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CRM · data connector

Automated Salesforce reports, delivered on schedule

Rahoto connects to Salesforce through Salesforce sign-in, to a production org by default or to a sandbox. It reads five standard objects, Accounts, Contacts, Leads, Opportunities and Cases, with a set list of fields for each.

Connect Salesforce Read connection guidance

What Rahoto reads

Five Salesforce objects

Each object comes with the fields Rahoto reads by default, listed here exactly as it requests them.

What Rahoto reads from Salesforce, with the fields it requests
Object Fields
Accounts

Id , Name , Type , Industry , Website , Phone , BillingCity , BillingCountry , CreatedDate , LastModifiedDate

Contacts

Id , FirstName , LastName , Email , Phone , Title , AccountId , CreatedDate , LastModifiedDate

Leads

Id , FirstName , LastName , Email , Company , Status , LeadSource , CreatedDate , LastModifiedDate

Opportunities

Id , Name , Amount , StageName , CloseDate , AccountId , Probability , CreatedDate , LastModifiedDate

Cases

Id , CaseNumber , Subject , Status , Priority , Origin , AccountId , ContactId , CreatedDate , LastModifiedDate

How you connect

What you need before connecting

Sign-in
Salesforce sign-in (OAuth)
Access requested

api , refresh_token , offline_access

You provide
  • Whether the org is a sandbox (optional)
Defaults
  • Org: a production org

Connectors read from your sources and are read-only by default. See the connection guidance for the steps.

How it refreshes

Refreshed on your schedule

Refresh mode: Snapshot.

  • On each scheduled run Rahoto takes a fresh snapshot of the data and rebuilds the report from it.
  • You can preview the data before you bind it to the page.
  • Before an issue goes out, Rahoto checks the pages and notices when a source changed shape.
  • Salesforce limits how fast its API can be read, and Rahoto paces its requests to stay within that limit.

Where the report goes

Delivered where your readers already work

Slack
thread or channel
Teams
channel post
Email
inline or attached
Web
viewer or embed
Webhook
your endpoint
S3
bucket drop
Drive
shared folder
SFTP
your server

Web publishing is on every plan; the other seven channels come with every paid plan. PDF, PowerPoint and PNG travel on any of them.

An example report

Monthly pipeline report

The first working day of each month, built from Salesforce.

  1. A cover with the month and the team it covers
  2. The open pipeline by stage, as a chart
  3. A table of the deals or opportunities due to close this month, with amount and stage
  4. New contacts or leads by created date, as a trend
  5. A page of commentary and the actions agreed

The structure of a report, with no figures shown. You design the pages; Rahoto binds them to the data and sends them on schedule. See finished examples in the sample gallery.

Connect Salesforce and set the schedule

Bind it into the document, check a run, and choose where it goes.

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