Beta

Integrations · Commerce and CRM

Salesforce

Leads, opportunities, campaigns, reports and dashboards, with lead sources filled in and won deals sent to the ad platforms.

What Metric Sensei reads

  • Objects and records, SOQL queries and searches
  • Reports and dashboards
  • Lead and opportunity pipeline summaries
  • Campaigns and campaign members

What it can change, with permission

Only on connections where an admin allows changes. Risky changes show a preview and wait for confirmation.

  • Create, update and delete records
  • Log activities
  • Add campaign members

How to connect

Sign in with Salesforce (production, sandbox or your My Domain). Metric Sensei can install and update its Salesforce package for you. New and changed records are picked up every hour, and won opportunities can be sent to Google, Meta and Microsoft as offline conversions. New events can arrive as they happen.

Used by

Services that use Salesforce.

Every data source is included with every service at no extra cost.

Analytics

Simple web and app analytics, with GA4 and your ad accounts in the same reports.

Dashboards

Live dashboards from every source, built by hand or by AI, shared by link, email or office TV.

AI Services

Ask anything about your data in plain English. It answers with the numbers and does the work.

Network Monitoring

Watch routers, switches, servers and websites, and get alerted when something breaks.

Attribution

See which ad, email or search brought in each lead, call and sale.

API/MCP Gateway

One API and MCP server for every connected account, for your own code and AI agents.

Offline Conversions

Send the sales, qualified leads and won deals that happen offline back to the ad platforms, by rules you control.

All your metrics, one place, with AI.

Connect your accounts once, then build dashboards, ask the AI assistant, watch your network and see what brings in customers.