See your Salesforce data in dashboards
Your deal pipeline, investor relationships, and asset data — connected to automated Power BI dashboards.
Stop manually exporting data
Real estate companies use Salesforce to track deals, manage investor relationships, and log asset-level activity. RentViewer pulls that data into your analytics warehouse and connects it with your property management and accounting data for a unified view.
Stop toggling between Salesforce reports and Excel. Get automated dashboards that combine CRM data with operational metrics from Yardi, AppFolio, Entrata, or Rent Manager.
We connect to 20+ popular Salesforce data sets, including:
Getting to your Salesforce data
Salesforce API connection
RentViewer uses the Salesforce REST API to pull records from standard and custom objects — Accounts, Contacts, Opportunities, Tasks, and any custom objects your team uses.
Data is loaded on a scheduled basis into your analytics warehouse, where it can be joined with operational and financial data from your PMS and accounting systems.
Combined CRM + operational dashboards
The real value of connecting Salesforce comes from combining it with other data sources. Correlate deal pipeline performance with portfolio NOI. Track lead-to-close conversion alongside occupancy trends.
RentViewer builds the joins and business logic so your dashboards answer questions that neither system can answer alone.
Investor reporting dashboards
Many real estate companies manage investor relationships in Salesforce. We build investor-facing dashboards that pull from both Salesforce (contacts, commitments) and your financial systems (returns, distributions, NAV) — ready to share with LPs.
We implement it for you
From API setup and data modeling to dashboard delivery — RentViewer handles the full implementation so your team gets clean, automated dashboards without writing a line of code.
Salesforce data is most powerful when it's combined with your operational and financial data. Book a discovery call and we'll walk through exactly what's possible for your portfolio.
Ready to visualize your Salesforce data?
Call us or book a meeting and we'll walk through the right approach for your portfolio.