Salesforce

How it works 

RevenueHero’s native Salesforce integration authenticates using admin permissions to read leads, contacts, accounts, activities, and custom objects from your Salesforce account. This allows RevenueHero to route meetings based on your CRM data from any channel. 
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What you’ll need to get started

Administrative Permissions

• API Enabled
• View All users
• Offline Access

Object Permissions

• Accounts: Read/Edit/View All/Create*
• Contacts: Read/Edit/View All/Create*
• Leads: Read/Edit/View All/Create*^‍

^*Access to activities/events is inherited from the related object
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When you first integrate RevenueHero with Salesforce, based on your Admin’s API privileges, RevenueHero creates custom properties on your contact, lead and activity object to store information about meetings processed by RevenueHero.

When meetings are created or updated, RevenueHero writes relevant information to the associated object in Salesforce based on your rule configuration.

Once connected, here's how RevenueHero works with your Salesforce:

1. When a prospect submits a form, RevenueHero instantly checks your Salesforce records to:
   
   • Match the prospect against existing accounts, contacts, and leads.
   • Verify ownership by checking if the assigned sales rep is active and present in RevenueHero to avoid outdated or ambiguous ownership.
   • For net new records, distribute meetings to the right sales rep based on rule configuration in RevenueHero.
   • Apply your custom qualification rules to determine eligibility for scheduling.

2. Based on the lookup results:
   • Qualified leads see available times of the right sales rep 
   • Prospects are shown availabilities based on existing ownership of account, contact, lead, or custom object or in cases where there is no existing record, get to meet with the sales rep up next in round robin.
   • Disqualification gets updated in the Salesforce contact or lead property. 

3. After a meeting is booked, RevenueHero:
   • Sends calendar invites to the prospect/assigned rep.
   • Syncs all meeting details (e.g.,prospect form-fill info, meeting outcomes) to Salesforce activities in real time.
   • Keeps ownership assignments up to date 
   • Waits on parallel activity updates to ensure uniqueness of logged activity
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RevenueHero creates properties on your Contact, Lead, and Activity objects upon integrating to enable automated meeting data sync. Click here to view the complete list of fields. If your admin user permissions don't cover these objects, your RevenueHero onboarding engineer will help you onboard with the necessary permission in a staggered approach that works best for you.