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Salesforce accounts

Fivetran was used to sync Salesfoce accounts and opportunities into Snowflake, and then queried using the Snowflake Pack.
Coda AI is used to connect Salesforce accounts with their associated Okta apps, since there is no common identifier between them aside from the name.
Salesforce Accounts
Not synced yet
Name
Customer priority
Open Opportunities
Associated Apps
1
Appify
​
Appify Engineering Rollout
Appify
2
Cogito
​
​
Cogito
3
Digify
Low
Digify Marketing Team Expansion
Digify
4
Edge Communications
Medium
Edge Emergency Generator
​
5
Express Logistics and Transport
Medium
Express Logistics Portable Truck Generators
Express Logistics SLA
​
6
GenePoint
Low
GenePoint Lab Generators
​
7
Jumpstart
High
Grand Hotels Kitchen Generator
Grand Hotels Guest Portable Generators
Jumpstart
8
Pyramid Construction Inc.
​
Pyramid Emergency Generators
​
9
Ripple
High
​
Ripple
10
Sample Account for Entitlements
​
​
​
11
United Oil & Gas Corp.
High
United Oil Refinery Generators
United Oil Office Portable Generators
United Oil Plant Standby Generators
United Oil Installations
​
12
United Oil & Gas, Singapore
High
​
​
13
University of Arizona
Medium
University of AZ Installations
​
There are no rows in this table
⁠
Salesforce Open Opportunities
Not synced yet
Account
Name
Stage name
Amount
University of Arizona
1
University of AZ Installations
Proposal/Price Quote
100,000
United Oil & Gas Corp.
4
United Oil Installations
Negotiation/Review
270,000
United Oil Office Portable Generators
Negotiation/Review
125,000
United Oil Plant Standby Generators
Needs Analysis
675,000
United Oil Refinery Generators
Proposal/Price Quote
270,000
Pyramid Construction Inc.
1
Pyramid Emergency Generators
Prospecting
100,000
Appify
1
Appify Engineering Rollout
Proposal/Price Quote
235,000
Edge Communications
1
Edge Emergency Generator
Id. Decision Makers
35,000
Digify
1
Digify Marketing Team Expansion
Qualification
15,000
Jumpstart
2
Grand Hotels Guest Portable Generators
Value Proposition
250,000
Grand Hotels Kitchen Generator
Id. Decision Makers
15,000
GenePoint
1
GenePoint Lab Generators
Id. Decision Makers
60,000
Express Logistics and Transport
2
Express Logistics Portable Truck Generators
Value Proposition
80,000
Express Logistics SLA
Perception Analysis
120,000
⁠

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