as you’d like and work with Salesforce data
  • Share data and reports with other people in your company that you don’t necessarily want logging into Salesforce
  • Embed related external data in Salesforce or embed Salesforce data in other apps

Get context from external apps with Virtual Integration

Virtual Integration means that you’re able to embed data (using Popdock widgets) in the app where your team works and needs the insight.In the case of Salesforce data, a very popular use case is embedding ERP transactions in Salesforce on the related account record.  Think of all the data that’s important for your team to know about – recent transactions, shipping statuses, credit status, inventory on hand, recent marketing communications, etc.  Relevant data from external systems allows your team to work smarter as well as better sell and service your customers.

With Popdock widgets, you can Virtually Integrate any Salesforce data with other apps. Learn more about different ways to present data where your team works.

Lots of Flexibility to Combine Salesforce Data

Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare and summarize data across Salesforce tables and with other cloud and on-premise applications you use.

Some examples of combining Salesforce data include:

ERP + Salesforce:  

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month,year-to-date, this quarter, etc.
  • ROI & spend related to campaigns
  • Commission reporting

Combine data from multiple tables in Salesforce into one report

Combine data from multiple Salesforce environments

Exception reports (outer join queries):

  • Any place where data may be missing
  • Data not integrated between Salesforce and your other apps

Salesforce + Legacy system data reporting

Empower Salesforce end users to get to the details.

Popdock changes the reporting experience in that it allows end users to create and customize their favorite reports with some pretty intuitive features that don’t require being a data scientist:

  • Unlimited filtering with advanced comparison options – periods (daily, monthly, quarterly, annual options) and compare to other data.
  • Search
  • Add/Remove Columns
  • Group/Subgroup
  • Quickly create charts
  • Share, tag, and export
  • Use any lists in the Popdock Add-in for Excel
  • Enable an API endpoint for any Popdock list to use in PowerBI, Tableau, or a dashboard

The best part is that users have a universal interface and way to query any data, not just their Salesforce data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.

Lists

Connect to the Salesforce data you need. These are just a few of the default lists that come with the Salesforce connector:

  • Accounts
  • Assets
  • Campaigns
  • Cases
  • Contacts
  • Contracts, Contract lines
  • Events
  • Ideas, Idea comments
  • Leads
  • Notes
  • Opportunities, Opportunity lines
  • Orders, Order items
  • Price lists
  • Products
  • Solutions
  • Tasks
  • Users

Take any of these out-of-the-box lists, modify them, or simply use them as a “template” to create new favorites that suit what you need.

Technical Details

Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like.  With the Salesforce connector, you can provide access to any data that’s available via the Salesforce CRM API.

Common Questions

Frequently Asked Questions

Is it possible to report across multiple instances of Salesforce?

Yes, you can set up a connector for each Salesforce environmentand then use custom lists to join, merge, compare, or summarize your data.

Do all my Salesforce users need a Popdock user license if they’re accessing data via an embedded Popdock widget?

It depends how you set up the Popdock widget. If you’re looking for the Popdock widget data to inherit security from the source system, then, yes. If you’re using a service user for the source data, then your Salesforce users do not each need a dedicated Popdock user.

Where can Popdock widgets be embedded in Salesforce?

Popdock widgets can be embedded as a Visualforce page (as an iFrame) in Salesforce.  The most common scenarios are embedding external data with parameters on specific records and to embed Popdock within dashboards.

Is it possible to get Popdock reports into Microsoft Excel?

Yes, the Export to Excel option can be turned on for any Popdock list and can also be made available within Popdock widgets. One Popdock app we highly recommend is the Popdock add-in for Microsoft Excel, which allows the end user to select any Popdock list favorite available to them to bring the data into Microsoft Excel.  

Can exports be scheduled?

Yes, Popdock includes scheduled jobs in the Popdock Premium plan, so you can automate the timing for your Popdock list favorite or graph to be exported. Reports can be emailed or sent.

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We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

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