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Salesforce
Connect Salesforce to monitor sales velocity, conversion rates, and pipeline health with real-time AI alerts and root cause detection.
Benefits
Pipeline Protection: Instantly flag unusual dips in velocity, conversion rates, or deal progression.
Automated Root Cause: AI automatically checks every segment — rep, region, lead type — to pinpoint the exact cause.
Actionable Context: Combine Salesforce pipeline data with external signals (campaigns, product launches, market changes) for true cause-and-effect insights.
Effortless Setup: Create monitoring rules in plain English. No complex dashboards or configs needed.
Use Cases
Sales Managers: Quickly detect drops in velocity or stalled pipeline stages, segmented by rep or team.
Sales Operations: Get real-time alerts on conversion changes, automatically segmented by lead source or type.
Business Owners: Focus on growth while DataLight delivers proactive alerts without digging through CRM dashboards.
Data Analysts: Automate monitoring across hundreds of metrics and free time for deeper analysis.
How it works
Get Salesforce insights in just minutes:
One-Click Connection: Authorize Salesforce via secure OAuth.
AI Recommendations: DataLight scans historical pipeline data to suggest KPIs for your early warning system.
Custom Alerts by Chat: Set rules in plain English (e.g., “Alert me if opportunity-to-win rate drops 10%”).
Actionable Signals: Receive alerts with segmentation details and external context for faster response.
Security
Your Salesforce data remains fully protected with industry-leading protocols::
Read-Only Access: DataLight cannot edit or delete Salesforce records — it only reads data.
Encrypted Storage: All extracted data is encrypted, pseudonymized, and securely segregated.
Instant Control: Disconnect anytime from your Salesforce Connected Apps settings.
FAQs
Answers to top questions
Explore detailed answers to the most commonly asked questions about our platform, features, integrations
