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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.
When a critical sales metric changes — like pipeline velocity, lead conversion, or churn — you need the answer instantly. DataLight + Salesforce integration transforms raw CRM data into proactive intelligence. Instead of hours digging into dashboards, DataLight detects anomalies in real time, highlights the exact rep, region, or product segment driving the change, and delivers clear, actionable recommendations to protect your pipeline and revenue growth.
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
How do I connect Salesforce to DataLight?
Authorize Salesforce via secure OAuth in one click. DataLight requests read-only scopes, so we can’t change or delete any records. You can revoke access anytime from Connected Apps in Salesforce.
What can I monitor with the Salesforce integration?
Track pipeline health, sales velocity, stage progression, win rate, lead-to-opportunity conversion, and SLA signals. Alerts are auto-segmented by rep, region, product, lead source/type, or any dimension you select.
Is my Salesforce data secure with DataLight?
Yes. We use read-only access, OAuth-based authentication, and encrypted, segregated storage. No records are modified, and you can disconnect the integration at any time from Salesforce settings.
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