Sales

Salesforce data source

Salesforce remains the system of record for many B2B teams. We sync objects you actually use, model pipeline that matches how you sell, and join to billing so forecasts are not a second set of books.

Objects with intent

Accounts, opportunities, activities, and custom objects get modeled when they affect a decision. Dumping every Salesforce field into Metabase is how dashboards die. The included team picks the grain with sales ops.