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Integrations

Salesforce Integration

Connect SMVue to Salesforce to sync opportunities, accounts, and activities.

Connect SMVue to Salesforce to pull your opportunities, accounts, and activity into one place so you can work the team from a single view.

Requirements

Before connecting Salesforce:

  • You need System Administrator or API Enabled permissions
  • Your Salesforce edition must support API access (Professional, Enterprise, or Unlimited)
  • You should have Opportunities, Accounts, and Contacts in Salesforce

How to Connect

During Onboarding

  1. Select Salesforce when prompted to connect your CRM
  2. Click Connect Salesforce
  3. Choose your Salesforce environment:
    • Production — Most common (login.salesforce.com)
    • Sandbox — For testing (test.salesforce.com)
  4. Log in to Salesforce
  5. Review the permissions SMVue is requesting (read-only)
  6. Click Allow
  7. You'll be redirected back to SMVue
  8. Initial sync will start automatically

After Onboarding

  1. Go to Settings > Integrations
  2. Find the Salesforce integration card
  3. Click Connect
  4. Follow the authorization flow above
  5. Return to SMVue when complete

What SMVue Accesses

SMVue requests the following read-only permissions:

Opportunities (Required)

  • Read Opportunity records
  • View Opportunity fields and history
  • Access Opportunity stages and pipeline

Accounts (Required)

  • Read Account records
  • View Account fields
  • See Account-Opportunity relationships

Contacts (Required)

  • Read Contact records
  • View Contact roles on Opportunities
  • Access Contact information

Activities (Optional)

  • Read Events (meetings)
  • Read Tasks
  • View activity history on Opportunities

Users (Required)

  • Read User list (to map Opportunity owners)
  • View user basic info (name, email)

Important: SMVue reads your Salesforce records read-only and never modifies your Opportunities, Accounts, Contacts, or Activities. The one carve-out is a small piece of Salesforce automation SMVue deploys to receive change notifications (see below).

Webhook Metadata

To get near-real-time change notifications, Salesforce requires SMVue to deploy a small piece of automation:

What's Deployed:

  • A Workflow Rule plus an Outbound Message that notifies SMVue when records change (metadata only — no Apex code)
  • This is configuration, not your business data; it doesn't touch your Opportunities, Accounts, Contacts, or Activities

When Disconnecting:

  • SMVue attempts to remove the Outbound Message it deployed
  • Removal is best-effort — if a removal fails (for example under Salesforce rate limits), the automation can be left in place and is logged so it can be cleaned up; you or an admin can also remove it in Salesforce Setup

This is the only write SMVue performs in Salesforce.

Initial Sync

Once connected, SMVue will import your Salesforce data:

What's Imported:

  1. All active Opportunities
  2. Recently closed Opportunities (default lookback is around the last 12 months; the exact window can vary)
  3. Associated Accounts and Contacts
  4. Recent Activities (default lookback is around the last 6 months; the exact window can vary)
  5. Leads, where available
  6. Stage history from OpportunityHistory and LeadHistory, where Salesforce history tracking is enabled
  7. Deal and account collaborators derived from OpportunityTeamMember and AccountTeamMember, when those users map to team members
  8. Salesforce users who own Opportunities

SMVue imports the fields it needs for coaching and pipeline work — not every field on every object.

Timeline:

  • Small orgs (< 1,000 Opportunities): 2-3 minutes
  • Medium orgs (1,000-10,000 Opportunities): 5-10 minutes
  • Large orgs (10,000+ Opportunities): 10-20 minutes

You'll see a progress bar showing sync status. You can start using SMVue as soon as the initial sync completes.

Ongoing Sync

After initial sync, SMVue keeps your data current with:

Webhook Sync (Near-Real-Time)

SMVue receives Salesforce change notifications so updates flow in automatically:

  • Opportunity created → Appears in SMVue, typically within a few minutes
  • Opportunity stage changed → Reflected on your next refresh, usually within minutes
  • Opportunity closed won/lost → Surfaces in SMVue
  • Delivery is best-effort, not instant or guaranteed

Scheduled Resync

Reconciles anything the change-notification stream missed:

  • Updated Opportunity fields
  • New Accounts and Contacts
  • Recent activities
  • Ownership changes

Periodic Reconciliation

A fuller background pass runs to reconcile data on a best-effort basis:

  • Validates data
  • Catches edge cases the notification stream may have dropped

Opportunity Mapping

SMVue syncs these Salesforce Opportunity fields:

Standard Fields:

  • Opportunity Name
  • Amount
  • Close Date
  • Stage
  • Probability
  • Owner
  • Account
  • Created Date
  • Last Modified Date
  • Is Closed
  • Is Won

Custom Fields:

  • Selected custom Opportunity fields can be mapped
  • Configure in Settings > CRM Field Mapping
  • Field coverage is configurable but not exhaustive

Stage & Probability

SMVue uses Salesforce Stage probabilities for pipeline math:

  • Each Stage's probability is imported automatically
  • Used in risk-adjusted pipeline figures (treat these as directional, not board-grade)
  • You can override in SMVue without affecting Salesforce

Team Member Mapping

During setup, you'll map Salesforce users to team members in SMVue:

  1. SMVue shows all Salesforce users who own Opportunities
  2. Select which users are sales reps you want to coach
  3. Assign each rep to a manager (usually yourself)
  4. Choose their role (AE, SDR, CSM, etc.)

