Salesforce Insights

Summary

The Salesforce Insights recipe is focused on the companies, contacts and their deals. This recipe includes six views:

• salesforce_company_count_by_company_size - Companies distribution by company size.
• salesforce_contact_count_by_lead_source - Contacts distribution by source.
• salesforce_expected_revenue_by_close_month - Revenue forecast per closed month.
• salesforce_expected_revenue_by_owner - Revenue forecast per opportunity owner.
• salesforce_opportunity_metrics_by_account - Opportunities details and metrics per existing account.
• salesforce_company_count_by_industry - Accounts distribution by industry

Requirements

• Data source: Salesforce
• Resources:
  • Account
  • Contact
  • User
  • Opportunity
• Tables:
  • salesforce_account
  • salesforce_contact
  • salesforce_opportunity
  • salesforce_user