Salesforce Application Pack:
Unlock Your Salesforce Data with Enterprise-Grade Analytics in Power BI
Move beyond the limitations of native Salesforce reports and dashboards. The QuickLaunch Application Pack for Salesforce provides a complete, production-ready analytics solution that connects Sales Cloud to Power BI, empowering your teams with deep, actionable insights.
Transform Your Salesforce Analytics Journey
Salesforce is the heart of your customer relationships, but turning that data into comprehensive business intelligence presents significant hurdles.
The Power of Platform + Application Intelligence
Our solution combines the power of a core data platform with a layer of deep application expertise. This two-part architecture provides an unmatched, end-to-end analytics solution for Salesforce
Your Analytics Engine – QuickLaunch Foundation Pack
The QuickLaunch Foundation Pack provides the core data infrastructure to:
Automate Data Replication:
Deploys the ETL/data pipelines to continuously move data from your Salesforce ERP
Build the Data Lakehouse:
Establishes a centralized, optimized, and analytics-ready single source of truth
Provide Core Analytics Framework:
Delivers the foundation for enterprise-grade Power BI implementation
The Intelligence – OneStream Application Pack
This add-on pack plugs into the Foundation to perform OneStream-specific transformations:
Perform Salesforce-Specific Transformation:
Decodes complex Salesforce objects and relationships, transforming them into a relational star-schema model that is highly optimized for Power BI.
Enable Application Intelligence:
Translates complex CPM structures into intuitive business terms, empowering users with self-service analytics.
Deliver Semantic Model & Reports:
Provides a pre-built Power BI model with over 900+ measures and business-ready reports and dashboards.
From Raw Salesforce Data to Actionable Insight
Our proven, four-step process makes the complex simple, turning your complicated Salesforce data into a clear, reliable source for business analytics.
Automated Data Replication
We provide the data pipeline to automatically replicate your Salesforce ERP data into a modern data lakehouse.
Analytics-Ready Foundation
In the lakehouse, our solution transforms cryptic data into a clean, analytics-ready format.
Enterprise-Grade Power BI Data Model
We connect Power BI to the transformed data with a pre-built model that includes table relationships, hierarchies, and over 1000 consistent KPIs.
Business-Ready Reporting
Your teams get immediate access to intuitive Power BI reports and dashboards for all business perspectives.
What’s Inside the Salesforce Application Pack
The Salesforce Application Pack enriches the Foundation Pack with a comprehensive Sales Cloud module designed to provide deep insight into your entire sales process.
Model
Measures & KPIs
Dimensions
Optimized Relationships
Sales Analytics
Gain a complete 360-degree view of your sales funnel and team performance by seamlessly blending data from Accounts, Opportunities, Products, and historical records.
Key KPIs and Reporting Use Cases:
- Track key sales performance metrics like Win Rate, Average Deal Size, and Total Bookings by analyzing Won Amount and Opportunity Count.
- Analyze sales pipeline health by monitoring Pipeline Amount, pipeline coverage, and how the pipeline value changes over time.
- Perform robust Budget vs. Actual analysis to monitor fiscal performance and support scenario modeling and what-if planning directly in Power BI.
- Report on forecast accuracy and sales performance against quota for individuals and teams using Quota Amount and Forecast Amount.
- Monitor lead conversion rates and track sales activities to identify winning behaviors.
Built-in Application Intelligence
Each QuickLaunch Application Pack is more than a connector and set of reports; it’s an engine of embedded expertise. We apply application-specific knowledge into ready-to-use analytics models that decode complex systems into intuitive business structures.
Decoding & Transformation
Simplifies Object Relationships
Pre-builds the complex joins between standard Salesforce objects like Accounts, Opportunities, Products, Quotas, and Users into an intuitive star schema.
Creates Historical Snapshots
Transforms the Opportunity History object into daily or weekly snapshots, allowing you to analyze pipeline changes, push counts, and forecast accuracy over time.
Flattens Role Hierarchies
Converts the native Salesforce user role hierarchy into a simple, flattened structure for easy reporting on sales team performance.
Enrichment & Business Logic
Standardizes Sales KPIs
Delivers pre-built calculations for critical sales metrics like Sales Velocity, Win Rate, Pipeline Coverage, and Average Deal Size.
Incorporates Custom Fields & Objects
Provides a straightforward process to add your organization’s custom fields and objects into the analytics model.
Builds User & Territory Hierarchies
Creates standard hierarchies for reporting up through sales teams, regions, and territories.
