Connecting Salesforce

Overview

The Salesforce integration connects DealOracle to your Salesforce CRM for lead and opportunity syncing with closed-loop attribution reporting. This is the gold standard for proving marketing ROI — connecting ad spend directly to pipeline revenue in your CRM.

What This Integration Does

• Push leads to Salesforce — Automatically create Lead or Contact records in Salesforce when new leads are captured in DealOracle.
• Sync disposition changes — As leads progress through your DealOracle pipeline, updates are reflected in Salesforce (e.g., Lead Status, Opportunity Stage).
• Opportunity tracking — When a deal is created or closed in Salesforce, the outcome syncs back to DealOracle for ad platform conversion reporting.
• Closed-loop reporting — See exactly which ad campaigns, keywords, and creatives generated revenue — not just leads.

Why Closed-Loop Attribution Matters

Most marketers can tell you which campaigns generate leads. With the Salesforce integration, you can tell which campaigns generate revenue. This transforms your ad optimization from "cost per lead" to "cost per closed deal" — a fundamentally different (and better) way to allocate budget.

Prerequisites

Before connecting Salesforce, ensure you have:

• Salesforce edition with API access — Enterprise, Unlimited, or Performance editions include API access. Professional edition requires the API add-on.
• Connected app setup (optional) — DealOracle's OAuth flow handles this automatically, but if your Salesforce org requires pre-approved connected apps, ask your Salesforce admin to allowlist DealOracle.
• System Administrator or appropriate profile — The user authorizing the connection needs permission to create/edit Leads, Contacts, and Opportunities.
• Lead and Opportunity fields — Identify which standard and custom fields you want to sync between DealOracle and Salesforce.

Salesforce Edition Compatibility

Salesforce Edition	API Access	Compatible
Essentials	No	Not supported
Professional	Add-on required	Yes (with API add-on)
Enterprise	Included	Yes
Unlimited	Included	Yes
Performance	Included	Yes

Note: If you're on Salesforce Professional without the API add-on, contact your Salesforce account executive about enabling API access.

Connection Steps

Follow these steps to connect Salesforce to DealOracle:

Step 1: Navigate to Integrations

From your DealOracle dashboard, go to Settings → Integrations → Salesforce.

Step 2: Authorize via OAuth

Click Connect Salesforce. You'll be redirected to Salesforce's login page. Sign in with your Salesforce credentials and authorize DealOracle.

Tip: If your org uses a custom domain (e.g., yourcompany.my.salesforce.com), DealOracle will detect it automatically.

Step 3: Map Lead/Contact Fields

After authorization, configure how DealOracle fields map to Salesforce:

Standard field mapping (auto-configured):

• First Name → FirstName
• Last Name → LastName
• Email → Email
• Phone → Phone
• Company → Company

Custom field mapping:

• Map any DealOracle field to a Salesforce custom field
• UTM parameters → custom text fields
• Ad platform data → custom text fields
• Lead score → custom number field

Step 4: Configure Opportunity Sync

Enable opportunity syncing to track deals:

• Opportunity creation — Automatically create an Opportunity when a lead reaches a specific disposition (e.g., "Opportunity Created")
• Stage mapping — Map DealOracle dispositions to Salesforce Opportunity stages
• Amount syncing — Sync deal values between platforms
• Close date — Set the expected close date based on your average sales cycle

Step 5: Test and Activate

Click Send Test Lead to create a test record in Salesforce. Verify:

• The Lead/Contact appears with the correct field values
• The Lead Source is set correctly
• Custom fields are populated

Then toggle Auto-Sync to activate the integration.

Sync Configuration

Lead vs. Contact Creation Rules

DealOracle supports two approaches for creating records in Salesforce:

Option 1: Always create Leads (recommended for most users)

• New records are created as Leads in Salesforce
• When a Lead is converted in Salesforce, DealOracle tracks the resulting Contact and Opportunity
• Best for organizations that use Salesforce's built-in Lead conversion process

Option 2: Create Contacts directly

• New records are created as Contacts (with an associated Account)
• Best for organizations that skip the Lead object entirely
• Requires an Account matching rule (match by company name or create new)

Opportunity Stage Mapping

DealOracle Disposition	Salesforce Opportunity Stage
Opportunity Created	Prospecting
Discovery Call	Qualification
Proposal Sent	Proposal/Price Quote
Negotiation	Negotiation/Review
Closed Won	Closed Won
Closed Lost	Closed Lost

You can customize this mapping to match your Salesforce opportunity stages.

Custom Field Support

DealOracle can sync data to any custom field in Salesforce. Common custom fields include:

• UTM_Source__c — The traffic source (google, facebook, etc.)
• UTM_Medium__c — The marketing medium (cpc, social, email)
• UTM_Campaign__c — The campaign name
• GCLID__c — Google Click ID for attribution
• FBCLID__c — Facebook Click ID
• Lead_Score__c — DealOracle's calculated lead score
• Ad_Source__c — Which ad platform the lead came from

Sync Direction and Frequency

Setting	Options
Direction	Bi-directional, DealOracle → SF only, SF → DealOracle only
Frequency	Real-time, every 5 min, every 15 min
Conflict resolution	Last-write-wins, Salesforce priority, DealOracle priority

Duplicate Detection

DealOracle respects Salesforce's built-in duplicate rules. Before creating a new Lead or Contact:

1. Check for existing records by email
2. Check for existing records by phone (if email not found)
3. If a match is found, update the existing record instead of creating a duplicate
4. If no match, create a new record

You can configure DealOracle to use Salesforce's Duplicate Management rules for more sophisticated matching.

Need help? Contact DealOracle support at [email protected] or use the in-app chat.