Salesforce Connector - Analyze CRM Data with AI

Connect Salesforce to Sourcetable, and analyze CRM data with AI

You've never seen a spreadsheet do this before.

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	A	B	C	D	E
1	Opportunity	Account	Amount	Stage	Close Date
2	Enterprise Deal	Acme Corp	$250,000	Negotiation	2025-03-15
3	Platform Upgrade	TechStart Inc	$125,000	Proposal	2025-02-28
4	Multi-Year Deal	Global Tech	$500,000	Closed Won	2025-12-10
5	New Business SMB	StartupXYZ	$45,000	Qualification	2025-04-01
6	Expansion Deal	Enterprise Co	$180,000	Negotiation	2025-03-31
7	Cloud Migration	TechCorp Industries	$320,000	Proposal	2025-04-15

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Sourcetable

Use Salesforce, show me deals closing this quarter over $100k

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...and analyze Salesforce data.

“I used to spend hours exporting Salesforce campaign data and building pivot tables. Now I analyze marketing performance using natural language commands.”

— Sales Operations Manager

Top 10 Most Popular Salesforce connector actions from the Sourcetable community

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

How do I connect Salesforce to Sourcetable?

Connect your Salesforce org to Sourcetable by clicking "Start connecting" and authenticating with your Salesforce credentials via OAuth. Once connected, you can query accounts, leads, opportunities, contacts, and custom objects directly from your spreadsheet using natural language commands. No SOQL knowledge required.

What can I do with the Salesforce connector?

The Salesforce connector lets you sync CRM data, analyze sales pipelines, track opportunity stages, monitor lead conversion rates, forecast revenue, segment accounts by industry or size, calculate win rates by rep, and automate sales reporting workflows. You can query your Salesforce data using plain English and Sourcetable will fetch and analyze the data automatically.

Can I analyze my Salesforce CRM data with AI?

Yes! You can analyze your Salesforce data using plain English queries. Ask questions like "Show me deals closing this month" or "Which sales reps have the highest win rates?" or "Create a funnel chart showing lead to opportunity conversion." Sourcetable's AI will query your Salesforce org and create visualizations automatically.

Is my Salesforce CRM data secure?

Yes. Sourcetable uses industry-standard OAuth 2.0 authentication and encryption to connect to your Salesforce org. Your credentials and CRM data are encrypted both in transit and at rest. We follow enterprise security best practices and you maintain full control over your Salesforce permissions. Sourcetable respects your Salesforce sharing rules and field-level security settings.

How often does my Salesforce data sync with Sourcetable?

Your Salesforce data syncs automatically when you open your spreadsheet or run a query. You can manually refresh at any time to get the latest opportunities, accounts, and leads. For continuous monitoring, set up automated refresh schedules or use webhooks for real-time updates on critical events like stage changes or deal closures.

How is this different from Salesforce Reports and Dashboards?

Unlike Salesforce's report builder, Sourcetable connects directly to your live CRM data and lets you query it using natural language without learning SOQL. You can analyze data across multiple objects instantly, create custom visualizations without admin help, and combine Salesforce data with other sources. No more waiting for report folders to load or hitting governor limits. Plus, you get AI-powered insights that would require complex formula fields or custom reports in Salesforce.

Can I access custom objects and fields from Salesforce?

Yes! When you connect Salesforce to Sourcetable, you can access all standard and custom objects available in your org. Query custom fields, use custom objects in your analysis, and reference any data your user permissions allow. Just ask in plain English like "Show me data from my Custom_Product__c object" and Sourcetable will query it automatically.

How does Sourcetable replace my manual Salesforce reporting workflows?

Instead of building reports in Salesforce, exporting to Excel, and manually creating charts, you can run any analysis instantly whenever you need it. Ask questions like "Show me this quarter's pipeline" or "Compare Q4 win rates to last year" and get answers in seconds. Save your most common queries as templates, share them with your team, and build dashboards that anyone can refresh with a click. This ad-hoc approach means you're never waiting for reports - you create insights on demand.

What data sources does Sourcetable support?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data like Gmail and most plain text data. View all available connectors at sourcetable.com/connectors.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. For Salesforce data, you can create charts showing pipeline trends, win rates, sales velocity, lead conversion funnels, and more. All visualizations are downloadable and can be exported as interactive embeds.

What data science tools are available?

Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn to analyze your Salesforce data and create insights.

Is this free?

Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Is there a discount for students, professors, or teachers?

Students and faculty receive a 50% discount on the Pro and Max plans. Email support@sourcetable.com to get your discount.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write Python code for you.

Sourcetable + Salesforce

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