How to Integrate Qlik with Salesforce

This tutorial shows how to connect Qlik Sense to Salesforce using the native Salesforce connector to load CRM data for analysis and visualization.

Notes:

• Qlik Sense has a native Salesforce connector available in the Data Connections panel.
• You need a Salesforce account with API access enabled and valid login credentials.
  

1. Log in and open your Qlik Sense app, and click Data load editor from the top menu.
2. Click Create new connection in the Data connection panel on the right.
3. Select Salesforce from the list of available connectors.
4. Enter your Salesforce credentials and Security token.
5. Click Authenticate to complete the login and grant Qlik access to your Salesforce org.
6. Click Create to store the connection. You can now access the saved connection, browse the available tables, and select the ones you want to load into your app.