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Your Lead to Cash Data Template

Salesforce Sales Cloud

Lead to Cash Attributes (19) Lead to Cash Activities (16) Extraction Guides (3)

Your Lead to Cash Data Template

This template provides a clear roadmap for collecting the essential data needed to analyze your Lead to Cash process. It outlines the key attributes to gather, the critical activities to track, and provides practical guidance for extracting this information from your system. With this template, you can prepare your data efficiently for powerful process mining insights.

Recommended attributes to collect
Key activities to track
Extraction guidance for Salesforce Sales Cloud

New to event logs? Learn how to create a process mining event log.

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Lead to Cash Attributes

These data fields are essential for creating a comprehensive event log, enabling a detailed analysis of your Lead to Cash process.

3 Required 5 Recommended 11 Optional

	Name	Description
	Activity ActivityName	The name of the business event or activity that occurred at a specific point in the sales process.
Description The Activity Name describes a specific step or milestone in the Lead to Cash journey, such as 'Opportunity Created', 'Quote Sent', or 'Contract Signed'. These are derived from changes to key fields or the creation of related records within Salesforce. Analyzing the sequence of these activities allows us to visualize the process flow, identify common paths, and detect deviations from the standard sales process. This is fundamental for building process maps and calculating KPIs like cycle times between different steps. Why it matters It defines the steps in the process map, allowing for the visualization and analysis of the sales journey from lead to cash. Where to get Typically derived from a combination of data sources, including the Opportunity History object (for field changes like Stage), related object creation dates (e.g., Quote, Contract), and specific Task or Event records. Examples Opportunity CreatedQuote Presented to CustomerOpportunity Closed WonInvoice Generated
	Sales Opportunity SalesOpportunity	The unique identifier for each sales opportunity, serving as the primary case identifier for the Lead to Cash process.
Description The Sales Opportunity is the central object that tracks a potential deal from qualification to closure. Each opportunity has a unique ID that links all related activities, communications, quotes, and contracts. In process mining, this ID is essential for reconstructing the end-to-end journey of every deal. By using the Sales Opportunity as the Case ID, we can analyze the complete lifecycle, measure durations between stages, identify process variations, and understand the factors that lead to successful or lost deals. Why it matters This is the fundamental identifier that connects all process steps, enabling a complete and accurate analysis of the sales cycle for each deal. Where to get This is the standard 'Id' field on the Opportunity object in Salesforce Sales Cloud (e.g., Opportunity.Id). Examples 0068c00001KvM7RAAV0068c00001LpA9BAAV0068c00001NqB3CAAV
	Start Time EventTimestamp	The precise date and time when the activity occurred.
Description The Event Timestamp records the exact moment an activity took place. This timestamp is crucial for ordering events chronologically and for all time-based process analysis. This attribute is the foundation for calculating all performance metrics, such as cycle times, durations, and waiting times. For example, the difference between the timestamps of 'Invoice Generated' and 'Payment Received' provides the data for the 'Average Days to Payment' KPI. Accurate timestamps are critical for identifying bottlenecks and measuring process efficiency. Why it matters This attribute provides the chronological order of events and is essential for all duration and performance calculations. Where to get Extracted from various date fields in Salesforce, such as 'CreatedDate' on the Opportunity object, 'LastModifiedDate' from Opportunity History, or specific date fields on related objects like Quote and Contract. Examples 2023-04-15T10:30:00Z2023-05-20T14:00:00Z2023-06-01T09:15:00Z
	Discount Percentage DiscountPercentage	The discount percentage applied to the opportunity.
Description This attribute records the discount offered on a deal, usually as a percentage of the total price. It is a critical factor in understanding deal profitability and sales behavior. This metric is the cornerstone of the 'Opportunity Discount Effectiveness' dashboard and the 'Average Discount on Won Deals' KPI. By analyzing this attribute, sales leaders can determine if discounts are driving wins or simply eroding margins, and they can compare discounting behavior across regions or sales reps. Why it matters This is crucial for analyzing profitability, understanding pricing strategy effectiveness, and identifying excessive discounting. Where to get This is typically a custom currency or percent field on the Opportunity or Quote object. Consult Salesforce Sales Cloud documentation or administrator. Examples 0.050.100.15
	Is Won IsWon	A boolean flag that indicates whether the opportunity was won or lost.
Description This attribute is a simple true or false indicator of the final outcome of a sales opportunity. It is set to true if the opportunity's stage is 'Closed Won' and false if it is 'Closed Lost'. 'Is Won' is the basis for calculating the 'Opportunity Win Rate' KPI, one of the most critical measures of sales effectiveness. It is also used to segment analysis, for example, to compare the process paths of won deals versus lost deals or to calculate the 'Average Discount on Won Deals'. Why it matters This directly measures the outcome of a sales opportunity, enabling win/loss analysis and the calculation of win rates. Where to get This is the standard 'IsWon' field on the Opportunity object. It is a formula field based on the StageName. Examples truefalse
	Opportunity Amount Amount	The estimated total sale amount for the opportunity.
Description This attribute captures the monetary value of a potential deal. It is one of the most important metrics for financial and performance analysis. The Opportunity Amount is used in nearly all financial views, including calculating the total pipeline value, average deal size, and correlating value with other factors like discounts or cycle times. It is a key component of the 'Sales Representative Performance' and 'Opportunity Discount Effectiveness' dashboards. Why it matters It provides the financial value of each deal, essential for pipeline reporting, revenue forecasting, and performance analysis. Where to get This is the standard 'Amount' field on the Opportunity object. Examples 50000125000.75250000
	Opportunity Owner OpportunityOwner	The sales representative assigned to and responsible for the sales opportunity.
Description The Opportunity Owner is the user in Salesforce who is primarily responsible for managing the deal. This is a critical dimension for performance analysis. By analyzing data based on the Opportunity Owner, organizations can build the 'Sales Representative Performance' dashboard. This allows for comparing cycle times, win rates, and average deal sizes across different team members, identifying top performers and coaching opportunities. Why it matters This attribute is essential for analyzing sales team performance, comparing individual results, and identifying coaching needs. Where to get This is the 'OwnerId' field on the Opportunity object, which links to the User object. Examples John SmithMaria GarciaDavid Chen
	Sales Stage StageName	The current stage of the opportunity in the sales pipeline, such as 'Qualification' or 'Negotiation'.
Description The Sales Stage represents the progression of an opportunity through the predefined sales process. Changes in this field are key events in the process, such as 'Proposal Stage Reached'. This attribute is fundamental for building the 'Sales Pipeline Bottleneck Identification' and 'Daily Sales Funnel Operational View' dashboards. It allows for analysis of how long opportunities spend in each stage, conversion rates between stages, and the overall health of the sales pipeline. Why it matters It tracks the opportunity's progress through the sales funnel, enabling bottleneck analysis and pipeline management. Where to get This is the standard 'StageName' field on the Opportunity object. Examples ProspectingQualificationNeeds AnalysisProposal/Price QuoteNegotiation/Review
	Account Name AccountName	The name of the customer account or company associated with the opportunity.
Description The Account Name links the sales opportunity to a specific customer. This enables customer-centric analysis of the sales process. Analyzing the process by customer allows organizations to understand sales cycles for strategic accounts, identify customers with frequent rework or long negotiation phases, and tailor engagement strategies. It provides a valuable dimension for filtering and drilling down into the process data. Why it matters Links the sales process to a specific customer, enabling customer-level analysis of sales cycle times and interaction patterns. Where to get This is derived from the 'AccountId' lookup field on the Opportunity object, which references the 'Name' field on the Account object. Examples Global Tech Inc.Innovate Solutions LLCQuantum Industries
