Copertura dei rapporti
Salesforce metriche e ripartizioni
Esplora le metriche e le suddivisioni disponibili tramite il connettore Salesforce di Adzviser. Inizia con questi esempi o cerca nel catalogo completo.
Metriche
Campaign actual costCampaign converted leadsCampaign countCampaign all opportunities amountCampaign won opportunities amountCampaign budgeted cost
Vedi tutte le metriche (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)
Dimensioni
Opportunity lead sourceCampaign IDOpportunity age (weeks)Contact mailing cityContact photo URLOpportunity close date
Vedi tutte le dimensioni (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
Configurazione
Connetti Salesforce MCP in tre passaggi
1
Collega Salesforce a Adzviser
Crea uno spazio di lavoro. In Adzviser, accedere a Salesforce e consentire a Adzviser di leggere i dati di reporting.
2
Collega Adzviser al tuo assistente AI
Per Claude, scegli Adzviser nella directory dei connettori. Per ChatGPT, aggiungi il plugin Adzviser. Per un altro strumento di IA supportato, usa https://mcp.adzviser.com/http.
3
Fai la tua prima domanda
Apri Adzviser nel tuo assistente AI e chiedi cosa vuoi sapere su Salesforce.
Controllo rapido della connessione
Elenca le mie connessioni a organizzazioni in Salesforce e mostra lo spazio di lavoro Adzviser associato a ciascuna. Dopo la mia scelta, mostra le metriche "Account annual revenue" per gli ultimi 7 giorni completi.
Approfondisci l’analisi
Ottimizzazione della velocità della pipeline
Analizza la velocità della pipeline di Salesforce per l'area di lavoro che scelgo durante gli ultimi 30 giorni completi. Per ciascuna fase: giorni medi, tasso di conversione e conteggio degli stalli. Confronta la velocità delle trattative vinte e perse. Quali fasi rallentano la conclusione di affari? Raccomandare azioni specifiche per accelerare la pipeline.
Idee per i prompt
Prompt da provare per Salesforce
Riepilogo settimanale della pipeline
Ottieni uno snapshot settimanale della tua pipeline Salesforce.
Ottimizzazione della velocità della pipeline
Identificare e risolvere i colli di bottiglia della pipeline.
Analisi dell'imbuto di vendita
Analizzare l'intero funnel di vendita.
Scegli la configurazione adatta
Salesforce MCP: opzione ufficiale o Adzviser?
I server MCP di Salesforce consentono agli assistenti AI di modificare i record CRM ed eseguire automazioni Salesforce. Adzviser mantiene Salesforce in sola lettura e collega i risultati CRM alle prestazioni di marketing.
Server Salesforce MCP
Aggiornare i record Salesforce ed eseguire automazioni
- ConfigurazioneAbilitare un server Salesforce MCP e autorizzare un assistente AI con autorizzazioni Salesforce
- AutorizzazioniPuò leggere, creare, aggiornare o eliminare record ed eseguire azioni consentite di Flussi o Apex
- Ambito dei reportSalesforce: lavora con i dati e le automazioni esposti da quel server
Ideale per: Salesforce amministratori e team tecnici che desiderano che gli assistenti IA aggiornino i record ed eseguano automazioni.
Leggi la documentazione di Salesforce →Adzviser Salesforce MCP
Rapporto su Salesforce tra i canali
- ConfigurazioneConnetti Salesforce una volta in Adzviser; non è richiesta l'abilitazione del server Salesforce MCP
- AutorizzazioniSolo lettura: analizza lead, opportunità, pipeline e ricavi senza modificare Salesforce
- Ambito dei reportCross-channel: confronta i risultati Salesforce con le fonti di annunci, analisi e ciclo di vita
Ideale per: team di marketing e revenue che desiderano report di sola lettura tra Salesforce e fonti di marketing.
Inizia con Adzviser →
