Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

FunnelSource: Forecasting & Sales Enablement

Powerful Forecasting, Quota Tracking and Pipeline Management

$39   USD/user/month

Discounts available for nonprofits

Try It
Business Need
Sales
Analytics
Forecasting
Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Supported Browsers: Chrome (latest), Edge (latest), Safari (latest), Firefox (latest)

App Details

Version
FunnelSource/v1.233 1.233.0
Listed On
03/19/2009
Latest Release
06/28/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 20
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.233.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/07/2023

Additional Details

FunnelSource gives real-time visibility to everyone in the sales organization. Features & Benefits: Single-screen Interface: One screen to replace countless dashboards and reports. Get everyone's eyes on the same page to improve communication and accountability. Quota Management: An intuitive quota engine lets you quickly input multiple targets for a more granular view of the business. Your opportunities live in Salesforce -- shouldn't your quotas? Flexible Forecasting: Accurate forecasting without the spreadsheets. Able to handle the complexity of multiple products or revenue streams. Pipeline Change: See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. Custom Metrics: Customer-specific metrics support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates. Seamless Salesforce Integration: FunnelSource is a 100% native Salesforce app that fits right into your existing workflow. We don't data-warehouse. Go live in hours, not days or weeks.

Need help?

FunnelSource, Inc.

San Francisco, CA, USA

Support is provided from California. Email or speak with support when needed.

Support Phone+1.800.395.7085