Salesforce integration
Sync coaching signals into Salesforce so sales leaders stay in one system.
What syncs
- Leads
- Accounts
- Notes
- Outcomes
- Users
Implementation steps
- Connect Salesforce with admin credentials.
- Map fields for opportunities and outcomes.
- Verify access roles and permissions.
- Start syncing coaching signals.
Integration FAQ
What data syncs?
TalkTrackr syncs context like leads, accounts, and outcomes to keep coaching aligned with pipeline data.
Is it real-time?
Sync timing depends on your workflow. Most updates are near real-time with periodic batch refreshes.
Who manages access?
Admins control access through Salesforce roles and TalkTrackr permissions.