Funnel

Object data available from Salesforce Sales Cloud connectors in Funnel.

Salesforce Sales Cloud: Dimensions and metrics

Learn how Funnel populates the Date dimension from Created Date on Salesforce connectors.

Salesforce Sales Cloud: Date dimension

Review the Salesforce profile permissions required to connect Sales Cloud data to Funnel.

Salesforce Sales Cloud: Required user privileges

Review the Salesforce data-processing disclaimer that applies when you connect Salesforce to Funnel.

Salesforce disclaimer

Salesforce Sales Cloud

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Style guide

English

Navigating your Funnel interface

Getting started with Funnel

Quickstart: Build your first Funnel setup

Quickstart guide to using Funnel

Introduction to Funnel

Define the end goals of your marketing data

System Requirements

Can I send Funnel notifications to Slack?

Does Funnel account for time zones?

Funnel support 101

Connector, platform account and data source

Reference: Platform account terminology

Understanding Funnel

Funnel AI and MCP

Introduction to Funnel AI

Getting started with Funnel AI

Connect Funnel MCP from Funnel AI

Manage skills in Funnel AI

Upload documents in Funnel AI

Manage workspace instructions in Funnel AI

Best practices for Funnel AI

Funnel AI prompt library

Funnel AI

Quick start guide: Using Funnel MCP

Connect Funnel MCP to ChatGPT

Connect Funnel MCP to Claude Code

Connect Funnel MCP to a Microsoft Copilot Studio agent

Connect Funnel MCP to Claude

Connect Funnel MCP using OAuth client registration

Funnel MCP

Troubleshoot Funnel MCP errors

Data

Getting Started with the Data Explorer

How to use views in Data Explorer

How to avoid double-counting

How do I change the Currency in the Data Explorer?

Unable to show your data - 'Too many rows'

Data Explorer

Connect

Data sources

Auto connects

Data requests

Organize

Dimensions

Metrics

Datasets

Currencies

Import budget data from Google Sheets

How to Correct Data in Funnel Using File or Google Sheets Import

Data Transformation

Conventions

Budgets

Plan & govern

Connector guides

Connector guides: A - D

ActiveCampaign

Active Agent

Adcell

AdColony

Adform

Admitad

Adrecord

AdRoll

Adtraction

Ad Up Technology

BrightEdge

Adjust

Amazon Ad Server

Amazon DSP

Ascend by Partnerize

Awin

CJ Affiliate

Commission Factory

Adobe Advertising Cloud

Adobe Analytics

Adservice

Adzuna

Affilinet

Ahrefs

Amazon Ads

Amazon Seller Central

Amazon Vendor Central

Apple Search Ads

Applovin

AppsFlyer

Apsis

Basis

Basis DSP

Beslist

Beslist CPC

Biano

BidTheatre

Billiger.de

Branch

Call Tracking Metrics

CallRail

Campaign Manager 360

Capterra

Cendyn DMP

Ceneo

ChannelPilot

Cherchons

Choozle

ClickSend

Comparer

Compari