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Category · CRM
Salesforce

Any Salesforce object, in a clean dashboard

Datareaches reads any Salesforce object, standard or custom, and shapes the data into the dashboard your team actually wants. Skip the Lightning UI for at-a-glance reporting.

What it does
  • Read Opportunities, Accounts, Cases, and custom objects
  • Support SOQL queries for fine-grained filtering
  • Honour profile- and field-level security
  • Refresh every 10 minutes
How data flows

OAuth via Salesforce Connected App with read-only scopes. No data leaves the EU.

How to set it up

Step 1

Install the Datareaches Connected App from the AppExchange (or paste a setup link).

Step 2

Approve the read-only scopes for the user account.

Step 3

Pick the objects and fields the dashboard needs.

Step 4

Optionally paste a SOQL query for advanced views.

Step 5

Save and watch the first sync land.

Example dashboards

  • Executive forecast view with weighted pipeline
  • Customer success dashboard over Cases and Accounts
  • Industry-specific pipeline using custom objects

Add this to your dashboard

We'll wire this integration into your custom dashboard during the 7-day build.