Connect Salesforce

Pulls deals won, opportunities created, pipeline movement, and customer activity per employee.

Prerequisites

• Salesforce System Administrator profile (or any user with the "Customize Application" permission, so they can create a Connected App)
• A PerfCopilot admin account (the Connect button is only visible to admins)
• The Salesforce org's My Domain must be enabled (required for OAuth callbacks)

1. Generate credentials in Salesforce

1. Sign in to https://login.salesforce.com as an admin.
2. Navigate to Setup → App Manager → New Connected App.

📖 Official guide: Create a Connected App — Salesforce's own documentation for creating this credential.

1. Enable OAuth Settings. Set the callback URL to https://app.perfcopilot.com/auth/salesforce/callback. Add the scopes Access and manage your data (api) and Perform requests on your behalf at any time (refresh_token, offline_access).
2. Click Save. After the 2-10 minute propagation window, open the new Connected App and copy the Consumer Key (client_id) and Consumer Secret (client_secret) from the API section.

Copy these values; you'll paste them in the next step:

• Consumer Key (client_id)
• Consumer Secret (client_secret)

2. Paste into PerfCopilot

1. Open Integrations on your PerfCopilot admin.

2. Find the Salesforce card and click Connect (or Manage if already configured).

3. Paste each value into the matching field:

   | Field in PerfCopilot | Value from step 1 | |---|---| | instance_url | The URL Salesforce returned after consent (usually auto-filled by the OAuth callback) |

4. Click Save, then click Connect to launch the Salesforce OAuth popup and approve access.

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as your.name@company.com

If you see a red error, jump to Common errors.

Common errors

| Message | What it usually means | Fix | |---|---|---| | OAUTH_APP_BLOCKED | A Salesforce admin disabled the Connected App from the org. | Re-enable the app in Setup → App Manager → PerfCopilot → Manage → Enable. | | HTTP 401: invalid_grant: expired_authorization_code | The OAuth authorization code was used twice (often a double-click on the popup). | Retry the Connect flow; each code can only be redeemed once. | | invalid_client_id | The Consumer Key was pasted with a stray newline or only partially. | Re-copy the full Consumer Key from Salesforce and paste again. |

What signals we pull

• crm — opportunities created, deals_won, and accounts_touched per employee per cycle.

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