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Connecting Salesforce makes your org the source of truth for the partner program. You authorize once, install the managed package, then Introw asks you three questions: which object holds your partners, which of those records are partners, and how opportunities link to them. Answer those and your accounts, opportunities, and contacts are in Introw, with partner attribution written back onto your Salesforce records.

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What you’ll achieve

The right accounts show up as partners in Introw, new matching accounts arrive on their own, and every partner-influenced opportunity is credited to the partner behind it. That last one is what partner revenue reporting and commissions run on.

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Before you start

1

Create the integration user first

Introw runs as the Salesforce user who authorizes it, and inherits exactly that user’s access: CRUD, field-level security, and sharing, nothing more. Connect as a dedicated integration user with a scoped permission set rather than someone’s own login. Salesforce permissions & scopes has the user setup and the access it needs.
2

Allow the Introw connected app

Salesforce refuses to authorize a connected app that is not installed in the org, and it exempts system administrators only. That means an admin’s test connection works and your integration user is refused on the same org. Sort this out before you start: Allow the Introw connected app.
3

Decide production or sandbox

Sandbox connects a test org and never touches production data. Production connects your live records.
4

No other CRM is connected

Introw holds one CRM at a time. If HubSpot or Pipedrive is connected, disconnect it first, and check you have permission to manage integrations in Introw.

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Steps

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Authorize the org

1

Open Integrations

Go to Integrations and stay on CRM & Data. A greyed-out Salesforce tile means another CRM is connected; disconnect it first.
The CRM & Data category on the Integrations page, where the Salesforce tile lives
2

Choose production or sandbox

On the Salesforce tile select Connect. The Connect Salesforce dialog asks which environment to use, and the button renames itself to match:
  • Leave Use Sandbox Environment off to connect production (login.salesforce.com). The button reads Connect Production.
  • Turn it on to connect a sandbox or developer org (test.salesforce.com). The button reads Connect Sandbox.
3

Sign in and install the managed package

Select the connect button and sign in as the user Introw should run as. When prompted, install the managed package into the org: it carries the objects, the permission set, and the Lightning component behind the in-CRM embed.If Salesforce shows an OAuth error instead of the approval screen, the org has not allowed the connected app yet. That is the expected first result, and Allow the Introw connected app fixes it in a few clicks.

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Answer three questions

Salesforce is connected and the setup opens on one screen: the three questions down the left, the answer for the one you are on to the right. Answer them in order the first time. After that, select any question to change your answer.
Nothing here is permanent. You can widen a filter, add another object, or come back through Configure on the Salesforce tile whenever your program changes.

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1. How do you store partners in your CRM?

1

Pick the object your partners live on

This is the one answer everything else hangs off, because it tells Introw what a partner is.
  • Account is right for almost every program. Your partners are accounts alongside your customers, and a filter separates them in the next question.
  • A custom object is right when you already run partners on their own object. Pick it and Introw never mistakes a customer account for a partner.
Only objects that can hold partners appear, so a short list is normal.
2

Select Next and confirm

Introw shows you what it heard, for example “Account objects”, and asks you to confirm with Yes, that is correct.Confirming a different object later clears the filter and the object links below, so those two questions start over. That is the point of confirming.

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2. Find partners in your CRM

1

Filter down to the partners

Not every account in Salesforce is a partner, so narrow the list here. Select Add filter, pick any field on the object, and set the value. The count beside Partners updates as you go.Most programs filter on what they already mark partners with: a record type, a partner-type picklist, or a checkbox. Add a second filter to import one program at a time, resellers now and referral partners later.
2

Select the partners to import

Take everything the filter found with the select-all banner, or tick individual rows to start with a pilot group. Search narrows the visible rows without touching your selection.
3

Import them

Select Continue with [N] partners and confirm. Introw creates the partners, then starts a full sync for their contacts, opportunities, and mapped fields. Larger selections take up to a minute.Two things to know about this dialog:
  • Automatically sync new partners appears when a filter is set and every matching record is selected. Turn it on and any account that later matches the filter becomes a partner on its own, with nobody re-importing. This is the setting you want.
  • If Introw says you have exceeded the maximum number of partners, tighten the filter and try again.
This question is why the connection is worth making. Linking says this opportunity came through this partner, and it is what partner revenue reporting, goals, and commissions read.
1

Open Object Linking

The right pane lists the links you have. Select Add object to create one.
2

Choose the object to credit

Start with Opportunity. It is the object reporting and commissions run on, and the setup treats it as the one that completes this question. Come back for Contact, Account, Case, or a custom object afterwards.
3

Choose how partners attach to it

Two ways in Salesforce, and the right one is whichever matches what your team already does:
  • Custom properties reads the partner off a field on the opportunity. Pick this when you already record a partner there, usually a picklist or an Account lookup.
  • Relation table reads a junction object between the opportunity and the partner account, such as Opportunity Partner. Pick this when partners are tracked in a junction rather than a single field, especially when one opportunity can involve several partners. Introw then asks which field is the foreign key for the opportunity, which is the foreign key for the partner, and optionally a filter, so you can attribute on a specific partner role only.
Comparing them properly, with roles and multi-partner deals: Partner attribution in Salesforce.
4

Name it and add it

What name do you want to use for this attribution? is the label your team and your partners read on the opportunity, so write it the way you’d say it: “Influencing partner”, “Reseller”. Then select Add opportunity attribution.Repeat Add object for every other record you want credited. A program that shares support work links Case too; one that runs on referrals links Contact.

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Finish

1

Select Finish

With an Opportunity link in place, select Finish. Introw starts pulling your partner data and lands you on your home view.
2

Add the embed while you're here

The managed package ships the Lightning component, but someone still has to put it on a record page. Embed Introw in Salesforce is the ten-minute follow-up that gets your reps working with partners without leaving Salesforce.

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Verify it worked

The Salesforce tile reads Connected, and your filtered accounts are in Partners. Open a partner and its opportunities are there, credited through the link you configured. The sync runs both ways once you say what should go back: map tiers and managers to a CRM property pushes a partner’s tier, program, and manager onto the account in Salesforce. If the tile shows a status other than Connected, troubleshoot a CRM connection covers every state, including the Install package and Install update prompts that appear when the org needs the latest managed package.

Salesforce permissions & scopes

The integration user, the OAuth scopes, and how to allow the Introw connected app.

Partner attribution in Salesforce

Compare every attribution method - picklist, lookup, relation table, custom object - and its trade-offs before you choose.

Embed Introw in Salesforce

Add the Introw component to Salesforce record pages.

Sync partners & contacts

How the sync keeps partner accounts and their contacts current after setup.

Troubleshoot a CRM connection

Fix a sync that shows a needs-attention status.

Connect HubSpot as your source of truth

The same three questions, for HubSpot, with a full click-through walkthrough.