Business

Salesforce connector

About Salesforce connector

Automatically gather your Salesforce data and work in the way that suits your needs. Whether you want to work with Funnel Dashboards, Looker Studio, a Google Sheet, or load the data into a data warehouse, Funnel makes it easy. Simply connect your accounts and let the data flow seamlessly.

Fields supported:

Salesforce Accounts

Salesforce Campaign Influence

Salesforce Campaign Members

Salesforce Campaigns

Salesforce Case History

Salesforce Cases

Salesforce Contacts

Salesforce Custom Objects

Salesforce Events

Salesforce Leads

Salesforce Opportunities

Salesforce Opportunity Products

Salesforce Orders

Salesforce Order Products

Salesforce Products

Salesforce Tasks

Check all fields available external-link-icon

10+TB

new data processed every day

99.9%

uptime in the last 3 years

1200+

new Funnel users each week

Funnel & Salesforce

Funnel's Salesforce integration helps you to do reporting, build dashboards and better analyze data.

Automate your reporting

Seamlessly gather and consolidate data from multiple platforms into powerful reports eliminating manual data entry and reducing errors.

Turn data into insights

Transform complex datasets into clear, actionable insights, enabling quicker, more informed strategic decisions.

Improve campaign performance

Use the insights gained with Funnel to optimize your channel mix, improve campaigns and hit your marketing goals.

How to connect Salesforce to Funnel

Using the Salesforce connector is a piece of cake. Simply follow the steps below and you’ll be ready to work with your data.

Step 1

Set up a connection to Salesforce

Connect to the platform with your login details. Then select the account and report you need.
Step 2

Wait for Funnel to download your data

It takes minutes for Funnel to fetch your data using the Salesforce API.
Step 3

Explore, transform, and share your data

Explore your data, visualise it and share with your colleagues.

Secure data handling

Explore data transformation for Salesforce data

With pre-built and custom rules, you can easily and automatically prepare your data for analysis. Apply game-changing transformations without affecting the underlying data — giving you unparalleled analytical flexibility.

Explore data transformation

Share Salesforce insights effortlessly with your team

Whether it's a dashboard, a spreadsheet, a warehouse, or another destination, you can share data and insights with your team in minutes. Create automated reports, keep them up to date, create a single source of truth and get the data you need.

Explore all destinations

Featured connections

Some examples of how you can share your Salesforce data after working with it in Funnel.

Loved by 2000+ customers around the world

Why Salesforce?

Salesforce is a leading cloud-based software company, renowned as one of the largest software companies globally. It offers an expansive customer relationship management (CRM) platform and a suite of enterprise applications focusing on customer service, marketing automation, analytics, and application development. Known for revolutionizing how businesses engage with customers, Salesforce is utilized by thousands of companies worldwide to enhance customer interactions, streamline operations, and drive growth. Its platform leverages AI and cloud technology to provide comprehensive solutions across various industries, aiming to improve business efficiency and customer satisfaction. Salesforce plays a pivotal role in the digital transformation for businesses of all sizes, empowering them with cloud-based solutions to connect with customers, streamline operations, and drive growth in the digital age.

Our Salesforce connector

Funnel's Salesforce connector supports:

Salesforce Accounts
Salesforce Campaign Influence
Salesforce Campaign Members
Salesforce Campaigns
Salesforce Case History
Salesforce Cases
Salesforce Contacts
Salesforce Custom Objects
Salesforce Events
Salesforce Leads
Salesforce Opportunities
Salesforce Opportunity Products
Salesforce Orders
Salesforce Order Products
Salesforce Products
Salesforce Tasks

For a complete overview of all metrics and dimensions, please take a look at the documentation.

Frequently asked questions

How much does Funnel cost? dropdown

We have different plans available for different use cases, starting with our free Starter plan. If you have a more complex or large use case, you can book a demo to understand what plan you would need.

Are there limits on the amount of rows Funnel downloads? dropdown

No, Funnel does not work with data limits like a maximum amount of rows. Even with our free plan, you can get all the data you need from a data source.

How does Funnel keep my data safe? dropdown

At Funnel, we take privacy, security and integrity seriously. For example, we are ISO 27001 certified and compliant with the data protection and privacy frameworks outlined in the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). Read more.

Power Digital delivers insights at scale with Funnel

Learn how digital marketing agency Power Digital overhauled its data capabilities and accelerated its growth with Funnel.

Funnel has allowed us to easily group all data from our paid media channels and make it quickly accessible for the development of dashboards.

Kevin Penne

Marketing Automation Specialist at Van de Velde

With Funnel, we can get the global overview we need from all teams, as well as empower each regional marketing team to stay on top of their performance.

Elad Stauberg

Senior Marketing Operations Analyst at AppsFlyer

Report

Measure

Export

Start your Funnel journey now

Funnel's free plan lets you connect to any of our 230+ core connectors and start working better with data.