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Salesforce Integration

Advanced Reporting, Forecasting, Budgeting & Analysis​ for Salesforce 

Salesforce

Take Salesforce automation to new heights, with an array of cloud-based tools that give your team the power to score more wins, increase productivity, and keep the pipeline filled with solid leads. No software. No hardware. No speed limits. 

Solver’s Salesforce connector leverages the Salesforce API to enable users to quickly connect and load data from their Salesforce system into Solver. With this integration and in combination with your financial data and other operational data, Solver becomes the single source of truth for decision-making.

Solver Architecture

Transform your business with an end-to-end solution 

 With our integrated solution, you can:

  • Design reports and budget forms in Solver's powerful Excel add-in
  • Facilitate data-driven decisions with advanced reporting capabilities
  • Consolidate all your key data sources into a single tool for streamlined reporting and analysis
  • Automate time-consuming budgeting and forecasting processes with dynamic driver-based models
Group of coworkers writing on a report

Harness your data's potential with Solver's all-inclusive suite. Transform organizational information into a strategic asset by managing budgets, automating forecasts, and generating detailed reports all in one place.

Quickly respond to market shifts by modeling scenarios and running simulations. Enhance prediction accuracy and streamline planning with advanced budgeting and forecasting tools.

Create dynamic "what-if" scenarios to determine the most effective financial strategies. Visualize complex data through easy-to-share graphs and dashboards, making insights accessible across your organization. 

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Take the Salesforce Tour

Solver is a Salesforce Certified application for planning, reporting, and analysis.

In this in-depth video series, you’ll learn all about what Solver offers and how the QuickStart integration for Salesforce accelerates better decisions.

Take the Next Step

Learn how Solver integration with Salesforce transforms planning, consolidation, and reporting for businesses. Connect with one of our subject matter experts to automate your xFP&A processes today.