CRM integration
Dear CFO for Salesforce
Accounts, opportunities, activities and your own custom objects, beside the revenue they turn into. Production or sandbox.
Dear CFO only reads. Connect with a read-only Salesforce user if you prefer.
Salesforce
What you can do
What Salesforce data does inside Dear CFO
Opportunities next to revenue
Opportunities, line items and history beside booked revenue, so the forecast and the pipeline stop disagreeing.
Your custom objects too
Pick any custom objects to sync. Custom fields come across with every record.
Activity that explains the numbers
Tasks, events and campaigns sit in the same place as the results they were meant to drive.
What syncs
What Dear CFO reads from Salesforce
- Users
- Accounts
- Contacts
- Leads
- Opportunities
- Opportunity line items
- Opportunity history
- Opportunity contact roles
- Campaigns
- Tasks
- Events
- Products
- Price book entries
Plus any custom objects you choose. Each sync reads only what changed, and deleted records are caught.
In full, Dear CFO copies accounts, contacts, leads, opportunities and their line items and history, campaigns, tasks, events, products, price books and users, plus any custom objects you choose. Contacts, leads and users include names, email addresses, phone numbers, job titles and locations, and we copy every field the connected Salesforce user can read, custom fields included, so the exact fields depend on how you have configured Salesforce. How it is stored and protected is in our privacy policy.
How to connect
Set up in a few minutes
- 1A Salesforce admin installs the Dear CFO package in your org once (a sandbox needs its own install).
- 2In Dear CFO, open Integrations, choose Production or Sandbox, and sign in to Salesforce.
- 3Pick any custom objects to include. The first sync loads your org.
- Connection
- Sign in with Salesforce, production or sandbox
- Access
- Dear CFO only reads. Salesforce has no read-only permission, so a read-only integration user is a good choice.
- Sync
- Daily by default. You can sync more often, up to hourly, from the integration page.
- Accounts
- One Salesforce org per company
- Where it shows up
- Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.
Questions
Salesforce and Dear CFO
Why does an admin need to install something first?
Salesforce only lets an org sign in to an app that has been installed in it. It is a one-time install per org.
Will syncing use up our Salesforce API limit?
Syncs read only what changed, and a sync waits if your org has already used most of its daily API allowance.
Can I connect a sandbox?
Yes. Choose Sandbox before signing in. The sandbox needs its own one-time install.
Works well with
Connect the rest of the stack
What you can do with it
Connect Salesforce and see it against your own numbers.
Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.