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Looker Block for Salesforce Sales Cloud
This page describes the insights you can get from the Cortex Looker
Block for Salesforce Sales Cloud data. Using this Looker Block for
Salesforce Sales Cloud, you can gain faster insights into your sales activities,
trends, engagement, account management and more, based on the Salesforce data
from Cortex Framework Data Foundation.
Available insights
The Looker block for Salesforce Sales Cloud in
Cortex Framework offers the following predefined high-level
dashboard samples:
- Leads Capture and Conversion: Understand leads generated from marketing
activities, current status, and how quickly sales are converting to
opportunities. From this high-level dashboard, you can drill to the
pertinent details in the Leads Capture Conversion Detailed Report.
- Opportunity Trends and Pipeline: Identify open opportunities and their
current stage, which are likely to close and how well sales teams are converting
to wins. From this high-level dashboard, you can drill to the pertinent details
in the Opportunity Trends and Pipeline Detailed Report.
- Sales Activities and Engagement: Highlight leads and opportunities which
need immediate follow up and understand overall engagement trends across sales.
From this high-level dashboard you can drill into pertinent details with these
granular reports:
- Lead follow ups detailed report.
- Opportunity activities detailed report.
- Overdue opportunities detailed report.
- Case Overview and Trends: Understand overall customer service position
across all open cases and case trends.
- Case Management and Resolution: Get a pulse check on how efficient the
service team is at case resolution and highlight any long running open cases
for prioritization.
- Accounts with Cases: Identify which accounts have open cases and which
need immediate focus.
Repository
To access the Cortex Looker Block for Salesforce Sales Cloud,
visit its official GitHub repository:
block-cortex-salesforce.
This repository contains essential LookML files, components, models, views,
Explores, and dashboards that enable you to seamlessly integrate Salesforce data
into your Looker environment. This repository provides a solid
foundation for creating custom reports, visualizations, and dashboards tailored
to your specific needs.
Deployment
For instructions about how to deploy the Looker Block from
Cortex Framework for Salesforce Sales Cloud, see
Deploy Looker Blocks for Cortex Framework.
Except as otherwise noted, the content of this page is licensed under the Creative Commons Attribution 4.0 License, and code samples are licensed under the Apache 2.0 License. For details, see the Google Developers Site Policies. Java is a registered trademark of Oracle and/or its affiliates.
Last updated 2025-08-25 UTC.
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