Salesforce
Ingest Salesforce Closed-Won Opportunity Notes
Overview
Salesforce unifies sales, marketing, and customer data on a single platform. Connect this data with Monterey AI 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 Monterey AI 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 Monterey AI, where you can toggle on ingestion of sales notes
Data Collected
Once Monterey AI and Salesforce are connected successfully, data will be pulled from periodically. The first time Monterey AI 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 Monterey AI.
| Salesforce Object | Salesforce Field | Monterey AI Object | Monterey AI 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.