Cobertura de informes
Métricas y desgloses de Salesforce
Explora las métricas y los desgloses disponibles a través del conector Salesforce de Adzviser. Empieza con estos ejemplos o busque en el catálogo completo.
Métricas
Campaign actual costCampaign converted leadsCampaign countCampaign all opportunities amountCampaign won opportunities amountCampaign budgeted cost
Ver todas las métricas (75)
- Campaign count
- Campaign actual cost
- Campaign all opportunities amount
- Campaign won opportunities amount
- Campaign budgeted cost
- Campaign expected response
- Campaign expected revenue
- Campaign total contacts
- Campaign converted leads
- Campaign leads
- Campaign opportunities
- Campaign responses
- Campaign won opportunities
- Campaign num sent
- Campaign total actual cost in hierarchy
- Campaign total budgeted cost in hierarchy
- Campaign total expected revenue in hierarchy
- Campaign total num sent in hierarchy
- Campaign total value opportunities in hierarchy
- Campaign total value won opportunities in hierarchy
- Campaign total contacts in hierarchy
- Campaign total converted leads in hierarchy
- Campaign total leads in hierarchy
- Campaign total opportunities in hierarchy
- Campaign total responses in hierarchy
- Campaign total won opportunities in hierarchy
- Contact count
- Leads
- Accounts
- Account number of employees
- Account annual revenue
- Opportunity amount
- Opportunity count
- Task count
- Task call duration
- Order total amount
- Order total tax amount
- Order total adjusted delivery amount with tax
- Order total adjusted product amount with tax
- Order total adjusted delivery amount
- Order total adjusted delivery tax amount
- Order total adjusted product amount
- Order total adjusted product tax amount
- Order grand total amount
- Order delivery adjustment distributed amounts
- Order delivery adjustment distributed amounts with tax
- Order delivery adjustment distributed tax amounts
- Order product adjustment distributed amounts
- Order product adjustment distributed amounts with tax
- Order product adjustment distributed tax amount
- Order item unit price
- Order item gross unit price
- Order item list price
- Order item quantity
- Order item available quantity
- Order item adjusted line amount
- Order item adjusted line amount with tax
- Order item rounded line amount
- Order item rounded line amount with tax
- Order item total adjusted line tax amount
- Order item total adjustment amount
- Order item total adjustment amount with tax
- Order item total adjustment distributed amount
- Order item total adjustment distributed tax amount
- Order item total adjustment distributed amount with tax
- Order item total adjustment tax amount
- Order item total amount with tax
- Order item total line adjustment amount
- Order item total line adjustment amount with tax
- Order item total line adjustment tax amount
- Order item total line amount
- Order item total line tax amount
- Order item total price
- Order item total tax amount
- Contract term (month)
Desgloses
Opportunity lead sourceCampaign IDOpportunity age (weeks)Contact mailing cityContact photo URLOpportunity close date
Ver todos los desgloses (345)
- Campaign ID
- Campaign description
- Campaign end date
- Campaign is active
- Campaign last activity date
- Campaign last referenced date
- Campaign last viewed date
- Campaign name
- Campaign start date
- Campaign status
- Campaign type
- Campaign created date
- Campaign last modified date
- Opportunity ID
- Opportunity name
- Opportunity type
- Opportunity description
- Opportunity stage
- Opportunity close date
- Opportunity next step
- Opportunity lead source
- Opportunity is closed
- Opportunity is won
- Opportunity forecast category
- Opportunity forecast category name
- Opportunity has line item
- Opportunity created date
- Opportunity last modified date
- Opportunity last activity date
- Opportunity fiscal quarter
- Opportunity fiscal year
- Opportunity fiscal period
- Opportunity last viewed date
- Opportunity last referenced date
- Opportunity has open activity
- Opportunity has overdue task
- Opportunity probability (%)
- Opportunity owner
- Opportunity account name
- Opportunity account source
- Opportunity account phone
- Opportunity account industry
- Opportunity account employee count
- Opportunity account description
- Opportunity age (weeks)
- Opportunity value range
- Opportunity product ID
- Opportunity product name
- Opportunity product description
- Opportunity product discount
- Opportunity product created date
- Opportunity product updated date
- Opportunity product code
- Task ID
- Task subject
- Task is completed
- Task name ID
- Task related to ID
- Task due date
- Task status
- Task priority
- Task is high priority
- Task assigned to ID
- Task owner
- Task description
- Task type
- Task is deleted
- Task account ID
- Task created date
