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Integrating FunnelCake with Salesforce

Salesforce often acts as the home base for all sorts of information your company wants to keep track of. It has information that your sales reps are entering about a new opportunity, information that's automatically logged via automation, and information from a 3rd party tool that someone in another department integrated with. That's a lot of data, and when trying to measure your business, you'll want to make sure you're measuring the right things.

With FunnelCake, you're in control of what's synced from Salesforce for reporting.

As an example, you may exclude data like:

  • Activities done by automation.

  • Opportunities that were created as part of a transactional sale.