Free template: use AI to automatically extract your Salesforce data
Automatically extract your Salesforce data without writing a single line of code.
The Parabola Team
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- Set up your data source by creating a new Parabola flow and connecting your Salesforce account.
- Select the specific Salesforce objects you want to extract, such as Leads, Opportunities, or Accounts. Configure any necessary filters or parameters.
- Clean, organize, and transform your data. In short, do anything you'd otherwise do in spreadsheets. To help, Parabola offers five different AI-led transform steps.
- Apply any additional processing needed, such as lead scoring, opportunity analysis, or account mapping.
- Generate your results by previewing the extracted data and running your automated flow. Once set up, this process will handle new Salesforce records automatically.
How to use Salesforce with Parabola
Parabola is a powerful tool that can help you automate the process of extracting data from your Salesforce CRM. With Parabola, you can:
- Connect to your Salesforce account and pull in your CRM data
- Use AI-powered tools to extract specific information from your records
- Visualize and analyze the extracted data to gain valuable insights
Retrieving data from Salesforce
Parabola's Salesforce integration allows you to pull data directly from your CRM, making it easy to extract and process information from your leads, opportunities, and accounts.
Key features
- Process any standard or custom object in your Salesforce org
- Multiple object support (Leads, Accounts, Opportunities, Contacts, Custom Objects)
- Standardize data across different record types
- Extract field values, related lists, and record metadata
- Advanced SOQL filtering capabilities
- Automated scheduling
How to use
- Add the Pull from Salesforce step to your Flow
- Connect your Salesforce account and authenticate
- Select the object type you want to pull (Leads, Accounts, etc.)
- Configure any specific filters or SOQL queries
- Click "Refresh data" to pull in your Salesforce data
- Adjust the fields and validate your final output
Applying AI to extract your data
The Extract with AI step in Parabola leverages large language models to intelligently parse and extract specific values from your Salesforce data. This powerful feature can understand context and identify patterns in your data, making it ideal for processing complex CRM information.
Key features
- Natural language processing capabilities
- Custom extraction rules
- Multi-object support
- Batch processing
How to use
- Add the Extract with AI step after your pull step
- Define the fields you want to extract data from
- Create new columns specifying the data you want to extract
- Add additional fine-tuning to further tailor the extraction
- Run a test extraction to verify results
- Adjust settings as needed for optimal results
Practical use cases and examples
Analyzing sales performance patterns
By extracting and analyzing data from your opportunities and accounts, you can gain valuable insights into your sales performance patterns. This information can help you improve your sales process, identify bottlenecks, and better understand your win rates.
Monitoring opportunity pipeline and forecasting
Extracting key information from your opportunities, such as stage changes, close dates, and deal amounts, can help you stay on top of your sales targets and make more accurate revenue forecasts.
Generating reports and insights
Using Parabola's data visualization capabilities, you can create comprehensive reports and dashboards that showcase the insights you've gained from your Salesforce data. These reports can be used to inform business decisions, track sales performance, and communicate with stakeholders.
