Peoplelogic.ai uses the Salesforce SOAP API (v45 as the the date of this writing) to aggregate events from that the configured username, password and security token has access to.  Out of the box we aggregate the following events:

• Contact Created

• Contact Updated

• Account Created

• Account Updated

• Opportunity Created ✅

• Opportunity Date Changed

• Opportunity Amount Changed

• Opportunity Won ✅

• Opportunity Lost ✅

• Opportunity Stage Changed

• Lead Created

• Lead Updated

• Lead Converted ✅

• Task Event Completed

• Task Event Created

• Event Created (calls, notes, meeting, etc)

✅  Good KPI choices for this integration

Advanced Insights

Lexi can also use the Salesforce CRM data to produce advanced insights, not simply event data.  Those advanced values to query are:

• time to closed won ✅  

• time to closed lost ✅

• opportunity (count of total opportunities)

• lead time to opportunity ✅

• opportunity amount

• opportunity amount won

• opportunity amount lost

For more sample queries, including these advanced sales queries, check out the Lexi Query Library.

Metadata

Additionally, Peoplelogic aggregates the following metadata for Salesforce events.  This data may be used in advanced models and may not be queried directly:

• Created Date

• Owner ID

• ConvertedOpportunity Id

• ConvertedContact Id

• Converted Account Id

• "What" Type For Tasks

• "Who" Id For Tasks

• Task Subtype

• Task Priority

• Event Duration In Minutes

• Is Event All Day?

• Opportunity Probability

• Opportunity Account Id

• Object Email (contacts, leads)