Salesforce integration

Salesforce in Polar: your B2B pipeline, blended with your DTC.

Connect Salesforce over its API and Polar ingests your accounts, opportunities, pipeline and closed revenue into your warehouse and semantic layer, blended with Shopify DTC and your marketing spend. So wholesale and B2B finally sit on one P&L with your direct business, attributed, and Polar can push clean, blended metrics back into Salesforce too.

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Connect Salesforce See the setup
Google Sheets → Polar

What you can bring in

Pipeline in the warehouse
"Can I see B2B pipeline next to DTC?"
Accounts, opportunities and pipeline ingested and blended with Shopify revenue.
pipeline + DTC
One P&L
"Wholesale and DTC live apart."
B2B and direct revenue on one governed P&L, so the whole business reads together.
B2B + DTC, one P&L
Blended CAC
"What does a customer cost across channels?"
Marketing spend against both B2B and DTC customers, blended into CAC and margin.
CAC across channels
Closed-won, attributed
"Which marketing drove closed revenue?"
Closed-won revenue attributed against the spend and touchpoints that drove it.
attributed closed-won
Push back to CRM
"Can Polar write to Salesforce?"
Polar can push clean, blended, attributed metrics back into Salesforce for your reps.
metrics -> Salesforce
Query over MCP
"Can an AI reason on all of it?"
The governed metrics are available over the Polar MCP, so an assistant answers, sourced.
MCP-ready

Salesforce holds the pipeline. Polar blends it with the business.

Salesforce reports B2B pipeline in isolation, and it cannot see your DTC store, your ad spend or your real margin. So the total picture, wholesale plus direct, at true cost, has no home. Polar is that home.

Salesforce on its own

  • Pipeline and closed revenue live in the CRM, apart from commerce.
  • No blend with Shopify DTC, ad spend or margin.
  • Attribution stops at the CRM boundary.
  • Reporting across B2B and DTC means stitching exports by hand.

Salesforce with Polar

  • Accounts, opps and revenue ingested into your governed semantic layer.
  • Blended with Shopify DTC, ad spend and real margin on one P&L.
  • Closed-won attributed against the marketing that drove it.
  • Polar can also push clean metrics back into Salesforce.
Setup Guide

Bring Salesforce into Polar.

01 · What you need
Polar

A Polar account with Shopify

A Polar account with Shopify connected. This connector plugs in right next to your stack.

Connect your data →

A Salesforce org

API access to the objects you want, accounts, opportunities and pipeline, so Polar can ingest and map them.

Open Salesforce →

The AI data engineer

Salesforce is ingested via its API and mapped into your semantic layer by Polar's AI data engineer.

02 · Bring Salesforce into Polar
1

Connect over the API talk to Polar

Accounts, opps, pipeline.
Grant API access to the Salesforce objects you want. Polar ingests accounts, opportunities, pipeline and closed revenue into your warehouse.
2

Map to the semantic layer built for you

Objects become governed metrics.
The AI data engineer maps your objects into the semantic layer, so pipeline and closed-won become governed metrics, blended with Shopify and marketing.
3

Use it both ways the payoff

Blend in, push back.
See B2B and DTC on one P&L, and push Polar's clean, attributed metrics back into Salesforce for your revenue team.
Get started

B2B and DTC, finally on one P&L.

Ingest your Salesforce objects over the API and map them into the semantic layer, blended with your commerce data.

Book a demo Connect your data ↗
The Gap

The connector is only half of it.

Once your Salesforce accounts, opps and pipeline are clean and attributed inside Polar, you can use them wherever you already work. Ask Polar in plain language, pull them live through the Polar MCP, or schedule a snapshot into the report your team reads every morning.

Salesforce

accounts, opps, pipeline, revenue
Polar

Polar

clean, blended, attributed

Ask Polar

Polar MCP

Scheduled reports

Featured Use Case

B2B and DTC, on one P&L.

The whole business, one number

Brands that sell both wholesale and direct live with two disconnected worlds: Salesforce knows the B2B pipeline, Shopify knows the DTC orders, and never the two shall meet, at least not without an analyst stitching spreadsheets every month. Polar ingests your Salesforce objects over the API and resolves them into the same semantic layer as your commerce data, so accounts, opportunities and closed-won revenue sit next to DTC orders, ad spend and margin on one P&L. You can finally ask what the whole business did, blended CAC across both motions, contribution margin including wholesale, revenue attributed to the marketing that actually drove it. And because it runs both ways, Polar can push those clean, attributed numbers back into Salesforce so your revenue team works from the same truth.

What makes it real

Ingested and governed. Salesforce objects resolve into the semantic layer, so pipeline and revenue behave like any Polar metric.

Blended both motions. B2B and DTC on one P&L, with blended CAC and margin across the whole business.

Ask Polar, in plain language. “Show B2B pipeline and DTC revenue together, and blended CAC across both.” No SQL, no export.

See how the blended view works
Other Use Cases

Other use cases

Use case 01

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See the use case › Use case 02

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Placeholder. The use case skill fills this. (rung: report it)

See the use case › Use case 03

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Placeholder. The use case skill fills this. (rung: analyze it)

See the use case › Use case 04

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Placeholder. The use case skill fills this. (rung: decide from it)

See the use case › Use case 05

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Placeholder. The use case skill fills this. (rung: act on it)

See the use case ›
Your Prompt Library

Salesforce in plain language

A scannable wall of sample prompts for your Salesforce data inside Polar. Ask Polar, or Claude with the Polar MCP connected.
See it
Show my Salesforce pipeline next to DTC revenue this quarter.
Break down closed-won revenue by source.
List open opportunities by stage and value.
Analyze it
Show blended CAC across B2B and DTC.
Which marketing drove the most closed-won revenue?
Compare contribution margin for wholesale vs direct.
Decide from it
Where should we invest, B2B or DTC, on margin not revenue?
Which accounts are worth more attention based on blended value?
Summarize how pipeline and DTC revenue moved since last quarter.
Get started · connect once · both ways

Your whole business, one P&L.

Ingest Salesforce over the API, blend pipeline and closed revenue with your DTC store, and push clean, attributed metrics back to the CRM.

Get started by booking a demo Connect your data in Polar
Phase 1 talk to PolarConnect SalesforceGrant API access to the objects you want ingested.
Phase 2 built for youMap to the semantic layerThe AI data engineer turns objects into governed metrics.
Phase 3 the payoffUse it both waysBlend B2B and DTC, and push metrics back to Salesforce.