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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
Name
Customer priority
Open Opportunities
Associated Apps
Appify
​
Cogito
​
Digify
Low
Edge Communications
Medium
Express Logistics and Transport
Medium
GenePoint
Low
Jumpstart
High
Pyramid Construction Inc.
​
Ripple
High
Sample Account for Entitlements
​
United Oil & Gas Corp.
High
United Oil & Gas, Singapore
High
University of Arizona
Medium
There are no rows in this table
⁠
Salesforce Open Opportunities
Account
Name
Stage name
Amount
1
University of AZ Installations
Proposal/Price Quote
100,000
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
1
Pyramid Emergency Generators
Prospecting
100,000
1
Appify Engineering Rollout
Proposal/Price Quote
235,000
1
Edge Emergency Generator
Id. Decision Makers
35,000
1
Digify Marketing Team Expansion
Qualification
15,000
2
Grand Hotels Guest Portable Generators
Value Proposition
250,000
Grand Hotels Kitchen Generator
Id. Decision Makers
15,000
1
GenePoint Lab Generators
Id. Decision Makers
60,000
2
Express Logistics Portable Truck Generators
Value Proposition
80,000
Express Logistics SLA
Perception Analysis
120,000
⁠

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