Connect Salesforce to your datalake
Bring Salesforce data into a central environment, refreshed at the frequency you set and ready for dashboards, AI and reports — no manual exports.
Limited access: Live extraction is enabled connector by connector, after it's validated with a real credential from your account. Contact support to join the rollout.
Connector status
Limited access. Live extraction is enabled connector by connector, after it's validated with a real credential from your account. Contact support to join the rollout.
The problem
Data that lives in Salesforce (enterprise CRM) tends to stay isolated from the rest of the company. To analyze it alongside ERP, spreadsheets and other sources, someone exports and cross-references everything by hand — creating rework and risk of error.
How to connect Salesforce
You set up the connection once, define the refresh frequency and data starts arriving in your datalake organized in layers. This connector has limited access — see the usage condition above before relying on it in your operation.
What the connector will bring in
Accounts, contacts, leads, opportunities and also the custom objects your operation created in Salesforce — all as tables in the datalake, with scheduled loads and history. It's the way to analyze the CRM without relying on reports built inside the tool itself.
Opportunity history becomes a forecast
With the history of opportunity stages accumulated in the datalake, analyses that used to be unfeasible become routine: real conversion rate by stage, average cycle time by segment and the quarter's closing trend. In the native BI this becomes the forecast dashboard; the AI answers "which opportunities above R$ 50k have been stalled for more than 30 days?".
What you get
- Salesforce data centralized alongside your other sources
- Scheduled ingestion at the frequency the business needs
- Organization into Bronze, Silver and Gold layers
- Dashboards in the native BI and natural-language questions to the AI
- Prepared data readable by Power BI, Excel and other tools
How ingestia.io helps
ingestia.io connects Salesforce, databases, files, spreadsheets and systems on a single data platform, with scheduled ingestion and governance. The sales team keeps working in Salesforce; leadership follows the funnel combined with billing on the platform — monthly plan, usage credits and no integration consulting.
Does your company need to centralize data?
Take the ingestia.io Data Structure Simulator and find out which path makes the most sense to organize your sources, cut rework and build a reliable foundation for reports, dashboards and integrations.