	Contract ID ContractId	The unique identifier for the contract associated with the opportunity.
Description The Contract ID links the opportunity to a formal contract record in Salesforce. This is a key step in the final stages of closing a deal. This attribute enables detailed analysis of the contracting phase, supporting the 'Quote to Contract Cycle Time' and 'Contract Compliance and Adherence' dashboards. It allows for tracking activities like 'Contract Sent for Signature' and 'Contract Activated' and measuring their duration and adherence to SLAs. Why it matters It allows for precise tracking of the contract management sub-process, including cycle times and compliance. Where to get This ID comes from the 'Id' field of the Contract object, which is typically related to the Opportunity or Account. Examples 8008c000001LxD9AAK8008c000001MyE4AAK8008c000001NzF0AAK
	Cycle Time CycleTime	The total duration of the end-to-end sales process for an opportunity.
Description Cycle Time is a calculated metric that measures the total elapsed time from the first activity (e.g., 'Lead Converted to Opportunity') to the last activity (e.g., 'Opportunity Closed Won'). This is a primary KPI for overall process efficiency, directly supporting the 'Lead to Cash End-to-End Cycle Time' dashboard. Analyzing this metric helps identify long-running cases and can be broken down by dimensions like region or opportunity type to find areas for improvement. Why it matters This is a key performance indicator that measures the overall speed and efficiency of the sales process from start to finish. Where to get This metric is calculated in the process mining tool by subtracting the timestamp of the first event from the timestamp of the last event for each case. Examples 30 days 10:05:0095 days 02:00:00120 days 23:55:10
	Is Rework IsRework	A calculated flag indicating if an activity represents rework or a repeated step.
Description Is Rework is a boolean flag that is set to true when a process loops back to an earlier stage. For example, if a 'Quote Modified' activity occurs after a 'Quote Presented to Customer' activity, it is considered rework. This attribute is crucial for quantifying process inefficiencies. It directly supports the calculation of the 'Order Processing Error Rate' and 'Quote Rework Frequency' KPIs. Highlighting rework helps pinpoint areas with unclear requirements, communication issues, or quality problems. Why it matters It quantifies process inefficiencies by identifying and flagging activities that are part of rework loops, helping to target improvement efforts. Where to get This flag is calculated by the process mining tool by analyzing the sequence of activities and detecting backward movements in the process flow. Examples truefalse
	Last Data Update LastDataUpdate	The timestamp indicating when the data was last refreshed from the source system.
Description This attribute shows the date and time of the most recent data extraction from Salesforce Sales Cloud. It provides users with context on the freshness of the data they are analyzing. Knowing when the data was last updated is essential for interpreting the analysis correctly, especially for operational dashboards like the 'Daily Sales Funnel Operational View'. It ensures that decisions are based on an understanding of the data's timeliness. Why it matters Informs users about the timeliness of the data, ensuring they know how current the process analysis is. Where to get This is a metadata attribute generated by the data pipeline or ETL tool at the time of data extraction. Examples 2023-10-27T02:00:00Z2023-10-28T02:00:00Z
	Lead Source LeadSource	The source from which the lead originated, such as 'Web', 'Partner', or 'Trade Show'.
Description Lead Source tracks the marketing channel or sales activity that generated the initial lead. This information is vital for understanding the effectiveness of different customer acquisition strategies. This attribute is the primary dimension for the 'Lead Conversion Performance Analysis' dashboard. By analyzing conversion rates and deal values by lead source, companies can optimize their marketing spend and focus on the most profitable channels. Why it matters It helps determine the effectiveness of marketing channels by linking leads to their origins and subsequent success rates. Where to get This is the standard 'LeadSource' field on the Lead object, which is typically transferred to the Opportunity object upon conversion. Examples WebPhone InquiryPartner ReferralPurchased List
	Opportunity Type Type	Categorizes the opportunity, for example, as 'New Business' or 'Existing Customer'.
Description Opportunity Type is a standard classification field used to segment deals. This helps in understanding the different sales processes or cycles for acquiring new customers versus upselling to existing ones. In process mining, this attribute allows for comparative analysis. For instance, an organization can filter the process map to see if the sales cycle for 'New Business' is longer or has more steps than for 'Existing Customer' renewals. This informs strategic decisions and process optimization efforts. Why it matters Segmenting opportunities by type allows for comparing different sales processes, cycle times, and success rates for new versus existing business. Where to get This is the standard 'Type' field on the Opportunity object. Examples New BusinessExisting Customer - UpgradeExisting Customer - RenewalAdd-on Business
	Order ID OrderId	The unique identifier for the sales order created from a won opportunity.
Description The Order ID links a sales opportunity to the subsequent fulfillment process. This is the handoff point from sales to operations. This ID is critical for extending the process analysis beyond the 'Opportunity Closed Won' stage into order management. It allows for tracking the 'Order Created' and 'Order Fulfilled' activities and is necessary for monitoring the 'Order Fulfillment Error Rate'. Why it matters It connects the sales part of the process to the order fulfillment part, enabling a true end-to-end Lead to Cash analysis. Where to get This ID comes from the 'Id' field of the Order object, which is often related to the Opportunity. Examples 8018c000001IyA6AAK8018c000001JyB1AAK8018c000001KzC6AAK
	Quote ID QuoteId	The unique identifier for a sales quote linked to the opportunity.
Description The Quote ID identifies a specific price quote provided to the customer for an opportunity. An opportunity can have multiple quotes throughout its lifecycle. Tracking Quote IDs is essential for analyzing the quoting part of the sales process. It helps in measuring the 'Quote to Contract Cycle Time', understanding how many quote revisions ('Quote Modified') occur, and supports the 'Quote Rework Frequency' KPI by distinguishing between different quote versions. Why it matters This attribute helps analyze the quoting cycle, including the number of revisions and the time from quote to acceptance. Where to get This ID comes from the 'Id' field of the Quote object, which is related to the Opportunity. Examples 0Q08c000001OxP1AAK0Q08c000001PyQ2AAK0Q08c000001QzR3AAK
	Region Region	The geographical region or sales territory for the opportunity.
Description The Region attribute segments opportunities based on geography, such as 'North America', 'EMEA', or 'APAC'. This is a common way for sales organizations to structure their teams and reporting. This is the key dimension for the 'Regional Sales Performance Comparison' dashboard. It enables leadership to compare process performance across regions, identifying best practices in high-performing areas and areas needing improvement in others. Analysis can cover cycle times, win rates, and discount usage. Why it matters Enables comparison of sales processes and performance across different geographical territories to identify regional strengths and weaknesses. Where to get This is often a custom field on the Opportunity or Account object. Consult Salesforce Sales Cloud documentation or administrator. Examples North AmericaEMEAAPACLATAM
	Source System SourceSystem	Identifies the source system from which the data was extracted.
Description This attribute specifies the system of record where the event data originated. For the Lead to Cash process, this will typically be 'Salesforce Sales Cloud'. In environments with multiple integrated systems, this field is critical for data lineage, troubleshooting, and understanding which system is authoritative for different process steps. It ensures clarity and trust in the data foundation. Why it matters It provides context about the data's origin, which is crucial for data governance, validation, and in multi-system environments. Where to get This is typically a static value added during the data extraction and transformation process to label the dataset's origin. Examples Salesforce Sales CloudSFSC

