MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Klipfolio

By Klipfolio

Succeed with data.

Freemium  

Payment required to increase usage, users, or features

Business Need
Dashboards & Reports

Integrate Salesforce with Klipfolio to create dashboards and reports, explore insights and empower your team to make data-driven decisions.

  • Connect to the Salesforce API and bring back data from all of the standard and custom data objects.

Highlights

Bring all of your metrics together in one place and visualize data from data sources like Stripe, Quickbooks, or Google Analytics, or bring in data from a spreadsheet or a database.

Choose from pre-built Salesforce metrics that you can instantly add to your dashboard and start tracking your performance. Or pull in custom Salesforce data to build metrics that suit your specific needs.

Explore your metrics with filters, segments, and date ranges, and choose from a variety of visualization types so you can understand trends and see patterns.

Provider Details

Klipfolio
Ottawa, Ontario, Canada

Klipfolio is lightweight analytics and dashboard software for data-minded business leaders and their teams. Succeed with data.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features.

Pricing plans designed to help you get the most value out of your data. Details at: https://www.klipfolio.com/pricing