9 docs tagged with "Account model"

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.

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.

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.

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.

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.

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.

Shared teams are groups of workspace users you define in FunnelStory. When an account’s data includes a matching team identifier, every member of that team can be auto-assigned to the account after an Account model refresh—useful when portfolios are owned by pods or regions rather than a single CSM.

After configuring and saving your Account model, use this page to verify it's working correctly and troubleshoot common issues.

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.