Required Recommended Optional

Lead to Cash Activities

These are the key process steps and milestones to track, allowing for accurate process discovery and performance analysis.

8 Recommended 8 Optional

	Activity	Description
	Contract Activated	This activity signifies that a contract has been fully executed and signed by all parties, becoming legally active. This is typically recorded as a status change on the Contract object to 'Activated'.
Why it matters This is the final confirmation of a legal agreement with the customer, a crucial milestone for revenue recognition and compliance. Delays here can directly impact financial forecasting. Where to get Inferred from the Contract object's Status field changing to 'Activated'. The timestamp of this change is captured via field history tracking. Capture Identify the timestamp when the 'Status' on the Contract object is set to 'Activated'. Event type inferred
	Lead Converted to Opportunity	This activity marks the point where a qualified lead is converted into a sales opportunity, along with an associated account and contact. This is typically an explicit action taken by a sales representative in Salesforce.
Why it matters This is the crucial handoff from marketing or lead development to the sales team. Analyzing the time and conversion rates from this point helps evaluate lead quality and the efficiency of the initial sales process. Where to get This event can be identified from the Lead object's IsConverted field being true and the ConvertedOpportunityId field being populated. The timestamp is the ConvertedDate. Capture Tracked when a user converts a Lead record, populating the ConvertedDate and ConvertedOpportunityId fields. Event type explicit
	Opportunity Closed Lost	Represents the unsuccessful closing of a sales deal, where the opportunity is lost to a competitor or the customer decides not to purchase. This is recorded when the Opportunity StageName is updated to 'Closed Lost'.
Why it matters This is the primary failure outcome. Analyzing when and why deals are lost is crucial for improving sales strategy, training, and product positioning. Where to get Inferred from the Opportunity object's StageName field changing to 'Closed Lost'. The date is recorded in the CloseDate field and the timestamp in the field history. Capture Identify the timestamp when the Opportunity 'StageName' becomes 'Closed Lost' from OpportunityFieldHistory. Event type inferred
	Opportunity Closed Won	This represents the successful closing of a sales deal, where the opportunity is won. This is a manual or automated update of the Opportunity StageName field to 'Closed Won'.
Why it matters This is a primary success outcome for the sales process. Analyzing trends and attributes of won deals is fundamental to understanding sales performance and strategy. Where to get Inferred from the Opportunity object's StageName field changing to 'Closed Won'. The date of this event is captured in the CloseDate field and the timestamp in field history. Capture Identify the timestamp when the Opportunity 'StageName' becomes 'Closed Won' from OpportunityFieldHistory. Event type inferred
	Opportunity Created	Represents the creation of a new sales opportunity record in Salesforce, signifying a potential revenue-generating deal. This event is logged explicitly with a creation timestamp when the record is first saved.
Why it matters This activity is the official start of the sales cycle for a given opportunity. It serves as the starting point for measuring overall sales cycle time and pipeline velocity. Where to get Captured from the CreatedDate system field on the Opportunity object. This provides a precise timestamp for when the opportunity record was initiated. Capture Use the CreatedDate field from the Opportunity object. Event type explicit
	Payment Received	This activity confirms that the customer's payment has been received and applied to the invoice. It's typically inferred from an invoice status changing to 'Paid' or the creation of a Payment record.
Why it matters This is the final activity in the Lead to Cash process, representing the realization of revenue. The duration from invoice to payment is a critical cash flow KPI. Where to get Inferred from the status of an Invoice object changing to 'Paid', or from the creation of a Payment object linked to the invoice. This data often comes from an external financial system. Capture Identify when the Invoice 'Status' becomes 'Paid' or when a related Payment record is created. Event type inferred
	Quote Accepted by Customer	This activity marks the customer's agreement to the terms and pricing of a quote. This is typically captured by a user updating the Quote's status to 'Accepted'.
Why it matters This is a critical buying signal and a major milestone before contract generation. The time between presentation and acceptance is a key indicator of sales cycle friction. Where to get Inferred from a change in the Status field on the Quote object to 'Accepted'. The timestamp is derived from the history tracking of this field change. Capture Identify the timestamp when the Quote 'Status' field changes to 'Accepted'. Event type inferred
	Quote Created	This activity represents the generation of a formal price quote document for the customer. This is captured when a new Quote record is created and linked to the Opportunity.
Why it matters The creation of a quote is a significant step towards closing a deal. Analyzing the number of quotes and the time to create them helps assess sales team efficiency and deal momentum. Where to get Captured from the CreatedDate system field on the Quote object. The Quote object has a lookup relationship to its parent Opportunity. Capture Use the CreatedDate from the Quote object associated with the Opportunity. Event type explicit
	Contract Sent for Signature	Indicates that a formal contract has been generated and sent to the customer for their signature. This is often inferred from a status change on the Contract object, for instance, to 'Sent' or 'Out for Signature'.
Why it matters This activity initiates the final legal and administrative phase of closing a deal. Tracking this helps monitor the efficiency of the contract management process. Where to get Inferred from a status change on the Contract object, which is linked to the Opportunity. Requires field history tracking on the Contract's Status field. Capture Identify the timestamp when the Contract 'Status' field changes to a value like 'Sent for Signature'. Event type inferred
	Invoice Generated	Represents the creation of an invoice to bill the customer for the goods or services delivered. This may be captured by the creation of an Invoice record, either in Salesforce Billing or an integrated external system.
Why it matters This activity starts the financial part of the Lead to Cash cycle. The speed and accuracy of invoicing directly impact cash flow. Where to get Requires Salesforce Billing or a similar package. Captured from the CreatedDate field on the Invoice object, which is related to the Order or Account. Capture Use the CreatedDate from the Invoice object, if available. Event type explicit
	Opportunity Stage Changed	This activity captures any change in the sales stage of an opportunity, such as moving from 'Qualification' to 'Needs Analysis'. These changes are logged in the system's field history, providing a trail of the opportunity's progression.
Why it matters Tracking stage changes is essential for understanding sales pipeline velocity, identifying bottlenecks where deals stall, and analyzing process compliance. Where to get Inferred from the OpportunityFieldHistory object, which tracks changes to the StageName field on the Opportunity object. Each entry has a timestamp and the old and new values. Capture Extract change events for the 'StageName' field from the OpportunityFieldHistory table. Event type inferred
	Order Created	This activity marks the creation of a sales order, formally initiating the fulfillment process after a deal is won. This is captured when a new Order record is created and associated with the Opportunity or Account.
Why it matters This is the official handoff from the sales process to the order fulfillment and operations team. The efficiency of this step is critical for timely delivery and customer satisfaction. Where to get Captured from the CreatedDate system field on the Order object. The Order is typically linked to the Account and/or the originating Opportunity. Capture Use the CreatedDate from the Order object related to the Opportunity's Account. Event type explicit
	Order Fulfilled	Indicates that the products or services on an order have been delivered to the customer. This event is usually inferred from a status change on the Order object to a terminal state like 'Fulfilled' or 'Completed'.
Why it matters This milestone marks the completion of the delivery promise to the customer. The time from order creation to fulfillment is a key metric for operational efficiency and customer satisfaction. Where to get Inferred from the Order object's Status field changing to a completion value. Field history tracking is required to capture the event timestamp. Capture Identify the timestamp when the Order 'Status' changes to 'Fulfilled' or 'Completed'. Event type inferred
	Proposal Stage Reached	Marks the specific milestone when an opportunity moves into the 'Proposal/Price Quote' stage. This is inferred from the history of the Opportunity's 'StageName' field.
Why it matters This is a key milestone indicating that a potential solution has been identified and is ready to be priced and presented. It's a critical point for analyzing the time taken for solutioning and quoting. Where to get Inferred from the OpportunityFieldHistory object, specifically by identifying the timestamp when the 'StageName' field was updated to 'Proposal/Price Quote' or a similar custom stage value. Capture Filter OpportunityFieldHistory for records where the 'Field' is 'StageName' and the 'NewValue' is the proposal stage. Event type inferred
	Quote Modified	Represents an update or revision to an existing quote, often after customer feedback or negotiation. This is captured by tracking modifications to key fields on the Quote record after its initial creation.
Why it matters Frequent quote modifications can indicate inefficiencies, communication gaps, or extended negotiation cycles. Analyzing this rework loop is key to shortening the quote-to-contract phase. Where to get Inferred from the LastModifiedDate field on the Quote object or, more granularly, from history tracking on fields like TotalPrice or line items. Capture Compare LastModifiedDate with CreatedDate on the Quote object or use Quote field history tracking. Event type inferred
	Quote Presented to Customer	This event indicates that a quote has been sent or formally presented to the customer for review. This is typically inferred by a status change on the Quote record, for example, from 'Draft' to 'Presented' or 'In Review'.
Why it matters This activity starts the clock on customer negotiation and approval cycles. Tracking this helps measure customer response times and identify delays in the quote acceptance phase. Where to get Inferred from changes to the Status field on the Quote object. The history of this field needs to be tracked to get the specific timestamp of the change. Capture Identify the timestamp when the Quote 'Status' field changes to 'Presented', 'Sent', or a similar value. Event type inferred

