Skip to content

Salesforce Integration

Overview

The Salesforce connector bidirectionally syncs accounts, opportunities, and contacts with ValuePact. This enables automatic population of pipeline data, stakeholder lists, and realized value tracking.

Who this is for

  • Admin
  • Developer
  • End User

Prerequisites

  • Salesforce Enterprise, Unlimited, or Developer Edition.
  • Admin access to Setup > App Manager in Salesforce.
  • ValuePact Organization Admin role.

Step-by-step instructions

1. Install the connected app

  1. In ValuePact, go to Administration > Integrations > Salesforce.
  2. Click Connect.
  3. You are redirected to Salesforce OAuth. Log in with an admin account.
  4. Approve the requested scopes: api, refresh_token.
  5. Return to ValuePact. The status indicator turns green.

2. Configure sync scope

  1. Open the Salesforce connector settings in ValuePact.
  2. Select entities to sync: Accounts, Opportunities, Contacts.
  3. Choose sync direction: Inbound, Outbound, or Bidirectional.
  4. Set the sync schedule: every 15 minutes, hourly, or daily.

3. Map fields

  1. Click Field Mapping.
  2. Drag Salesforce fields to corresponding ValuePact attributes.
  3. Required mappings:
  4. Account.Name → Stakeholder Organization
  5. Opportunity.Amount → Benefit Value
  6. Opportunity.StageName → Initiative Status
  7. Save the mapping. Run a test sync to validate.

4. Set sync rules

  1. Open Sync Rules.
  2. Add a filter: Opportunity.StageName IN ('Closed Won', 'Closed Lost').
  3. Exclude records owned by integration users to prevent noise.
  4. Enable Conflict Resolution: Salesforce wins, ValuePact wins, or manual review.

5. Verify the first sync

  1. Trigger a manual sync.
  2. Open Data Explorer and compare record counts.
  3. Review the sync log for validation errors.
  4. Fix mapping issues and re-sync.

Permissions required

Role Permission Scope
Admin Configure integrations Organization
Admin Manage field mapping Organization
User View synced records Assigned initiatives

Limits and guardrails

  • Limit Salesforce API calls: 100,000 per 24 hours per connected app.
  • Limit Records per sync batch: 2,000.
  • Limit Field mappings per entity: 50.
  • Limit Sync frequency: minimum 15 minutes.

Troubleshooting

Issue: OAuth token expired and sync stopped

Cause: The Salesforce admin password changed, or the connected app was blocked. Resolution: 1. In ValuePact, click Reconnect. 2. Re-authenticate with Salesforce. 3. Verify the connected app is not in "Blocked" status in Salesforce Setup.

Issue: Opportunity amounts appear in wrong currency

Cause: The mapping pulled Amount without referencing CurrencyIsoCode. Resolution: 1. Add CurrencyIsoCode to the field map. 2. Enable multi-currency in Administration > Configuration > Currency. 3. Re-run the sync.

Issue: Sync shows 'INSUFFICIENT_ACCESS_OR_READONLY'

Cause: The connected app user lacks read permission on a mapped object or field. Resolution: 1. In Salesforce, open the profile for the integration user. 2. Grant read access to the object and field-level security for mapped fields. 3. Re-run the sync.

Escalation path

Severity Condition Contact
P3 Field mapping or filter questions #valuepact-support Slack
P2 Sync failure affecting reporting support@valuepact.ai
P1 Complete Salesforce disconnect with data loss risk On-call page with subject "P1 Salesforce Integration"