Jedox Planning for Salesforce is the solution to accelerate budgeting, forecasting, and quota-setting. It gives you flexibility to set sales targets top-down and collect bottom-up budgets, ensuring strategic alignment and integrated performance management across the business.
The Jedox + Salesforce integration offers:
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Consistent data foundation: brings CRM and EPM data together into a single source of truth for planning, analytics and reporting.
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Extended reporting and analysis: shares smart insights across the business and enables self-service analytics.
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A bridge between finance and operations: integrates performance management and focuses on operational drivers.
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Strategy aligned with execution: develops recommendations for action and automates reporting processes.
First steps
Jedox Planning for Salesforce is available on AppExchange.
You can also establish a connection between Jedox and the cloud-based CRM product Salesforce.com using the Salesforce WebService. This will enable you to use a Salesforce load for writing data directly to any Salesforce.com object. A Salesforce Connector License is required.
Find all the information related to Jedox + Salesforce integration by clicking the links below:
Updated April 14, 2025