Connect Salesforce
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
CRM integration
Salesforce reporting & pipeline
Turn cRM pipeline — opportunities, leads, accounts, campaigns into 27 governed metrics for dashboards, agent answers, and cross-channel reporting.
What you can do with Salesforce in Maven
Maven models Salesforce into 27 governed metrics from the semantic layer. Track Deal Count, Deal Amount, Weighted Pipeline, Won Deals and Closed Deals, break results down by Close date, Deal stage, Stage outcome and Pipeline, and report Salesforce alongside Google Ads, LinkedIn Ads and Google Analytics 4 without rebuilding exports or metric logic for every report.
What you can measure
27 governed Salesforce metrics
Every metric is defined once in Maven’s semantic layer, so Salesforce numbers mean the same thing in every dashboard, report, and answer.
Deal Count
CRM deals or franchise-sales leads at deal grain
Deal Amount
CRM deal amount for monetary CRM opportunities; FranConnect lead rows have no amount
Weighted Pipeline
Pipeline amount weighted by stage probability
Won Deals
Deals marked closed-won at the CRM stage outcome
Closed Deals
CRM deals whose stage outcome is won or lost
Avg Days to Close
Average days from creation to close
Win Rate
Closed-won deals divided by all closed deals
Avg Deal Size
Average CRM deal amount calculated from deal amount divided by deal count
Lead Count
CRM leads or contacts at lead/contact grain
Show all 27 metricsShow fewer
Qualified Leads
CRM leads or contacts marked qualified by native or inferred lifecycle evidence
Converted Leads
CRM leads or contacts marked converted by native or inferred lifecycle evidence
Customer-Matched Leads
CRM leads or contacts that resolve to ecommerce customer identity
Lead Qualification Rate
Qualified CRM leads divided by all CRM leads
Lead Conversion Rate
Converted CRM leads divided by all CRM leads
Lead Customer Match Rate
CRM leads matched to ecommerce customers divided by all CRM leads
CRM Deal Associations
CRM deal association rows or summary counts
CRM Deal-Contact Associations
CRM deal-to-contact associations where native contact IDs are available
CRM Deal-Account Associations
CRM deal-to-account associations where native account IDs are available
CRM Stage Events
CRM stage/property history events plus current-stage observations
CRM Current Stage Observations
Current-stage snapshot observations in the CRM stage history surface
Open Deals (Snapshot)
Open deals in the pipeline as of each snapshot date
Open Pipeline Value
Open deal amount in the pipeline as of each snapshot date
Weighted Pipeline (Snapshot)
Probability-weighted open pipeline value as of each snapshot date
Won Deals (Snapshot)
Cumulative closed-won deals as of each snapshot date
Lost Deals (Snapshot)
Cumulative closed-lost deals as of each snapshot date
Snapshot Deal Count
Deals in the stage as of the snapshot date.
Snapshot Closed Amount
Cumulative closed deal amount as of the snapshot date.
Questions you can ask
Just ask Maven about Salesforce
Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.
What is our deal pipeline value by stage for deals created in the last 90 days?
Show closed deals by stage
Show average days to close by owner
Show open pipeline by stage
Show won and lost deals in the latest pipeline snapshot by stage
Show closed amount by pipeline in the latest pipeline snapshot
How it works
Get Salesforce into Maven in minutes
No SQL, no warehouse setup, no data engineer. Connect the source and Maven handles the modeling.
Maven syncs and models the data
Maven pulls your Salesforce data (4 objects) and models it into governed, conformed tables — no SQL, warehouse, or pipeline setup required.
Report, ask, and automate
Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.
What Maven syncs from Salesforce
AccountsOpportunitiesLeadsCampaigns
Works well with
Report Salesforce alongside the rest of your stack
FAQ
Salesforce reporting questions
What Salesforce metrics can I report on in Maven?
Maven exposes 27 governed Salesforce metrics, including Deal Count, Deal Amount, Weighted Pipeline, Won Deals, Closed Deals and Avg Days to Close — each defined once so it means the same thing in every report.
What can I break Salesforce performance down by?
You can break Salesforce metrics down by Close date, Deal stage, Stage outcome, Pipeline, Owner, Acquisition source, Converted Date and Company, and more.
Can I combine Salesforce with other data sources?
Yes. Salesforce reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4, Klaviyo and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.
What Salesforce data does Maven sync?
Maven syncs accounts, opportunities, leads and campaigns from Salesforce.
How often does Salesforce data sync to Maven?
Maven keeps Salesforce data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.
Is my Salesforce data secure with Maven?
Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.
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