# Data Overview

## Available data types

Salesforce data is exported through three methods, each offering different levels of flexibility and control.

| Data type       | What it exports                                                                                     | Use case                                                                |
| --------------- | --------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- |
| **Reports**     | Pre-built Salesforce reports in tabular format                                                      | Dashboard summaries, executive reports, sales pipeline                  |
| **Objects**     | Raw records from standard or custom objects (Accounts, Contacts, Opportunities, Cases, Leads, etc.) | Detailed transaction data, customer records, activity logs              |
| **Custom SOQL** | Results from custom SOQL queries with multi-object joins and complex filters                        | Advanced analytics, cross-object aggregations, custom data combinations |

## Common Salesforce objects

When using the Objects data type, you can export from any of these standard objects (plus any custom objects in your org):

#### Core CRM objects

* **Account** — Company records with name, industry, revenue, website, billing address
* **Contact** — Individual contact records linked to accounts
* **Opportunity** — Sales deals with amount, stage, close date, probability
* **Lead** — Potential customers not yet converted
* **Campaign** — Marketing campaigns and campaign members

#### Service objects

* **Case** — Support tickets with status, priority, subject, description
* **Task** — Activities assigned to users
* **Event** — Calendar events and meetings

#### Custom objects

Any custom objects defined in your Salesforce org are also available for export.

## Standard fields by object

#### Account fields

* Id, Name, Type, Industry, Revenue, Website, Phone, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry, CreatedDate, LastModifiedDate

#### Contact fields

* Id, FirstName, LastName, Email, Phone, MobilePhone, Title, Department, AccountId, CreatedDate, LastModifiedDate

#### Opportunity fields

* Id, Name, AccountId, Amount, StageName, CloseDate, Probability, CreatedDate, LastModifiedDate

#### Case fields

* Id, CaseNumber, Subject, Status, Priority, Description, AccountId, ContactId, CreatedDate, LastModifiedDate

#### Lead fields

* Id, FirstName, LastName, Company, Email, Phone, LeadSource, Status, CreatedDate, LastModifiedDate

## Custom fields

If your Salesforce org has custom fields, you can include them in your export by specifying their API names when using the Objects data type. Custom field names typically end with `__c`.

## Date filtering

When exporting objects, you can filter records by when they were created or last modified:

* **Changed after date** — Include only records modified after this date
* **Changed before date** — Include only records modified before this date
* Both support relative dates using macros (e.g., `{{30daysago}}`)

For reports, you can override the report's built-in date range by specifying custom start and end dates.

## SOQL filters

When using Objects, you can add WHERE conditions using SOQL syntax:

* `Industry = 'Technology'` — Filter by field value
* `CreatedDate >= LAST_N_DAYS:30` — Filter by relative date
* `Amount > 10000` — Numeric comparisons
* `Status IN ('Closed Won', 'Closed Lost')` — Match multiple values

## Use cases by role

{% tabs %}
{% tab title="Sales teams" %}
Export your Opportunity or Account data to track pipeline, close rates, and deal progress. Pull reports on quota attainment or forecast accuracy. Use Custom SOQL to join Opportunities with Accounts to see deal size by industry. Send opportunity summaries to Claude or ChatGPT for sales coaching feedback.
{% endtab %}

{% tab title="Finance and operations" %}
Export Account revenue, billing information, and annual contract value (if using custom fields). Pull from reports to track bookings, MRR, or churn. Use Append to combine multiple report periods into one dataset for trend analysis. Send financial summaries to BigQuery for consolidated reporting.
{% endtab %}

{% tab title="Customer success" %}
Export Case data to track support volume and resolution times. Pull Contact records linked to Accounts to monitor customer health. Use SOQL to find open cases by priority or age. Join Cases with Accounts to identify at-risk customers.
{% endtab %}

{% tab title="Marketing" %}
Export Lead and Campaign Member data to track campaign performance. Pull custom fields if you're tracking lead scoring or attribution. Use SOQL to segment leads by source or status. Append data from multiple campaigns for cohort analysis.
{% endtab %}
{% endtabs %}

## Platform-specific notes

* **Tabular reports only** — Matrix and summary reports are not supported; convert them to tabular format in Salesforce
* **Custom fields require API names** — Use the exact API name (e.g., `Customer_Tier__c`) when specifying custom fields
* **SOQL syntax matters** — Typos in SOQL queries will cause import failures; refer to [Salesforce SOQL documentation](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) for syntax
* **Rate limits** — Salesforce enforces API call limits based on your edition; large exports may consume multiple API calls
* **Sandbox and production** — Data flows work with both sandbox and production orgs; ensure you're authorizing the correct environment
* **Inactive users and archived data** — By default, exports include only active records; use SOQL filters to include archived data if needed