Introduction

Since it was founded in 1999, Salesforce has become one of the favored platforms for sales teams to optimize their workflow and grow their revenue. It’s widely acknowledged as the go-to CRM for ambitious sales teams to accomplish these objectives.

Despite Salesforce’s many strengths, there is one thing it lacks: the ability for its data to be displayed on TV screens. Sales teams having easy access to visual data is a key means of keeping them engaged and motivated with their work: visualized data gives teams specific goals to aspire to while promoting all-around efficiency.

So, how can you display your Salesforce data on dashboards to have easy access to this crucial information?

Thankfully, there’s a straightforward answer to this question: simply integrate your Salesforce account to Plecto, connect Plecto with your office TV screens, and see all of your Salesforce data live across the office!

Benefits of TV dashboards for Salesforce users

As you’ll (quite literally) see, transferring your Salesforce data to TV screens has a real likelihood of fundamentally transforming your workflow for the better! Below we’ve listed some of the biggest benefits that will come from publicly displaying your Salesforce data on TV screens across your office.

1. Enhanced data visibility and access

Because they provide live visualization of KPIs and other metrics while simplifying complex data into easily digestible units, TV dashboards allow your team to know and understand the latest developments on your team at a moment’s glance.

2. Increased collaboration and transparency

Public data displays on TVs allow for significantly improved collaboration across teams. With the openness and equal access to information that TV dashboards offer, employees can easily understand how their work factors into the bigger picture of the team or company’s goals, creating an environment conducive to individual and teamwide development.

3. Improved team motivation and engagement

Visualizing KPIs, contests, and personal achievements serves as a powerful motivator to boost workplace performance. These visualized real-time performance updates can inspire employees to take accountability for their work, spurring on a culture of continuous professional growth.

4. Centralized and customizable information

Finally, because TV dashboards consolidate data from a wide array of sources within Salesforce, they present a single source of truth for both employees and management, ensuring everyone remains aligned on the same page.

How to integrate Salesforce data with Plecto

Below is a brief overview of how to integrate your Salesforce and Plecto accounts to get your TV dashboards up and running in no time. It’s super easy, so no worries there.

For more information on available data, stripping HTML from rich text, showing account names, and directory syncing, check out our Salesforce Integration Guide.

1. On your Plecto homepage, go to Data sources → New data source → Salesforce.
2. (Optional) If you want to connect a Sandbox account, enable the Connect to a Salesforce Sandbox option.
3. Click Next and log in to your Salesforce account.
4. Click Allow, giving Plecto permission to access your Salesforce data.
5. Select the data you want to import.
6. Configure your data source settings. You can change the title, choose the default date, select the fields to import, and more.
7. Click Next to choose how much data to import, and how long you want to keep it in the data source.
8. Click Import to finish.

And that’s it! Your Salesforce data is now integrated with Plecto, and you’re all set to start making dashboards. And if you’re a Plecto newbie or just want to save even more time, the Plecto Store offers Salesforce dashboards ready to go.

Why build dashboards in Plecto and not in Salesforce?

A big question remains—just what’s so special about Plecto dashboards? Why should you use your Salesforce data to build Plecto dashboards, even though Salesforce has its own native dashboarding capabilities?

Short answer: Plecto is intended for dashboard creation, display and motivation, while Salesforce is intended for broader CRM management.

Here are a few more reasons Plecto dashboards are so ideal for use even with Salesforce:

1. Plecto offers real-time data viz and gamification

If you not only want to see your data live, but motivate your employees to do their best, what better way to do so than by harnessing humans’ innate competitiveness through the power of gamification?

With its real-time data updates and gamification features such as leaderboards, contests, and notifications—perfect for displaying on office dashboards—Plecto offers the toolkit you need to encourage engagement and boost motivation among your sales team.

2. Plecto can be easily customized with third-party integrations

With over 100 integrations offered, Plecto has significant capacity for flexibility and customization: you can tailor the platform precisely to your needs, and see exactly what you want to see on your dashboards. Combining data from multiple sources allows you to obtain a full-scale overview of your performance metrics as quickly and easily as possible.

3. Plecto is highly user-friendly

While it’s undeniable that there will be a learning curve to dashboard creation, Plecto eases this transition for new Plectonians by offering pre-built KPIs and dashboards. Along with our friendly and approachable user interface (hello Astro!), you’ll be able to have your dashboards up and running in no time, even if you’re a newbie to the process.

4. Plecto has strong mobile accessibility

Last, Plecto's mobile app for both iOS and Android allows users to access performance insights on the go: anytime, anywhere. Plecto’s versatility means it’s easier than ever to access necessary sales data from wherever you are, and get the live updates you need for immediate insights and on-the-go decision making.

Conclusion

Whether you need help with visualizing your current stage of the sales pipeline or require more detailed oversight of your KPIs, you can’t go wrong with using Plecto dashboards on TV screens to help make sense of your Salesforce data.

With Salesforce’s in-depth insights and Plecto’s dashboarding features, you can harness the power of the two platforms to bring your data to life across the office and watch your team’s efficiency, motivation, and performance grow as a result. Give Plecto a shot with a free 14-day trial—and see how fast your sales workflow improves!