Salesforce
Ingest Salesforce Closed-Won Opportunity Notes
Overview
Salesforce unifies sales, marketing, and customer data on a single platform. Connect this data with Reforge Insights to find more insights, and link feedback back to real customer value.
Get Started
You can find the Salesforce integration on your integration settings page.
A user with access to both Reforge Insights as well as Salesforce will need to authorize the connection.
Go to "Settings"
Click "Integrations" in the navigation menu
Click "Salesforce"
Click "Connect"
If necessary, log in to Salesforce using the appropriate account
Review and approve the permissions requested
Once confirmed, you will be returned to Reforge Insights, where you can toggle on ingestion of sales notes
Data Collected
Once Reforge Insights and Salesforce are connected successfully, data will be pulled from periodically. The first time Reforge Insights loads data, it will look back 1 week. After that, it will ingest all new data up to your plan’s feedback volume limit.
Only notes from opportunities in the “Closed-Won” status will be ingested. This is to ensure that the feedback you receive is based on successful sales outcomes and actual paying customers.
The following table describes how data is mapped from Salesforce into Reforge Insights.
| Salesforce Object | Salesforce Field | Reforge Insights Object | Reforge Insights Field | Note |
|---|---|---|---|---|
| Note | Title | Feedback | Title | |
| Note | Body | Feedback | Description | |
| Note | CreatedDate | Feedback | Created At | |
| Note | LastModifiedDate | Feedback | Updated At | |
| Account | Name | Account | Name | |
| Account | Description | Account | Description | |
| Account | CreatedDate | Account | Created At | |
| Account | LastModifiedDate | Account | Updated At | |
| Account | Website | Account | domain | |
| Account | Annual Revenue | Account | metadata | |
| Account | Number of Employees | Account | metadata | |
| Account | Billing Postal Code Employees | Account | metadata | |
| Account | Billing Country | Account | metadata | |
| Opportunity | SUM of Amount | Account | contractValue | Sum of the Amount field from all “Closed Won” opportunities associated with the corresponding Account |
Pricing Volume Impact
| Entity Type | Volume Impact |
|---|---|
| Note | 1x |
View the pricing page for more information on how we calculate volume usage.
Common Issues
OAUTH_APP_BLOCKED
The most common issue we see with connecting Salesforce is “OAUTH_APP_BLOCKED”. This is likely due to configuration in your Salesforce organization that restricts users from connecting new apps via OAuth. If you hit this error, please have a user with admin access in Salesforce complete the following steps: If you see an error like OAUTH_APP_BLOCKED when trying to install the integration, your Salesforce admin needs to allow access to the app.
Go to Setup → Connected Apps OAuth Usage
You can search “Connected Apps OAuth Usage” in the Setup search bar.
Find "Reforge Insights" in the list
Click Manage next to the app name
On the next screen, click Edit Policies
Under Permitted Users, choose one of the following options
Self-authorization (easier setup):
Select “All users may self-authorize” → Save. You’re done.
Admin-approved access (more control):
Select “Admin approved users are pre-authorized” → Save. → Then scroll down and add the appropriate Profiles or Permission Sets under “Profiles” or “Custom Permissions” so your users can access the app.
Once updated, users can try the installation/authentication again
Salesforce
Ingest Salesforce Closed-Won Opportunity Notes
Overview
Salesforce unifies sales, marketing, and customer data on a single platform. Connect this data with Reforge Insights to find more insights, and link feedback back to real customer value.
Get Started
You can find the Salesforce integration on your integration settings page.
A user with access to both Reforge Insights as well as Salesforce will need to authorize the connection.
Go to "Settings"
Click "Integrations" in the navigation menu
Click "Salesforce"
Click "Connect"
If necessary, log in to Salesforce using the appropriate account
Review and approve the permissions requested
Once confirmed, you will be returned to Reforge Insights, where you can toggle on ingestion of sales notes
Data Collected
Once Reforge Insights and Salesforce are connected successfully, data will be pulled from periodically. The first time Reforge Insights loads data, it will look back 1 week. After that, it will ingest all new data up to your plan’s feedback volume limit.
Only notes from opportunities in the “Closed-Won” status will be ingested. This is to ensure that the feedback you receive is based on successful sales outcomes and actual paying customers.
The following table describes how data is mapped from Salesforce into Reforge Insights.
| Salesforce Object | Salesforce Field | Reforge Insights Object | Reforge Insights Field | Note |
|---|---|---|---|---|
| Note | Title | Feedback | Title | |
| Note | Body | Feedback | Description | |
| Note | CreatedDate | Feedback | Created At | |
| Note | LastModifiedDate | Feedback | Updated At | |
| Account | Name | Account | Name | |
| Account | Description | Account | Description | |
| Account | CreatedDate | Account | Created At | |
| Account | LastModifiedDate | Account | Updated At | |
| Account | Website | Account | domain | |
| Account | Annual Revenue | Account | metadata | |
| Account | Number of Employees | Account | metadata | |
| Account | Billing Postal Code Employees | Account | metadata | |
| Account | Billing Country | Account | metadata | |
| Opportunity | SUM of Amount | Account | contractValue | Sum of the Amount field from all “Closed Won” opportunities associated with the corresponding Account |
Pricing Volume Impact
| Entity Type | Volume Impact |
|---|---|
| Note | 1x |
View the pricing page for more information on how we calculate volume usage.
Common Issues
OAUTH_APP_BLOCKED
The most common issue we see with connecting Salesforce is “OAUTH_APP_BLOCKED”. This is likely due to configuration in your Salesforce organization that restricts users from connecting new apps via OAuth. If you hit this error, please have a user with admin access in Salesforce complete the following steps: If you see an error like OAUTH_APP_BLOCKED when trying to install the integration, your Salesforce admin needs to allow access to the app.
Go to Setup → Connected Apps OAuth Usage
You can search “Connected Apps OAuth Usage” in the Setup search bar.
Find "Reforge Insights" in the list
Click Manage next to the app name
On the next screen, click Edit Policies
Under Permitted Users, choose one of the following options
Self-authorization (easier setup):
Select “All users may self-authorize” → Save. You’re done.
Admin-approved access (more control):
Select “Admin approved users are pre-authorized” → Save. → Then scroll down and add the appropriate Profiles or Permission Sets under “Profiles” or “Custom Permissions” so your users can access the app.
Once updated, users can try the installation/authentication again