Salesforce integration

Overview

The Salesforce integration automatically tracks your sales funnel and customer journey by connecting Salesforce events to Spectacle's attribution system. When contacts are created, accounts are updated, or opportunities progress through your pipeline, these activities are captured as attribution events in real-time.

Setup & Configuration

Connecting

You can connect your Salesforce account to Spectacle by clicking the "Connect" button on the Salesforce integration on your workspace's settings page.

Configuration

After connecting your Salesforce account, you can optionally configure the following settings:

User Id Field (optional): The Salesforce Contact field where you store the internal User Id from your own system. This can be either a standard field name (like "id") or a custom field. When configured, we will Identify any Salesforce contacts. This will make them show up on the Audiences page under Contacts.

Company Id Field (optional): Choose a Salesforce account field to identify companies. This can be either a standard field name (like "id") or a custom field. When configured, we will Group any Salesforce contacts to a Company. This will make them show up on the Audiences page under Companies.

Additional Contact Fields (optional): Select custom Salesforce contact fields to sync to Spectacle. You can view and filter these properties within the platform.

Additional Account Fields (optional): Select custom Salesforce account fields to sync to Spectacle. You can view and filter these properties within the platform.

Contact Tracking

Automatic Event Generation

When contacts are created or updated in Salesforce, Spectacle automatically generates these attribution events:

• Salesforce: Contact Created - When a new contact is added to Salesforce

Synced Contact Properties

The following properties are automatically synced for contacts:

• Contact id
• First name
• Last name
• Email address
• Phone number
• Account association
• Any configured custom fields

Account/Company Tracking

Account Events

Track your B2B relationships with automatic event generation for account activities:

• Salesforce: Account Created - When new accounts are created in Salesforce

Synced Account Properties

The following properties are automatically synced for accounts:

• Account Id
• Account name
• Website
• Any configured custom fields

Opportunity Progression Tracking

Opportunity Events

Track your sales funnel with automatic event generation for opportunity activities:

• Salesforce: Opportunity Created - When new opportunities are created
• Salesforce: Prospecting Stage - Opportunity reaches prospecting stage
• Salesforce: Qualification Stage - Opportunity moves to qualification
• Salesforce: Needs Analysis Stage - Needs analysis phase reached
• Salesforce: Value Proposition Stage - Value proposition phase reached
• Salesforce: Decision Makers Identified - Decision makers identified
• Salesforce: Perception Analysis Stage - Perception analysis phase
• Salesforce: Proposal Sent - Proposal/price quote stage reached
• Salesforce: Negotiation Stage - Negotiation/review phase
• Salesforce: Opportunity Won - Opportunity successfully closed
• Salesforce: Opportunity Lost - Opportunity marked as lost
• Salesforce: Opportunity Stage Changed - Any other stage change

Synced Opportunity Properties

When opportunities are created or updated, the following properties are synced to the associated contact:

• Opportunity id
• Opportunity name
• Opportunity amount
• Opportunity stage
• Opportunity probability
• Opportunity type
• Opportunity close date
• Opportunity closed status
• Opportunity won status

Contact-Account Associations

Association Tracking

When contacts are associated with accounts in Salesforce, Spectacle tracks these organizational relationships automatically. This enables account-based marketing (ABM) attribution and helps you understand which marketing activities drive company-level engagement.

The integration automatically:

• Links contacts to their associated accounts
• Tracks opportunity associations with both contacts and accounts
• Syncs account information to contact records

Event Attribution

All Salesforce events are automatically attributed to your marketing touchpoints, allowing you to:

• Measure which campaigns generate the most qualified leads
• Track the complete customer journey from first touch to closed opportunity
• Calculate real ROI for your marketing spend
• Identify which touchpoints contribute to opportunity progression
• Analyze account-based marketing effectiveness
• Understand the value of each marketing channel in your sales pipeline