--- title: "Salesforce Integration for Rig: Query Salesforce Data in Plain English" description: "Connect Salesforce to Rig and query your Salesforce data in plain English, or ask it in Claude, ChatGPT and Cursor. Governed, validated answers from your warehouse." canonical: "https://rig.so/integrations/salesforce" format: markdown --- Browse integrations ![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=112&format=png&retina=true) CRM Supported # 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. [Try Rig](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) ## 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. [Read the step-by-step Salesforce setup guide](https://rig.so/guides/connect-salesforce) ## 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. Ask Rig - 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. Ask Rig - 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. Ask Rig - 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. Ask Rig - 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. - [Claude](https://rig.so/integrations/claude) - [Claude Code](https://rig.so/integrations/claude-code) - [Cursor](https://rig.so/integrations/cursor) - [ChatGPT](https://rig.so/integrations/chatgpt) - [Codex](https://rig.so/integrations/codex) - [Gemini](https://rig.so/integrations/gemini) ## 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 [![Affinity logo](https://img.logo.dev/affinity.co?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)AffinityRelationship intelligence and deal-flow analytics for private capital.](https://rig.so/integrations/affinity)[![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)AttioDeal velocity and relationship analytics from your Attio workspace.](https://rig.so/integrations/attio)[![Dynamics 365 logo](https://img.logo.dev/microsoft.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)Dynamics 365Sales and pipeline analytics from Microsoft Dynamics 365.](https://rig.so/integrations/dynamics-365)[![Gainsight logo](https://img.logo.dev/gainsight.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)GainsightCustomer success companies, CTAs, success plans and health, with every field.](https://rig.so/integrations/gainsight)[![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)HubSpotDeal, contact and marketing analytics across the HubSpot CRM.](https://rig.so/integrations/hubspot)[![Pipedrive logo](https://img.logo.dev/pipedrive.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)PipedrivePipeline and activity analytics from your Pipedrive CRM.](https://rig.so/integrations/pipedrive) ## 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. [Try Rig](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) --- - [This page as HTML](https://rig.so/integrations/salesforce) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)