ProvenTenProvenTen

Salesforce

Connect Salesforce, map fields, and open matching from an opportunity.

The Salesforce connector is the usual path for Enterprise teams. You need a Salesforce admin and a ProvenTen admin in the same change window.

Connect

  1. In ProvenTen, open Admin → Integrations → Salesforce and start the connection.
  2. Approve access in Salesforce. Use an integration user with a permission set you can audit, not a personal admin login.
  3. Map Account and Opportunity fields used for matching (industry, country, amount, product).
  4. Install or enable the ProvenTen action on Opportunity so sellers can match without leaving Salesforce.
  5. Test on a sandbox or a non-critical opportunity first.

Related guides

  • Connect your CRM

    Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.

  • HubSpot

    Connect HubSpot CRM so companies and deals can drive matching.

  • CRM sync problems

    Missing records, wrong fields, and matches that ignore the deal in front of you.

  • Match a prospect to a reference

    Find the best-fit customer proof for a live deal, then request it the right way.