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CRM integrationUpdated

Salesforce dashboards for the sales floor, on Apple TV and any office display

Salesforce teams live by the quarter: what is in Commit, what slipped to Best Case, which opportunities are stuck in Negotiation/Review. Dance Party reads your org and turns that into a Salesforce dashboard on an Apple TV, so the forecast is on the office display every day, not only at the Monday call.

  • Read-only
  • OAuth connection
  • One connection per workspace
Get StartedHow to connect Salesforce
Q3 open pipeline by stageLive
Qualification86 · $3.9M
Needs Analysis54 · $2.7M
Proposal/Price Quote31 · $1.8M
Negotiation/Review17 · $1.1M
Closed Won23 · $1.4M

Popular Salesforce dashboards

What teams running Salesforce put on the screen, and what you would ask DJ Agent to get it.

Quarter forecast by category

For sales leadership and every account executive

Forecast category is the field reps argue about in the Monday call. On the wall, a deal moved from Commit to Best Case is visible to the whole floor that afternoon.

  • Amount closing this fiscal quarter in Closed, Commit, Best Case, and Pipeline
  • Opportunities in Commit with a close date in the past
  • Commit amount by opportunity owner

Ask DJ Agent“Sum Salesforce opportunities closing this fiscal quarter by forecast category: Closed, Commit, Best Case, and Pipeline. Show each as a big number.”

Q3 forecast by categoryLive
Closed
$1.42M
23 opps
Commit
$960K
11 opps
Best Case
$1.31M
19 opps
Pipeline
$2.86M
64 opps

Closed Won by opportunity owner, from your own report

For account executives and their managers

Most orgs already have a Won Opportunities by Owner report that finance trusts. Putting that exact report on screen means the leaderboard and the commission sheet never disagree.

  • Closed Won amount this quarter by opportunity owner, as your saved report groups it
  • Number of Closed Won opportunities per owner
  • The report's grand total

Ask DJ Agent“Run our Salesforce report Won Opportunities by Owner and show it as a leaderboard of owners by Closed Won amount.”

Closed Won this quarterLive
1Alicia Moreno
$412K
2Ben Okafor
$338K
3Hannah Price
$296K
4Luis Tran
$214K
5Grace Liu
$161K

Service Cloud case queue

For support agents and the support lead

If support works Cases in Salesforce, the Escalated count belongs where agents sit. A jump in high-priority New cases gets picked up before it breaches an entitlement.

  • Open Cases by Status: New, Working, Escalated
  • High-priority Cases not yet assigned out of New
  • Cases closed today

Ask DJ Agent“Show our Salesforce Case queue: counts of New, Working, and Escalated cases, plus cases closed today.”

Case queueLive
27
New
64
Working
6
Escalated
41
Closed today

New pipeline created by week

For sales development and marketing

Next quarter's number is built this quarter. Weekly opportunity creation shows a pipeline gap two months before it shows up in Closed Won.

  • Opportunity amount created per week over the last eight weeks
  • Opportunities created this week by Lead Source
  • Leads created this week

Ask DJ Agent“Chart the total Amount of Salesforce opportunities created each week for the last 8 weeks, with this week's total on top.”

Pipeline created per weekLive
$612Kcreated this week
Aug 4
Aug 11
Aug 18
Aug 25
Sep 1
Sep 8
Sep 15
Sep 22

What Dance Party reads from Salesforce

Dance Party reads Salesforce through its REST and Analytics APIs, signed in as the user who connected. It runs SELECT queries and your saved reports, and sees only the records and fields that user's profile and sharing rules allow.

Records and SOQL queries

Salesforce API docs ↗
  • Opportunities
    Stage, Amount, Close Date, Forecast Category, Owner, Lead Source, and Created Date.
  • Leads, Accounts, and Contacts
    Counts and fields such as status, source, owner, and industry.
  • Cases
    Status, Priority, Owner, and closed date, for Service Cloud queues.
  • Record counts
    A COUNT() of any object with a filter, for single-number tiles.

Objects and custom fields

Salesforce API docs ↗
  • Object list
    Every standard and custom object the connected user can see.
  • Field describe
    Field names and picklist values, so custom __c fields and your own stage names come through as they are.

