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Creating Salesforce Dashboards on Looker Studio

Khyati Agarwal
Reading Time: 5 minutes
Creating Salesforce Dashboards on Looker Studio

In this blog, we will learn to create Salesforce dashboards in Looker Studio using EasyInsights. Here are the steps –

Step 1 – Log into the EasyInsights Account. The screen shown below will appear. Click on the Workspace of choice. A new workspace can also be created by clicking on the New Workspace Button

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Step 2 – On clicking the workspace, the first screen that appears is the Home Screen. This lists the different dataviews created in that workspace. A dataview is a table that holds all the information which has to be transported from Salesforce to Looker Studio. Whenever data is updated in the Salesforce account associated with EasyInsights, the dataview synced with that account also automatically updates. These changes are reflected in the Looker Studio Dashboard, all in real-time.

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However, if the preferred Data Source (herein, Salesforce) is not connected/added to workspace, click on Sources in the side navigation bar. The following screen appears. 

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If EasyInsights already has access to the Salesforce Account, then click on the Salesforce card and the screen shown below will appear. Here, add the relevant Salesforce Accounts to the workspace. (If accounts don’t appear, then hit Refresh). Now navigate to Home and click on the Create New Dataview button

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However, if the relevant Salesforce account is not connected to EasyInsights, then Click on Connect. It directs to a new window. Here, hit the allow button to grant EasyInsights access to your Salesforce Account. The screen is redirected to the Data Sources Screen.

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Now follow the above mentioned procedure to add the relevant Salesforce Account to the workspace.

Step 3 – Now that Salesforce is connected to EasyInsights, go to the side nav-bar, click on Home and then, Create New Dataview button. the following screen will appear. Enter the relevant details here – the preferred Data Source, relevant parameters for the report, name of the dataview and the time period of the data which is needed in the table.

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Step 4 – Click on the Create button. If the dimensions and metrics are compatible, the Dataview will be created (if not, then an error message will be displayed and parameters have to be entered again). After the “Dataview created” message is displayed, we are redirected to the home screen where all the dataviews in that particular workspace are listed. Here, click on the dataview whose dashboard is to be created and the screen shown below will appear.

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This screen is a place where a dataview can be fully explored. As a result, inferences can be drawn and insights generated within EasyInsights itself. Here, dataviews can also be deleted. But most importantly, the dataview can be loaded to a BI tool of our choice. 

If the dashboard is to be made in Looker Studio, select Datastudio in the drop-down list as illustrated above. Credentials will be generated. These credentials will be used by Looker Studio to access the dataview from the Postgres warehouse where EasyInsights has loaded the data. Now click on the Go to Datastudio Button

Step 5 : If not logged in to the Looker Studio account, its login screen will appear. If already logged in, go to the create button on the left side and choose the Data Sources option as shown below

Looker Studio Screen
Looker Studio Screen

Step 6 : An Untitled Data Source screen will appear (it can be renamed). Now search for PostgreSQL in the Google Connectors and click on it. 

PostgreSQL Connector Screen
PostgreSQL Connector Screen

Step 7 : On clicking PostgreSQL, a database authentication screen will come up. Choose the Basic Option, and fill in the details already generated by EasyInsights in its Activated Destination (Datastudio) section. These details include – Hostname/IP, Database, Username, Password ( as given in the BI tool screen of EasyInsights in Step 10). Click to authenticate

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Step 8 : A table option will appear next to Database Authentication. Select the table/dataview (in this case, Table) and click on the connect button given on the top right corner. 

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Step 9 : The screen shown below will now appear. Here, choose the Create Report option

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Step 10 : In a new window, an untitled Looker Studio report will be generated where the data source will be the information added via the dataview titled Table. Now that the data is transferred, a presentation using Looker Studio features can be created

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Recommended Reading – 

1. Creating Salesforce Dashboards on Tableau – Link

2. Creating Salesforce Dashboards on Microsoft Power BI – Link

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