Add a Salesforce connection

Connect your SFDC instance to Equals

Ben McRedmond avatar
Written by Ben McRedmond
Updated over a week ago

With our Salesforce connector, Equals is the fastest way to analyze any part of your sales funnel. To create a new Salesforce connection, head to the datasources tab from the Equals home screen. From there, you will either see a list of available datasources, if you're yet to add one, or else you can click "New Datasource" in the top right.

When you see the list of datasources, select "Salesforce", give your datasource a name that will be used throughout Equals, and then click "Connect to Salesforce" and follow the steps.

Once you've connected your Salesforce instance, you'll be able to build analyses and dashboards powered by live Salesforce data, straight from your Equals workbook.

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