Recommended Optional

Extraction Guides

How to get your data from Salesforce Sales Cloud

Steps

Prerequisite Check: Field History Tracking: Before starting, verify with your Salesforce Administrator that Field History Tracking is enabled for the key fields on the following objects: Opportunity (StageName, Amount), Quote (Status), Contract (Status), and Order (Status). This is critical for capturing process changes accurately.
Navigate to Salesforce Reports: Log into your Salesforce instance. Use the App Launcher to find and open the 'Reports' tab. Click the 'New Report' button to begin.
Create the Opportunity History Report: This report will capture Opportunity creation, stage changes, and closing events. Select the 'Opportunities with Field History' report type. Add the following columns: Opportunity ID, Opportunity Name, Created Date, Field/Event, Old Value, New Value, Edit Date, and Edit By. Also add the recommended attributes: Owner, Amount, Is Won, and any applicable discount fields.
Create the Lead Conversion Report: Create a second report using the 'Leads' report type. Add columns: Lead ID, Converted Date, Converted Opportunity ID, and Lead Owner. Apply a filter to show only leads where 'Converted' is true.
Create the Quote Events Report: Create a third report using a 'Quotes' report type, preferably one that includes history if available (e.g., 'Quotes with Field History'). Add columns: Quote ID, Opportunity ID, CreatedDate, LastModifiedDate, and Status. This will be used to derive Quote creation and status changes.
Create Additional Reports (Contracts, Orders, Invoices): Following the same pattern as the Quote report, create separate reports for Contracts, Orders, and Invoices if these objects are used in your Salesforce instance. For each, include the record ID, the related Opportunity ID, CreatedDate, LastModifiedDate, and the object's Status field.
Run and Export All Reports: For each report created, set a consistent date range filter, for example, 'Opportunity Created Date' in the last 6 months. Run each report and use the 'Export' function to save the results as a CSV file.
Combine Data in a Spreadsheet: Open a spreadsheet application like Microsoft Excel. Copy the data from each exported CSV file into a separate sheet within a single workbook.
Create the Final Event Log Sheet: Create a new sheet named 'Event Log'. Define the required headers: SalesOpportunity, ActivityName, EventTimestamp, and the recommended headers: OpportunityOwner, StageName, Amount, IsWon, DiscountPercentage.
Transform and Consolidate Data: Manually populate the 'Event Log' sheet by processing the data from the source sheets. For each source row, create a corresponding row in the event log. For example, for a row in the Opportunity History sheet where 'New Value' is 'Closed Won', create a row in the event log with ActivityName set to 'Opportunity Closed Won' and EventTimestamp set to the 'Edit Date'. Repeat this process for all 16 required activities across all source files.
Final Formatting and Export: Ensure the EventTimestamp column is formatted consistently (e.g., YYYY-MM-DD HH:MI:SS). The SalesOpportunity column must be populated for every row, using the Opportunity ID from the source reports. Save this final, consolidated 'Event Log' sheet as a CSV file for upload.

Configuration

Report Types: The primary report type needed is 'Opportunities with Field History'. Additional reports will be required for Leads, Quotes, Contracts, Orders, and Invoices. The availability of history-enabled report types for these objects significantly improves data accuracy.
Field History Tracking: This must be pre-configured by a Salesforce administrator. It is essential for tracking changes to Opportunity Stage, Quote Status, Contract Status, and Order Status.
Permissions: The user running the reports needs read access to all relevant objects: Lead, Account, Opportunity, OpportunityFieldHistory, Quote, Contract, Order, and potentially Invoice and Payment.
Date Range Filter: It is critical to apply a consistent date range filter across all reports to ensure the data correlates. A filter on 'Opportunity Created Date' for the last 3 to 6 months is recommended to keep the data volume manageable.
Data Volume: For organizations with very high volumes of opportunities and activities, the Report Builder may become slow or hit export limits (typically around 100,000 rows depending on the edition). In such cases, the weekly Data Export Service is a more robust alternative for getting the raw data.

a Sample Query config

/*
Salesforce Report Builder is a graphical user interface, so a direct script is not applicable.
The following describes the configuration and transformation logic required to build the final event log file from the various exported reports.
*/

-- **FINAL EVENT LOG STRUCTURE (Target CSV File)**
-- `SalesOpportunity` (TEXT): The Salesforce Opportunity ID (18-digit).
-- `ActivityName` (TEXT): The name of the business event.
-- `EventTimestamp` (DATETIME): The timestamp of the event.
-- `OpportunityOwner` (TEXT): The name of the opportunity owner.
-- `StageName` (TEXT): The stage of the opportunity at the time of the event.
-- `Amount` (NUMERIC): The opportunity amount.
-- `IsWon` (BOOLEAN): True if the opportunity is in a 'Closed Won' stage.
-- `DiscountPercentage` (NUMERIC): The discount percentage, if applicable.

-- **DATA TRANSFORMATION LOGIC (To be applied in a spreadsheet or script)**

-- **From Lead Conversion Report**
-- Activity: 'Lead Converted to Opportunity'
-- `SalesOpportunity` <-- `Converted Opportunity ID`
-- `ActivityName` <-- 'Lead Converted to Opportunity'
-- `EventTimestamp` <-- `Converted Date`

-- **From Opportunity History Report**
-- Activity: 'Opportunity Created'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Opportunity Created'
-- `EventTimestamp` <-- `Created Date`

-- Activity: 'Opportunity Stage Changed'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Opportunity Stage Changed'
-- `EventTimestamp` <-- `Edit Date`
-- Filter: WHERE `Field/Event` = 'Stage'

-- Activity: 'Proposal Stage Reached'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Proposal Stage Reached'
-- `EventTimestamp` <-- `Edit Date`
-- Filter: WHERE `Field/Event` = 'Stage' AND `New Value` = 'Proposal/Price Quote'

-- Activity: 'Opportunity Closed Won'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Opportunity Closed Won'
-- `EventTimestamp` <-- `Edit Date`
-- Filter: WHERE `Field/Event` = 'Stage' AND `New Value` = 'Closed Won'

-- Activity: 'Opportunity Closed Lost'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Opportunity Closed Lost'
-- `EventTimestamp` <-- `Edit Date`
-- Filter: WHERE `Field/Event` = 'Stage' AND `New Value` = 'Closed Lost'

-- **From Quote Report (Requires Quote History Tracking for status changes)**
-- Activity: 'Quote Created'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Quote Created'
-- `EventTimestamp` <-- `CreatedDate`

-- Activity: 'Quote Presented to Customer'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Quote Presented to Customer'
-- `EventTimestamp` <-- [History Edit Date for Status Change to 'Presented']

-- Activity: 'Quote Modified'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Quote Modified'
-- `EventTimestamp` <-- `LastModifiedDate` (Note: This is an approximation)
-- Filter: WHERE `LastModifiedDate` > `CreatedDate`

-- Activity: 'Quote Accepted by Customer'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Quote Accepted by Customer'
-- `EventTimestamp` <-- [History Edit Date for Status Change to 'Accepted']

-- **From Contract Report (Requires Contract History Tracking for status changes)**
-- Activity: 'Contract Sent for Signature'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Contract Sent for Signature'
-- `EventTimestamp` <-- [History Edit Date for Status Change to 'Sent']

-- Activity: 'Contract Activated'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Contract Activated'
-- `EventTimestamp` <-- [History Edit Date for Status Change to 'Activated']

-- **From Order Report (Requires Order History Tracking for status changes)**
-- Activity: 'Order Created'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Order Created'
-- `EventTimestamp` <-- `CreatedDate`

-- Activity: 'Order Fulfilled'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Order Fulfilled'
-- `EventTimestamp` <-- [History Edit Date for Status Change to 'Fulfilled']

-- **From Invoice/Payment Report (If available in Salesforce)**
-- Activity: 'Invoice Generated'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Invoice Generated'
-- `EventTimestamp` <-- [Invoice CreatedDate]

-- Activity: 'Payment Received'
-- `SalesOpportunity` <-- `Opportunity ID`
-- `ActivityName` <-- 'Payment Received'
-- `EventTimestamp` <-- [Payment Date or Invoice Paid Date]

