ProvenTenProvenTen

Salesforce

Connect Salesforce, map the fields that matching needs, and open the right customer proof from the opportunity your seller is working in Salesforce now.

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 the company and the deal that are already open in the CRM sitting in front of you.

  • HubSpot

    Connect HubSpot CRM so companies and deals can drive reference matching, with the same careful field mapping you would use for Salesforce or any other CRM.

  • CRM sync problems

    Fix missing CRM records, fields that landed in the wrong place, and reference matches that ignore the company and the deal sitting in front of your seller.

  • Match a prospect to a reference

    Find the best-fit customer proof for a live deal, then request it with recorded consent so the right advocate is asked only in the right way for that deal.