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Salesforce

The Salesforce connection authorizes FunnelStory to read your CRM data using OAuth. Use it to back data models (with SOQL in the model builder), to support CRM sync where your workspace writes selected fields back to Salesforce, and anywhere else the product surfaces Salesforce as a source.

What FunnelStory uses it for​

  • Data models — Query Accounts, Opportunities, custom objects, and more using SOQL blocks or combined setups your workspace supports.
  • CRM sync — Optional outbound updates to Salesforce when configured separately.
  • Enrichment — Salesforce can participate in enrichment-style flows where your workspace enables it.

Before you connect​

  • Use a Salesforce user (often a dedicated integration user) whose profile and permission sets allow read (and, if you use sync, write) on the objects and fields FunnelStory needs.
  • Know your Salesforce login URL (production, sandbox, or custom domain).

Add the connection in FunnelStory​

  1. Open Configuration → Connections → Add connection, then choose Salesforce.

  2. Complete the fields in the connection form:

Salesforce OAuth or environment step

FieldDescription
Connection nameHow this org appears in FunnelStory (for example Salesforce Production).

  1. Click Connect or Authorize to start OAuth.

  2. Approve the Salesforce consent screen and return to FunnelStory when prompted.

Salesforce connection connected

After you connect​

  • For models, write SOQL using the block format in Writing queries.
  • Use Refresh on the connection or wait for scheduled syncs, per your workspace settings.