Steps

Prerequisites: Ensure you have a Salesforce user account with API access and sufficient permissions to read the Opportunity, Lead, Quote, Contract, Order, Invoice objects, and their corresponding Field History objects. Field History Tracking must be enabled for the key fields (e.g., StageName, Status) on these objects.
Select an Execution Tool: This query uses UNION ALL clauses which are not supported by Salesforce's native Developer Console or Workbench. You must use an external tool that can connect to Salesforce and execute SQL-style queries, such as a Business Intelligence (BI) tool (Tableau, Power BI), an ETL tool (MuleSoft, Informatica), or a data querying tool with a Salesforce connector (DBeaver, DataGrip).
Establish Salesforce Connection: Configure the connection to your Salesforce instance within your chosen tool. You will typically need your username, password, and security token. Use the Salesforce (API) connector option.
Prepare the Query: Copy the complete SOQL query provided in the query section of this document into the query editor of your tool.
Configure Placeholders: The query contains several placeholders that you must replace with values specific to your Salesforce organization. These include:
- 'YYYY-MM-DDThh:mm:ssZ': Replace all instances with your desired start and end dates for the extraction period, using the ISO 8601 format.
- [Your_Discount_Field__c]: Replace with the API name of your custom field for discount percentage on the Opportunity object.
- [Quote_Presented_Status]: Replace with the actual status value used when a quote is presented to a customer (e.g., 'Presented', 'In Review').
- [Opportunity_Lookup_On_Contract__c]: Replace with the API name of the lookup field on the Contract object that links to the Opportunity.
- [Order_Fulfilled_Status]: Replace with the status value indicating an order is fulfilled (e.g., 'Fulfilled', 'Shipped', 'Completed').
- [Opportunity_Lookup_On_Invoice__c]: Replace with the API name of the lookup field on the Invoice object that links to the Opportunity.
Execute the Query: Run the complete query. Depending on the data volume and the tool used, this may take several minutes.
Review the Results: Once the query completes, inspect the returned dataset to ensure it contains rows for all the different activities and that the columns are populated as expected.
Handle Potential Errors: If the query fails, check for typos in the replaced placeholder names. Ensure the user has field-level security access to all queried fields. The query may also time out or hit governor limits if the date range is too large; try reducing the date range to a smaller period, for example, a single quarter.
Export the Data: Export the final result set as a CSV file.
Prepare for Upload: Ensure the CSV file headers match the required attributes: SalesOpportunity, ActivityName, EventTimestamp, OpportunityOwner, StageName, Amount, IsWon, and DiscountPercentage. The file is now ready for upload into a process mining tool.

Configuration

Field History Tracking: This extraction critically relies on Field History Tracking being enabled for the Opportunity (StageName), Quote (Status), Contract (Status), and Order (Status) objects. Without it, status and stage change activities will not be captured.
User Permissions: The executing user must have API access and read permissions for all objects in the query: Lead, Opportunity, OpportunityFieldHistory, Quote, QuoteHistory, Contract, ContractHistory, Order, OrderHistory, Invoice, and InvoiceHistory.
Date Range: It is crucial to define a specific date range using the 'YYYY-MM-DDThh:mm:ssZ' placeholders. For initial analysis, a period of 3-6 months is recommended to balance data volume with performance. For very large Salesforce instances, start with a smaller range (e.g., one month) to test for performance and governor limit issues.
Custom Fields and Statuses: The query uses placeholders for custom fields (e.g., [Your_Discount_Field__c]) and custom status values (e.g., [Quote_Presented_Status]). You must identify the correct API names and values from your Salesforce configuration and update the query accordingly.
Object Availability: The query assumes the use of standard Contract and Order objects, as well as an Invoice object (common with Salesforce Billing). If your organization does not use these objects or uses a different package for billing, those parts of the query will fail or return no data and should be removed or adapted.

a Sample Query sql

SELECT
    ConvertedOpportunityId AS SalesOpportunity,
    'Lead Converted to Opportunity' AS ActivityName,
    ConvertedDate AS EventTimestamp,
    ConvertedOpportunity.Owner.Name AS OpportunityOwner,
    ConvertedOpportunity.StageName AS StageName,
    ConvertedOpportunity.Amount AS Amount,
    ConvertedOpportunity.IsWon AS IsWon,
    ConvertedOpportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM Lead
WHERE IsConverted = TRUE AND ConvertedDate >= YYYY-MM-DDThh:mm:ssZ AND ConvertedDate <= YYYY-MM-DDThh:mm:ssZ AND ConvertedOpportunityId != NULL

UNION ALL

SELECT
    Id AS SalesOpportunity,
    'Opportunity Created' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Owner.Name AS OpportunityOwner,
    StageName AS StageName,
    Amount AS Amount,
    IsWon AS IsWon,
    [Your_Discount_Field__c] AS DiscountPercentage
FROM Opportunity
WHERE CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ

UNION ALL

SELECT
    OpportunityId AS SalesOpportunity,
    'Opportunity Stage Changed' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity.Owner.Name AS OpportunityOwner,
    NewValue AS StageName,
    Opportunity.Amount AS Amount,
    Opportunity.IsWon AS IsWon,
    Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM OpportunityFieldHistory
WHERE Field = 'StageName' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ

UNION ALL

SELECT
    OpportunityId AS SalesOpportunity,
    'Proposal Stage Reached' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity.Owner.Name AS OpportunityOwner,
    NewValue AS StageName,
    Opportunity.Amount AS Amount,
    Opportunity.IsWon AS IsWon,
    Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM OpportunityFieldHistory
WHERE Field = 'StageName' AND NewValue = 'Proposal/Price Quote' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ

UNION ALL

SELECT
    OpportunityId AS SalesOpportunity,
    'Quote Created' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity.Owner.Name AS OpportunityOwner,
    Opportunity.StageName AS StageName,
    Opportunity.Amount AS Amount,
    Opportunity.IsWon AS IsWon,
    Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM Quote
WHERE CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND OpportunityId != NULL

UNION ALL

SELECT
    Quote.OpportunityId AS SalesOpportunity,
    'Quote Presented to Customer' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Quote.Opportunity.Owner.Name AS OpportunityOwner,
    Quote.Opportunity.StageName AS StageName,
    Quote.Opportunity.Amount AS Amount,
    Quote.Opportunity.IsWon AS IsWon,
    Quote.Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM QuoteHistory
WHERE Field = 'Status' AND NewValue = '[Quote_Presented_Status]' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Quote.OpportunityId != NULL

UNION ALL

SELECT
    Quote.OpportunityId AS SalesOpportunity,
    'Quote Modified' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Quote.Opportunity.Owner.Name AS OpportunityOwner,
    Quote.Opportunity.StageName AS StageName,
    Quote.Opportunity.Amount AS Amount,
    Quote.Opportunity.IsWon AS IsWon,
    Quote.Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM QuoteHistory
WHERE CreatedDate > Quote.CreatedDate AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Quote.OpportunityId != NULL

UNION ALL

SELECT
    Quote.OpportunityId AS SalesOpportunity,
    'Quote Accepted by Customer' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Quote.Opportunity.Owner.Name AS OpportunityOwner,
    Quote.Opportunity.StageName AS StageName,
    Quote.Opportunity.Amount AS Amount,
    Quote.Opportunity.IsWon AS IsWon,
    Quote.Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM QuoteHistory
WHERE Field = 'Status' AND NewValue = 'Accepted' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Quote.OpportunityId != NULL

UNION ALL

SELECT
    Contract.[Opportunity_Lookup_On_Contract__c] AS SalesOpportunity,
    'Contract Sent for Signature' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Contract.Opportunity__r.Owner.Name AS OpportunityOwner,
    Contract.Opportunity__r.StageName AS StageName,
    Contract.Opportunity__r.Amount AS Amount,
    Contract.Opportunity__r.IsWon AS IsWon,
    Contract.Opportunity__r.[Your_Discount_Field__c] AS DiscountPercentage
FROM ContractHistory
WHERE Field = 'Status' AND NewValue = 'Sent for Signature' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Contract.[Opportunity_Lookup_On_Contract__c] != NULL

UNION ALL

SELECT
    Contract.[Opportunity_Lookup_On_Contract__c] AS SalesOpportunity,
    'Contract Activated' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Contract.Opportunity__r.Owner.Name AS OpportunityOwner,
    Contract.Opportunity__r.StageName AS StageName,
    Contract.Opportunity__r.Amount AS Amount,
    Contract.Opportunity__r.IsWon AS IsWon,
    Contract.Opportunity__r.[Your_Discount_Field__c] AS DiscountPercentage
FROM ContractHistory
WHERE Field = 'Status' AND NewValue = 'Activated' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Contract.[Opportunity_Lookup_On_Contract__c] != NULL

UNION ALL

SELECT
    OpportunityId AS SalesOpportunity,
    'Opportunity Closed Won' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity.Owner.Name AS OpportunityOwner,
    NewValue AS StageName,
    Opportunity.Amount AS Amount,
    Opportunity.IsWon AS IsWon,
    Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM OpportunityFieldHistory
WHERE Field = 'StageName' AND NewValue = 'Closed Won' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ

