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
Salesforce → Polar

Pipeline attributed to the spend that created it.

Pipeline and closed-won from Salesforce in your warehouse, attributed and blended into CAC on one P&L, with segments pushed back to the CRM.
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
Setup Guide

How to Connect Salesforce to 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 →

Polar's 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

Ask the AI Data Engineer for Salesforce ~ minutes

Plain language, no code.
Describe what you need from Salesforce in plain language. Polar's AI Data Engineer reads the Salesforce API, writes the connector and pipes the data into your warehouse as governed data, in minutes. No code.
2

Map to the semantic layer automatic

Objects become governed metrics.
Polar's 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 ↗
Side by side

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 ownon its own

+

Salesforce with Polarblended

Pipeline and closed revenue live in the CRM, apart from commerce.
Accounts, opps and revenue ingested into your governed semantic layer.
No blend with Shopify DTC, ad spend or margin.
Blended with Shopify DTC, ad spend and real margin on one P&L.
Attribution stops at the CRM boundary.
Closed-won attributed against the marketing that drove it.
Reporting across B2B and DTC means stitching exports by hand.
Polar can also push clean metrics back into Salesforce.
The Gap

The Salesforce 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.

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.

Ingested and governed

Attributed

Salesforce objects resolve into the semantic layer, so pipeline and revenue behave like any Polar metric. B2B and DTC on one P&L, with blended CAC and margin across the whole business.

Ask Polar, in plain language

No SQL

“Show B2B pipeline and DTC revenue together, and blended CAC across both.” No SQL, no export.

See how the blended view works
Your Prompt Library

15 prompts a connected Salesforce account unlocks.

Pipeline next to DTC, closed-won attributed to the marketing that created it, blended CAC across both motions, and one P&L.
Type
Audience
15 of 15
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 plain languageConnect 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.