What you’ll achieve
A live Salesforce connection where the right accounts appear as partners in Introw, new matching records sync automatically, and opportunities are attributed to the partner who influenced them, so revenue reporting and commissions run on real CRM data. You will also know how to keep the managed package up to date.Before you start
Confirm Salesforce admin access
You need permission to authorize a connected app and install a managed package in the Salesforce org you are connecting.
Decide production or sandbox
Know whether you are connecting your live production org or a sandbox. Sandbox connects to a test environment and never affects production data; production connects to your live records.
Watch it
- Video
- Click through
Steps
Connect the org
Open Integrations
Go to Integrations and stay on the CRM & Data category. If the Salesforce tile is greyed out, another CRM is already connected; disconnect it first.
Choose production or sandbox
On the Salesforce tile select Connect. The Connect Salesforce dialog asks which environment to use:
- Use Sandbox Environment - toggle this on to connect a sandbox or developer org (a test environment), or leave it off to connect production. The dialog confirms the choice: sandbox data never affects production, while production reflects your actual CRM records. The connect button reads Connect Sandbox or Connect Production to match.
Authorize and install the package
Select the connect button, sign in to Salesforce, and approve access. If prompted, install the managed package into the org - this is what lets Introw read and write the partner data and power the in-CRM embed. After approval, Introw shows Salesforce as Connected and opens the setup wizard.
Tell Introw how partners are stored
Open the storage step
The wizard opens on How do you store partners in your CRM?. This tells Introw which object is a partner so it syncs the right records and attributes opportunities correctly.
- Partner object - the object that represents a partner. For Salesforce the default is Account; you can also choose Partner or a custom object if you manage partners separately. Choose the object you actually mark partners on so Introw never treats ordinary customer accounts as partners.
Find the partners that should sync
Open the find-partners step
The wizard moves to Find partners in your CRM, where you scope exactly which records import as partners.
- Filters - narrow the partner object by a CRM property (for example a partner-type or record-type field). Add one or more filters so only matching records become partners; the count at the top shows how many were found.
- Selection - bring in all matching records or hand-pick specific ones using the select-all banner or individual rows.
Turn on automatic sync
When all records behind a filter are selected, enable Automatically sync new partners in the confirmation step so new accounts that later match the filter become partners automatically. Without a filter, automatic sync stays off and you import a fixed set.
Link objects to partners (attribution)
Open object linking
The wizard moves to Which objects do you link with partners? (the Object Linking screen), where opportunities and other records get credited to the partner who influenced them. Select Add object to add your first mapping.
Pick the object and how it links
For each object choose Which object do you link with partners? and then How do you attribute partners to [object] objects?:
- Object - the object to attribute, such as Opportunity, Contact, or Account. Configure Opportunity at minimum: it is what reporting and commissions run on, and the wizard treats it as the completion step.
- Custom properties - link records to a partner through an existing field on the object. Choose this when partners are recorded on a field or picklist you already maintain.
- Relation table - link records through a relation object between the opportunity and the partner account or custom object (for example an Opportunity Partner relation). Choose this when partners are tracked in a junction object rather than a single field.
Name the attribution and save
Set What name do you want to use for this attribution? so the link reads clearly to your team and partners, then select Add [object] attribution. Repeat Add object for any other records you want credited.
Keep the connection healthy
Watch the connection status
On the connected Salesforce detail page the header shows the live state: green Connected by [name] when healthy, amber Syncing during a sync, or red Connection has been interrupted when it needs attention. If interrupted, select Reconnect.
Verify it worked
Salesforce shows as Connected on the Integrations page, your filtered accounts appear as partners, and a partner-influenced opportunity shows attributed to the right partner. New accounts matching your filter sync in automatically (if you enabled automatic sync), and tiers and managers you set in Introw flow back to Salesforce.Related
Link Salesforce opportunities to Introw
Go deeper on opportunity attribution by field, picklist, lookup, or relation table.
Embed Introw in Salesforce
Add the Introw component to Salesforce record pages.
Troubleshoot a CRM connection
Fix a sync that shows a needs-attention status.
Implementation reference
Full configuration options.