UNION ALL

SELECT
    OpportunityId AS SalesOpportunity,
    'Order Created' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity.Owner.Name AS OpportunityOwner,
    Opportunity.StageName AS StageName,
    Opportunity.Amount AS Amount,
    Opportunity.IsWon AS IsWon,
    Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM Order
WHERE CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND OpportunityId != NULL

UNION ALL

SELECT
    Order.OpportunityId AS SalesOpportunity,
    'Order Fulfilled' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Order.Opportunity.Owner.Name AS OpportunityOwner,
    Order.Opportunity.StageName AS StageName,
    Order.Opportunity.Amount AS Amount,
    Order.Opportunity.IsWon AS IsWon,
    Order.Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM OrderHistory
WHERE Field = 'Status' AND NewValue = '[Order_Fulfilled_Status]' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Order.OpportunityId != NULL

UNION ALL

SELECT
    [Opportunity_Lookup_On_Invoice__c] AS SalesOpportunity,
    'Invoice Generated' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity__r.Owner.Name AS OpportunityOwner,
    Opportunity__r.StageName AS StageName,
    Opportunity__r.Amount AS Amount,
    Opportunity__r.IsWon AS IsWon,
    Opportunity__r.[Your_Discount_Field__c] AS DiscountPercentage
FROM Invoice
WHERE CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND [Opportunity_Lookup_On_Invoice__c] != NULL

UNION ALL

SELECT
    Invoice.[Opportunity_Lookup_On_Invoice__c] AS SalesOpportunity,
    'Payment Received' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Invoice.Opportunity__r.Owner.Name AS OpportunityOwner,
    Invoice.Opportunity__r.StageName AS StageName,
    Invoice.Opportunity__r.Amount AS Amount,
    Invoice.Opportunity__r.IsWon AS IsWon,
    Invoice.Opportunity__r.[Your_Discount_Field__c] AS DiscountPercentage
FROM InvoiceHistory
WHERE Field = 'Status' AND NewValue = 'Paid' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ AND Invoice.[Opportunity_Lookup_On_Invoice__c] != NULL

UNION ALL

SELECT
    OpportunityId AS SalesOpportunity,
    'Opportunity Closed Lost' AS ActivityName,
    CreatedDate AS EventTimestamp,
    Opportunity.Owner.Name AS OpportunityOwner,
    NewValue AS StageName,
    Opportunity.Amount AS Amount,
    Opportunity.IsWon AS IsWon,
    Opportunity.[Your_Discount_Field__c] AS DiscountPercentage
FROM OpportunityFieldHistory
WHERE Field = 'StageName' AND NewValue = 'Closed Lost' AND CreatedDate >= YYYY-MM-DDThh:mm:ssZ AND CreatedDate <= YYYY-MM-DDThh:mm:ssZ

Steps

Prepare Your Environment: Ensure you have Python 3.6 or newer installed on your system. You will also need pip, the Python package installer, to install the necessary libraries.
Install Required Libraries: Open your command line or terminal and install the simple-salesforce and pandas libraries by running the command: pip install simple-salesforce pandas.
Configure Salesforce API Access: Log in to your Salesforce account with an administrator profile. Navigate to Setup, then Apps, then App Manager. Create a new 'Connected App'. Enable OAuth Settings for the app and provide it with the 'Access and manage your data (api)' scope. Once saved, you will get a 'Consumer Key' and 'Consumer Secret'. Also, ensure the user account for the script has a Security Token. You can generate or reset this in your personal settings under 'Reset My Security Token'.
Set Up the Python Script: Copy the complete Python script provided in the Query section into a file named extract_lead_to_cash.py.
Enter Your Credentials: Open the script file and replace the placeholder values for username, password, security_token, and instance_url with your specific Salesforce credentials. Do not hardcode credentials in a production environment, use a secure method like environment variables or a configuration file.
Define the Extraction Period: Modify the start_date and end_date variables in the script to define the time window for the data you wish to extract. Use the 'YYYY-MM-DD' format.
Understand Script Logic: The script connects to the Salesforce API and executes a series of Salesforce Object Query Language (SOQL) queries. Each query targets a specific object (e.g., Opportunity, OpportunityFieldHistory, Quote) to capture a distinct business activity.
Data Aggregation: The results of each query are converted into a structured format called a pandas DataFrame. These individual DataFrames, each representing one activity, are then collected into a single list.
Transformation and Formatting: The script concatenates all the individual DataFrames into one comprehensive event log. It renames columns to match the required schema for process mining (SalesOpportunity, ActivityName, EventTimestamp, etc.) and ensures data types are correct.
Execute the Script: Run the script from your terminal using the command: python extract_lead_to_cash.py. The script will connect to Salesforce, run the queries, and process the data.
Retrieve the Event Log: Upon successful completion, the script will generate a file named sfdc_lead_to_cash_event_log.csv in the same directory. This CSV file is the final event log, formatted for upload into a process mining tool.

Configuration

Prerequisites: A Salesforce account on an Enterprise, Unlimited, or Developer Edition (which have API access). A Salesforce user profile with 'API Enabled' permission and read access to the following objects: Lead, Opportunity, OpportunityFieldHistory, Quote, Contract, and Order. Any custom objects for invoicing or payments will also require read access.
Authentication: The script uses username, password, and security token authentication. For enhanced security in a production setting, consider implementing OAuth 2.0 JWT Bearer Flow, which simple-salesforce also supports.
Date Range: The start_date and end_date variables in the script control the extraction window. For initial analysis, a period of 3 to 6 months is recommended to provide sufficient data without being overwhelming. The date filters are applied to the primary timestamp field of each activity, such as CreatedDate or ConvertedDate.
API Usage: This script executes multiple distinct queries. Each query and the subsequent fetching of all results consume API calls, which count against your organization's daily limits. Be mindful of these limits, especially in an environment with many other integrations. For extracting millions of records, the script should be adapted to use the Salesforce Bulk API.
Customizations: The script assumes standard object and field names where possible. Your organization may have custom fields (e.g., Discount_Percentage__c), custom objects (e.g., Invoice__c, Payment__c), or custom relationships (e.g., a lookup from Contract to Opportunity). You must adjust the SOQL queries in the script to match your specific Salesforce configuration.

a Sample Query python

import pandas as pd
from simple_salesforce import Salesforce
from datetime import datetime

class=class="hl-string">"hl-comment"># --- Configuration Settings ---
class=class="hl-string">"hl-comment"># Replace with your Salesforce credentials and instance URL
SF_USERNAME = class="hl-string">'[your_salesforce_username]'
SF_PASSWORD = class="hl-string">'[your_salesforce_password]'
SF_SECURITY_TOKEN = class="hl-string">'[your_salesforce_security_token]'
SF_INSTANCE_URL = class="hl-string">'[your_salesforce_instance_url]'

class=class="hl-string">"hl-comment"># Define the date range for the extraction
start_date = class="hl-string">'2023-01-01'
end_date = class="hl-string">'2023-12-31'

class=class="hl-string">"hl-comment"># --- Main Script ---
def main():
    class=class="hl-string">"hl-comment"># Establish connection to Salesforce
    try:
        sf = Salesforce(username=SF_USERNAME, password=SF_PASSWORD, security_token=SF_SECURITY_TOKEN, instance_url=SF_INSTANCE_URL)
        print(fclass="hl-string">"Successfully connected to Salesforce instance: {sf.sf_instance}")
    except Exception as e:
        print(fclass="hl-string">"Salesforce connection failed: {e}")
        return

    class=class="hl-string">"hl-comment"># List to hold DataFrames for each activity
    event_log_parts = []

    class=class="hl-string">"hl-comment"># Define common fields to query for Opportunity context
    common_opp_fields = class="hl-string">"Opportunity.Id, Opportunity.Owner.Name, Opportunity.StageName, Opportunity.Amount, Opportunity.IsWon, Opportunity.Discount_Percentage__c"

