How To Connect Salesforce To Secoda, a Modern Data Catalog

Save yourself countless hours troubleshooting data in your Salesforce environment. See all field references in your entire organization and go to market faster than ever.

Salesforce Integration for Revenue-Centric Teams

Connect Salesforce to Secoda to find your queries, dashboards and visualizations easily. You can use Secoda to understand how Salesforce connects to the rest of your data stack.


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Easily Integrate Your Favourite Tools With Secoda

Secoda is more than a data catalogue. Secoda is the place to organize company data knowledge. We’ve built Secoda as a single place for all incoming data and metadata, queries, docs and metrics a single source of truth.

How It Works

Eliminate the frustration of manually diagnosing what broke and how to fix it. With Secoda’s automated data lineage easily provides you with a clear line of sight you can easily keep track of how each field, table, report, or dashboard has been modified. Get more time back in your day. Get notified automatically when changes impact your assets and always stay up to date on critical errors.

Empower Sales Leaders

Salesforce reports are the driving force for decision making. Even the smallest changes to a picklist value can have a huge impact on the data, resulting in urgent questions and last-minute panics. Secoda helps you ensure that your Salesforce reports are always reflecting accurate metrics and revenue figures, so you and the rest of the sales leadership team can trust the integrity of the data. Secoda helps you create most scalable way for you to get things done faster while providing increased visibility for sales leaders to understand what is driving their critical reporting.

Standardize and Scale Salesforce Reporting

No code required. Secoda helps you create a central hub for your Salesforce data definitions. Standardize reporting and share that knowledge with key stakeholders. With a clear view of your trusted metrics and definition standards, your sales reps and go-to-market teams can optimize every process faster and convert more leads into closed deals.

Data Driven Sales Enablement

Give your sales reps the tools they need to drive conversations, answer questions, and close deals, right within their workflow. Send automated Slack notifications and announcements when a new asset has been created or changed. With Secoda and Salesforce together, Rev-ops teams can save hours of time otherwise spent on data clean up, validation, and discovery so you can focus on delivering insights that help close deals.

Mitigate risk and safely manage change

With Secoda, teams can communicate, tag each other, and view every change made in one centralized location making onboarding new team members and migrating systems seamless. Document the context behind any change and reduce inefficiencies by seeing all field references in your entire Salesforce workspace with a clearly defined dependency map.

Make sense of all your data knowledge in minutes