Overview
SafeBase has enhanced its Enterprise Analytics feature allowing our customers to pull customer type, revenue, and deal stage data into their Accounts and Questionnaires tables, as well as see new Dashboard options. This data is available to SafeBase Enterprise customers.
Note: If you have any questions or would like additional information on this feature, please reach out to your dedicated CSM, connect with our Support team in live chat, or send an email to support@safebase.io.
The SafeBase team must first enable this feature for you.
Setup Instructions
The integration user requires additional permissions than those of the initial SFDC integration outlined here. Please ensure the following permissions are enabled for the Opportunity object, then disconnect and reconnect your SafeBase SFDC integration (the authentication will ensure that permissions have been appropriately refreshed):
Field | Permission |
Amount | Read |
Created Date | Read |
Closed Date | Read |
StageName | Read |
AccountId | Read |
Id | Read |
Once the SafeBase team has enable the initial feature and you have allowed the above permissions, navigate to Settings -> Accounts and turn on the "Retrieve Account details from CRM" toggle at the bottom of that section.
Data will start syncing in the background. If you have a large number of Salesforce-linked Accounts, this may take several minutes.
After this initial sync, the data will automatically refresh daily.
Accounts Page
After toggling this setting, you will now see three additional columns in the Accounts table:
Customer Type: For SafeBase Accounts that are linked to a Salesforce Account, the
Typefield will be retrieved from the Account object.Revenue: For SafeBase Accounts that are linked to a Salesforce Account, we are reading the
Amountfield for the most recently created Opportunity.We also have the option to read a numerical value from a custom Account field if your company tracks revenue this way. Please reach out to your CSM to set this option up. If this is used, we will not read the Opportunity Amount.
Deal Stage: We are taking the
StageNamefrom the most recently created Opportunity.
Questionnaires Page
The Deal Status and Revenue columns will show on the Questionnaires page. Deal Status will show the same values as Deal Stage.
Dashboard
Our new Enterprise Analytics Dashboard now incorporates 4 core Salesforce-based data tables:
1. Total Value by Customer Type
Revenue is broken down by customer profile (Customer, Closed Lost, Former Customer, Prospect, Target).
2. Top Won & Top Closed Deals
A revenue reflection of your Security Team's influence on deals that have been won and open deals where your team should be spending most of their time on converting.
3. Questionnaire Submissions
If you allow customers to upload questionnaires through your trust center, this table will show the number of questionnaires submitted for each Customer Type. This benchmark allows you to understand how many of your customers are truly enabled to self-serve in their security review process.
4. Trust Center Adoption
This table lists the total number of each Customer Type for all SafeBase Accounts.
Notes:
Customers may calculate these values, especially revenue, differently. Please contact your CSM to discuss customization capabilities.
The calculations are dependent on the quality of your Salesforce AND SafeBase data. For example, if you have duplicate Salesforce-linked Accounts in SafeBase, we will potentially double-count the revenue. In addition, if a field in Salesforce, such as
Type, has not been set correctly, this incorrect value will also appear in SafeBase.