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Salesforce

Sign-in: Salesforce

Loads into the CRM data, next to the other connectors of this kind: in Explorer, on boards, for the AI analyst and over the API.

How to connect

  1. On the Sources page, in the Accounts block, connect a Salesforce account.
  2. In the project's source, choose what to load: the org.
  3. Click Load data. After that the workspace schedule loads it every day.

More about connecting accounts

Source settings

  • Org ID — Setup → Company Information: Salesforce.com Organization ID, 15 or 18 characters starting with 00D

Checks on every load

  • Days follow the connecting user's time zone, as in Salesforce reports; amounts are in the org currency
  • Leads count as won once converted; only records visible to the connecting user are counted

Fields in Explorer: CRM

Every connector of this kind loads into the same fields, so their numbers sit side by side in one query.

  • Day
  • Week — Monday of the week
  • Month — First day of the month
  • Source
  • Portal
  • Object — Leads, deals, contacts: their counts are never added up
  • Stage
  • Lead source
  • Currency
  • Created
  • Won
  • Amount
  • Won amount
  • Win rate — Won / created