    class=class="hl-string">"hl-comment"># 1. Lead Converted to Opportunity
    print(class="hl-string">"Extracting: Lead Converted to Opportunity")
    query = fclass="hl-string">"SELECT ConvertedOpportunityId, ConvertedDate, (SELECT Name FROM Owner) FROM Lead WHERE IsConverted = TRUE AND ConvertedDate >= {start_date}T00:00:00Z AND ConvertedDate <= {end_date}T23:59:59Z"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df[class="hl-string">'ActivityName'] = class="hl-string">'Lead Converted to Opportunity'
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'ConvertedDate']).dt.tz_localize(None)
        df[class="hl-string">'SalesOpportunity'] = df[class="hl-string">'ConvertedOpportunityId']
        df[class="hl-string">'OpportunityOwner'] = df[class="hl-string">'Owner'].apply(lambda x: x[class="hl-string">'Name'] if x else None)
        df = df[[class="hl-string">'SalesOpportunity', class="hl-string">'ActivityName', class="hl-string">'EventTimestamp', class="hl-string">'OpportunityOwner']]
        event_log_parts.append(df)

    class=class="hl-string">"hl-comment"># 2. Opportunity Created
    print(class="hl-string">"Extracting: Opportunity Created")
    query = fclass="hl-string">"SELECT Id, CreatedDate, Owner.Name, StageName, Amount, IsWon, Discount_Percentage__c FROM Opportunity WHERE CreatedDate >= {start_date}T00:00:00Z AND CreatedDate <= {end_date}T23:59:59Z"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df[class="hl-string">'ActivityName'] = class="hl-string">'Opportunity Created'
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df = df.rename(columns={class="hl-string">'Id': class="hl-string">'SalesOpportunity', class="hl-string">'Name': class="hl-string">'OpportunityOwner', class="hl-string">'Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        df[class="hl-string">'OpportunityOwner'] = df.apply(lambda row: row[class="hl-string">'Owner'][class="hl-string">'Name'] if row[class="hl-string">'Owner'] else None, axis=1)
        event_log_parts.append(df[[class="hl-string">'SalesOpportunity', class="hl-string">'ActivityName', class="hl-string">'EventTimestamp', class="hl-string">'OpportunityOwner', class="hl-string">'StageName', class="hl-string">'Amount', class="hl-string">'IsWon', class="hl-string">'DiscountPercentage']])

    class=class="hl-string">"hl-comment"># 3, 4, 11, 16. Opportunity Stage Changes (includes Proposal, Closed Won, Closed Lost)
    print(class="hl-string">"Extracting: Opportunity Stage Changes")
    query = fclass="hl-string">"SELECT OpportunityId, CreatedDate, NewValue, OldValue, {common_opp_fields} FROM OpportunityFieldHistory WHERE Field = 'StageName' AND CreatedDate >= {start_date}T00:00:00Z AND CreatedDate <= {end_date}T23:59:59Z"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df_opp = pd.json_normalize(df[class="hl-string">'Opportunity']).add_prefix(class="hl-string">'Opportunity.')
        df = pd.concat([df.drop(class="hl-string">'Opportunity', axis=1), df_opp], axis=1)
        df[class="hl-string">'ActivityName'] = class="hl-string">'Opportunity Stage Changed'
        class=class="hl-string">"hl-comment"># Specific stage milestones
        df.loc[df[class="hl-string">'NewValue'] == class="hl-string">'Proposal/Price Quote', class="hl-string">'ActivityName'] = class="hl-string">'Proposal Stage Reached'
        df.loc[df[class="hl-string">'NewValue'] == class="hl-string">'Closed Won', class="hl-string">'ActivityName'] = class="hl-string">'Opportunity Closed Won'
        df.loc[df[class="hl-string">'NewValue'] == class="hl-string">'Closed Lost', class="hl-string">'ActivityName'] = class="hl-string">'Opportunity Closed Lost'
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df = df.rename(columns={class="hl-string">'OpportunityId': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        event_log_parts.append(df[[class="hl-string">'SalesOpportunity', class="hl-string">'ActivityName', class="hl-string">'EventTimestamp', class="hl-string">'OpportunityOwner', class="hl-string">'StageName', class="hl-string">'Amount', class="hl-string">'IsWon', class="hl-string">'DiscountPercentage']])

    class=class="hl-string">"hl-comment"># 5. Quote Created
    print(class="hl-string">"Extracting: Quote Created")
    query = fclass="hl-string">"SELECT CreatedDate, OpportunityId, {common_opp_fields} FROM Quote WHERE CreatedDate >= {start_date}T00:00:00Z AND CreatedDate <= {end_date}T23:59:59Z"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df_opp = pd.json_normalize(df[class="hl-string">'Opportunity']).add_prefix(class="hl-string">'Opportunity.')
        df = pd.concat([df.drop(class="hl-string">'Opportunity', axis=1), df_opp], axis=1)
        df[class="hl-string">'ActivityName'] = class="hl-string">'Quote Created'
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df = df.rename(columns={class="hl-string">'OpportunityId': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        event_log_parts.append(df[[class="hl-string">'SalesOpportunity', class="hl-string">'ActivityName', class="hl-string">'EventTimestamp', class="hl-string">'OpportunityOwner', class="hl-string">'StageName', class="hl-string">'Amount', class="hl-string">'IsWon', class="hl-string">'DiscountPercentage']])

    class=class="hl-string">"hl-comment"># 6, 7, 8. Quote Status Changes (Presented, Modified, Accepted)
    print(class="hl-string">"Extracting: Quote Status Changes")
    query = fclass="hl-string">"SELECT LastModifiedDate, CreatedDate, Status, OpportunityId, {common_opp_fields} FROM Quote WHERE LastModifiedDate >= {start_date}T00:00:00Z AND LastModifiedDate <= {end_date}T23:59:59Z"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df_opp = pd.json_normalize(df[class="hl-string">'Opportunity']).add_prefix(class="hl-string">'Opportunity.')
        df = pd.concat([df.drop(class="hl-string">'Opportunity', axis=1), df_opp], axis=1)
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'LastModifiedDate']).dt.tz_localize(None)
        df[class="hl-string">'CreatedTimestamp'] = pd.to_datetime(df[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df = df.rename(columns={class="hl-string">'OpportunityId': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        class=class="hl-string">"hl-comment"># Presented
        df_presented = df[df[class="hl-string">'Status'] == class="hl-string">'Presented'].copy()
        if not df_presented.empty: df_presented[class="hl-string">'ActivityName'] = class="hl-string">'Quote Presented to Customer'; event_log_parts.append(df_presented)
        class=class="hl-string">"hl-comment"># Accepted
        df_accepted = df[df[class="hl-string">'Status'] == class="hl-string">'Accepted'].copy()
        if not df_accepted.empty: df_accepted[class="hl-string">'ActivityName'] = class="hl-string">'Quote Accepted by Customer'; event_log_parts.append(df_accepted)
        class=class="hl-string">"hl-comment"># Modified (any change after creation)
        df_modified = df[df[class="hl-string">'EventTimestamp'] > df[class="hl-string">'CreatedTimestamp']].copy()
        if not df_modified.empty: df_modified[class="hl-string">'ActivityName'] = class="hl-string">'Quote Modified'; event_log_parts.append(df_modified)

    class=class="hl-string">"hl-comment"># 9, 10. Contract Status Changes (Sent, Activated)
    print(class="hl-string">"Extracting: Contract Events")
    query = fclass="hl-string">"SELECT LastModifiedDate, ActivatedDate, Status, Opportunity__c, (SELECT Id, Owner.Name, StageName, Amount, IsWon, Discount_Percentage__c FROM Opportunity__r) FROM Contract WHERE (LastModifiedDate >= {start_date}T00:00:00Z AND LastModifiedDate <= {end_date}T23:59:59Z) OR (ActivatedDate >= {start_date} AND ActivatedDate <= {end_date}) AND Opportunity__c != NULL"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df_opp = pd.json_normalize(df[class="hl-string">'Opportunity__r']).add_prefix(class="hl-string">'Opportunity.')
        df = pd.concat([df.drop(class="hl-string">'Opportunity__r', axis=1), df_opp], axis=1)
        df = df.rename(columns={class="hl-string">'Opportunity__c': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        class=class="hl-string">"hl-comment"># Sent for Signature
        df_sent = df[df[class="hl-string">'Status'] == class="hl-string">'Sent'].copy()
        if not df_sent.empty: df_sent[class="hl-string">'ActivityName'] = class="hl-string">'Contract Sent for Signature'; df_sent[class="hl-string">'EventTimestamp'] = pd.to_datetime(df_sent[class="hl-string">'LastModifiedDate']).dt.tz_localize(None); event_log_parts.append(df_sent)
        class=class="hl-string">"hl-comment"># Activated
        df_activated = df[df[class="hl-string">'Status'] == class="hl-string">'Activated'].copy()
        if not df_activated.empty: df_activated[class="hl-string">'ActivityName'] = class="hl-string">'Contract Activated'; df_activated[class="hl-string">'EventTimestamp'] = pd.to_datetime(df_activated[class="hl-string">'ActivatedDate']).dt.tz_localize(None); event_log_parts.append(df_activated)

