Connecting Salesforce
Integrate Salesforce CRM to match LinkedIn engagement with your opportunities.
Salesforce Integration Overview
RevenueProven connects to Salesforce via the standard OAuth 2.0 flow, reading Accounts, Opportunities, and Pipeline Stage metadata. Like our HubSpot integration, we operate in strict read-only mode — your Salesforce data is never modified.
Required Permissions
The connecting user needs "API Enabled" and "View All Data" permissions in Salesforce, or at minimum read access to the Account and Opportunity objects. If your org uses field-level security, ensure the website, domain, and opportunity amount fields are accessible to the connected user's profile.
Connecting Your Org
From Connections, click "Connect Salesforce." Choose your environment (Production or Sandbox) and sign in. After approving the OAuth request, you'll be returned to RevenueProven. The initial sync begins automatically and typically processes 10,000 accounts in under 3 minutes.
Account-to-Company Matching
RevenueProven matches Salesforce Accounts to LinkedIn-engaged companies using the Account's Website field. We normalize domains (stripping www, trailing slashes, and subdomains) before comparison. If the Website field is empty, we fall back to fuzzy name matching with a confidence threshold.
Opportunity Attribution
Once accounts are matched, RevenueProven maps Opportunities to LinkedIn engagement windows. An opportunity is considered "influenced" if the associated account had LinkedIn ad engagement within your configured lookback window before the opportunity was created or advanced stages.
Sandbox Testing
We recommend connecting a Salesforce Sandbox first if you want to verify the integration without touching production data. The flow is identical — just select "Sandbox" when prompted for your Salesforce environment during the OAuth step.