Salesforce Reporting Tool

Frequently Asked Questions

• What data can I report on with the Salesforce integration?

  With Salesforce integrated into Swydo, you can report on a variety of key metrics, including:

  • Leads & Opportunities – Number of Leads, Lead Value, Lead Source, Lead Age, Converted Leads, Opportunities Count, Opportunity Amount, Expected Revenue, Probability, Close Date.
    
  • Campaign Performance – Campaign Count, Campaign Name, Nurture Campaign, Unique Email Opens, Tracked Link Clicks, Emails Delivered, Responses.
    
  • Accounts & Contacts – Accounts Count, Contacts Count, Annual Revenue, Account Type, Converted Account, Primary Use Case, Contact Method.
  • Attribution Data – GA Connector and UTM metrics for Source, Medium, Campaign, Content, and Term.

  Additionally, you can report Salesforce data alongside other platform metrics for a complete view of your marketing and sales performance.

• Can I create custom data visuals for specific Salesforce metrics?

  Yes, you can create custom widgets to display Salesforce metrics and KPIs. You can:

  • Choose from tables, charts, and graphs.
  • Customize with dimensions, metrics, filters, and date ranges.
  • Tailor reports to highlight the most relevant data.
• Does Swydo support reporting on marketing and sales goals using Salesforce data?

  Yes, Swydo supports reporting on key sales and marketing performance metrics using Salesforce data. You can track leads, opportunities, campaign results, account activity, and attribution insights to measure ROI, optimize your pipeline, and align sales and marketing performance in one comprehensive report.

• Can I create my own custom metrics?

  Yes, Swydo allows you to create custom metrics using data from Salesforce or other sources. You can apply your own calculations to tailor reports to your needs—for example, including agency fees in total costs.

• Can I integrate multiple Salesforce accounts into Swydo?

  Yes, you can connect multiple Salesforce accounts. This is especially useful for agencies managing multiple clients. You can manage and report on all accounts from a single dashboard.

• What can I do if I can't find a Salesforce metric?

  If you can’t find a Salesforce metric, try the following:

  • Check the advanced section in your widget settings.
  • If it’s still missing, it may not be available via the API or added to our library yet.
  • Contact customer support to request the metric, and we’ll add it if possible.

  
  Alternatively, you can create a manual KPI and input the data yourself.

• How do I get started with Swydo?

  Sign up for a 14-day free trial or start a subscription. Then:

  • Add team members and set permissions.
  • Customize your account with your branding.
  • Add clients to organize and manage your reports.
  • Integrate Salesforce, other data sources from 35+ platforms or upload your own via Google Sheets.
  • Create & share Salesforce reports using templates or custom widgets.
• Do I need technical skills to use Swydo?

  No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

• How can I connect my Salesforce account?

  For a quick overview on how to set up your Salesforce account, check out the integration tutorial on our help center.

• What happens if an integration is not available?
  • You can integrate any data with Swydo using Google Sheets integration. 

  • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
  • This keeps your reports up to date with the metrics that matter most.
• Is my data secure with Swydo?

  Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

• Do you offer Report Filters?

  Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

  • Salesforce Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
  • Date Filters: Filter Salesforce data by custom date ranges or specific time periods (e.g., weekly, monthly).
  • Dimension Filters: Apply filters based on Salesforce dimensions like campaign, ad group, or device.
  • Inclusion/Exclusion Filters: Specify which Salesforce data to include or exclude from your reports.
• Can I have multiple integrations in the same report?

  Yes, you can combine Salesforce data with multiple integrations into one comprehensive report. This allows you to:

  • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
  • Build a holistic view of your marketing performance in one place.

  Perfect for multi-channel campaigns and seamless reporting.

• Is my Salesforce data automatically updated in Swydo?
  • Yes! Swydo always displays the most recent data provided by the Salesforce API.
  • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
  • This ensures you’re always seeing the latest available Salesforce data from your connected platforms.
• How does Swydo ensure my Salesforce data connections stay reliable?

  Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

   

• What happens after my trial ends?
  • You will need to upgrade to a paid plan to continue using Swydo.
  • Your reports and data remain available for 90 days, giving you time to transition.
• What payment options do you accept?

  We accept credit cards (Visa, Mastercard & American Express) and PayPal.

• Can I cancel my subscription anytime?
  • Yes, you can cancel at any time.
  • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
  • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
  • Learn more here.
• Can I pause my subscription and reactivate it later?
  • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
  • You can resume anytime you’re ready.
• What happens to my data if I cancel or stop using Swydo?
  • Your Salesforce reports and data stay available for 90 days after cancellation.
  • After 90 days, your account, data, and reports will be permanently deleted
• What type of support do you offer?
  • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
  • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
  • Visit our Help Center for documentation and FAQs.
• Do you offer any onboarding services?

  Yes! Our onboarding ensures a seamless start with:

  • Live demos with a specialist (book anytime).
  • Getting Started series with videos and articles.
  • Follow-up emails with tips and next steps.

  While Swydo is self-service, our support team is always available to help set up your first reports.