Cut the spreadsheets and accelerate your self-service Salesforce analytics in a code-free environment. Download the Alteryx + Salesforce Analytic Templates and learn how to quickly analyze marketing campaign ROI and sales effectiveness, perform sales territory analysis, and understand prospect and customer journeys. With Alteryx, analysts can visually source, blend, cleanse, and enrich Salesforce and broader data up to 100X faster.



  • ACCOUNT EXECUTIVE PERFORMANCEBlend, prep, and analyze data from Salesforce and other sources to uncover deeper insights on the performance of an Account Executive team.
  • CUSTOMER SEGMENTATIONOptimize marketing communications by segmenting customer base using data from Salesforce enriched with Dunn & Bradstreet data, blended with customer spend, and then analyzed to create and identify unique customer segments for marketing use.
  • CUSTOMER SERVICE ASSESSMENTQuickly blend and analyze service metrics like average handle time and first level resolution to identify customer service superstars and uncover insights on what makes the best reps the best with Alteryx + Salesforce.
  • SALES PIPELINE ANALYSISWhile assessing a sales rep’s close ratio can be a labor-intensive process, it doesn’t have to be. Learn how to quickly analyze opportunity data from Salesforce and measure sales team performance against goals with Alteryx.

"This mostly hands-off workflow of capturing a current Salesforce.com snapshot, adding the snapshot to the snapshot history, being able to reprocess history and then add in plan, forecast and actual results, has never been done before at Juniper. This historical trend data will also be used as the foundation for predictive analytics in the very near future."
– Rachael Fahey, Juniper Networks

Download the Alteryx + Salesforce Analytic Templates and see how to put your analytics on autopilot with a repeatable workflow that frees you to build once and use multiple times.