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.
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Step 1Set up a connection to SalesforceConnect to the platform with your login details. Then select the account and report you need.
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Step 2Wait for Funnel to download your dataIt takes minutes for Funnel to fetch your data using the Salesforce API.
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Step 3Explore, transform, and share your dataExplore your data, visualise it and share with your colleagues.
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 transformationShare 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 destinationsFeatured connections
Some examples of how you can share your Salesforce data after working with it in Funnel.
Salesforce to Google Sheets
Learn moreSalesforce to Microsoft Excel
Learn moreSalesforce to Looker Studio
Learn moreLoved 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
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.
Read moreTrusted by experts in the industry
Funnel has allowed us to easily group all data from our paid media channels and make it quickly accessible for the development of dashboards.
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.
Report
Measure
Export
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