- Task created by ID
- Task last modified date
- Task last modified by ID
- Task is archived
- Task call type
- Task call result
- Task call object identifier
- Task reminder date & time
- Task has a reminder
- Task recurrence activity ID
- Task has recurring series of tasks
- Task recurrence start date
- Task recurrence end date
- Task recurrence time zone
- Task recurrence type
- Task recurrence interval
- Task recurrence day of week
- Task recurrence day of month
- Task recurrence instance
- Task recurrence month of year
- Repeat this task
- Task subtype
- Contact account name
- Contact account ID
- Contact assistant
- Contact assistant phone
- Contact birth date
- Contact ID
- Contact owner
- Contact created by
- Contact created date
- Contact is deleted
- Contact department
- Contact description
- Contact do not call
- Contact email
- Contact email bounced date
- Contact email bounced reason
- Contact email opt out
- Contact fax
- Contact fax opt out
- Contact first name
- Contact home phone
- Contact is email bounced
- Contact last activity date
- Contact last modified by
- Contact last modified date
- Contact last referenced date
- Contact last viewed date
- Contact last name
- Contact lead source
- Contact mailing city
- Contact mailing country
- Contact mailing country code
- Contact mailing geocode accuracy
- Contact mailing latitude
- Contact mailing longitude
- Contact mailing state/province
- Contact mailing state/province code
- Contact mailing street
- Contact mailing zip/postal code
- Contact mobile phone
- Contact full name
- Contact other city
- Contact other country
- Contact other state/province
- Contact other street
- Contact other zip/postal code
- Contact other phone
- Contact phone
- Contact photo URL
- Contact reports to
- Contact salutation
- Contact title
- Lead ID
- Lead first name
- Lead last name
- Lead title
- Lead company
- Lead country
- Lead state
- Lead phone
- Lead mobile
- Lead email
- Lead status
- Lead source
- Lead owner ID
- Lead owner name
- Lead owner email
- Lead owner department
- Lead last activity date
- Lead is deleted
- Lead is converted
- Lead converted account ID
- Lead converted contact ID
- Lead converted opportunity ID
- Lead converted date
- Lead created date
- Lead last modified date
- Account ID
- Account number
- Account source
- Account billing address
- Account billing city
- Account billing country
- Account billing country code
- Account billing geocode accuracy
- Account billing latitude
- Account billing longitude
- Account billing postal code
- Account billing state
- Account billing state code
- Account billing street
- Account created by ID
- Account created date
- Account description
- Account fax
- Account industry
- Account is deleted
- Account Jigsaw
- Account Jigsaw company ID
- Account last activity date
- Account last modified by ID
- Account last modified date
- Account last referenced date
- Account last viewed date
- Account master record ID
- Account name
- Account operating owner ID
- Account ownership
- Account parent ID
- Account phone number
- Account photo URL
- Account rating
- Account record type ID
- Account shipping address
- Account shipping city
- Account shipping country
- Account shipping country code
- Account shipping geocode accuracy
- Account shipping latitude
- Account shipping longitude
- Account shipping postal code
- Account shipping state
- Account shipping state code
- Account shipping street
- Account SIC code
- Account SIC description
- Account Site
- Account ticker symbol
- Account type
- Account system modstamp
- Account website
- Order ID
- Order number
- Order reference number
- Order name
- Order description
- Order status
- Order status code
- Order type
- Ordered time
- Order end date
- Order activated time
- Order billing address
- Order billing city
- Order billing country
- Order billing country code
- Order billing email address
- Order billing geocode accuracy
- Order billing latitude
- Order billing longitude
- Order billing phone number
- Order billing postal code
- Order billing state
- Order billing state code
- Order billing street
- Order bill to contact ID
- Order company authorized by ID
- Order company authorized date
- Order contract ID
- Order currency iso code
- Order customer authorized by ID
- Order customer authorized date
- Order effective date
- Order is reduction order
- Order last referenced time
- Order last viewed time
- Order original ID
- Order owner ID
- Order po date
- Order po number
- Order pricebook ID
- Order quote ID
- Order record type ID
- Order related ID
- Order sales channel ID
- Order shipping address
- Order shipping city
- Order shipping country
- Order shipping country code
- Order shipping geocode accuracy
- Order shipping latitude
- Order shipping longitude
- Order shipping postal code
- Order shipping state
