Salesforce + Go Fig
Connect Salesforce CRM to Go Fig for unified revenue visibility and sales performance analytics.
Why connect Salesforce to Go Fig?
Salesforce knows your pipeline, but finance needs more. Go Fig's Salesforce integration pulls opportunities, accounts, and custom objects into your financial platform. Build revenue forecasts that actually match accounting, analyze sales performance against costs, and get the complete picture of customer profitability.
With Go Fig's Salesforce integration, your finance team gets instant access to the data they need without waiting for IT or manually exporting reports. Data flows automatically into your unified analytics environment, ready for analysis, reporting, and AI-powered insights.
What you can do with Salesforce data in Go Fig
Revenue Forecasting
Build forecasts using Salesforce pipeline weighted by historical conversion rates.
Customer Profitability
Combine Salesforce revenue with cost data for true customer profitability.
Sales Performance
Analyze sales rep and team performance against quota and cost metrics.
Data available from Salesforce
Go Fig extracts and normalizes the following data from your Salesforce account:
How to connect Salesforce
Authorize
Securely connect your Salesforce account with OAuth or API key. Your credentials are encrypted and never stored in plain text.
Review
Go Fig intelligently maps your data structure. Review to ensure it aligns with business logic.
Analyze
Your Salesforce data is now available in dashboards, reports, Excel, and through Celeste, our AI assistant.
Common Questions About Salesforce Integration
How long does it take to connect Salesforce?
Most Salesforce connections complete in under 15 minutes. You'll authorize access via OAuth or API key, select your data scope, and Go Fig begins syncing immediately. Our team is available to help if you run into any issues.
What data does Go Fig pull from Salesforce?
Go Fig syncs opportunities, accounts, contacts, and more from Salesforce. Data refreshes automatically based on your sync schedule—up to every 15 minutes for sales sources.
Is my Salesforce data secure?
Yes. Go Fig uses OAuth 2.0 for authentication when available and never stores your Salesforce credentials in plain text. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We're SOC 2 Type II compliant.
Can I connect multiple Salesforce accounts?
Yes. You can connect multiple Salesforce accounts or instances to Go Fig. This is common for companies with separate accounts per business unit, region, or entity. All data flows into your unified analytics environment.
Ready to connect Salesforce?
See how your Salesforce data looks in Go Fig with a personalized demo.
Book a Demo