Funnel provides several connectors to Salesforce Sales Cloud. Rather than using specific reports for these connection types, we pull all of the object data available (includes all custom properties). Depending on your use case and data model these connectors could help you extract the sales pipeline into Funnel and beyond.
Note: By default, Funnel imports all fields for a Salesforce object. In the connect dialog, you can choose to include only the fields you need. Limiting fields can help with:
Performance: Large datasets can be easier to import when you fetch fewer fields.
PII: Keep sensitive information from leaving your Salesforce installation.
Clarity: A typical Salesforce object has 200+ fields; you usually need only a few for analysis.
The list of Salesforce connectors currently available:
Interesting links:
Salesforce Accounts
Salesforce Accounts can be combined data from other connectors - most likely the Campaign, Contact, Opportunity and Lead connectors.
Salesforce Campaign Influence
Salesforce Campaign Influence describes how Salesforce Opportunities are associated with the Campaigns that helped generate them.
Salesforce Campaign Members
Salesforce Campaign Members describes the relation between Campaigns and Contact and/or Leads.
Salesforce Campaigns
Salesforce Campaigns can be combined data from other connectors - most likely the the Account, Contact, Opportunity and Lead connectors.
Salesforce Case History
Salesforce Campaigns can be combined data from other connectors - most likely the the Case connector.
Salesforce Cases
Salesforce Cases can be combined with data from other connectors - most likely the Campaign, Contact, Leads, Opportunities and Contact connectors.
Salesforce Contacts
Salesforce Contacts can be combined with data from other connectors - most likely the Account, Campaign, Opportunity and Lead connectors.
Salesforce Custom Objects
The Salesforce custom connector lets you select one of your custom made sObjects and create a source for it. Funnel then pulls all of the fields available on that sObject.
Salesforce Events
Salesforce Events (and Tasks) can be combined with data from other connectors - most likely the activity participant being either a Contact or a Lead.
Salesforce Leads
Salesforce Leads can be combined with data from other connectors - most likely the Campaign, Contact, Opportunity and Account connectors.
Salesforce Opportunities
Salesforce Opportunities can be combined with data from other connectors - most likely the Campaign, Contact, Leads and Contact connectors.
Salesforce Opportunity Products
Salesforce Opportunity Products can be combined with data from other connectors - most likely the Opportunities connector.
Salesforce Orders
Salesforce Orders can be combined with data from other connectors - most likely the Product and Order Products connectors.
Salesforce Order Products
Salesforce Order Products can be combined with data from other connectors - most likely the Order and Products connectors since this is a way to connect them with each other. This object is called OrderItem in the API but Order Product in the user interface.
Salesforce Products
Salesforce Products can be combined with data from other connectors - most likely the Order and Order Products connectors.
Salesforce Tasks
Salesforce Tasks (and Events) can be combined with data from other connectors - most likely the activity participant being either a Contact or a Lead.