Connecting Salesforce
Integrate Salesforce CRM to match LinkedIn engagement with your opportunities.
Connecting Salesforce lets Revenue Proven match the companies engaging with your LinkedIn Ads to the accounts and opportunities in your CRM, which is what turns raw engagement into influenced pipeline and revenue. The connection uses OAuth, so you never share a password, and it can be set up in a few minutes. This page walks through what you need, how to connect, and what syncs.
Before you connect
You will need a Salesforce user with API access and permission to read Accounts and Opportunities. In many orgs a Salesforce administrator must approve the connected app the first time, so if your organization restricts third-party connections, line that approval up before you start. Read access is all the core attribution flow requires.
Connecting your account
Open Settings, go to Connections, and choose Salesforce. Selecting Connect launches the Salesforce OAuth screen, where you sign in and authorize Revenue Proven. Once you approve, the connection is established and your tokens are stored encrypted; Revenue Proven refreshes them automatically so you do not have to reconnect on a schedule.
What syncs and how it is used
Revenue Proven reads your Accounts and Opportunities through the Salesforce API. Accounts are matched to LinkedIn-engaged companies by domain, and each opportunity’s stage determines whether it counts as open pipeline or closed-won revenue. The won stage is identified by its label, so confirm that mapping in your settings, especially if your team has renamed stages.
- Ensure your Salesforce Accounts have correct website or domain values to maximize match rate.
- Confirm which stage label represents closed-won so revenue is counted correctly.
- Use a service or integration user with stable, ongoing API access where possible.
With Salesforce connected and the won stage confirmed, your LinkedIn engagement and your CRM pipeline finally live in the same view. If your Salesforce org uses multiple record types or custom stage names, take an extra moment to confirm the closed-won label, since that single setting drives every revenue figure. Once it is set correctly, you rarely need to revisit the connection, and the encrypted tokens refresh on their own so the data keeps flowing.