    class=class="hl-string">"hl-comment"># 12. Order Created
    print(class="hl-string">"Extracting: Order Created")
    query = fclass="hl-string">"SELECT CreatedDate, OpportunityId, {common_opp_fields} FROM Order WHERE CreatedDate >= {start_date}T00:00:00Z AND CreatedDate <= {end_date}T23:59:59Z AND OpportunityId != NULL"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df_opp = pd.json_normalize(df[class="hl-string">'Opportunity']).add_prefix(class="hl-string">'Opportunity.')
        df = pd.concat([df.drop(class="hl-string">'Opportunity', axis=1), df_opp], axis=1)
        df[class="hl-string">'ActivityName'] = class="hl-string">'Order Created'
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df = df.rename(columns={class="hl-string">'OpportunityId': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        event_log_parts.append(df)
        
    class=class="hl-string">"hl-comment"># 13. Order Fulfilled
    print(class="hl-string">"Extracting: Order Fulfilled")
    query = fclass="hl-string">"SELECT LastModifiedDate, Status, OpportunityId, {common_opp_fields} FROM Order WHERE LastModifiedDate >= {start_date}T00:00:00Z AND LastModifiedDate <= {end_date}T23:59:59Z AND Status = 'Fulfilled' AND OpportunityId != NULL"
    df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
    if not df.empty:
        df_opp = pd.json_normalize(df[class="hl-string">'Opportunity']).add_prefix(class="hl-string">'Opportunity.')
        df = pd.concat([df.drop(class="hl-string">'Opportunity', axis=1), df_opp], axis=1)
        df[class="hl-string">'ActivityName'] = class="hl-string">'Order Fulfilled'
        df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'LastModifiedDate']).dt.tz_localize(None)
        df = df.rename(columns={class="hl-string">'OpportunityId': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
        event_log_parts.append(df)

    class=class="hl-string">"hl-comment"># 14. Invoice Generated (using placeholder custom object Invoice__c)
    print(class="hl-string">"Extracting: Invoice Generated")
    query = fclass="hl-string">"SELECT CreatedDate, Opportunity__c, (SELECT Id, Owner.Name, StageName, Amount, IsWon, Discount_Percentage__c FROM Opportunity__r) FROM Invoice__c WHERE CreatedDate >= {start_date}T00:00:00Z AND CreatedDate <= {end_date}T23:59:59Z AND Opportunity__c != NULL"
    try:
        df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
        if not df.empty:
            df_opp = pd.json_normalize(df[class="hl-string">'Opportunity__r']).add_prefix(class="hl-string">'Opportunity.')
            df = pd.concat([df.drop(class="hl-string">'Opportunity__r', axis=1), df_opp], axis=1)
            df[class="hl-string">'ActivityName'] = class="hl-string">'Invoice Generated'
            df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'CreatedDate']).dt.tz_localize(None)
            df = df.rename(columns={class="hl-string">'Opportunity__c': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
            event_log_parts.append(df)
    except Exception as e:
        print(class="hl-string">"Could not extract 'Invoice Generated'. Check if 'Invoice__c' object and 'Opportunity__c' field exist and are accessible.")

    class=class="hl-string">"hl-comment"># 15. Payment Received (using placeholder custom object Invoice__c status change)
    print(class="hl-string">"Extracting: Payment Received")
    query = fclass="hl-string">"SELECT LastModifiedDate, Status__c, Opportunity__c, (SELECT Id, Owner.Name, StageName, Amount, IsWon, Discount_Percentage__c FROM Opportunity__r) FROM Invoice__c WHERE LastModifiedDate >= {start_date}T00:00:00Z AND LastModifiedDate <= {end_date}T23:59:59Z AND Status__c = 'Paid' AND Opportunity__c != NULL"
    try:
        df = pd.DataFrame(sf.query_all(query)[class="hl-string">'records'])
        if not df.empty:
            df_opp = pd.json_normalize(df[class="hl-string">'Opportunity__r']).add_prefix(class="hl-string">'Opportunity.')
            df = pd.concat([df.drop(class="hl-string">'Opportunity__r', axis=1), df_opp], axis=1)
            df[class="hl-string">'ActivityName'] = class="hl-string">'Payment Received'
            df[class="hl-string">'EventTimestamp'] = pd.to_datetime(df[class="hl-string">'LastModifiedDate']).dt.tz_localize(None)
            df = df.rename(columns={class="hl-string">'Opportunity__c': class="hl-string">'SalesOpportunity', class="hl-string">'Opportunity.Owner.Name': class="hl-string">'OpportunityOwner', class="hl-string">'Opportunity.StageName': class="hl-string">'StageName', class="hl-string">'Opportunity.Amount': class="hl-string">'Amount', class="hl-string">'Opportunity.IsWon': class="hl-string">'IsWon', class="hl-string">'Opportunity.Discount_Percentage__c': class="hl-string">'DiscountPercentage'})
            event_log_parts.append(df)
    except Exception as e:
        print(class="hl-string">"Could not extract 'Payment Received'. Check if 'Invoice__c' object and relevant fields exist and are accessible.")

    class=class="hl-string">"hl-comment"># --- Finalize Event Log ---
    if not event_log_parts:
        print(class="hl-string">"No data extracted. The event log is empty.")
        return

    print(class="hl-string">"Concatenating and cleaning final event log...")
    final_event_log = pd.concat(event_log_parts, ignore_index=True)

    class=class="hl-string">"hl-comment"># Select and order final columns
    final_columns = [
        class="hl-string">'SalesOpportunity', class="hl-string">'ActivityName', class="hl-string">'EventTimestamp', 
        class="hl-string">'OpportunityOwner', class="hl-string">'StageName', class="hl-string">'Amount', class="hl-string">'IsWon', class="hl-string">'DiscountPercentage'
    ]
    class=class="hl-string">"hl-comment"># Add any missing columns with null values
    for col in final_columns:
        if col not in final_event_log.columns:
            final_event_log[col] = None
    
    final_event_log = final_event_log[final_columns]

    class=class="hl-string">"hl-comment"># Sort the event log
    final_event_log = final_event_log.sort_values(by=[class="hl-string">'SalesOpportunity', class="hl-string">'EventTimestamp'])

    class=class="hl-string">"hl-comment"># Save to CSV
    output_filename = class="hl-string">'sfdc_lead_to_cash_event_log.csv'
    final_event_log.to_csv(output_filename, index=False, date_format=class="hl-string">'%Y-%m-%d %H:%M:%S')
    print(fclass="hl-string">"Extraction complete. Event log saved to {output_filename}")

if __name__ == class="hl-string">'__main__':
    main()

Your Lead to Cash Data Template

Your Lead to Cash Data Template

Lead to Cash Attributes

Lead to Cash Activities

Extraction Guides

Salesforce Report Builder and Data Export Service

Steps

Configuration

a Sample Query config

Direct Salesforce Object Query Language (SOQL) Query

Steps

Configuration

a Sample Query sql

Python Script using Salesforce REST or Bulk API

Steps

Configuration

a Sample Query python

Ready to Get Started?

Stop Losing Deals: Optimize Lead to Cash Now

Your Lead to Cash Data Template

Your Lead to Cash Data Template

Lead to Cash Attributes

Lead to Cash Activities

Extraction Guides

Salesforce Report Builder and Data Export Service

Steps

Configuration

a Sample Query config

Direct Salesforce Object Query Language (SOQL) Query

Steps

Configuration

a Sample Query sql

Python Script using Salesforce REST or Bulk API

Steps

Configuration

a Sample Query python

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Ready to Get Started?

Stop Losing Deals: Optimize Lead to Cash Now