Revspire Resources

Salesforce Connection

The Salesforce integration connects RevSpire with your Salesforce org for deal-room and CRM-driven workflows.

Features

  • Organization-level service user connection (one-time setup).
  • Per-user Salesforce connections.
  • Reconnect support when Salesforce authorization expires.
  • Connection status management (active/inactive, primary connection).

Purpose

To ensure Revspire can access Salesforce data securely at both:

  • Organization level (service user)
  • User level (individual CRM connections)

Permissions

Your profile should include:

  • Add Connections
  • Edit Connections
  • View Connections (or View All Connections)
  • Activate/Deactivate Connections` (optional, for admins managing state)

For service-user setup in `Setup > Deal Room`, org setup permissions may also be required.

Steps

Step 1: Connect Service User (Required First)

  1. Go to `Setup > Deal Room > CRM Integration`.
  2. Select `Salesforce` from available connectors.
  3. Enter a connection name.
  4. Select environment (`Production` or `Sandbox`).
  5. Click `Connect`.
  6. Sign in to Salesforce and approve access.
  7. Return to Revspire and confirm the Service User shows as `Connected`.

Step 2: Connect User Salesforce Account

  1. Go to Main > Settings > Connection.
  2. Click + Add Connection.
  3. Choose “Salesforce”.
  4. Enter connection details and choose environment.
  5. (Optional) Set as “Primary Connection”.
  6. Click “Create Connection” and complete Salesforce authorization.

Step 3: Public App Installation (If Required by Your Org)

If your Salesforce admin requires AppExchange/Connected App approval before user auth, complete that admin step first, then repeat Step 1 and Step 2.

Connection Management

  • From `Main > Settings > Connection`, users/admins can:
  • Reauthorize using `Authorize`
  • Activate/Deactivate existing connections
  • Mark one active connection as `Primary`

Limitation and Notes

  • Only one service user connection is kept per organization in setup.
  • If authorization is expired, use `Authorize`/`Sync` to reconnect.
  • Sandbox vs Production should match the Salesforce environment you intend to use.