Salesforce Charts


Integrate with your Salesforce account to display sales and marketing reports. This robust application allows you to connect directly to your Salesforce account and build out charts based on different metrics in the system. Once the charts are made, they will automatically update without any manual intervention. Examples of charts include opportunity funnel, revenue goals, leads, deals in the pipeline, just to name a few. Select your source, apply your filters and create your chart using the easy to use chart builder to customize the look and feel to your companies branding.

Accessing the Salesforce Charts App

  • Select Apps on the top orange bar of CommandCenterHD.
  • In the apps page search for SalesForce Charts
  • Select the Salesforce Charts app
    Note: If you do not see the app listed please reach out your Account Manager for pricing at 877-344-8450 or at

Configuring your Salesforce Charts

  1. When you first open Salesforce Charts, you will be prompted to authenticate your Salesforce account.
  2. Once you have authenticated your account, you will be redirected to the Chart Source page. Here you will be able to add in the source for your charts to generate. To add a new chart, click on Add Chart Source.
  3. From here, a box will open for you to name your chart and choose a source from which data is pulled from your Salesforce account. You will need to choose your Salesforce report, and any subsequent filters you would like to narrow the data from that report (time frame, owner, etc).
  1. Once you have your chart source created and saved, click the “Charts” tab on the left side to create your chart.
  2. From here, you can select Add Chart and select your chart source from the drop-down. Name your Chart.
  1. Once you “Create Chart”, your chart will be created and open for display. You can choose what type of chart you would like your data to be shown (Line, Bar, Gauge, etc)
  1. Once you hit Save, your chart will be added to your available charts. You can select a chart at any time and make changes to your display. Note that once your charts are created, it will take approximately 15-20 minutes for your charts to be able to be placed into a Campaign.
  2. When you are ready to create a new campaign, you can add charts to a slide within CampaignsHD. Note: Charts are visible within the Remote Images tab of My Media only within the CampaignsHD portion of CCHD.
  1. You can add the Charts to your campaign and then add the campaign to your appropriate channel for display.


Q: I saved my Charts but I am not able to see them in my media?
A: Make sure that you are always within CampaignsHD in order to add any charts that you have created. Once you wait the 15-20 minutes, the charts will appear within the remote images tab of your Media within your campaign


Reach out to our training team at 877-344-8450 EXT 5 or at

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