Source

Import your Salesforce data to your warehouse

Salesforce is a leader in on-demand customer relationship management

Salesforce
CRM

Use Cases

Once your Salesforce data is synced to your warehouse, you can use it in a number of different ways.

Salesforce data

Go beyond Salesforce’s dashboards and ask any question you want about your CRM data.

Closed rates for qualified deals

Calculate close rates for qualified deals over time

Ideal deal size

Relationship between the size of a company (in employee count) and the ARR of that deal

Website and mobile data + Salesforce

Combine data from your website, mobile app, or servers, with your Salesforce data
to tie together your customer’s behavior across multiple touchpoints.

Popular content for closed deals

What blog content is most interesting to successful closed deals?

Inform deal through prospect usage

What pages has a prospect seen and what have they already done in our app?

Helpdesk data + Salesforce

Combine data from your helpdesk with Salesforce data
 to tie support interactions into your sales cycle

Popular tags by stage

What types of types of tickets are your prospects sending to your success team?

Customer history for Sales team

Combine helpdesk and CRM data to provide a timeline of customer actions to your sales team

Additional Info

Learn more about the Salesforce source.

Preview of collections

You can import many different types of data from Salesforce.

We call these collections.

accounts

An individual account, which is an organization involved with your business (such as customers, competitors, and partners).

SELECT * FROM
salesforce.accounts

leads

A lead, which is a prospect or potential Opportunity.

SELECT * FROM
salesforce.leads

contracts

A contract (a business agreement) associated with an Account.

SELECT * FROM
salesforce.contracts

opportunities

An opportunity, which is a sale or pending deal.

SELECT * FROM
salesforce.opportunities

Further research

Still have questions? Here are a few useful resources for you to dig a little deeper.

documentation

Check out our great documentation for detailed help on setting up Salesforce.

Salesforce documentation

Questions

Questions about this source? Suggestions?

Send us a note

Segment integrates with 180+ apps

Send your data to analytics, email, advertising tools and more.

View all Integrations
Getting started is easy. Be up and running in minutes.