Reports

Salesforce API docs ↗
  • Saved reports
    The list of reports, and each report's groupings, filters, and columns.
  • Report results
    Run a named report and show its grouped totals, with detail rows when you ask for them.

How to connect Salesforce

Before you start

  • An owner or admin of your Dance Party workspace makes the Salesforce connection.
  • A Salesforce edition with API access: Enterprise, Unlimited, Performance, or Developer. Professional Edition needs Salesforce's API add-on.
  • A Salesforce user with the API Enabled permission who can see the opportunities, cases, and reports you want on screen
  1. 1
    Go to Integrations in Dance Party. The Salesforce card reads Not connected.
  2. 2
    Click Connect Salesforce. Dance Party sends you to the Salesforce login page.
  3. 3
    Sign in with the Salesforce user whose view of the org you want on screen, then click Allow on the access request.
  4. 4
    After Allow, Salesforce hands you back to Dance Party with the card marked Connected. Ask DJ Agent for a dashboard and it reads from that org.
Salesforce integration card in Dance Party showing Not connected, the opportunities and forecasts description, and the purple Connect Salesforce button
Captured from the Dance Party app, September 30, 2026.

One Salesforce connection per workspace

A workspace connects one Salesforce org, through one Salesforce user. Every dashboard sees what that user sees, so connect with a user whose sharing covers the whole team. A second org, such as a separate subsidiary, needs its own Dance Party workspace.

Read-only in practice. Salesforce's api scope does not come in a read-only version, so Dance Party enforces it: the adapter sends only SELECT queries and report runs and rejects any insert, update, or delete. To cut access, revoke Dance Party under the user's Connected Apps in Salesforce or disconnect it in Dance Party.

From Salesforce to your office display

Once Salesforce shows Connected, the rest happens in plain English. No code, no drag-and-drop.

  1. 1. Describe it. Tell DJ Agent what you want to see.

    New dashboard+ Widget
    Describe a widget in DJ Agent, or click + Widget
    DJ Agent
    DATA SOURCES
    Salesforce logoSalesforceConnected
    Sum Salesforce opportunities closing this fiscal quarter by forecast category: Closed, Commit, Best Case, and Pipeline. Show each as a big number.Send

  2. 2. It gets built. The widget lands on your board with real Salesforce data.

    New dashboard+ Widget
    Salesforce logoQ3 forecast by categoryLive
    Closed
    $1.42M
    23 opps
    Commit
    $960K
    11 opps
    Best Case
    $1.31M
    19 opps
    Pipeline
    $2.86M
    64 opps
    DJ Agent
    DATA SOURCES
    Salesforce logoSalesforceConnected
    Sum Salesforce opportunities closing this fiscal quarter by forecast category: Closed, Commit, Best Case, and Pipeline. Show each as a big number.Send

  3. 3. Put it on a screen. Pair an Apple TV with the six-character code it shows, then assign the dashboard.

    The Pair your Apple TV card in Dance Party, with six boxes for the code the Apple TV shows

Salesforce dashboard questions

Can I put a Salesforce dashboard on an Apple TV?

Yes. Connect your Salesforce org, describe the view to DJ Agent, and assign it to a screen running the Dance Party Apple TV app. It refreshes every hour by default, and you can ask for as often as every 5 minutes.

Can it show a Salesforce report we already built?

Yes. Name the report and Dance Party runs it through the Salesforce Reports API, keeping its filters and groupings. The report has to be in a folder the connected user can open.

Does it work with custom objects and custom fields?

Yes. Dance Party lists and describes every object the connected user can see, including __c objects and fields, and queries them the same way as Opportunities.

Whose data does a Salesforce dashboard show?

Whatever the connecting user can see. Sharing rules, role hierarchy, and field-level security all apply, so a rep's login shows less than a sales ops login.

Why does Salesforce say OAUTH_APPROVAL_ERROR_GENERIC when I connect?

Your org blocks apps it has not installed. A Salesforce admin can install Dance Party from Setup, Connected Apps OAuth Usage, or grant you the Approve Uninstalled Connected Apps permission, then you connect again.

Which Salesforce editions work?

Editions that include API access: Enterprise, Unlimited, Performance, and Developer. Professional Edition works once your org has bought Salesforce's API add-on.

Can Dance Party edit opportunities or cases?

No. It only runs SELECT queries and saved reports. It cannot change a stage, reassign an owner, or close a case.

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