Getting Started: Configuring the Account Model
Welcome to FunnelStory. This guide walks you through configuring the Account data model -- the foundational model that everything else in FunnelStory depends on. Whether you're pulling data from a CRM like Salesforce or HubSpot, a data warehouse like Snowflake or BigQuery, or a combination of both, this guide covers what you need to get it right.
Prerequisites: Setting Up Data Connections
Before configuring the Account model, you need at least one data connection in FunnelStory. A data connection is a link between FunnelStory and an external system that holds your account data.
Configuration Walkthrough: Account Model
This page walks through the FunnelStory UI step by step to configure the Account model. If you haven't set up a data connection yet, start with Prerequisites.
Writing Queries for the Account Model
The query you write determines what data FunnelStory pulls into the Account model. The format depends on your data source type. This page covers the query syntax for every supported connection type.
Account Model Field Reference
This page documents every recognized account property in FunnelStory, its expected data type, and what it's used for. When mapping your query columns to account properties, use this as your reference.
Advanced Account Model Configuration
This page covers advanced scenarios for the Account model. Each section explains a specific configuration goal, how it works in FunnelStory, and provides query examples for multiple data source types.
Real-World Examples
This page provides complete, end-to-end Account model configurations for common setups. Each example includes the full query, the property mapping table, and an explanation of what's being configured.
Verification and Troubleshooting
After configuring and saving your Account model, use this page to verify it's working correctly and troubleshoot common issues.