Governance & Scalability
Replicates Salesforce Security
Implements row-level security that can mirror your Salesforce role hierarchy, ensuring sales reps and managers only see their own data.
Provides Multi-Calendar Functionality
Integrates fiscal and standard calendars to align sales performance with company financial reporting.
Why Choose Our Salesforce Pack?
The Salesforce Application Pack delivers immediate and lasting business
value across your organization from executives to front-line employees.
Accelerate Time to Insight
Deploy complete Salesforce analytics in 8-10 weeks instead of the typical 12+ months for custom-built solutions.
Deep Salesforce Expertise
Eliminate the need for specialized Salesforce and analytics expertise, lowering total cost of ownership by 40-60%.
Enhanced Data Confidence
Build trust with standardized calculations, consistent metrics, and a single version of the truth across your business.
Self-Service Analytics
Empower all users with intuitive, business-friendly visualizations and ready-to-use reports for immediate analysis.
Unified Financial Intelligence
11 perspectives spanning finance, job cost, service, equipment, and more.
Highly Customizable
Flexible enough to incorporate your unique business rules and custom Salesforce implementations.
Salesforce Pack vs. Custom Development
| Benefit | Custom Salesforce Analytics | QuickLaunch Salesforce Pack |
|---|---|---|
| Time to Value | 12-24+ months | As little as 6 weeks |
| Salesforce Expertise Required | Extensive knowledge of Salesforce tables and structures | Minimal Salesforce technical knowledge needed |
| Coverage | Limited to specific modules/functions initially | Unlocks the full analytical potential of Salesforce |
| Maintenance | Heavy ongoing maintenance burden | Automated updates and standardized approach |
| Risk | High project failure rate and risk of staff turnover | Pre-built content based on proven implementations |
Implementation Approach
Our proven implementation methodology ensures rapid development and maximum business value, with most implementations completed in 8-12 weeks.
Empowering Your Team
Comprehensive support and training resources to ensure your success.
QuickLaunch Community
A self-service portal with everything you
need for success.
- Comprehensive documentation
- Articles, FAQs, and how-tos
- Implementation toolkit
- Training videos and education sessions
Technical Support
Expert assistance when you need it.
- Standard support (8×5)
- Access to Zendesk support system
- Technical account management (optional)
- Proactive monitoring (optional)
Training Programs
Role-based training to build confidence and competence.
- Lakehouse Administrator Training
- Data Model Administrator Training
- Power BI Report Designer Training
- End User / Consumer Training
Success Stories
See how leading organizations have transformed their Salesforce analytics with our Application Pack.
65% Reduction in Reporting Time
CLIF Bar, a leading beverage manufacturer, implemented the JD Edwards Application Pack to streamline financial and operational analytics across 5 production facilities.
$72M Additional Revenue per Year
Washington Companies unified their JD Edwards data across multiple divisions, enabling cross-company analytics that revealed significant revenue opportunities.
What is the QuickLaunch Application Pack for Salesforce?
It is a pre-built analytics solution designed to integrate Salesforce Sales Cloud with Microsoft Power BI. It transforms your CRM data into an analytics-ready model, complete with over 150 pre-built KPIs and reports.
How does this help us get a 360-degree view of our customers?
By using our Foundation Pack, you can bring operational and financial data from your ERP and other systems into a single data lakehouse. The Salesforce Application Pack adds your critical CRM data to this ecosystem, allowing you to analyze sales pipelines alongside project profitability or customer payment history for a true 360-degree view.
Can we include custom objects and fields from our Salesforce instance?
Yes. Our solution is designed for flexibility. As part of our standard implementation process, we work with your team to map and incorporate the custom objects and fields that are unique to your business operations into the analytics model.
What are the main benefits over using standard Salesforce dashboards?
While Salesforce dashboards are useful for in-app metrics, our solution provides a more powerful and flexible analytics experience in Power BI. You can perform more complex analysis, create richer visualizations, and—most importantly—combine your Salesforce data with other enterprise data sources for more comprehensive insights.
Do we need the QuickLaunch Foundation Pack to use this?
Yes, the QuickLaunch Foundation Pack is a required prerequisite. The Application Pack for Salesforce is an add-on that extends the capabilities of the core Foundation Pack.
Ready to Transform Your Salesforce Experience?
Schedule a discovery call today to learn how the Salesforce Application Pack can accelerate your journey to data-driven decision making.
