How is Solver different from exporting Salesforce data to Excel?

An export is a static copy that needs manual updates and reconciliation every time the numbers change. Solver keeps the Excel experience your team knows through its Excel add-in, but connects reports and budget forms to Salesforce data loaded through the Salesforce API. Your team works from a single source of truth instead of a collection of disconnected spreadsheets.

How does Solver connect to and load data from Salesforce?

Solver's Salesforce connector uses the Salesforce API to connect and load data from your Salesforce system into Solver. From there, Salesforce data is combined with your financial and operational data for reporting, budgeting, forecasting, and analysis. The patented QuickStart integration for Salesforce helps your team move from connection to working reports and plans faster.

Can Solver combine Salesforce data with my ERP and financial data?

Yes. Solver consolidates your key data sources into a single tool, so Salesforce data can sit alongside financial data from your ERP and other operational systems. Finance teams can then build reports, budgets, and dashboards that connect pipeline activity to revenue, costs, and plans, with one source of truth for decision-making.

How long does it take to set up Solver for Salesforce?

The QuickStart integration for Salesforce and ready-to-use Template Marketplace content are designed for rapid deployment, so teams can start working with Salesforce data sooner. Your overall timeline depends on the data sources, reports, and planning models in scope. Your Solver team or implementation partner will confirm a timeline during scoping.

Can I model scenarios with Salesforce data in Solver?

Yes. Solver supports dynamic driver-based models and what-if scenarios, so you can test how changes in sales assumptions affect budgets and forecasts before you commit. Run simulations to respond quickly to market shifts, then share results through graphs and dashboards that make insights accessible across your organization.

AI-Accelerated Salesforce Integration for Finance Teams

Salesforce holds the pipeline that drives next quarter's revenue, but that data often stays disconnected from the numbers finance plans and reports on. Solver's AI-accelerated xFP&A solution loads Salesforce data alongside your financial and operational data on one cloud platform, giving finance teams a single source of truth for reporting, budgeting, forecasting, and analysis.

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Your Salesforce Data, Ready for Finance

Solver's Salesforce connector uses the Salesforce API to connect and load data from your Salesforce system into Solver. Once loaded, sales data sits next to your financial and operational data, so planning, reporting, and analysis all start from the same numbers.

Salesforce API Connector

Connect to your Salesforce system through the Salesforce API and quickly load the data your team needs into Solver, without managing manual file exports.

QuickStart Integration for Salesforce

The patented QuickStart integration for Salesforce, paired with Template Marketplace content, gives your team a faster path from connection to working reports and plans.

Take the Salesforce Tour

Solver is built for Salesforce as an application for planning, reporting, and analysis. Watch the in-depth video series to see what Solver offers and how the QuickStart integration for Salesforce helps your team make better decisions.

Take the Tour

Pipeline in Financial Context

See Salesforce pipeline next to revenue, costs, and budgets instead of in a separate sales report.

One Version of the Numbers

Sales and finance work from a single source of truth, so forecasts and reports stop conflicting.

Fewer Manual Exports

Replace spreadsheet downloads and copy-paste with a direct connection that keeps Salesforce data consistent across reports and plans.

Faster Response to Change

Model scenarios and run simulations on sales assumptions when the market shifts, before you commit budget.

Insight Beyond Finance

Share Salesforce-informed results with sales leaders and executives across the organization.

No Infrastructure to Manage

Solver runs in the cloud, so there is no software or hardware to install or maintain.

Sales Data Belongs in the Financial Plan

Connected, Not Copied.

Salesforce tracks the opportunities that shape future revenue, yet that data often lives apart from the general ledger. Finance teams export it, rebuild it in spreadsheets, and reconcile versions by hand. Solver loads Salesforce data through the Salesforce API and combines it with your financial and operational data in one place, so budgets, forecasts, and reports reflect what sales is seeing.

Reporting, Consolidation, Budgeting, and Analysis for Salesforce

Put Salesforce sales data to work in the processes finance runs every month.

“Solver was the budgeting tool that we needed to help us improve our painful processes. Now, budget season is almost a breeze!” — Nycole Rosen, VP of Technology, BGSF

Why Finance Teams Call Solver a Leader in FP&A

G2 users recognize Solver as a Leader for financial planning and analysis, with finance professionals across nonprofit, manufacturing, distribution, and dozens of other industries relying on it daily. Whether you're a mid-market team or a global enterprise, Solver gives you one platform to budget, report, consolidate, and analyze with confidence. Nycole Rosen, VP of Technology at BGSF, put it plainly: "Now, budget season is almost a breeze."

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Ready to Connect Solver to Salesforce?

See how Solver's AI-accelerated xFP&A solution turns Salesforce data into planning, consolidation, and reporting your whole business can use.

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