> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce on Vortex IQ > Monitor Salesforce pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. Monitor Salesforce pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **32** | **4** | **Build your own** | **Ready to build yours** | **14** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 32 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ----------------------------- | ------------------- | -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Lead Response Time** | Run operations | Alert band 60 / 480 | Median minutes from Lead.CreatedDate to the CreatedDate of the first Task logged against that Lead (Task.WhoId references the Lead). Both are confirmed standard Salesforc | | **Stalled Deal %** | Run operations | Alert band 10 / 30 | Open (IsClosed=false) Opportunities with no logged activity in 14 days, as a share of all open Opportunities. LastActivityDate is a genuine Salesforce standard rollup fie | | **Active Subscribers (Est.)** | Run operations | Merchant rule | Estimated subscribed, reachable contacts. | | **Bounce Rate** | Protect revenue | Alert band 2 / 5 | Share of sends that bounced. Rising bounces hurt sender reputation. | | **CRM Data Hygiene Score** | Run operations | Alert band 95 / 80 | Composite required-field-completeness score across three confirmed standard fields: share of Contacts with Email populated, share of Opportunities linked to an AccountId, | | **Campaign Status Breakdown** | Grow revenue | Merchant rule | Campaigns grouped by status (sent, draft, scheduled). | | **Checkout-to-Order Rate** | Grow revenue | Merchant rule | Share of started checkouts that became paid orders. | | **Checkouts Started** | Customer experience | Merchant rule | Checkouts begun from email clicks, where the platform reports it. | | **Click-to-Open Rate** | Grow revenue | Alert band 10 / 3 | Clicks as a share of opens - engagement quality independent of open-rate inflation. | | **Conversion Rate** | Grow revenue | Merchant rule | Orders as a share of emails sent. Ties send volume to revenue. | | **Delivery Rate** | Protect revenue | Alert band 98 / 95 | Share of sends accepted by the inbox provider. Below 95% needs attention. | | **Email Click Rate** | Grow revenue | Alert band 2 / 0.5 | Share of delivered emails that earned a click. The clearest engagement signal. | | **Email Health KPIs** | Protect revenue | Merchant rule | Delivered, bounced and unsubscribed at a glance - your deliverability vitals. | | **Email Open Rate** | Run operations | Alert band 20 / 10 | Share of delivered emails opened. iOS Mail Privacy inflates this; pair with click-to-open. | | **Engagement Funnel** | Grow revenue | Merchant rule | Sent to delivered to opened to clicked, showing where engagement drops off. | | **Flow Count Summary** | Run operations | Merchant rule | How many automations exist on the account. | | **Flow Status Breakdown** | Run operations | Merchant rule | Automations split by status (live, draft, paused). | | **Flow Trigger Types** | Run operations | Merchant rule | Automations grouped by what triggers them. | | **Flows List** | Customer experience | Merchant rule | Every automation/journey and its current status. | | **List Count** | Grow revenue | Merchant rule | Number of audiences on the account. | | **List Health Summary** | Run operations | Merchant rule | Total reachable members across all lists. | | **Lists Overview** | Grow revenue | Merchant rule | Every audience with its member count. | | **Placed Orders Total** | Run operations | Merchant rule | Orders attributed to email in the window. | | **Refund Rate** | Protect revenue | Merchant rule | Share of attributed orders later refunded. | | **Revenue per Recipient** | Grow revenue | Merchant rule | Revenue divided by emails sent. What each address is worth per send. | | **Revenue per Send** | Grow revenue | Merchant rule | Revenue divided by emails sent - the efficiency of each send, validated against realised ecom orders. | | **Segments Overview** | Run operations | Merchant rule | Saved segments and their sizes. | | **Spam Complaint Rate** | Protect revenue | Alert band 0.1 / 0.3 | Spam complaints per send. Above 0.1% puts deliverability at risk. | | **Top Lists by Name** | Grow revenue | Merchant rule | Largest audiences by member count. | | **Total Revenue** | Grow revenue | Merchant rule | Placed-order revenue attributed to Salesforce/Marketing-Cloud sends. The hero revenue number. | | **Total Sends** | Grow revenue | Merchant rule | Total emails sent across campaigns in the window. | | **Unsubscribe Rate** | Protect revenue | Alert band 0.5 / 2 | Unsubscribes per send. A spike signals list fatigue or off-target content. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | --------------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **CRM API token invalid or scope insufficient** | critical | Catalogue quality | Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, | Report only | | **Median lead response time above 8h** | high | Grow revenue | Leads answered after 8 hours convert at a fraction of the rate of leads answered in minutes; speed-to-lead is the cheapest conversion lever in the pipeline. | Report only | | **Stalled open deals above threshold (no activity in 14 days)** | high | Run operations | Deals with no activity for two weeks are quietly dying; a nudge list ordered by value recovers some before they close-lose themselves. | Report only | | **CRM data hygiene below 80% (missing required fields)** | medium | Run operations | More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreli | Report only | ### Build your own automated fixes 4 checks report findings on Salesforce today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **10 read** and **4 write** operations across contactlists, interactions, interactioninteractionstops, messagingmessagedefinitionsends, messagingmessagedefinitionsendpauses, messagingmessagedefinitionsendresumes on Salesforce. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=salesforce) | Resource | Read operations | Write operations | | ------------------------------------- | --------------- | ---------------- | | contactlists | 1 | 0 | | interactions | 1 | 0 | | interactioninteractionstops | 0 | 1 | | messagingmessagedefinitionsends | 1 | 0 | | messagingmessagedefinitionsendpauses | 0 | 1 | | messagingmessagedefinitionsendresumes | 0 | 1 | | servicedataquerys | 1 | 0 | | servicedatasobjectaccounts | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Salesforce workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*