Salesforce

The Salesforce integration demonstrates how CRM records, pipeline stages, and account data can orchestrate downstream workflows. This page outlines common sync patterns, data dependencies, and troubleshooting considerations when Salesforce acts as a system of record.

What Salesforce is typically used for

Salesforce often serves as the authoritative CRM for sales, account, and opportunity data. Updates here frequently drive actions across onboarding, billing, support, and analytics systems.

Opportunity & pipeline management

Trigger workflows when opportunities advance, stall, or close.

Account & contact sync

Keep customer records aligned across internal and external tools.

Revenue operations handoffs

Operationalize Closed Won events into onboarding and provisioning flows.

Typical workflow patterns

Salesforce → Onboarding

Create implementation or kickoff work when deals close.

Salesforce → Support

Sync account ownership and status so support teams have full context.

Billing / Usage → Salesforce

Write back plan, usage, or activation data for a shared customer view.

Troubleshooting tips

Verify API user permissions for required objects and fields.
Confirm record type IDs and picklist values match expected mappings.
Check automation conflicts with existing Salesforce flows or triggers.
Review error logs for validation rules blocking updates.