Salesforce

Build real-time CRM dashboards from Salesforce data with AI-powered sales analytics and pipeline visualization.

Overview

Visualize Salesforce opportunities, leads, accounts, and custom objects without complex Salesforce reports. Track sales pipeline, forecast accuracy, rep performance, and customer health with dashboards that update as your team closes deals. Lumis automatically suggests relevant metrics based on your Salesforce schema.

How it works

Connect Salesforce through OAuth with read-only access. Lumis discovers your objects and fields, then generates dashboards for common sales metrics like pipeline value, win rate, and quota attainment. Schedule automatic refreshes or enable real-time sync for critical KPIs. Field-level security is respected automatically.

Configure - implementation details

Salesforce REST API with bulk queries handles large datasets efficiently. Streaming API enables real-time dashboard updates for high-priority objects.

// Salesforce opportunity pipeline
const conn = new jsforce.Connection({
  oauth2: {clientId, clientSecret},
  instanceUrl, accessToken
});

async function getPipelineMetrics() {
  const result = await conn.query(`
    SELECT StageName, SUM(Amount) total
    FROM Opportunity
    WHERE IsClosed = false
    GROUP BY StageName
  `);
  
  return result.records;
}

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