Salesforce + SalesScreen: Turn Pipeline Data Into Performance
Connect Salesforce to SalesScreen and give your whole team live CRM visibility, automatic win celebrations, and AI-powered coaching- running in the background while your reps focus on closing.
What is the Salesforce SalesScreen integration?
The Salesforce SalesScreen integration pulls your live opportunity, activity, and quota data out of your CRM and puts it where your whole team can see it- on leaderboards, dashboards, and office TVs that update automatically. When a rep closes a deal in Salesforce, SalesScreen fires an instant celebration. And behind the scenes, the AI monitors pipeline and activity trends to flag performance shifts early and recommend the right response before small dips become real problems.
Benefits of connecting Salesforce with SalesScreen
- Contests built on real CRM data: SalesScreen uses Salesforce opportunity and activity data to power live leaderboards and sprint contests, ranked by pipeline created, deals closed, calls logged, or quota attained. Scores update automatically as reps work, so there's no debate about the numbers.
- Live pipeline visibility for the entire team: Your Salesforce data is on the wall, always current. Pipeline value, quota attainment, and daily activity counts- visible to every rep and manager at a glance, without anyone manually pulling a report.
- Closed-won deals celebrated instantly: The moment an opportunity moves to Closed-Won in Salesforce, SalesScreen fires a recognition moment- a TV celebration, a badge, a reward notification. Wins get the attention they deserve, automatically.
- AI that catches performance drops early: SalesScreen's AI monitors your Salesforce win rates, activity volumes, and pipeline velocity continuously. When something deviates from your team's baseline, managers get a proactive alert- not a surprise at month-end.
- Recommended actions, not just alerts: When the AI flags a trend, it recommends what to do about it, launch a calling contest, send a recognition shoutout, adjust a quota target. The right lever, suggested at the right moment.
Data synced:
Get started with Salesforce + SalesScreen
Your reps are closing deals in Salesforce right now. Let SalesScreen make sure the whole team sees every win and make sure you see every performance shift before it costs you pipeline.
Integration Set Up
Step 1
The first step will ask you to choose a Salesforce user account to act as the link between SalesScreen and Salesforce. This user account is referred to as the API user. The API user needs read access to Salesforce objects across the organization. You can simply utilize an account with the System Administrator role, or you can create a new user and/or role in Salesforce for this purpose.
If you want to use the previously mentioned Streaming API feature, the API user needs certain access rights.
Step 2 [Optional]
The next step is to choose the environment of your Salesforce organization. In most cases, customers utilize the Production environment (which is the default option), so this step can be skipped.
If the Salesforce organization you want to integrate with is defined in the Sandbox environment, you can choose this option in the dropdown menu before continuing.
Step 3
The 3rd and final step is to authorize your Salesforce org through Salesforce's own interface. We suggest that you sign out of any Salesforce accounts beforehand so that you can choose to sign in with the API user when carrying out the authorization step.
When ready, click on the Integrate button.