Ask questions about your Salesforce data
Connect Salesforce to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
Salesforce tracks your pipeline and customer relationships, but understanding which marketing channels drive your best deals or how support cases affect renewal rates requires connecting to ad platforms, analytics tools, and payment data. Filament links your Salesforce accounts, opportunities, and campaigns to the rest of your business intelligence stack and answers questions about attribution, pipeline velocity, and customer lifetime value in plain English.
Track Salesforce KPIs with Filament Analytics
Connect your Salesforce account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Salesforce metrics you can track in Filament:
Combine Salesforce with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Salesforce lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Salesforce data gets even more powerful when combined with other tools:
Salesforce + Google Ads
Connect Salesforce opportunities with Google Ads campaigns to see which keywords and ad groups generate closed deals, not just leads. Track cost per acquisition by campaign and identify which ad spend drives actual revenue.
Salesforce + HubSpot
Connect Salesforce opportunities with HubSpot email campaigns and website visits to understand the complete customer journey from first touch to closed deal. Build a kpi dashboard tracking which content and campaigns influence pipeline velocity.
Salesforce + Stripe
Connect Salesforce accounts with Stripe subscriptions and charges to analyze which lead sources and campaigns generate the highest customer lifetime value. Track payment patterns alongside opportunity data for complete revenue business analytics.
Benefits of Filament's Salesforce Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Salesforce account
Connect your Salesforce account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Salesforce data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Salesforce dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.
Learn more about securitySalesforce integration FAQ
Everything you need to know about connecting Salesforce with Filament and getting the most out of your data.