取得できるレポートデータ
Salesforce メトリクスと内訳
Adzviser の Salesforce コネクタで利用可能なメトリクスと内訳を探索します。これらの例から始めるか、完全なカタログを検索します。
指標
Campaign actual costCampaign converted leadsCampaign countCampaign all opportunities amountCampaign won opportunities amountCampaign budgeted cost
すべての指標を表示（75件）
- 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)
内訳
Opportunity lead sourceCampaign IDOpportunity age (weeks)Contact mailing cityContact photo URLOpportunity close date
すべての内訳を表示（345件）
- 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
設定
Salesforce MCP を 3 段階で接続
1
SalesforceをAdzviserに接続
ワークスペースを作成します。 Adzviser で Salesforce にログインし、Adzviser がそのレポートデータを読むことを許可します。
2
Adzviser を AI アシスタントに接続
Claudeでは、コネクタディレクトリからAdzviserを選択してください。ChatGPTでは、Adzviserプラグインを追加してください。その他の対応AIツールでは、https://mcp.adzviser.com/httpを使用してください。
3
最初の質問をする
AIアシスタントで Adzviser を開き Salesforce について知りたいことを尋ねる。
クイック接続チェック
接続済みのSalesforceの組織を一覧にし、それぞれが属するAdzviserのワークスペースを表示してください。 私が選択したら、直近7日間（本日を除く）の指標 "Account annual revenue" を表示してください。
さらに詳しく分析する
パイプライン速度最適化
選択したワークスペースの最後の 30 日間の Salesforce パイプライン速度を分析します。各ステージに対して: 平均日数、コンバージョン率、停止カウント。勝ち取った取引と失った取引の速度を比較します。どのステージが勝ち取った取引を遅くしますか？パイプラインを速くするための特定の行動を推奨します。
プロンプトの例
Salesforceで試せるプロンプト
週間パイプライン要約
Salesforce パイプラインの週間スナップショットを取得します。
パイプライン速度最適化
営業プロセスの停滞要因を見つけ、改善します。
セールスフューチャー分析
完全なセールスフンネルを分析する。
用途に合った接続方法を選ぶ
Salesforce MCP: 公式のオプションかAdzviserですか？
SalesforceのMCPサーバーでは、AIアシスタントがCRMレコードを変更し、Salesforceの自動化を実行できます。AdzviserはSalesforceへのアクセスを読み取り専用に限定し、CRMの結果をマーケティング成果と併せて分析できます。
Salesforce MCP サーバ
Salesforce レコードを更新し、自動化を実行
- 設定SalesforceMCPサーバを有効にし、Salesforceの権限でAIアシスタントを認証します
- 権限レコードを読み、作成、更新、削除し、許可されたフローや Apex アクションを実行できます。
- レポートの対象範囲Salesforceのみ: そのサーバが暴露したデータとオートメーションで作業
おすすめの用途：AIアシスタントでレコードの更新や自動処理を実行したいSalesforceの管理者や技術チーム。
Salesforce のドキュメントを読む →Adzviser Salesforce MCP
Salesforce に関するチャンネル間の報告
- 設定Salesforceを Adzviserで一度接続します。SalesforceMCPサーバの有効化は必要ありません
- 権限読み取り専用: Salesforceを変更せずにリード、商談、パイプライン、収益を分析
- レポートの対象範囲クロスチャネル: Salesforce結果を広告、分析、ライフサイクルソースと比較
おすすめの用途： マーケティングと収益チームに最適です。 Salesforce とマーケティングソースを通して読み込み専用のレポートを作成したいと思っています。
Adzviser で始める
