Connect Looker and Salesforce to unlock the power of automation

To set up an integration between Looker and Salesforce, first ensure that both applications are connected to the internet and you have administrative access. Next, navigate to our platform and create a new Zap. You can select Salesforce as your trigger app and define triggers such as 'New Record' or 'Updated Record'. Then select Looker as your action app and choose actions like 'Create Report' or 'Fetch Data'. Complete the authentication steps for both applications, map the fields, and test your integration to ensure it functions as expected.

When integrating Salesforce with Looker, you can use various triggers such as 'New Record Created', 'Existing Record Updated', or 'Record Closed Won'. These triggers allow you to automate workflows by fetching data from Salesforce whenever specific events occur, prompting actions in Looker like generating reports or updating datasets.

In a Looker-Salesforce integration, you can automate several actions within Looker based on conditions set in Salesforce. Common actions include generating analytical reports, updating data models, fetching custom datasets, and sending notifications about key metric updates driven by changes in Salesforce records.

No coding skills are required to integrate Looker with Salesforce using our platform. Our interface is designed to be user-friendly so that integrations can be set up through a guided process involving selecting triggers (like a new lead) in Salesforce and setting corresponding actions (such as creating a detailed report) in Looker.

Yes, during the setup of your Zap between Salesforce and Looker, you have the option to select specific fields that need to be mapped and transferred. You can tailor this transfer according to your business requirements by picking only pertinent records or aggregating certain data fields.

The frequency of data synchronization between Looker and Salesforce depends on how you've configured your Zap. It can be immediate if you're using instant triggers like a new record creation. If using polling mechanisms or scheduled updates, it might take place every few minutes depending on those settings.

If your integration between Looker and Salesforce fails unexpectedly, first check both platforms for any reported issues or updates. Then review the Zap configuration for any incorrect mappings or credentials that might have expired. Use our error logs feature for troubleshooting tips or reach out to our support team if needed.