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CB Insights for Salesforce

By CB Insights

Get private market data on companies, deals, and more right in Salesforce

No Ratings
Starting at $5,000   USD/company/year
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Requires
Sales Cloud

Append or add CB Insights data right into Salesforce. Track companies, trends, and trigger events with millions of data points about private tech companies, including their location, revenue, funding, investors, competitors, customers, and partners.

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
Force.com
Developer
Essentials

App Details

Version
CB Insights/July 2024 2.7.0
Listed On
10/26/2022
Latest Release
07/01/2024
Supported Features
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 5
Custom Tabs: 0
Custom Apps: 0
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.
2.4.0
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.
09/28/2022

Additional Details

We equip sales, partnership, and investment teams to win more deals with data and expert analysis about private technology companies. “Relying on customizable access to data from CB Insights allows us to spend more time in areas where humans add value. We pull CB Insights’ data into our CRM, which allows us to narrow our focus to our top targets and to be far more efficient so our 10-person team can perform the work of dozens of people.” - Jason Mintz, Partner and CTO, MVP Ventures CB Insights for Salesforce displays private market data on companies, investors, deals, and more right in Salesforce. Track companies, trends, and trigger events you care about without manually keying in data. Add new Accounts you find on the CB Insights platform with a click. Enriching the account pulls that data into your environment, allowing you to conduct the analysis you need on your funnel. It’s the perfect tool for sales, partnerships, corporate development, and investors.

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CB Insights

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