Later Updates:

  • New users appear in Team > Import from CRM
  • You can manually add team members who don't own Opportunities yet

Multiple Pipelines (Record Types)

If you use Salesforce Record Types as pipelines:

  • SMVue imports all Record Types
  • Each Record Type appears as a separate pipeline
  • You can set a default pipeline in Settings

Troubleshooting

Authorization Failed

Error: "Unable to authorize Salesforce connection"

Solutions:

  • Ensure you have System Administrator or API Enabled permissions
  • Verify your Salesforce edition supports API access
  • Try using an incognito/private browser window
  • Check that pop-ups aren't blocked
  • Ensure you're logging into the correct environment (production vs sandbox)

API Rate Limit Errors

Error: "Salesforce API rate limit exceeded"

Cause:

  • Salesforce limits API calls per 24 hours based on your edition
  • Large syncs can consume API calls quickly

Solutions:

  • Initial sync consumes the most API calls — be patient
  • Incremental syncs use far fewer API calls
  • Salesforce resets limits daily at midnight Pacific Time
  • Consider upgrading Salesforce edition for higher API limits
  • Contact support to optimize sync strategy for large orgs

Sync Stuck or Slow

Issue: Sync is taking longer than expected

Solutions:

  • Large orgs can take up to 30 minutes — be patient
  • Check Salesforce Trust status page for outages
  • If stuck for over 1 hour, click Sync Now to restart
  • Contact support if issue persists

Missing Opportunities

Issue: Some Opportunities don't appear in SMVue

Solutions:

  • Check that Opportunities exist and are active in Salesforce
  • Verify Opportunity owner is a user you imported to SMVue
  • Ensure Opportunities have a Stage set
  • Check record type filters (all record types should be enabled)
  • Try manual refresh: Settings > Integrations > Sync Now

Webhooks Not Working

Issue: Changes in Salesforce are slow to appear in SMVue

Solutions:

  • Change notifications aren't instant — a few minutes of delay is normal
  • Wait for the next scheduled resync, or click Sync Now
  • Verify SMVue could deploy its Outbound Message automation (see Webhook Metadata above)
  • Contact support to verify webhook configuration

Permission Errors

Error: "Insufficient permissions to access Salesforce data"

Solutions:

  • Ensure you have API Enabled permission in your Salesforce profile
  • Verify field-level security allows read access to standard Opportunity fields
  • Contact your Salesforce admin if object/field permissions are restricted
  • Check that your IP isn't restricted in Salesforce security settings

Sandbox vs Production

Issue: Connected wrong environment (sandbox instead of production)

Solution:

  1. Disconnect current integration
  2. Reconnect and carefully select correct environment
  3. Production: login.salesforce.com
  4. Sandbox: test.salesforce.com

Disconnecting Salesforce

To disconnect your Salesforce integration:

  1. Go to Settings > Integrations
  2. Find Salesforce integration
  3. Click Disconnect
  4. Confirm disconnection

What Happens:

  • SMVue stops syncing new data from Salesforce
  • Existing data in SMVue remains (not deleted)
  • SMVue-specific data (notes, action items) is preserved
  • SMVue attempts to remove the Outbound Message automation it deployed — removal is best-effort, and anything left behind is logged so you or an admin can clear it in Salesforce Setup

To Reconnect:

  • Click Connect on the Salesforce card
  • Re-authorize the integration
  • All your SMVue data will still be there

Salesforce-Specific Features

Account Hierarchy

When viewing an Opportunity:

  • See parent Account
  • View Account hierarchy (if using Salesforce hierarchies)
  • Access Account details and relationships

Contact Roles

SMVue imports Opportunity Contact Roles:

  • See decision-makers on each Opportunity
  • View contact roles (Decision Maker, Influencer, etc.)
  • Identify key stakeholders

Activity Tracking

SMVue imports these Salesforce activities:

  • Events (meetings, calls)
  • Tasks (to-dos, follow-ups)
  • Activity history on Opportunities
  • Email activities (if Salesforce Email integration enabled)

Custom Field Mapping

You can map selected custom Opportunity fields:

  • Configure in Settings > CRM Field Mapping
  • Contact support if you need help mapping fields

Best Practices

  1. Ensure API Access — Verify your Salesforce edition supports API calls
  2. Monitor API Limits — Check Salesforce System Overview for API usage
  3. Keep Stages Current — Clean Opportunity stages make risk and pipeline signals more useful
  4. Use Contact Roles — Helps SMVue identify decision-makers
  5. Log Activities — More activity data gives the manager more to act on
  6. Field-Level Security — Ensure SMVue can read the standard Opportunity fields it needs

Enterprise Considerations

For large Salesforce orgs (10,000+ Opportunities):

  • Initial sync may take 20-30 minutes
  • Consider scheduling first sync during off-peak hours
  • Monitor API usage in Salesforce Setup
  • Contact support for custom sync optimization

Need Help?

Salesforce integration questions? Contact support@smvue.com or use in-app chat.

Include in your message:

  • Screenshot of error (if any)
  • Your Salesforce Org ID (found in Setup > Company Information)
  • Whether you're using Production or Sandbox
  • What you were trying to do when the issue occurred

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On this page

RequirementsHow to ConnectDuring OnboardingAfter OnboardingWhat SMVue AccessesOpportunities (Required)Accounts (Required)Contacts (Required)Activities (Optional)Users (Required)Webhook MetadataInitial SyncOngoing SyncWebhook Sync (Near-Real-Time)Scheduled ResyncPeriodic ReconciliationOpportunity MappingStage & ProbabilityTeam Member MappingMultiple Pipelines (Record Types)TroubleshootingAuthorization FailedAPI Rate Limit ErrorsSync Stuck or SlowMissing OpportunitiesWebhooks Not WorkingPermission ErrorsSandbox vs ProductionDisconnecting SalesforceSalesforce-Specific FeaturesAccount HierarchyContact RolesActivity TrackingCustom Field MappingBest PracticesEnterprise ConsiderationsNeed Help?