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Overview

OpenFunnel’s 2-way Salesforce integration helps RevOps to easily assign newly discovered, pain-rich accounts and new revenue insights within existing accounts to your BDRs/SDRs/AEs. See how RevOps uses OpenFunnel & Salesforce Meanwhile, BDRs/SDRs/AEs automatically receive deeper insights into their existing named accounts or broader geographic territories (see how OpenFunnel insights are better due to verticalized indexing). See how AEs/SDRs/BDRs uses OpenFunnel & Salesforce

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Setup Guide

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A) Create OpenFunnel fields in Salesforce

You’ll need to create two custom fields for both the Account and Contact objects.
Repeat the steps below for both objects.
  1. Go to an existing Account (or Contact when setting up for contacts).
  2. Click the gear icon in the top-right → Edit Object.

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Field 1 – Signals

  • Field Label: OpenFunnel Signals
  • Field Name: OpenFunnel_Signals
  • Type: Text Area (Rich)
  • Length: Default (32,768) or higher
  • Description: Signals captured by OpenFunnel and updated daily.

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Field 2 – Latest Signal Date

  • Field Label: OpenFunnel Latest Signal Date
  • Field Name: OpenFunnel_Latest_Signal_Date
  • Type: Date
  • Description: Date of the latest signal added to this account or contact by OpenFunnel.
⭐ Critical —> Add OpenFunnel to your picklist fields so accounts or contacts sourced by OpenFunnel can be tagged as OpenFunnel in the LeadSource and AccountSource fields.

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B) Update Account & Contact layouts to display OpenFunnel fields

Again, repeat these steps for both Account and Contact objects.
  1. Go to an existing Account (or Contact).
  2. Click the gear icon → Edit Page to open Lightning App Builder.
  3. In the sidebar, find Fields and drag the Field Section component into the Details section.
  4. Set:
    • Number of Columns: 2
    • Label Type: Custom
    • Custom Label: OpenFunnel Intelligence
  5. In the Fields list, search for:
    • OpenFunnel Signals
    • OpenFunnel Latest Signal Date
  6. Drag each field into the two columns you just created.
  7. Click Activate and Save.

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B) Update Account & Contact layouts to display OpenFunnel fields

Again, repeat these steps for both Account and Contact objects.
  1. Go to an existing Account (or Contact).
  2. Click the gear icon → Edit Page to open Lightning App Builder.
  3. In the sidebar, find Fields and drag the Field Section component into the Details section.
  4. Set:
    • Number of Columns: 2
    • Label Type: Custom
    • Custom Label: OpenFunnel Intelligence
  5. In the Fields list, search for:
    • OpenFunnel Signals
    • OpenFunnel Latest Signal Date
  6. Drag each field into the two columns you just created.
  7. Click Activate and Save.

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C) Update Account & Contact layouts to display OpenFunnel fields

Again, repeat these steps for both Account and Contact objects.
  1. Go to an existing Account (or Contact).
  2. Click the gear icon → Edit Page to open Lightning App Builder.
  3. In the sidebar, find Fields and drag the Field Section component into the Details section.
  4. Set:
    • Number of Columns: 2
    • Label Type: Custom
    • Custom Label: OpenFunnel Intelligence
  5. In the Fields list, search for:
    • OpenFunnel Signals
    • OpenFunnel Latest Signal Date
  6. Drag each field into the two columns you just created.
  7. Click Activate and Save.

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D) Mapping OpenFunnel fields to CRM Fields

Setup mapping from OpenFunnel to your Salesforce incase you want to pipe any OpenFunnel fields to existing fields in your CRM else the default mapping would be this Contact (Default Mapping)
  • LinkedIn URL of contact: Description
  • OpenFunnel Signals field name: OpenFunnel_Signals__c
  • Latest Signal Date field name: OpenFunnel_Latest_Signal_Date__c
Account (Default Mapping)
  • OpenFunnel Signals field name: OpenFunnel_Signals__c
  • Latest Signal Date field name: OpenFunnel_Latest_Signal_Date__c
Other fields for both Contact and Account objects are standard fields and are synced autonomously without any setup needed. Screenshot 2025-09-13 at 3.16.23 PM.png

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Result

Once complete:
  • Your Salesforce records will display OpenFunnel signals inline.
  • Every account/contact will show the latest signal date.
  • OpenFunnel will instantly detect if an account or people already exists in your CRM, keeping data fresh and avoiding duplicate effort!