Salesforce + Orcabase

Your Salesforce pipeline, in plain answers.

Sync Salesforce through Fivetran and ask about pipeline, win rates and sales cycles in plain words, next to product usage and billing, without building another report.

Get started How to connect

Synced by Fivetran
Syncs every 6 hours
No Fivetran account needed

AgentSalesforce connected

Which lead sources turn into revenue fastest?

Reading your Salesforce data…

Partner referrals close fastest: 29 days from lead to won, about half the average.

They also win most often, at 38%.
Webinar leads are the slowest, at 71 days.
Deals with a product trial close 40% faster.

Days from lead to won, by source

How I got this· 4 steps

Looked at your Salesforce leads and opportunities
Followed converted leads to won opportunities
Measured the days in between
Grouped them by lead source

Example answer. Numbers are illustrative.

In plain words

How can I analyze Salesforce data outside Salesforce?

Fivetran copies your Salesforce objects, standard and custom, into a database Orcabase hosts for you. Your team keeps working in Salesforce; Orcabase is where you ask across it and everything else.

Ask “which lead sources turn into revenue fastest?” and get the answer with a chart and the steps behind it.

Ask in plain words

What you can ask about your Salesforce data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

Meet the data agent

What’s in our pipeline this quarter, by stage?
Which lead sources bring the most revenue?
How long do opportunities take to close?
Which opportunities haven’t moved in 30 days?
What’s our win rate by rep?
How close were last quarter’s forecasts?
Which accounts are up for renewal?
Show me new pipeline created by week.

What comes in

Your Salesforce data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

Leads and contacts

People, their source and status, and who owns them.

Accounts

Companies, with their industry, size and owner.

Opportunities

Amounts, stages, close dates and every change to them.

Activities

Tasks, calls, meetings and emails.

Campaigns

Campaigns and the people in them.

Custom objects

Anything your team added to Salesforce, with its fields.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Salesforce data.

How metrics work

Win rate
Opportunities won divided by opportunities closed.
Pipeline created
Value of new opportunities created in the period.
Sales cycle
Average days from opportunity created to won.
Forecast accuracy
Closed revenue as a share of the forecast at the start of the quarter.

Dashboards to start with

Your Salesforce numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Pipeline

4 charts

Pipeline by stage
Pipeline created by week
Win rate by rep
Stalled opportunities

Revenue

3 charts

Closed won by month
Forecast vs actual
Renewals due

About dashboards

Better together

Ask across Salesforce and the rest of your business.

The best questions need more than one app. The agent can pull from several sources for one answer.

“Which accounts in our pipeline are already heavy users?”

Salesforce + Amplitude

“What does a closed deal from LinkedIn cost us?”

Salesforce + LinkedIn Ads

“Do accounts with lots of support tickets renew less often?”

Salesforce + Zendesk

How to connect

Connect Salesforce, step by step.

1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Salesforce. Pick the database to sync into.
2
Connect Salesforce on Fivetran’s page
Sign in to Salesforce on Fivetran’s page and allow Fivetran to read your data.
3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Salesforce data.

What you’ll need

A Salesforce login with API access. Enterprise and Unlimited editions include it; on other editions, check with Salesforce.
The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.

At a glance

How it connects: Synced by Fivetran
How fresh: Every 6 hours, as standard.
Where your data lives: A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up: An admin in your organization.
Your login: You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost: Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.

Sync apps with FivetranStep-by-step, in the docs.

Questions

About Salesforce and Orcabase

More in the docs: Sync apps with Fivetran

Which Salesforce editions work?

Any edition with API access, since Fivetran reads through Salesforce’s API. Enterprise and Unlimited include it; on other editions, check with Salesforce.

Does syncing use our Salesforce API limits?

Yes, like any app connected to Salesforce. If your organization runs close to its daily API limit, sync less often.

Does it include custom objects and fields?

Yes. Custom objects and fields come along with the standard ones.

Do I need a Fivetran account?

No. Orcabase uses its own. You sign in to Salesforce on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.

How fresh is my Salesforce data in Orcabase?

Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.

What does syncing cost?

Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Keep exploring

More data sources

All data sources

Your Salesforce data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.

Get started All data sources