SFDC reporting setup

Provenir SDR reporting and connector hub

Three build references for turning Apollo activity data into Salesforce visibility, leadership dashboard views, and Power BI reporting options.

Start with sync validation. Confirm Apollo activity writes cleanly to Salesforce before building report views or dashboard components.

Resources

3 guides

Primary object

Activities + BI

Dashboard views

5 views

Build path

2 sessions

Resources

Use the reporting guide for SFDC field checks, the dashboard guide for leadership views, and the Power BI guide for connector options.

Step-by-step SFDC report setup for Apollo logged calls, emails, LinkedIn tasks, overdue tasks, meetings booked, and rep scorecards.

Five dashboard views for SDR leadership, including overview metrics, rep performance, sequence performance, dialer activity, and pipeline creation.

Middleware paths for surfacing Apollo activity data in Power BI, including Salesforce, Zapier, Pipedream, Workato, Make, and Tray.

This order keeps the Salesforce admin work practical and prevents dashboard metrics from getting built on incomplete activity data.

1 Validate Apollo to Salesforce sync

Confirm activity sync, user mapping, activity ownership, task type, and activity history on real Contact records.

2 Build core activity reports

Create weekly activity, overdue task, call outcome, email trend, meeting, and scorecard reports for the SDR team.

3 Assemble leadership views

Use the dashboard spec to build overview, rep performance, sequence, dialer, and pipeline views, then evaluate the right Power BI connector path.