Data Panda brings your Salesforce data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Salesforce is a cloud CRM. Sales, marketing and service teams use it to track accounts, opportunities and support cases. For most SMEs it holds the richest record of customer activity in the company.
Once that history sits in your warehouse next to invoices, orders and website behaviour, questions like "which campaigns paid for themselves" and "who's about to churn" stop being spreadsheet exercises.
Your pipeline, revenue and service numbers in one place, for everyone who needs them.
Keep Salesforce in sync with the other systems your business runs on. No more double entry.
Put your Salesforce data behind AI that knows your accounts, your deals and your tone.
Small internal tools that read and write Salesforce data without the admin overhead.
A list of concrete reports, automations and AI features we have built on Salesforce data. Pick the one that matches your situation.
Why did Q2's forecast miss?
Stage-by-stage conversion compared to the last four quarters. Flags the stage where velocity dropped and the reps or product lines that carried the miss.
Which marketing spend paid for itself?
Campaign linked to invoiced revenue, not deal value. Only counts revenue that shipped and got paid, split by channel and campaign.
Who's about to churn?
Support case volume, resolution time and product usage per account, ranked for CSM outreach before the renewal conversation starts.
Pipeline that reconciles with the books. Invoiced revenue, not committed. No more month-end spreadsheet dance between sales and finance.
Forecast accuracy per rep, stuck-deal alerts and stage velocity. You see the pipeline change before the quarter does.
Order flow, fulfilment status and support load in one picture. The handoffs stop depending on someone remembering to copy-paste.
Won Salesforce opportunities flow into Odoo as sales orders without the double entry. Finance sees order backlog tied to the deal that closed, sales sees whether what they sold got delivered.
Closed-won Salesforce deals create or update customers in Exact Online and invoice status flows back. At month end you know how much of what sales claimed turned into a paid invoice.
Marketing-qualified leads flow from HubSpot into Salesforce with their campaign attached. Closed-won outcomes flow back so marketing sees which campaigns produced paid revenue.
For consumer brands on Salesforce Service Cloud, each Shopify order is linked to the matching account and case. An agent sees what the customer ordered and where the shipment is.
Salesforce data covers 62 available tables across the supported connection options. The exact selection depends on your connection and access rights. Use the data in reports, combine it with the rest of your stack, or query it directly in your warehouse.
Alongside reading data, these actions let you create, update or manage information in Salesforce. The exact actions depend on your connection and permissions; some require a separate write-back connection.
Need another table, field or write-back action? Tell us what you need. We can check the available options or help extend the connector.
You keep the reporting tool you already have. We connect it to the warehouse where your Salesforce data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys. Read our DPA
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Included. We pull your real schema, not a generic one. A five-year-old org usually has a few hundred custom fields. Part of the sync design is deciding which ones matter for reporting.
Yes. Reverse writes work for scores, flags and enriched fields. Salesforce has API limits per day, and we configure writes to respect them.
We review your Salesforce setup and the systems around it. Together we pick the first thing worth building.