- Log in and open your Qlik Sense app, and click Data load editor from the top menu.
- Click Create new connection in the Data connection panel on the right.
- Select Salesforce from the list of available connectors.
- Enter your Salesforce credentials and [a][b]Security token.
- Click Authenticate to complete the login and grant Qlik access to your Salesforce org.
- 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.
How to Integrate Qlik with Salesforce
📌 Why this matters
Why this matters
Salesforce holds the most complete record of your sales pipeline, customer relationships, and revenue activity. Connecting it to Qlik Sense lets sales and revenue operations teams build custom dashboards that go beyond what Salesforce Reports natively offer. This is especially valuable when combining CRM data with marketing, finance, or product data to understand the full customer journey. A direct Salesforce connection in Qlik keeps your analysis current without requiring manual exports and gives leadership a reliable, consistent view of business performance.
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