Salesforce

Build Custom Salesforce Reports

Salesforce is the world’s #1 CRM company, offering a whole new way for companies to connect with their customers.

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Actiondesk
Salesforce
Salesforce

Actiondesk is a spreadsheet interface that connects to Salesforce and your other data sources so you can build live reports.

Put your Salesforce reporting on a spreadsheet

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Connect your Salesforce data live

Actiondesk connects to Salesforce and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Salesforce report

You can use our pre-built Salesforce templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Salesforce and other data sources?

You can use our pre-built Salesforce templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

TouchBistro
Toast POS
Square
Sapaad Pte Ltd
Revel Systems
QuickBooks POS
Poster POS
Poster POS
Miva Merchant
Lavu
Korona
FastSpring
Erply
Clover
Miva Merchant
Lavu
Korona
FastSpring
Erply

Read more on Salesforce and Actiondesk

How To Connect Salesforce To Google Sheets

Follow our step by step guide to import Salesforce data automatically into Google Sheets using an Apps Script. Alternatively

How to connect your Saleforce account

To add your Salesforce account, go to the import page and get started.

How to add a data source

To get started with Salesforce, first create an Actiondesk account then go to the "New data source" dropdown and input your credentials.