Connect Salesforce | RevenueProven

Salesforce is the alternative CRM source alongside HubSpot. If your team uses Salesforce as the system of record for pipeline and revenue, connecting it lets Revenue Proven match LinkedIn engagement to Salesforce accounts and opportunities for full attribution.

Salesforce connection settings showing sync status and object counts — The Salesforce card shows your connected org and gives access to won-stage configuration once the connection is active.

What you need before connecting

API access must be enabled on your Salesforce user profile — available on Professional, Enterprise, Unlimited, and Developer editions.
Revenue Proven reads Accounts, Opportunities, Contacts, and Opportunity Stage definitions.
The Account website field is the primary matching key for linking Salesforce accounts to LinkedIn companies.
Opportunity amounts and close dates are used to calculate influenced pipeline and influenced revenue.
Contact your Salesforce administrator if you are unsure whether API access is enabled for your profile.

Completing the connection

Go to Settings, then Connections. Click Connect next to Salesforce. The Salesforce OAuth window opens. Log in with your Salesforce credentials and click Allow when prompted. You will be returned to Revenue Proven with the Salesforce card showing Connected. If your instance is on a custom domain, the OAuth flow handles that automatically.

Configuring your won stage

After connecting, Revenue Proven asks you to identify which opportunity stage label represents a closed-won deal. This is important because Salesforce opportunity stages are user-defined and differ between organisations. Go to Settings, then Salesforce Configuration to set your won stage. Revenue Proven uses the stage label — not the internal Salesforce stage ID — for this matching, so pick the label exactly as it appears in your Salesforce pipeline.