Introduction
Cake includes connectors for Salesforce data. Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that provides a unified interface for sales, support, marketing, and analytics—empowering teams to build and nurture customer relationships with precision and scale. Salesforce acts as the single source of truth for customer data, tracking every touchpoint from initial lead acquisition to post-sale engagement and support. It integrates with product telemetry, support workflows, and internal business systems to deliver a 360° view of customer activity and health, driving data-informed decisions across go-to-market and operational functions.
Use Cases
Salesforce is used across the revenue and operations stack to support:
Sales and BD teams managing outreach, deal flow, and partner onboarding pipelines.
Customer Success teams tracking adoption, engagement, renewals, and support outcomes.
Marketing teams analyzing campaign performance, lead attribution, and user segmentation.
Executive and ops stakeholders reviewing funnel metrics, expansion opportunities, and strategic KPIs.