Explore with AI
ChatGPTClaudeGeminiPerplexity
Salesforce
§ Connector · Popular
Salesforce

Analyze your Salesforce data with AI today.

Build dashboards, automate reports, and ask questions in plain English — all from your Salesforce data, no complex infrastructure to maintain.

Have multiple Salesforce accounts? Analytics across multiple Salesforce accounts →

§ Live with
§ What you get

Everything Salesforce exposes, modeled and queryable.

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.

Standard on every Definite connector
Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

7 objects
Deal

Represents sales opportunities from initial stage to closed won/lost; enables pipeline coverage, win rates, stage conversion, deal velocity, and revenue forecasting.

revenue_financesales
Company

Represents business accounts/companies; supports account segmentation, account health, revenue by account, and expansion/contraction analysis.

customersales
Lead

Represents unqualified prospects prior to conversion; enables lead funnel analysis, source performance, speed-to-lead, and conversion to contact/opportunity.

customermarketingsales
Contact

Represents contacts linked to accounts and opportunities; used for segmentation, buyer role analysis, engagement tracking, and influence on deals.

customersalesmarketing
Activity

Captures tasks, calls, and meetings logged by the sales team; enables analysis of outreach volume, cadence adherence, follow-up SLAs, and rep productivity.

salesengagement
User

Represents Salesforce users and their activity; supports performance by owner, routing/ownership analytics, and adoption via login activity.

salesoperations
Change History

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.

salesoperations
Authentication

Connects securely to your Salesforce org using OAuth (Connected App with client ID/secret and refresh token) or username + password + security token

Requirements

Requires a Salesforce account to connect.

Analyze with Fi

Sales pipeline, customer interactions, and opportunity data.

Domainscustomersalesrevenue_finance
§ How it works

Three steps. One afternoon.

01
Connect

Authenticate Salesforce in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect salesforce
02
Sync

We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ salesforce.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your Salesforce data lives next to every other source — ready to join.

SELECT * FROM salesforce.*
*
Don't see yours?
Any API becomes a Definite connector in minutes.

Build your own with the Definite SDK, or ask us — we add new connectors every week.

Request a connector
§ Combine with your stack

Pair Salesforce with the rest of your data.

Join Salesforce with the rest of your data, then ask Fi questions across all of it.

Your answer engine
is one afternoon away.

Book a 30-minute call. We'll build your first dashboard on the call — or you can stop paying us.