Salesforce Integration
Last updated: June 11, 2026
Salesforce Integration
Connect Salesforce to Rhythms to automatically update revenue and pipeline Key Results from your CRM data. When deals move in Salesforce, your OKRs reflect it in real time — no manual updates required.
What the Salesforce Integration Does
Once connected, the Salesforce integration lets you configure any Key Result or Initiative to pull its progress value directly from Salesforce objects and reports. Rhythms syncs on a schedule and updates the goal's value automatically.
Common use cases:
- Pipeline Key Results — e.g., "Build $5M qualified pipeline" → tracks sum of open opportunities in a pipeline stage
- Revenue Key Results — e.g., "Close $2M new ARR in Q2" → tracks closed-won opportunities in the quarter
- Deal count tracking — e.g., "Close 20 enterprise deals" → counts closed-won opportunities matching a segment filter
- Win rate tracking — e.g., "Achieve 30% win rate" → calculated from closed-won vs. total closed opportunities
Connecting Salesforce to Your Workspace
Note: Workspace admins connect the integration at the workspace level. Users then authorize their individual Salesforce accounts.
Admin setup: 1. Go to Admin Settings → Integrations 2. Find Salesforce and click Connect 3. Authorize Rhythms via the Salesforce OAuth flow 4. The integration is now available for all workspace members
User authorization: The first time you configure a Salesforce auto-update on a goal, Rhythms will prompt you to authorize your personal Salesforce account.
Setting Up an Auto-Update on a Goal
- Open the goal detail page for the Key Result or Initiative you want to connect
- Click Set up auto-update (or Edit auto-update)
- Select Salesforce as the data source
- Configure the query:
- Object — choose the Salesforce object to pull from (Opportunities, Accounts, Leads, Cases, custom objects)
- Metric — choose what to measure: sum of a field, count of records, or a calculated rate
- Filters — narrow by stage, owner, record type, close date range, or any standard/custom field
- Preview the current value to confirm the query returns what you expect
- Save
Rhythms will now sync the goal's value from Salesforce automatically.
Sync Frequency
Salesforce data syncs on a regular schedule (typically every few hours). To trigger an immediate sync, click Sync now on the goal's auto-update settings.
What Rhythms Can Read from Salesforce
| Data type | Supported |
|---|---|
| Opportunities (standard fields) | ✅ Yes |
| Custom fields | ✅ Yes |
| Accounts and Contacts | ✅ Yes |
| Leads and Cases | ✅ Yes |
| Custom objects | ✅ Yes |
| Reports (Salesforce native reports) | ✅ Yes |
| Date-range filters (close date, created date) | ✅ Yes |
Troubleshooting
The goal value isn't updating. Check that your Salesforce authorization is still active under Settings → Integrations → Salesforce. Re-authorize if the token has expired.
I see "Access denied" when configuring a goal. This usually means the Salesforce user account you authorized doesn't have access to the object or fields you're querying. Check field-level security and object permissions in Salesforce.
The value looks incorrect. Review the filter conditions in your auto-update configuration. Common issues: date range filters not matching the goal's time period, or a stage filter that's too broad or too narrow.
Frequently Asked Questions
Can multiple goals pull from the same Salesforce query? Yes — multiple goals can use the same object and filters with different metrics.
Does the integration support Salesforce sandboxes? Contact support to configure a sandbox connection for testing.
Can I disconnect Salesforce? Yes — go to Admin Settings → Integrations → Salesforce → Disconnect. This removes the integration for all users and stops all active Salesforce auto-updates in the workspace.