Salesforce Integration¶
Connect PartnerSignals to Salesforce to sync opportunities, accounts, and contacts — and write attribution records back to your CRM.
Availability
Salesforce integration is generally available. Supported on all PartnerSignals plans.
What Syncs¶
| Direction | Data |
|---|---|
| Salesforce → PartnerSignals | Accounts, Opportunities, Contacts, Activity records |
| PartnerSignals → Salesforce | Attribution records (custom fields), Signal-generated tasks |
Setup¶
Prerequisites¶
- Salesforce admin access (System Administrator profile or equivalent)
- PartnerSignals account with CRM integration enabled
Step 1 — Authorize the OAuth Connection¶
- Go to Settings → Integrations → Salesforce in the portal
- Click Connect Salesforce
- You'll be redirected to Salesforce to authorize — log in with an admin account
- Review the requested permissions and click Allow
- You'll be redirected back to the portal
Permissions requested:
- Read access to Accounts, Opportunities, Contacts, Tasks, Activities
- Write access to Opportunities (for attribution field write-back)
- Write access to Tasks (for signal-generated task creation)
Step 2 — Configure Sync Scope¶
After authorization, configure what syncs:
Object scope:
- ✅ Accounts — always synced (required)
- ✅ Opportunities — always synced (required)
- ☑️ Contacts — optional; enables contact-level signal matching
- ☑️ Activities/Tasks — optional; enables partner touch detection from logged calls and emails
Opportunity filter (recommended):
- All opportunities (default)
- Open opportunities only (reduces sync volume)
- Filter by stage, owner, or custom field
Click Save Sync Settings.
Step 3 — Run Initial Sync¶
Click Run Sync Now to trigger the initial data pull. Sync duration depends on record count:
| Record Count | Estimated Time |
|---|---|
| < 1,000 opportunities | 2–5 minutes |
| 1,000–10,000 | 10–20 minutes |
| > 10,000 | 30–60 minutes |
You'll receive a portal notification and optional email when the sync completes.
Step 4 — Configure Attribution Write-Back¶
Go to Settings → Attribution → CRM Write-Back to set up Salesforce field mapping:
- Click Add Field Mapping
- Select the PartnerSignals attribution field (e.g.
attributed_partner,attribution_tier,attributed_revenue) - Select the target Salesforce field (custom field on the Opportunity object — create these first if they don't exist)
- Click Save
Recommended custom fields to create in Salesforce:
| Field Label | API Name | Type |
|---|---|---|
| PS Attributed Partner | PS_Attributed_Partner__c |
Text(255) |
| PS Attribution Tier | PS_Attribution_Tier__c |
Picklist |
| PS Attributed Revenue | PS_Attributed_Revenue__c |
Currency |
| PS Attribution Date | PS_Attribution_Date__c |
Date |
Ongoing Sync¶
After the initial sync, PartnerSignals syncs incrementally:
- Real-time (webhook): Opportunity stage changes and new activity records trigger immediate sync
- Scheduled: Full delta sync every 4 hours as a backstop
Troubleshooting¶
Sync failed — permission error
Re-authorize the Salesforce connection (Settings → Integrations → Salesforce → Reconnect). The authorized user may have changed permissions or been deprovisioned.
Attribution fields not writing back
- Verify the custom fields exist on the Opportunity object in Salesforce
- Confirm the field API names match exactly in the PartnerSignals mapping
- Check that the authorized user has edit access to the Opportunity object
Missing opportunities in PartnerSignals
- Check your opportunity filter scope — if set to "open only," closed opportunities won't appear
- Verify the opportunity meets any custom field filter criteria you configured