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Salesforce holds the accounts, owners, and pipeline for a lot of teams. Connecting it gives GainTrace the customer records and revenue context it needs to score health and stay ahead of renewals.

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What syncs

GainTrace reads your standard Salesforce objects and maps them across your workspace:
  • Accounts become your Companies.
  • Contacts and Leads become your People.
  • Opportunities feed Revenue and renewals.
  • Tasks, Events, Cases, and Users come through too.
Salesforce discovers your object schema automatically, so custom fields on these objects come along without extra setup.

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Connect Salesforce

1

Open the catalog

Go to Integrations in the left nav and pick Salesforce.
2

Authorize

Use Connect with OAuth and approve GainTrace in the Salesforce login window. You can also connect manually with API credentials if your org prefers that.
3

Let it sync

Your records start flowing in. Manage the connection any time under Data > Sources.

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What you can do with it

Once Salesforce is connected, health scores reflect real account and pipeline data, signals catch changes worth acting on, and renewals surface in Revenue so nothing slips.

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Good to know

  • Salesforce syncs on a regular schedule rather than by webhook, so changes land within a few minutes.
  • This connector supports two-way sync. With the right permissions, GainTrace can write updates back to Salesforce, not just read from it.
Last modified on July 6, 2026