Salesforce integration for Rig
The easiest way to connect Salesforce to Claude and other AI tools
Salesforce is the leading enterprise CRM, where sales teams manage leads, opportunities, accounts and cases.
What Rig syncs from Salesforce
Once connected, Rig models these objects so questions resolve to the right tables and joins:
- Accounts
- Contacts
- Leads
- Opportunities
- Opportunity stages and history
- Activities and tasks
- Campaigns
- Cases
How Salesforce connects to Rig
Rig Ingest syncs your Salesforce objects into your warehouse on a schedule, tracking field and picklist changes. Rig then models accounts, opportunities and activity history so pipeline and forecast questions resolve correctly.
Analyse pipeline velocity and stage conversion
Pipeline velocity measures how quickly opportunities move from stage to stage and close. Rig reads Salesforce opportunity stage history, so you can see where deals stall, how long each stage takes, and which reps and segments convert fastest, without exporting reports to a spreadsheet.
- What was average sales cycle length by stage last quarter?
- Which stage do enterprise deals stall in most often?
- Show win rate by lead source this year
Forecast more accurately from real opportunity data
Rig combines open pipeline, historical close rates and stage age from Salesforce to ground a forecast in what actually happens, not gut feel. You can weight by stage, compare to quota, and spot slipping deals before the end of the quarter.
- What is weighted pipeline for this quarter by rep?
- Which deals are forecast to close but have no recent activity?
- Compare this quarter's coverage ratio to last quarter
Score account health and expansion potential
By joining Salesforce accounts to opportunities, activities and product usage in your warehouse, Rig can rank accounts by health and expansion signal. That helps account managers focus on renewals at risk and accounts ready to grow.
- Which accounts have open pipeline but declining engagement?
- List top expansion candidates by usage and spend
- Show accounts with no activity logged in 30 days
Audit data quality and rep activity
Rig surfaces missing fields, stale opportunities and uneven activity logging across the Salesforce org. Operations teams use it to keep the CRM clean and to see which reps are actually working their pipeline.
- Which opportunities are missing a close date or amount?
- Show activity volume by rep over the last 30 days
- Find duplicate accounts by domain
Ask your Salesforce data in Claude, ChatGPT or Cursor
Rig serves your Salesforce data to AI assistants over MCP. Once Salesforce is synced into your warehouse, you can ask questions in plain English from the tool you already use, and every answer is backed by validated, governed SQL.
Frequently asked questions
- What Salesforce objects does Rig sync?
- Standard objects like Accounts, Contacts, Leads, Opportunities, Activities, Campaigns and Cases, including opportunity stage history and your custom fields.
- Can I analyse Salesforce pipeline without building reports?
- Yes. Rig models opportunities and stage history, so you ask pipeline velocity, conversion and forecast questions in plain English and get governed SQL answers.
- Can I query Salesforce data in Claude or ChatGPT?
- Yes. Once Salesforce is synced to your warehouse, Rig serves it to Claude, ChatGPT, Cursor and other AI tools over MCP.
- How often does Salesforce data refresh?
- Rig Ingest syncs on a schedule you set and tracks schema and picklist changes so new fields appear automatically.
Related integrations
Connect Salesforce data to AI tools like Claude
Rig builds a governed context layer over your data so every team, and every AI tool, asks questions and gets answers they can trust.