Connect to Salesforce

I'm new to all of this and I'm excited about trying out Mode. We use Salesforce and I'm trying to connect this to that and I'm not sure how. I've spent a couple of hours looking for any resources and I haven't had any success. Any help is appreciated.

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  • Hi Steven Wellman ,

     

    Thanks for writing into the Forum! Happy to hear that you're enjoying your Mode experience. 

     

    Here is some documentation for adding Mode reports to Salesforce. Please feel free to write into our In-App Support channel if you need assistance with implementation. 

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  • Jonathan , thanks for the response! My issue isn't with embedding reports into Salesforce but rather how do I connect Mode to Salesforce so I can get to my data in Mode? Most of the systems I've tried have you enter login credentials but I'm not sure how to connect Salesforce to Mode. Make sense?

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  • Hi Steven Wellman ,

     

    Sorry for the confusion, Mode does not directly connect to {Salesforce, Google Analytics}, but you can use a third-party ETL service to move your data into a database supported by Mode:
     https://about.modeanalytics.com/data-sources/

    There are a number of services that can help with this: 

    Let me know if this seems like a good option. Thanks!

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  • Got it, thanks!

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