Connect Salesforce
Salesforce provides the opportunity and account data that Kyroo uses to calculate pipeline influence and revenue attribution. Salesforce is available on all plans.
Prerequisites
- Salesforce admin access
- Opportunities associated with accounts in your CRM
- At least one opportunity record type configured
Connection steps
- Navigate to the Connect page in Kyroo
- Click Connect Salesforce
- Log in to Salesforce in the popup window. Use your Salesforce username, not your email (find it under your avatar > Settings > Personal Information)
- Authorize Kyroo to access your Salesforce data
- Wait for the initial sync to complete (1-3 minutes depending on the number of accounts and opportunities)
What data syncs
| Data | Details |
|---|---|
| Accounts | Name, domain (Website field), industry |
| Opportunities | Name, amount, stage, close date, create date, associated account |
| Record types | Opportunity record type names and IDs |
| Stage history | Stage changes with timestamps for deal journey tracking |
Filtering record types and opportunity types
After connecting Salesforce, you can choose which record types and opportunity types to track on the Connect page. This lets you focus attribution on the opportunities that matter most to your team, for example filtering out renewal opportunities to only track new business.
Preparing your CRM for best results
- Associate opportunities with accounts. Kyroo attributes deals through account matching. Opportunities without an account association cannot be attributed.
- Keep account websites accurate. Kyroo matches LinkedIn impression data to Salesforce accounts using the Website field. Make sure your account records have correct website domains.
- Use opportunity stages consistently. Kyroo uses stage data to calculate pipeline influence. Consistent stage usage gives you more accurate reporting.