Getting started connecting to Salesforce

What is the RevOps Salesforce Integration?

The RevOps Salesforce Integration enables you to map data (1) from Salesforce into your deals or (2) from your deals into Salesforce. This integration simplifies your deal creation process by importing data already available in Salesforce. When the items such as Deals and SKUs are saved within RevOps, RevOps will also enrich your CRM.

By connecting your Salesforce instance to RevOps, you can:

  • Improve the accuracy of your Opportunity Amounts before deals get signed.
  • Decrease the number of manual checks for closed-won and closed-lost opportunities.
  • Map important information about your deal terms for better reporting in Salesforce.
  • Automate your approvals or notifications with data from your quotes.

How to connect RevOps to Salesforce?

Start connecting your RevOps Workspace to Salesforce by going to the Settings > Integration page (/settings/integrations/salesforce/getting-started). Then select whether you would like to connect to a Salesforce Live account or Sandbox account.

Learn more about what the integration delivers on our RevOps Salesforce Integration product overview. 

Prerequisite 

RevOps connects to your Salesforce instance through a standard OAuth connection to an individual user account.

We recommend using a stand-alone Salesforce account specifically for RevOps or a shared account for all your integrations (often called a Service Account). This helps provide visibility to the updates made in your audit history. 

 

The objects and fields accessible to RevOps are all determined by the user account you use when connecting RevOps to your Salesforce instance. RevOps will have the same access as the user, so if the field is read-only or hidden for that user, they will be read-only or hidden to RevOps. In general, you should give RevOps read and write access to all the objects and fields you may want to update.

RevOps primarily uses the Salesforce Bulk API to sync data to Salesforce in the most API quota-efficient way when possible to stay within your API Request allocations. When an issue occurs, RevOps will sync to Salesforce through partial writes so that as much data can be synced as possible

Using Salesforce Sandbox

RevOps supports connection Salesforce Sandbox instances. Note that Sandboxes have their own set of user accounts and you may need to create a new account for RevOps to replicate permissions. Any time a sandbox is refreshed from production, the account will need to be recreated and reconnected to RevOps. If you are testing or building a demo instance, we recommend connecting your RevOps Sandbox to Salesforce Sandbox first.

Salesforce Integration Glossary

Mappings

Mappings can be created for every field you would like to enrich from RevOps to Salesforce. When creating a mapping, you are selecting the property in RevOps that you would like to use and the data field in Salesforce you would like to enrich.

Variables

Variables can be created for every field you would like to import from Salesforce to RevOps. By selecting the Salesforce field, a RevOps Variable is created to be used throughout your agreement.

Price Books

By default, RevOps will sync to your standard price book and create price book entries associated with this price book id. If you are managing multiple price books and want price book entries created in a separate price book, configure the default price book you would like RevOps to use.