2 docs tagged with "Salesforce"

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.

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.