kimo
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CRM

Salesforce + Kimo

Opportunities, accounts and activities from Salesforce, modeled with billing so bookings and revenue finally agree.

Auth
OAuth 2.0
Sync
Hourly
Setup
≈ 2 min
Request access

Live demo workspace with fictional data · no signup, no credentials needed

kimo / connectors / salesforceSyncing
Sync loghourly
  • Succeeded:Opportunity+457 rowsnow
  • Succeeded:Lead+1,238 rows2m ago
  • Succeeded:Account+2,019 rows4m ago
  • Succeeded:Opportunity+400 rows6m ago
Rows synced · 30 days
67M
Workspaces
5%
Simulated demo data
What you can do

What teams build with Salesforce

Salesforce on its own answers half the question. Joined with the rest of your stack in Kimo, it answers the other half.

01

Opportunity funnel

Stage conversion and velocity with full field history, not just today’s snapshot.

Field history
02

Bookings vs. billings

Reconcile closed-won opportunities with invoices from your billing system.

ARR bridge
03

Account health

Combine usage, support tickets and renewal dates into one account score.

Health score
Objects & tables

Exactly what gets synced

Kimo maps Salesforce into clean, typed tables with primary keys and incremental cursors, so syncs stay fast and joins just work.

3 tables · 13 fields

Opportunity

Incremental≈ 36,100 rows
FieldTypeNotes
Idstring
StageNamestring
Amountstring
CloseDatestring
OwnerIdstring
Custom fields and extra objects are discovered automatically on each sync. Row counts are illustrative.
Sample model

From raw Salesforce tables to a certified metric

A starter model Kimo suggests the moment Salesforce is connected. Every join is editable.

Salesforce · Sales pipeline

Contacts and deals joined with product signups and billing on email and account id.

Template
  • Salesforce
    Opportunity
  • PostgreSQL
    users
  • Stripe
    subscriptions
Model
email · account_id
Measurespipelinewon
Pipeline value · last 30 days
$77.3K-2.8% wk/wk

Fictional data · hover the chart for daily values

Setup

Connect Salesforce in 2 min

No engineers, no pipelines to maintain. Kimo asks for the minimum access it needs and tells you exactly what it will read.

  1. 1

    Click “Connect Salesforce”

    You are redirected to Salesforce to sign in. Kimo never sees your password.

  2. 2

    Approve read-only scopes

    Kimo requests the narrowest scopes available. You can revoke access at any time.

  3. 3

    Pick org

    Choose which org to sync. Add more later without reconnecting.

  4. 4

    First sync and schema mapping

    Kimo backfills history, maps Opportunity and suggests joins with your other sources.

Read-only, encrypted, revocable. Credentials are encrypted with a per-workspace key, never logged, and can be rotated without breaking your models.

Connect Salesforce
Step 2 of 3 · Kimo demo workspace

Kimo wants read-only access to your Salesforce account

  • api (read)read
  • refresh_tokenread
Org
  • Northwind Production
  • Northwind Sandbox
Read-only access
Illustration only · placeholder values, never real secrets
FAQ

Salesforce questions, answered

By default Kimo syncs Salesforce hourly. You can change the schedule per table, or trigger a sync manually from the connector page.

Salesforce · OAuth 2.0 · Hourly

See your Salesforce data in Kimo in 2 min.

Try it on the live demo workspace first, then connect your own account when you are ready.

Request access