Choose objects
Pick the objects you want the dashboard to focus on.
Integrations
CRM & Customer Success
Connect Salesforce to Orbits.
Project-level dashboards for CRM and support signals in Salesforce.
What you can report on
Pipeline value, win rate, account health, and custom-object insights.
Add Salesforce credentials
Use the Salesforce instance URL plus an access token for the org this project should read from.
Customize dashboard
Tell Orbits which metrics matter most. We use that guidance to shape the cached dashboard and refreshes for this integration.
Confirm setup
Orbits stores your project-level setup, caches vendor-shaped data, and generates the first dashboard. You can refresh it later or reopen customization without leaving the page.