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.