Sync Looker to Salesforce

Sync Looker data to Salesforce

Connect to Salesforce (and your Sandboxes) and bring all your customer data from your data warehouse into the hands of your sales & success teams. With Census, the data isn't just imported once, it's kept in sync forever. No engineering favors or messing with CSV files - required.
Want to do more than just look at Salesforce data in Looker? Census makes it easy to sync data from a single source of truth (data warehouse or database) to operational systems like Salesforce to create data consistency across BI and operational tools.
Census logo
Looker icon
Salesforce logo
Lead & Account Scoring
Personalized Campaigns
360 Customer Profiles
Census logo
data models for sync illustration

Sync Looker to Salesforce

Connect to Salesforce (and your Sandboxes) and bring all your customer data from your data warehouse into the hands of your sales & success teams. With Census, the data isn't just imported once, it's kept in sync forever. No engineering favors or messing with CSV files - required.

Start for free
Looker icon
Salesforce logo
Lead & Account Scoring
Personalized Campaigns
360 Customer Profiles
Let us show you how
data part for integration uses illustrationimage part for integration uses illustration

Integration in Four Steps

Step 1: Connect Looker

Connect Looker with your Looker API3 credentials and select the Look from which you would like to sync from. Then, with standard API credentials.

Step 2: Connect Salesforce

Use an OAuth log-in flow to connect Census to Salesforce directly via the Census Connections page.

Step 3: Define the core data that matters for your business

Write a SQL Statement. Select the records you want to sync from Looker. Census will match records based on the unique identifier you provide (like email or ID).

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

Step 1: Connect a single source of truth

Connect to your Looker data source using standard API or ODBC credentials.

Step 2: Connect Salesforce

You can use an OAuth log-in flow to connect Census to Salesforce directly via the Census Connections page.

Step 3: Define the core data that matters for your business

Write a SQL Statement. Select the records you want to sync from your Looker data source. Census will match records based on the unique identifier you provide (like email or ID).

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

Where can you sync your Looker data in Salesforce?

Salesforce Object

We support every object in Salesforce including custom objects. Contact us to learn more!

Schema Builder

The various objects and their relationships of a Salesforce application can be easily viewed using the Schema builder. And just not viewing, but we can also design, modify and implement new data models using schema builder.

Schema builder has a drag and drop interface which is used to perform all the activities. It shows all the relevant details like - field values, data types, relationship with directions etc.

Lookup Relationship

This type of relationship links two objects together, but has no effect on deletion or security. Unlike master-detail fields, lookup fields are not automatically required. When you define a lookup relationship, data from one object can appear as a custom related list on page layouts for the other object. See Salesforce Help for details.

Master Detail Relationship

The Master Detail relationship is used when we want to control the display of detail records based on the value in the master record. For example, in the courier company model a delivery schedule is always linked to a delivery location. If we remove a delivery location from our list, then all the related delivery schedules should also be eliminated. Such a dependency can be achieved through Master-detail relationship between the sales force objects.

Custom Objects

When you create or enable features for a custom object, Salesforce creates entities to support your custom object. For example, when you enable sharing rules for a custom object, Salesforce creates a MyObjectName__Share object.

Standard Objects

These are the objects which already exist in the Salesforce platform to manage the configurations and settings of the environment. Once you log in to the salesforce platform, you can see the available objects.

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business.  Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

  • Create trust in consistent metrics
  • Automate confidently with clean data
  • Simplify your data integration strategy
  • Improve data security and visibility

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Advantages of Census

Build once. Reuse everywhere.

Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.

No more CSV files & Python scripts

Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.

It just works. At scale.

Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.

Syncing to Census from multiple sources, showing SQL language.

Operational Analytics Use Cases

Syncing from Looker

Connecting to Looker

Looker, now part of Google Cloud Platform, is a business intelligence and analytics platform with data visualization tools, turn insights into powerful data-driven experiences. In Looker's platform, you can build your complete customer data platform to help you bring your customer insights to life. Get your comprehensive unified customer profiles to sync them to your everyday business tools to build better customer experiences and drive business revenue.

Now you can use the data in Looker for more than just analytics and BI. With Looker reverse ETL you can operationalize your data across your entire customer data stack.

Learn how to use Census with 👉 our Looker Docs

Syncing to Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) application. Salesforce allows you to connect with your customers and unlock business opportunities throughout the entire sales cycle, from the moment a lead expresses interest to the renewal stage and beyond. This CRM offers all of the features you need to improve engagement and better connect with your customers, partners, and potential customers. There are several ways to build these important relationships, such as viewing your leads, opportunities, accounts, any associated revenues, more.

With the Salesforce integration, Census can sync your data, including custom objects, from most popular data warehouses and sources, to where you need it most. Some example use cases could be lead scoring, understanding your product-qualified leads, and getting the complete comprehensive customer view.

Learn how to use Census with 👉 our Salesforce Docs

Census connects to Looker through your data source and syncs data to Salesforce. With 50+ integrations (and counting!) and transparent pricing, it’s never been easier to start operationalizing your data. This is what we like to call Reverse ETL.

Census connects to Looker and syncs data to Salesforce. With 50+ integrations (and counting!) and transparent pricing, it’s never been easier to start operationalizing your data. This is what we like to call Reverse ETL.

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From your data warehouse to your favorite apps. Without code or engineers.

Start using Census today by booking a demo with one of our experts.