- Order shipping state code
- Order shipping street
- Order ship to contact ID
- Order tax locale type
- Order created date
- Order last modified date
- Order item ID
- Order item description
- Order item end date
- Order line number
- Order item delivery group ID
- Order item number
- Order item original ID
- Order pricebook entry ID
- Order product ID
- Order quote line item ID
- Order related order item ID
- Order item service date
- Order item type
- Order item type code
- Order item created date
- Order item last modified date
- Contract ID
- Contract account ID
- Contract activated by ID
- Contract activated time
- Contract billing address
- Contract billing city
- Contract billing country
- Contract billing country code
- Contract billing geocode accuracy
- Contract billing latitude
- Contract billing longitude
- Contract billing postal code
- Contract billing state
- Contract billing state code
- Contract billing street
- Contract company signed date
- Contract company signed ID
- Contract number
- Contract customer signed date
- Contract customer signed ID
- Contract customer signed title
- Contract description
- Contract end date
- Contract is deleted
- Contract last activity date
- Contract last approved time
- Contract last referenced time
- Contract last viewed time
- Contract owner expiration notice
- Contract owner ID
- Contract pricebook ID
- Contract record type ID
- Contract shipping address
- Contract shipping city
- Contract shipping country
- Contract shipping country code
- Contract shipping latitude
- Contract shipping longitude
- Contract shipping postal code
- Contract shipping state
- Contract shipping state code
- Contract shipping street
- Contract special terms
- Contract start date
- Contract status
- Contract status code
- Contract created date
- Contract last modified date
Configuración
Conecta Salesforce MCP en tres pasos
1
Conecta Salesforce a Adzviser
Crea un espacio de trabajo. En Adzviser, inicia sesión en Salesforce y permite que Adzviser lea los datos de sus informes.
2
Conecta Adzviser a tu asistente de IA
Para Claude, elige Adzviser en el directorio de conectores. Para ChatGPT, añade el plugin de Adzviser. Para otra herramienta de IA compatible, usa https://mcp.adzviser.com/http.
3
Haz tu primera pregunta
Abre Adzviser en tu asistente de IA y pregunta qué quieres saber sobre Salesforce.
Comprobación de conexión rápida
Enumera mis organizaciones Salesforce conectadas y muestra el espacio de trabajo Adzviser para cada una. Después de que haga mi selección, muestra las métricas "Account annual revenue" de los últimos 7 días completos.
Profundiza en el análisis
Optimización de la velocidad de la tubería
Analiza la velocidad de canalización de Salesforce para el espacio de trabajo que elijo durante los últimos 30 días completos. Para cada etapa: promedio de días, tasa de conversión y recuento estancado. Compara la velocidad de los acuerdos ganados con los perdidos. ¿Qué etapas ralentizan la obtención de acuerdos? Recomendar acciones específicas para acelerar el proceso.
Ideas de prompts
Prompts para probar con Salesforce
Resumen semanal de la canalización
Obtén una instantánea semanal de su canalización de Salesforce.
Optimización de la velocidad de la tubería
Identificar y solucionar cuellos de botella en las tuberías.
Análisis del embudo de ventas
Analizar el embudo de ventas completo.
Elige la configuración adecuada
Salesforce MCP: opción oficial o Adzviser?
Los servidores MCP de Salesforce permiten que los asistentes de IA cambien los registros de CRM y ejecuten automatizaciones Salesforce. Adzviser mantiene el acceso de solo lectura de Salesforce y conecta los resultados de CRM con el rendimiento de marketing.
Servidores de Salesforce MCP
Actualizar registros Salesforce y ejecutar automatizaciones
- ConfiguraciónHabilitar un servidor Salesforce MCP y autorizar un asistente de IA con permisos Salesforce
- PermisosPuede leer, crear, actualizar o eliminar registros y ejecutar las acciones de Flujos o Apex permitidas
- Alcance de los informesSalesforce: trabajar con los datos y las automatizaciones expuestos por ese servidor
Ideal para: Salesforce administradores y equipos técnicos que quieren asistentes de IA para actualizar registros y ejecutar automatizaciones.
Lea la documentación de Salesforce →Adzviser Salesforce MCP
Informe sobre Salesforce en todos los canales
- ConfiguraciónConectar Salesforce una vez en Adzviser; no se requiere habilitación del servidor Salesforce MCP
- PermisosSolo lectura: analiza leads, oportunidades, pipeline e ingresos sin cambiar Salesforce
- Alcance de los informesMulticanal: compara los resultados de Salesforce con anuncios, análisis y fuentes del ciclo de vida
Ideal para: equipos de marketing e ingresos que quieren informes de solo lectura en Salesforce y fuentes de marketing.
Empieza con Adzviser →
