Are the wins in Salesforce still coming in?
Feder reads deals won from Salesforce and feeds the Wins signal. It only reads. It never changes anything in Salesforce.
Did we close fewer deals in Salesforce, or did someone stop logging them?
Feder reads the deals Salesforce recorded each day. Supported readings are compared with your own history, and when there is enough history to judge a change, Feder says what needs a look.
What does a Salesforce reading look like?
Feder reads the deals Salesforce recorded each day. Supported readings are compared with your own history, and when there is enough history to judge a change, Feder says what needs a look.
usual 41 to 59
What Feder would say Deals won in Salesforce came to 18 this week, under your usual 41 to 59. Worth a look.
Example numbers, made up to show the reading. They are not from a real business.
What does Feder read from Salesforce?
- Deals wonFeeds Wins
Counted for each day.
Confirmed in Salesforce's own reference. See the reference.
How Feder counts it
- A deal counts on its Close Date, the date your team sets when they win it, not a time Salesforce stamps itself.
- Your Salesforce edition needs API access: Enterprise or above, or the API add-on.
- Salesforce gives Feder counts only. Money comes from your payment and accounting apps.
How do I connect Salesforce to Feder?
- Have your Salesforce sign-in ready. There's nothing to set up first.
- Press Connect. A secure window opens and takes you to Salesforce. Sign in and allow Feder to read your account.
- Feder checks it straight away and shows Connected when the check passes.
You approve each app yourself, and you can disconnect it at any time.
When you connect Salesforce, Feder checks the connection straight away and shows Connected only when that check passes. If a reading cannot be taken later, Feder shows it as not read, never as zero.
What does Feder check on Salesforce's numbers?
- A day the app did not report shows as Not read. It is never shown as zero.
- A read that fails, or comes back in the wrong shape, is a failed read. It is never counted as zero.
- A trend shows only when both halves of the window are known.
Questions owners ask
- Did we close fewer deals in Salesforce, or did someone stop logging them?
- Feder reads deals won from Salesforce. Supported readings are compared with your own history, and when there is enough history to judge a change, Feder says what needs a look.
- Is this week's count normal for us?
- A day Salesforce did not report shows as Not read, never as zero, and a read that fails is shown as failed. So a quiet day and a broken read do not look the same.
- Does Feder change anything in Salesforce?
- No. Feder only reads.
Where does Salesforce sit in Feder?
Salesforce lives with the Wins connections, under CRM and sales. See every connection. Already rely on Salesforce for reporting? Read Feder and Salesforce.
- Pipedrivedeals won
- HubSpotdeals won
- Copperdeals won
- Zoho CRMdeals won
- Zendesk Sellnew deals
- Zoho Bigindeals won
Questions owners ask about Salesforce
- Why does Salesforce count deals as won that we never won?When a lead is converted, the new opportunity can start out as closed won, which adds a won deal nobody closed.
- Why doesn't my Salesforce report show all my closed won deals?A deal only appears if its date falls inside the report's date range, so a deal won outside that range is left out.
- Why did my Salesforce won deals suddenly jump?A win only shows once someone updates the deal in Salesforce, so wins entered late, all together, can land at once.