How do you pull from Salesforce?

Via the Salesforce REST API with a dedicated connected app. We request only the objects and fields you authorize. You can revoke access at any time.

Does this work with Salesforce Health Cloud?

Yes. We work with Sales Cloud, Service Cloud, Health Cloud, and custom Salesforce orgs.

What about users who need to edit records?

The dashboard is read-only. For edits we deep-link to the Salesforce record. Users who need to edit still log into Salesforce; users who just need to see still only need the dashboard.

How do you handle PHI if we are in healthcare?

We sign a BAA. We work only with the fields you authorize. Patient identifiers can be masked or kept in Salesforce with the dashboard only showing counts and rollups.

Custom Salesforce Dashboard

Salesforce reports are great if you live in Salesforce. We build the view your ops, marketing, and leadership all open — even the ones without a Salesforce seat.

Salesforce has powerful reporting but it is bound to Salesforce and bound to Salesforce licenses. We build a custom dashboard that pulls your Salesforce pipeline data, joins it against your call tracker, ad platforms, EMR or billing system, and presents it to every stakeholder — including the ones who should never need a Salesforce login.

Extra Salesforce seats

Near real-time

Refresh cadence

Any ad platform

Join SF to spend

Any phone system

CallTrackingMetrics, CallRail, and more

What you see

Standard modules on this dashboard

Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.

Pipeline by Stage, Owner, Source

Classic pipeline health, but joined with call data and ad spend so you see where the deals are coming from and what each one actually cost.

Call Volume to Deal Volume

Which campaigns and sources are producing calls that convert to deals, not just calls that fill up the pipeline.

Ad Spend to Closed-Won

True cost per deal by campaign and keyword. Google, Meta, Bing, TikTok, affiliate, direct. Joined with Salesforce closed-won.

Missed Call Follow-Up Status

Inbound calls that generated or should have generated a Salesforce record, matched against outbound follow-up calls. Spot where leads are being dropped.

Per-Team + Per-Brand Rollups

If your Salesforce org has multiple business units or brands, every team sees their slice without extra Salesforce licensing.

Operational View for Non-SF Users

Executive directors, operations managers, clinical directors who should not have to log into Salesforce still get the numbers they need.

Test it out

Call us. Watch yourself appear in queue.

A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.

Dial from any phone

(855) 605-7127

— The live widget polls your call system every 6 seconds
— Caller numbers are masked to the last 4 digits
— Perfect for a wall-mounted TV in the call center
— Pair it with any of our standard dashboards

A real person will pick up — tell us what you're building and we'll show you how it would look for you.

Live Queue · TrussCharts demo

Clear — no one in queue

Dial the number and watch yourself appear here within 6 seconds. The number masking matches what a dashboard on your call center TV would show.

Refreshes every 6 seconds · Caller numbers masked to last 4GET /api/queue-live

FAQ

Common questions

Three reasons. First, Salesforce reporting is bound to Salesforce licenses and we are not. Second, Salesforce cannot easily join to CallTrackingMetrics, CallRail, ad platforms, or ops systems without a middleware. Third, our dashboards are built for operations screens and TVs, not for the Salesforce UI.