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[en] Integrating FunnelCake with Salesforce

[en] 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.

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

[en] As an example, you may exclude data like:

  • [en] Activities done by automation.

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