SFDC Sync

SFDC Sync

The SFDC Sync page shows your live Salesforce pipeline. It's the fastest way to get deals into senSEi without manual data entry.

How it works

An Apps Script job syncs your SFDC opportunities to senSEi every 4 hours (AMER and International territories run on slightly different schedules to stay under the Apps Script execution limit). Each sync captures: opportunity name, account name, stage, ARR, close date, lead SE, forecast category, and other deal metadata.

Importing a deal

Find the deal in the table and click Import. senSEi creates the Account and Opportunity in your Notebook automatically, pre-populated with stage, product line, ARR, and close date. You're ready to paste a transcript immediately.

Sorting and filtering

All 7 table columns are sortable — click any column header to sort ascending or descending. Use the search box to filter by account name or opportunity name.

Deal signals

Each imported deal also carries signals from SFDC: SSO interest, Active Directory integration interest, competitive data, and other fields. These feed into AI analysis when available.

Already imported?

Deals you've already imported show an Imported badge. You can still view and re-link them, but you won't create a duplicate.