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Integrate with Salesforce

Transform your Salesforce reports into powerful visualizations of sales performance.

This is an old feature. eSpatial is now fully integrated with Salesforce and is available here on the Salesforce AppExchange.

Integrate your Salesforce account seamlessly with eSpatial for up-to-date and interactive sales performance maps to share with your team.

Analyzing and reporting on sales is an important part of a sales manager’s job. Knowing who is performing and where at all times is key to the success of your business. The most time-consuming element of this is getting your data uploaded for analysis, especially if the reports are updated on a daily, weekly or monthly basis.

While it is an easy task, there are many steps involved. You have to sign into Salesforce, run the report, export the data, log into eSpatial and upload the data. Our eSpatial – Salesforce Integration allows you to skip those steps with automatic updates of your Salesforce Reports with eSpatial.

eSpatial integrates with Salesforce ensuring that the data you are working with is as up to date as your Salesforce reports without the need for regular manual uploads. You can do a one-off import of a report, which can then be updated on demand from within eSpatial or scheduled to be automatically updated on a daily or weekly basis.

Once imported, your report is treated just like other datasets in eSpatial. It can be included in multiple maps. It can be further filtered and shared with colleagues. Once the report/dataset is updated in eSpatial, all maps that include this report/dataset will be automatically updated to reflect the latest updates.

This feature is available in all paid eSpatial subscriptions. It is also available during the trial. Your subscription must include API access. This is available in Developer, Enterprise, and Unlimited packages. Note that you there are Salesforce API limits that you should be aware of.

Integration Set Up

Connect eSpatial to Salesforce

Firstly, you need to ensure that your eSpatial account is set up to access You can quickly check this by clicking on the “Add Data” button from any workspace. If there is no “Import from Salesforce” on the “Add Data” popup window then you need to contact your eSpatial administrator to give you permissions. Once you have been given the correct permissions within eSpatial, you can click on “Import from Salesforce” and you will be prompted to log into your Salesforce account.

Connect eSpatial to Salesforce by logging into Salesforce from eSpatial

Import Your Reports

You will be presented with a folder structure of your reports. Only folders that contain reports will be listed in eSpatial. (Creating an eSpatial folder in can be a great way to group reports you have created to be imported into eSpatial.)

Import your Salesforce Reports

Set Synchronization

By default, your report will be imported just once. After selecting which report you wish to import, you will be given the opportunity to set this account up to be synchronized on a daily or weekly basis. Simply:

  • Click on the “Keep this Salesforce reported synced”
  • Select either Daily or weekly from the drop down

The schedule time is based on the time of initial setup.

Synchronize your Salesforce Report Imports

Upload Data Settings

On the Upload data settings screen, you need to select the location fields as you would any other dataset you upload to eSpatial. Your salesforce report will have to include some location information so that it can be plotted on a map.

Set your upload settings.

Manage Your Scheduled Reports

You can view a list of your reports and scheduled updates from your library. reports

Go to the Datasets tab in your library and all Salesforce reports will have “Salesforce” written in the Integration column.

Find your Salesforce Datasets in your Data library

Scheduled Jobs

You can view a list of all your scheduled Updates under the “Scheduled Updates” tab. To cancel a scheduled update, simply click on the x in the row of that scheduled report.

Find your scheduled Salesforce Report Synchronization in your Library

Create a New Scheduled Job

To create a new scheduled job for reports that have no scheduled update against them, from the datasets tab, click on the cog just to the right of the report name, click on actions, click on update, and select Daily or Weekly.

Update report now

For any scheduled report, you can update it manually by simply clicking on the “Run Now” button.

Create new scheduled jobs as required

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