CRM & sales
Salesforce integration
Turn your Salesforce opportunities, accounts, and leads into live pipeline and revenue dashboards.
Flitch is an AI BI tool that connects to Salesforce and turns your data into shareable dashboards. Sign in with Salesforce and import the objects you track, from opportunities and accounts to cases and campaigns. Build pipeline, conversion, and forecast dashboards in plain language, no SQL required. It reads 12 Salesforce objects, including Accounts, Contacts and Opportunities.
- One-click read-only sign-in
- Pick the objects you want as datasets
- Auto-refresh keeps data current
What Salesforce data can you import into Flitch?
| Object | API resource |
|---|---|
| Accounts | Account |
| Contacts | Contact |
| Opportunities | Opportunity |
| Leads | Lead |
| Users | User |
| Cases | Case |
| Tasks | Task |
| Events | Event |
| Campaigns | Campaign |
| Campaign Members | CampaignMember |
| Opportunity Line Items | OpportunityLineItem |
| Products | Product2 |
Objects map to resources in the Salesforce API documentation.
How do you connect Salesforce to Flitch?
One-click read-only sign-in with Salesforce (OAuth).
Generate a dashboard
Pick a prompt to get started.
Salesforce integration FAQ
What data can I pull from Salesforce?
Flitch can import your Accounts, Contacts, Opportunities, Leads, Cases, Tasks, Events, Campaigns, Campaign Members, Opportunity Line Items, and Products. You pick which objects to bring in and Flitch turns each into a dataset.
Can I build a sales pipeline dashboard from Salesforce?
Yes. Point Flitch at your Opportunities and describe the view you want, like win rate by stage or forecast by owner, and it builds the dashboard for you. No reports or SOQL to write.
Is my Salesforce data safe with Flitch?
Flitch connects read-only through OAuth and never writes anything back to Salesforce. It only reads the objects you choose to import.
How often does Flitch refresh Salesforce data?
You set the schedule. Flitch re-pulls your Salesforce objects on a background cadence you choose, so pipeline and case dashboards stay current without manual exports.
Can I report on leads and campaign ROI?
Yes. Import Leads, Campaigns, and Campaign Members and ask Flitch for lead conversion and campaign return, and it assembles the charts from your records.
Does Flitch copy my Salesforce data?
Only the objects you choose. Salesforce is an API rather than a database Flitch can query in place, so those objects are pulled on your refresh schedule and stored as datasets. Nothing else is taken, and aggregation still happens in SQL against your data model, so a figure means the same thing on every dashboard built from it. Connect a database instead and Flitch queries it directly with no copy at all.
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