Connect Salesforce to Metabase: Dashboards in Minutes

Get started for free

No credit card required | 14 days | 10 million records | 30 pipelines

sso google logo
Sign up with Google
sso facebook logo
Sign up with Facebook
sso microsoft logo
Sign up with Microsoft
sso linkedin logo
Sign up with Linkedin

or sign up with your email

By signing up, you agree to Kondado’s Terms of service and Privacy policy

Salesforce
Metabase

Visualize Salesforce Data in Metabase

Kondado makes it simple to visualize your Salesforce data in Metabase without any technical setup. Our direct connection replicates your CRM information on a configurable schedule, keeping your charts and reports updated automatically. You can track sales performance, monitor marketing campaigns, and analyze customer service metrics all in one place. Simply connect your Salesforce account, select Metabase as your destination, and start building dashboards that help your team make faster decisions.

Kondado automatically makes all standard and custom Salesforce pipelines available, including Accounts, Contacts, Opportunities, Leads, Cases, and Campaigns, replicating your data to Metabase on a schedule you choose: every 5 minutes, 15 minutes, hourly, or daily.

With this setup, business users can create visual reports without waiting for IT support. Marketing teams monitor campaign ROI while sales managers track pipeline health using automated updates. Operations teams get a complete view of customer interactions across sales, marketing, and support to identify trends and opportunities for growth. Whether you need hourly sales updates or daily customer service summaries, your Metabase dashboards stay current with the latest Salesforce information.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Combining Salesforce with Metabase through Kondado unlocks powerful business intelligence for your entire customer journey. You can visualize your Opportunities and Campaigns pipelines side by side to see which efforts generate the most revenue, or cross-reference Cases and Contacts pipelines to identify trends affecting customer retention. Sales managers track lead conversion rates from initial Leads to closed Opportunities while operations teams monitor service metrics across Accounts, Contacts, and Cases. This unified view helps marketing teams calculate true campaign ROI by connecting lead sources to final sales outcomes.

Try out all the features for free for 14 days

Dynamic data

Kondado automatically reads the schema of your Salesforce. All tables, views, and fields available in your account are extracted without manual configuration.

1
available pipeline

What Kondado extracts

Objeto
Kondado automatically maps all standard and custom objects in your account
Integration Description
Objeto Kondado automatically maps all standard and custom objects in your account

Try out all the features for free for 14 days

How to create Salesforce dashboards in Metabase

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Add Salesforce to Kondado

Log into Kondado and select Salesforce as your data source, then authenticate with your existing Salesforce credentials to establish the connection.

2
Choose Metabase destination

Select Metabase from the available destinations and configure which pipelines you want to replicate for visualization.

3
Schedule updates and create reports

Set your preferred refresh schedule from 5 minutes to daily intervals, then start building charts and reports in Metabase using your automatically updated Salesforce information.

Access Salesforce data in Metabase and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

Visualize Salesforce data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Hundreds of data-driven companies trust Kondado
arezzo
brf
Contabilizei
dpz
Experian
grupo_soma
inpress
multilaser
olist
unimed
v4_company
yooper

Frequently Asked Questions (FAQ)

Answers about visualizing Salesforce data in Metabase automatically

How do I connect Salesforce to Metabase using Kondado?
Start by adding Salesforce as a data source in your Kondado account using your standard login credentials. Then select Metabase as your destination and choose which pipelines you want to replicate. Your data will begin flowing to Metabase within minutes, ready for visualization.
What Salesforce pipelines can I visualize in Metabase?
Kondado automatically makes all standard and custom pipelines available from your Salesforce account, including Accounts, Contacts, Opportunities, Leads, Cases, and Campaigns. You can replicate any pipeline that contains valuable business data for your reports.
How often does my Salesforce data update in Metabase?
You control the update frequency based on your business needs. Choose from every 5 minutes, 15 minutes, hourly, or daily schedules to keep your dashboards current without overwhelming your system.
What KPIs should I track when visualizing Salesforce in Metabase?
Popular metrics include sales pipeline value by stage, lead conversion rates from campaign to close, average case resolution time for support teams, and customer acquisition cost trends. You can also track marketing campaign ROI by connecting lead sources to opportunity values.
Can I share Metabase dashboards with my team?
Yes, once you build dashboards in Metabase using your replicated Salesforce data, you can share them with colleagues through Metabase's built-in sharing features. Your entire team can access the same updated information for consistent decision-making.
Do you offer pre-built report templates for Salesforce data?
While we do not provide pre-built templates, Kondado structures your Salesforce data optimally for Metabase visualization. You can easily create custom dashboards tracking the specific metrics that matter most to your sales, marketing, and service teams.
Can I send Salesforce data to other tools besides Metabase?
Absolutely. Kondado supports multiple destinations including Power BI, Looker Studio, Google Sheets, and BigQuery. You can replicate your data to any of these platforms using the same simple setup process.

Try out all the features for free for 14 days