How do I connect Salesforce to Revenue Proven?
Revenue Proven connects to Salesforce via OAuth. You need API access enabled on your Salesforce org and at minimum read permissions on Accounts, Opportunities, and Opportunity Stages.
Salesforce is the second CRM supported by Revenue Proven. The integration reads accounts and opportunities to match against LinkedIn engagement, giving you attribution across the companies and deals in your Salesforce org.
Steps to connect Salesforce
- Go to Connections in the dashboard sidebar
- Click Connect next to Salesforce
- You will be redirected to Salesforce for OAuth authorization
- Log in with a Salesforce user that has API access enabled
- Click Allow to complete the connection
Required Salesforce permissions
The connecting Salesforce user needs API Enabled set to true on their profile, and read access to the Account, Opportunity, and OpportunityStage objects. Revenue Proven uses the Salesforce REST API and Bulk API 2.0 for large data pulls. It does not require System Administrator profile, but it does need sufficient API quota on your org. Revenue Proven never writes to Salesforce.
Instance URL and token refresh
Revenue Proven captures your Salesforce instance URL during the OAuth flow and uses it for all subsequent API calls. If your org is migrated to a new Salesforce instance URL (uncommon but possible), you will need to disconnect and reconnect. Access tokens are encrypted at rest and refreshed automatically. All API calls go through Revenue Proven's Salesforce client, which handles rate limits, token refresh, and INVALID_FIELD error propagation.