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Extracts Salesforce CRM objects (for example Leads, Contacts, Accounts, Users, Opportunities, and history tables) via REST, Bulk, or Bulk 2.0 APIs. Enables analysis of sales pipeline performance, revenue forecasting, account health and activity, user/login activity, and change history by syncing queryable sObjects and their fields into your data warehouse.
Represents sales opportunities from initial stage to closed won/lost; enables pipeline coverage, win rates, stage conversion, deal velocity, and revenue forecasting.
Represents business accounts/companies; supports account segmentation, account health, revenue by account, and expansion/contraction analysis.
Represents unqualified prospects prior to conversion; enables lead funnel analysis, source performance, speed-to-lead, and conversion to contact/opportunity.
Represents contacts linked to accounts and opportunities; used for segmentation, buyer role analysis, engagement tracking, and influence on deals.
Captures tasks, calls, and meetings logged by the sales team; enables analysis of outreach volume, cadence adherence, follow-up SLAs, and rep productivity.
Represents Salesforce users and their activity; supports performance by owner, routing/ownership analytics, and adoption via login activity.
Tracks field-level changes across core objects (e.g., stage, owner, amount); enables stage duration, audit trails, SLA compliance, and point-in-time pipeline snapshots.
Connects securely to your Salesforce org using OAuth (Connected App with client ID/secret and refresh token) or username + password + security token
Requires a Salesforce account to connect.
Sales pipeline, customer interactions, and opportunity data.
Authenticate Salesforce in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Salesforce data lives next to every other source — ready to join.
Build your own with the Definite SDK, or ask us — we add new connectors every week.
Join Salesforce with the rest of your data, then ask Fi questions across all of it.