Salesforce integration

Data Sources

There are a couple of ways your Salesforce data can be leveraged in Chartio. Chartio does not connect directly to Salesforce, so you’ll need a process to move that data into a relational database.

Most of the time, our customers use their existing database to store their cloud application data such as Redshift. Chartio connects to this database and allows you to visualize your data. If you don’t already have or don’t want to use an existing data warehouse, we would be happy to assist in setting this up. We have close partners which can help you set up your cloud data stack and connect Chartio to your cloud data sources. We can recommend Panoply & Stitch Data:

Stitch manages the ETL process and pushes your Salesforce data into your data warehouse. Panoply will import your data into a Redshift-based cloud data warehouse which you would then connect to Chartio.

You may also use one of our other partner connections to load your Salesforce data into an existing data warehouse such as Fivetran, Blendo, or Xplenty.

Since they all have different pricing, we recommend checking out each one to see which solution best suits your needs.

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